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Portfolio (Quarterly) Guide ↗

JTC Employer Solutions Trustee Ltd

· CIK 0001875645
13F Portfolio $1.2B AUM 313 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 16 Added 14 Reduced 5 Exited
Page 2 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HLN HALEON PLC Healthcare 1,050,907.0 $9.8M 0.79% -560K -34.8% $9.33 +7.2%
22 GLW CORNING INC Technology 30,000.0 $7.7M 0.61% $255.40 -41.4%
23 AXP AMERICAN EXPRESS CO Financial Services 22,500.0 $7.6M 0.61% $338.18 -0.6%
24 TD TORONTO DOMINION BK ONT Financial Services 58,079.0 $7.0M 0.56% -13K -18.6% $121.11 -3.3%
25 BERKSHIRE HATHAWAY INC DEL 9.0 $6.8M 0.54% $750222.22
26 SYF SYNCHRONY FINANCIAL Financial Services 75,000.0 $5.7M 0.46% $76.04 +4.5%
27 VOO VANGUARD INDEX FDS 8,055.0 $5.5M 0.44% $686.03 +2.6%
28 BERKSHIRE HATHAWAY INC DEL 10,621.0 $5.3M 0.43% +2K +23.5% $500.33
29 COF CAPITAL ONE FINL CORP Financial Services 25,000.0 $5.0M 0.40% $200.56 +8.7%
30 CBRE CBRE GROUP INC Real Estate 35,000.0 $4.7M 0.38% $134.74 +12.9%
31 EWJ ISHARES INC 48,837.0 $4.6M 0.36% $93.25 +2.1%
32 GLD SPDR GOLD TR Financial Services 10,953.0 $4.0M 0.32% $368.30 +14.9%
33 PLAB PHOTRONICS INC Technology 191,856.0 $3.9M 0.31% $20.27 +50.5%
34 FCX FREEPORT MCMORAN INC Basic Materials 60,000.0 $3.8M 0.30% $62.88 +21.9%
35 SCHP SCHWAB STRATEGIC TR 141,964.0 $3.8M 0.30% $26.51 -2.1%
36 CX CEMEX SA EURO MTN BE 144A Basic Materials 301,972.0 $3.6M 0.29% $11.99 -7.4%
37 DIA STATE STR SPDR DOW JONES IND Financial Services 6,868.0 $3.6M 0.29% $522.28 +1.9%
38 RCI ROGERS COMMUNICATIONS INC Communication Services 108,330.0 $3.5M 0.28% +1K +1.1% $32.55 +11.4%
39 IVV ISHARES TR 4,537.0 $3.4M 0.27% $749.83 +2.6%
40 AAL AMERICAN AIRLINES GROUP INC Industrials 184,687.0 $3.3M 0.27% $18.07 -23.5%
Page 2 of 16  ·  313 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 41.1%
Financial Services 20.7%
Communication Services 16.7%
Technology 7.8%
Industrials 6.9%
Energy 2.2%
Consumer Cyclical 1.5%
Consumer Defensive 1.5%
Basic Materials 1.0%
Real Estate 0.5%