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Portfolio (Quarterly) Guide ↗

AJ Advisors, LLC

· CIK 0001951167
13F Portfolio $322M AUM 37 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 4 New 23 Added 9 Reduced 2 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HCA HCA HEALTHCARE INC Healthcare 1,075.0 $419K 0.13% +38.0 +3.7% $390.01 +6.0%
22 MA MASTERCARD INCORPORATED Financial Services 531.0 $273K 0.09% +25.0 +4.9% $513.61 +13.1%
23 DVY ISHARES TR 1,462.0 $228K 0.07% +23.0 +1.6% $156.27 +4.2%
Page 2 of 2  ·  23 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
Financial Services 87.1%
Technology 5.6%
Consumer Cyclical 2.6%
Communication Services 2.5%
Healthcare 1.2%
Consumer Defensive 0.9%