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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HYMB SPDR SERIES TRUST 119,670.0 $3.0M 0.95% NEW $25.44 -3.7%
2 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 240.0 $225K 0.07% NEW $936.26 +0.4%
3 UNH UNITEDHEALTH GROUP INC Healthcare 522.0 $217K 0.07% NEW $415.42 -4.6%
4 LPRO OPEN LENDING CORP Financial Services 46,418.0 $144K 0.04% NEW $3.11 +1.0%

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%