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Portfolio (Quarterly) Guide ↗

AJ Advisors, LLC

· CIK 0001951167
13F Portfolio $271M AUM 35 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 20 Added 10 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SMH VANECK ETF TRUST 24,601.0 $8.9M 3.27% -380.0 -1.5% $360.13 +83.2%
2 JPM JPMORGAN CHASE & CO. Financial Services 5,143.0 $1.7M 0.61% -304.0 -5.6% $322.20 +0.9%
3 YLD PRINCIPAL EXCHANGE TRADED FD 74,021.0 $1.4M 0.52% -15K -16.8% $19.00 +0.3%
4 MSFT MICROSOFT CORP Technology 2,458.0 $1.2M 0.44% -99.0 -3.9% $483.55 -21.5%
5 GOOGL ALPHABET INC Communication Services 3,667.0 $1.1M 0.42% -120.0 -3.2% $313.04 +17.6%
6 V VISA INC Financial Services 1,580.0 $554K 0.20% -88.0 -5.3% $350.74 -6.7%
7 HCA HCA HEALTHCARE INC Healthcare 1,037.0 $484K 0.18% -30.0 -2.8% $467.05 -19.7%
8 NVDA NVIDIA CORPORATION Technology 2,360.0 $440K 0.16% -370.0 -13.6% $186.53 +13.0%
9 BERKSHIRE HATHAWAY INC DEL 844.0 $424K 0.16% -66.0 -7.2% $502.65
10 SPYM SPDR SERIES TRUST 5,048.0 $405K 0.15% -522.0 -9.4% $80.22 +9.6%

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 85.3%
Technology 7.2%
Consumer Cyclical 3.1%
Communication Services 2.7%
Healthcare 1.1%
Consumer Defensive 0.6%