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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 SMH VANECK ETF TRUST 23,453.0 $15.4M 4.78% -1K -4.7% $655.88 -16.9%
2 JPM JPMORGAN CHASE & CO Financial Services 4,784.0 $1.6M 0.49% -359.0 -7.0% $327.33 +8.4%
3 AAPL APPLE INC Technology 5,157.0 $1.5M 0.46% -105.0 -2.0% $289.39 +12.4%
4 HD HOME DEPOT INC Consumer Cyclical 1,561.0 $550K 0.17% -44.0 -2.7% $352.61 -9.3%
5 BLK BLACKROCK INC Financial Services 484.0 $466K 0.14% -9.0 -1.8% $962.10 +17.2%
6 SPYM SPDR SERIES TRUST 4,755.0 $418K 0.13% -293.0 -5.8% $87.88 +2.0%
7 SPSB SPDR SERIES TRUST 11,718.0 $352K 0.11% -96.0 -0.8% $30.01 -0.8%
8 IVV ISHARES TR 369.0 $276K 0.09% -2.0 -0.5% $748.03 +2.3%
9 PG PROCTER & GAMBLE CO Consumer Defensive 1,586.0 $233K 0.07% -158.0 -9.1% $146.60 -0.3%

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%