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Portfolio (Quarterly) Guide ↗

AJ Advisors, LLC

· CIK 0001951167
13F Portfolio $244M AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 36 New
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 3,386.0 $743K 0.30% NEW $219.57 +11.3%
22 HD HOME DEPOT INC Consumer Cyclical 1,517.0 $615K 0.25% NEW $405.18 -17.5%
23 V VISA INC Financial Services 1,668.0 $569K 0.23% NEW $341.39 -4.1%
24 BLK BLACKROCK INC Financial Services 460.0 $536K 0.22% NEW $1164.73 -9.8%
25 NVDA NVIDIA CORPORATION Technology 2,730.0 $509K 0.21% NEW $186.61 +12.9%
26 BERKSHIRE HATHAWAY INC DEL 910.0 $457K 0.19% NEW $502.74
27 HCA HCA HEALTHCARE INC Healthcare 1,067.0 $455K 0.19% NEW $426.15 -12.0%
28 SPYM SPDR SERIES TRUST 5,570.0 $436K 0.18% NEW $78.34 +12.2%
29 SPSB SPDR SERIES TRUST 11,734.0 $355K 0.14% NEW $30.29 -1.1%
30 MA MASTERCARD INCORPORATED Financial Services 506.0 $288K 0.12% NEW $568.32 -13.8%
31 PFRL PGIM ETF TR 5,023.0 $252K 0.10% NEW $50.13 -1.1%
32 IVV ISHARES TR 369.0 $247K 0.10% NEW $669.82 +12.0%
33 PG PROCTER AND GAMBLE CO Consumer Defensive 1,600.0 $246K 0.10% NEW $153.61 -2.1%
34 UNH UNITEDHEALTH GROUP INC Healthcare 631.0 $218K 0.09% NEW $345.06 +16.2%
35 COST COSTCO WHSL CORP NEW Consumer Defensive 224.0 $208K 0.09% NEW $926.72 +2.7%
36 DVY ISHARES TR 1,423.0 $202K 0.08% NEW $142.06 +7.9%
Page 2 of 2  ·  36 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 84.1%
Technology 7.6%
Consumer Cyclical 3.3%
Communication Services 2.2%
Healthcare 1.6%
Consumer Defensive 1.1%