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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
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 3,388.0 $782K 0.29% $230.82 +5.9%
22 V VISA INC Financial Services 1,580.0 $554K 0.20% -88.0 -5.3% $350.74 -6.7%
23 HD HOME DEPOT INC Consumer Cyclical 1,605.0 $552K 0.20% +88.0 +5.8% $344.08 -2.8%
24 BLK BLACKROCK INC Financial Services 493.0 $528K 0.20% +33.0 +7.2% $1070.13 -1.9%
25 HCA HCA HEALTHCARE INC Healthcare 1,037.0 $484K 0.18% -30.0 -2.8% $467.05 -19.7%
26 NVDA NVIDIA CORPORATION Technology 2,360.0 $440K 0.16% -370.0 -13.6% $186.53 +13.0%
27 BERKSHIRE HATHAWAY INC DEL 844.0 $424K 0.16% -66.0 -7.2% $502.65
28 SPYM SPDR SERIES TRUST 5,048.0 $405K 0.15% -522.0 -9.4% $80.22 +9.6%
29 SPSB SPDR SERIES TRUST 11,814.0 $357K 0.13% +80.0 +0.7% $30.20 -0.8%
30 MA MASTERCARD INCORPORATED Financial Services 506.0 $289K 0.11% $571.17 -14.2%
31 IVV ISHARES TR 371.0 $254K 0.09% +2.0 +0.5% $684.18 +9.6%
32 PG PROCTER AND GAMBLE CO Consumer Defensive 1,744.0 $250K 0.09% +144.0 +9.0% $143.28 +5.0%
33 BLUEROCK PVT REAL ESTATE FD 16,199.0 $243K 0.09% NEW $15.00
34 GLOBUS MED INC 2,399.0 $209K 0.08% NEW $87.31
35 DVY ISHARES TR 1,439.0 $203K 0.07% +16.0 +1.1% $141.11 +8.6%
Page 2 of 2  ·  35 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 85.3%
Technology 7.2%
Consumer Cyclical 3.1%
Communication Services 2.7%
Healthcare 1.1%
Consumer Defensive 0.6%