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Portfolio (Quarterly) Guide ↗

Jones Kertz & Associates, Inc.

· CIK 0002104438
13F Portfolio $188M AUM 66 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 3 Added 30 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CRM Salesforce.com Inc. Technology 10,373.0 $1.9M 1.03% +80.0 +0.8% $186.67 -3.9%
2 TCAF T ROWE PRICE ETF INC 16,887.0 $601K 0.32% +2K +12.2% $35.59 +14.1%
3 CGMU CAPITAL GRP FIXED INCM ETF T 10,944.0 $297K 0.16% +1K +10.6% $27.15 +0.7%

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
Technology 48.2%
Industrials 12.9%
Financial Services 11.2%
Healthcare 8.6%
Communication Services 7.4%
Consumer Cyclical 5.1%
Consumer Defensive 4.3%
Basic Materials 1.8%
Energy 0.4%