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Portfolio (Quarterly) Guide ↗

Jones Kertz & Associates, Inc.

· CIK 0002104438
13F Portfolio $217M AUM 66 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 5 Added 56 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 4,254.0 $3.1M 1.44% NEW $736.40 -3.9%
2 MCK MCKESSON CORP Healthcare 2,023.0 $1.5M 0.70% NEW $755.60 +20.0%
3 J P MORGAN EXCHANGE TRADED F 2,829.0 $204K 0.09% NEW $72.28

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 54.8%
Industrials 14.6%
Healthcare 9.8%
Communication Services 6.1%
Consumer Cyclical 5.6%
Consumer Defensive 4.1%
Financial Services 3.0%
Basic Materials 1.7%
Energy 0.4%