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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
Page 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CGMU CAPITAL GRP FIXED INCM ETF T 10,944.0 $297K 0.16% +1K +10.6% $27.15 +0.7%
62 BIV VANGUARD BD INDEX FDS 3,738.0 $288K 0.15% $77.18 -0.7%
63 VCRB VANGUARD MALVERN FDS 3,474.0 $269K 0.14% NEW $77.38 -0.4%
64 VYX NCR VOYIX CORPORATION Technology 36,635.0 $232K 0.12% -11K -23.2% $6.33 +5.0%
65 ICSH ISHARES TR 4,413.0 $223K 0.12% $50.62 -0.1%
66 JAAA JANUS DETROIT STR TR 4,097.0 $206K 0.11% NEW $50.37 +0.7%
Page 4 of 4  ·  66 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
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%