Fund HoldingsJ2 Capital Management Inc

Total Portfolio Value
$137.07M
Total Bought
$25.37M
Total Sold
$22.43M
Net Transaction
+$2.94M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR BLO 1 ETF
0142,841+142,841013,0539.52%+13,053
ISHARES TR
CORE HIGH DV ETF
33,03546,514+13,4794,0455,6574.13%+1,611
ISHARES TR
TRS FLT RT BD
0268,747+268,747013,5619.89%+13,561
STRATEGIC TRUST
RUNNING GWTH ETF
62,08388,476+26,3932,1282,9502.15%+822
EVERCORE INC(EVR)01,871+1,87106370.46%+637
ISHARES TR66,26672,768+6,5026,6737,3045.33%+631
FEDEX CORP(FDX)02,083+2,08306020.44%+602
MACOM TECH SOLUTIONS HLDGS I(MTSI)03,154+3,15405400.39%+540
TOTALENERGIES SE(TTE)08,156+8,15605340.39%+534
SELECT SECTOR SPDR TR
ST STR UTIL ETF
012,027+12,02705130.37%+513
ISHARES GOLD TR(IAU)65,42664,807-6194,7615,2603.84%+499
SSGA ACTIVE TR
STATE STREET US
06,345+6,34503950.29%+395
SPDR GOLD TR(GLD)6,0326,241+2092,1442,4731.80%+329
NORTHERN LTS FD TR III
HCM DEFEN 500
106,225108,363+2,1386,4156,7154.90%+300
EAGLE MATLS INC(EXP)1,5602,857+1,2973645900.43%+227
GLOBAL X FDS
ARTIFICIAL ETF
04,343+4,34302210.16%+221
SSGA ACTIVE ETF TR
ST STR BL LN ETF
05,025+5,02502070.15%+207
PACER FDS TR
TRENDPILOT EUR
109,499113,333+3,8343,2753,4822.54%+207
ELI LILLY & CO(LLY)721697-245507490.55%+199
3M CO(MMM)1,8342,980+1,1462854770.35%+192
ALPHABET INC(GOOG)1,3911,663+2723385210.38%+182
CAPITAL ONE FINL CORP(COF)03,016+3,01607310.53%+731
MOODYS CORP(MCO)720976+2563434990.36%+156
STRATEGY SHS
DAY HAGAN SMART
106,195108,290+2,0955,1305,2793.85%+149
SPROTT ASSET MANAGEMENT LP(PHYS)29,00929,969+9608599900.72%+130
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
064,237+64,23703,6772.68%+3,677
ISHARES TR03,014+3,01402,0641.51%+2,064
PENUMBRA INC(PEN)2,0952,048-475316370.46%+106
HOULIHAN LOKEY INC(HLI)2,1383,126+9884395450.40%+106
LOCKHEED MARTIN CORP(LMT)1,2271,466+2396137090.52%+97
MOELIS & CO(MC)13,53615,344+1,8089651,0550.77%+89
PROGRESSIVE CORP(PGR)2,0832,634+5515146000.44%+85
PACER FDS TR
TRENDP US MID CP
108,656111,352+2,6963,8913,9722.90%+81
VANGUARD INTL EQUITY INDEX F17,93319,512+1,5799721,0490.77%+77
ISHARES INC
MSCI EMRG CHN
15,16315,146-171,0241,1010.80%+77
NOKIA CORP(NOK)066,885+66,88504330.32%+433
SPDR INDEX SHS FDS
ST STR NAT ETF
10,30910,998+6896106830.50%+73
FIRST TR EXCHANGE-TRADED FD
COMMON SHS
40,79941,523+7246597270.53%+68
INVESCO QQQ TR1,0991,180+816607250.53%+65
AMAZON COM INC(AMZN)02,100+2,10004850.35%+485
ISHARES TR
CORE MSCI EURO
19,34319,457+1141,3181,3811.01%+63
ISHARES TR39,72039,927+2072,1212,1841.59%+63
VANGUARD SPECIALIZED FUNDS4,5794,783+2049881,0510.77%+63
GSK PLC(GSK)13,62613,195-4315886470.47%+59
TOYOTA MOTOR CORP(TM)2,0752,125+503974550.33%+58
EXXON MOBIL CORP03,782+3,78204550.33%+455
COLGATE PALMOLIVE CO(CL)04,070+4,07003220.23%+322
SPDR INDEX SHS FDS
ST STR PO EX ETF
6,7277,506+7792883330.24%+45
NORTHERN LTS FD TR III
HCM DEFND 100
15,40015,675+2751,1751,2130.88%+37
JOHNSON & JOHNSON(JNJ)3,1472,999-1485846210.45%+37
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
57,70861,257+3,5497758120.59%+37
PACER FDS TR
TRENDPILOT INTL
9,36710,219+8522853210.23%+36
TENARIS S A(TS)015,698+15,69806040.44%+604
VANGUARD INDEX FDS02,817+2,81707270.53%+727
VANECK ETF TRUST
GOLD MINERS ETF
3,1263,184+582392730.20%+34
M & T BK CORP(MTB)2,6562,768+1125255580.41%+33
PACCAR INC(PCAR)2,5612,597+362522840.21%+33
VANECK ETF TRUST
LONG/FLAT TREND
4,5035,024+5212402720.20%+33
GILEAD SCIENCES INC(GILD)3,7743,677-974194510.33%+32
CBOE GLOBAL MKTS INC(CBOE)2,8622,922+607027330.54%+32
OMNICOM GROUP INC(OMC)5,2465,656+4104284570.33%+29
CUMMINS INC(CMI)1,014895-1194284570.33%+29
APPLE INC(AAPL)01,601+1,60104350.32%+435
WISDOMTREE TR(WT)13,83114,202+3716366630.48%+27
ISHARES TR5,7946,104+3106446710.49%+26
VERIZON COMMUNICATIONS INC(VZ)16,82018,793+1,9737397650.56%+26
COPART INC(CPRT)10,85213,127+2,2754885140.37%+26
ISHARES TR8,1558,328+1737768020.58%+26
DIAMONDBACK ENERGY INC(FANG)2,3372,361+243343550.26%+21
ISHARES TR7,3467,720+3746576730.49%+16
MCDONALDS CORP(MCD)1,7391,775+365295430.40%+14
MORGAN STANLEY(MS)2,0051,869-1363193320.24%+13
VANGUARD INDEX FDS2,4102,484+747087210.53%+13
VANGUARD TAX-MANAGED FDS4,4744,47402682790.20%+11
ALPS ETF TR
ALERIAN MLP
5,1305,348+2182412510.18%+11
SCHWAB STRATEGIC TR11,72411,72403273340.24%+7
MICROSOFT CORP(MSFT)652712+603383440.25%+6
VANGUARD WHITEHALL FDS2,3482,34803313370.25%+6
ISHARES TR011,585+11,58506600.48%+660
HEICO CORP NEW01,951+1,95104920.36%+492
VALUED ADVISERS TR
REGAN FLTG RATE
10,27310,27302622630.19%+2
SCHWAB STRATEGIC TR12,11412,11403313320.24%+2
NU HLDGS LTD(NU)35,51433,988-1,5265695690.42%0
ISHARES TR02,970+2,97002460.18%+246
AMERICAN ELEC PWR CO INC4,1254,020-1054644640.34%-1
EOG RES INC(EOG)02,274+2,27402390.17%+239
SPDR S&P 500 ETF TR(SPY)1,4821,445-379879850.72%-2
PLAYBOY INC25,00017,500-7,50037330.02%-4
CENCORA INC2,3622,174-1887387340.54%-4
AFLAC INC(AFL)5,0285,057+295625580.41%-4
HERSHEY CO(HSY)2,4442,443-14574450.32%-13
JPMORGAN CHASE & CO.(JPM)1,3941,321-734404260.31%-14
SPDR INDEX SHS FDS
ST PORT MARK ETF
5,7005,381-3192672520.18%-15
ABCELLERA BIOLOGICS INC(ABCL)12,34312,074-26962410.03%-21
PALANTIR TECHNOLOGIES INC(PLTR)1,7251,614-1113152870.21%-28
DTE ENERGY CO(DTB)2,5972,59703673350.24%-32
CELESTICA INC(CLS)02,034+2,03406010.44%+601
KINSALE CAP GROUP INC(KNSL)1,6601,703+437066660.49%-40
ALTRIA GROUP INC(MO)7,1717,475+3044744310.31%-43
DOCUSIGN INC(DOCU)6,9906,722-2685044600.34%-44
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