J. W. Coons Advisors, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $430 Million distributed in 240 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.4M, Zurn Water Solutions Corp with a value of $25.2M, Microsoft Corp with a value of $23.9M, Spdr S&P 500 ETF Trust with a value of $11M, and Kla Corp with a value of $9.75M.
Examining the 13F form we can see an increase of $59.3M in the current position value, from $371M to 430M.
Below you can find more details about J. W. Coons Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$430 Million
Technology: $123 Million
Industrials: $62.9 Million
ETFs: $57.1 Million
Financial Services: $46.6 Million
Healthcare: $35.4 Million
Consumer Cyclical: $30.9 Million
Consumer Defensive: $29.6 Million
Communication Services: $16.8 Million
Other: $28.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
