J2 Capital Management Inc Portfolio Holdings

J2 Capital Management Inc

  • $76 Million
  • Q3 2023

J2 Capital Management Inc has filed its 13F form on October 11, 2023 for Q3 2023 where it was disclosed a total value porftolio of $76 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $7.57M, Pacer Fds Tr Trendpilot Us Mid with a value of $6.32M, Ishares Trishares 0 3 Mnth Tre with a value of $4.7M, J P Morgan Exchange Traded Fd with a value of $4.56M, and Pacer Fds Tr Trendpilot Us Lar with a value of $3.85M.

Examining the 13F form we can see an decrease of $7.47M in the current position value, from $83.5M to 76M.

Below you can find more details about J2 Capital Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $76 Million
ETFs: $53.6 Million
Energy: $4.13 Million
Consumer Cyclical: $3.46 Million
Industrials: $3.14 Million
Financial Services: $2.49 Million
Consumer Defensive: $2.45 Million
Technology: $2.14 Million
Healthcare: $2.11 Million
Other: $2.5 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $76 Million
  • Prior Value $83.5 Million
  • Filing
  • Period Q3 2023
  • Filing Date October 11, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 11 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
Track This Portfolio

Track J2 Capital Management Inc Portfolio

Follow J2 Capital Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of J2 Capital Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on J2 Capital Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email