Jsf Financial, LLC Portfolio Holdings

Jsf Financial, LLC

  • $418 Million
  • Q2 2025

Jsf Financial, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $418 Million distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $81.9M, Capital Group Growth ETF Shs C with a value of $37.2M, Ishares Tr with a value of $28.8M, Ishares Barclays 0 5 Year Tips with a value of $22.3M, and Ishares Tr Russell 200 Value E with a value of $21.6M.

Examining the 13F form we can see an increase of $41.3M in the current position value, from $376M to 418M.

Below you can find more details about Jsf Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $418 Million
ETFs: $302 Million
Technology: $49.5 Million
Financial Services: $15.3 Million
Communication Services: $11.9 Million
Consumer Defensive: $10.8 Million
Consumer Cyclical: $10.6 Million
Healthcare: $6.89 Million
Industrials: $6.09 Million
Other: $4.35 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$41.2B
$1.59 Million 0.38% of portfolio
9,448
Q2 2025 Added 4.39%
$102B
$1.35 Million 0.32% of portfolio
1,843
Q2 2025 Added 4.89%
$76.6B
$1.29 Million 0.31% of portfolio
5,217
Q2 2025 Added 3.12%
$14.1B
$1.29 Million 0.31% of portfolio
11,996
Q2 2025 Added 2.08%
$19.5B
$1.3 Million 0.31% of portfolio
2,546
Q2 2025 Added 10.12%
$55.6B
$1.26 Million 0.3% of portfolio
5,188
Q2 2025 Added 8.58%
$85.2B
$1.19 Million 0.29% of portfolio
785
Q2 2025 New
$93.2B
$1.2 Million 0.29% of portfolio
5,229
Q2 2025 Added 10.78%
$29.2B
$1.21 Million 0.29% of portfolio
10,940
Q2 2025 Added 5.24%
$145B
$1.22 Million 0.29% of portfolio
4,589
Q2 2025 Added 8.44%
$35.6B
$1.23 Million 0.29% of portfolio
2,241
Q2 2025 New
$32.2B
$1.16 Million 0.28% of portfolio
35,547
Q2 2025 New
$17.1B
$1.11 Million 0.27% of portfolio
19,890
Q2 2025 New
$16.1B
$1.06 Million 0.25% of portfolio
13,148
Q2 2025 New
$126B
$1.02 Million 0.24% of portfolio
3,295
Q2 2025 Added 15.78%
$82.6B
$1 Million 0.24% of portfolio
9,488
Q2 2025 New
$14.3B
$863,000 0.21% of portfolio
40,173
Q2 2025 Added 7.32%
$37.7B
$882,000 0.21% of portfolio
3,630
Q2 2025 New
$195B
$846,000 0.2% of portfolio
29,238
Q2 2025 Reduced 13.43%
$164B
$842,000 0.2% of portfolio
3,019
Q2 2025 Added 0.57%
$58.9B
$611,000 0.15% of portfolio
2,989
Q2 2025 Added 1.53%
$153B
$459,000 0.11% of portfolio
904
Q2 2025 Added 0.33%
$71.6B
$397,000 0.1% of portfolio
107
Q1 2025 Reduced 0.93%
$119B
$422,000 0.1% of portfolio
3,430
Q2 2025 Reduced 3.87%
$42.1B
$365,000 0.09% of portfolio
633
Q4 2023 Reduced 7.32%
$147B
$275,000 0.07% of portfolio
2,388
Q2 2025 New
$125B
$302,000 0.07% of portfolio
2,274
Q2 2025 Added 1.88%
$120B
$238,000 0.06% of portfolio
1,592
Q2 2025 Added 1.79%
$17.1B
$242,000 0.06% of portfolio
3,175
Q1 2025 New
$181B
$215,000 0.05% of portfolio
397
Q2 2025 New
$107B
$210,000 0.05% of portfolio
3,594
Q2 2025 Added 0.36%
$149B
$203,000 0.05% of portfolio
514
Q2 2025 New
$120B
$227,000 0.05% of portfolio
87
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $418 Million
  • Prior Value $376 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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