Jsf Financial, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $376 Million distributed in 121 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 $76.8M, Capital Group Growth ETF Shs C with a value of $32.2M, Ishares Barclays 0 5 Year Tips with a value of $23.9M, Ishares Tr with a value of $22.2M, and Ishares Tr Russell 200 Value E with a value of $20.9M.

Examining the 13F form we can see an increase of $33.2M in the current position value, from $343M to 376M.

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

Portfolio value $376 Million
ETFs: $277 Million
Technology: $44.3 Million
Financial Services: $13 Million
Consumer Defensive: $9.45 Million
Communication Services: $9.17 Million
Consumer Cyclical: $8.62 Million
Healthcare: $6.48 Million
Industrials: $5.17 Million
Other: $2.8 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $376 Million
  • Prior Value $343 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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