Jones Kertz & Associates, Inc. Portfolio Holdings
Jones Kertz & Associates, Inc.
- $195 Billion
- Q4 2025
Jones Kertz & Associates, Inc. has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $195 Billion distributed in 63 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $16.4B, Apple Inc. with a value of $15.2B, Kla Corp with a value of $9.97B, Jabil Inc with a value of $8.96B, and Alphabet Inc. with a value of $8.61B.
Examining the 13F form we can see an increase of $195B in the current position value.
Jones Kertz & Associates, Inc. is based out at Blaine, MN
Below you can find more details about Jones Kertz & Associates, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$195 Billion
Technology: $92.2 Billion
Industrials: $23.1 Billion
Healthcare: $16.5 Billion
Communication Services: $15 Billion
Financial Services: $11 Billion
Consumer Cyclical: $10.2 Billion
ETFs: $9.36 Billion
Consumer Defensive: $6.77 Billion
Other: $3.64 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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