J. Team Financial, Inc. Portfolio Holdings

J. Team Financial, Inc.

  • $100 Billion
  • Q4 2025

J. Team Financial, Inc. has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $100 Billion distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Et Self Idxd Fd Tr Bul with a value of $6.77B, Invesco Qqq Trust, Series 1 with a value of $6.77B, Apple Inc. with a value of $6.21B, J P Morgan Exchange Traded Fd with a value of $5.36B, and Nvidia Corp with a value of $5.26B.

Examining the 13F form we can see an increase of $100B in the current position value, from $91.9M to 100B. Also it can be appreciated an additional of 12 stocks purchases and 9 closed positions.

J. Team Financial, Inc. is based out at Abilene, TX

Below you can find more details about J. Team Financial, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $100 Billion
ETFs: $39.1 Billion
Technology: $20.5 Billion
Consumer Cyclical: $8.72 Billion
Industrials: $6.12 Billion
Energy: $6.08 Billion
Financial Services: $4.6 Billion
Communication Services: $3.14 Billion
Consumer Defensive: $1.88 Billion
Other: $2.88 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $100 Billion
  • Prior Value $91.9 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 12 stocks
  • Additional Purchases 42 stocks
  • Sold out of 9 stocks
  • Reduced holdings in 30 stocks
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