Jones Kertz & Associates, Inc.
Jones Kertz & Associates, Inc. reported 66 positions worth $216.9M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: KLAC (10.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | KLAC | SH | $21.6M | 9.97% | 71,685 | — | — | |
| ▸ 2 | AVGO | SH | $16.5M | 7.62% | 43,742 | — | — | |
| ▸ 3 | AAPL | SH | $14.4M | 6.62% | 49,595 | — | — | |
| ▸ 4 | JBL | SH | $14.1M | 6.48% | 36,459 | — | — | |
| ▸ 5 | CAT | SH | $10.7M | 4.95% | 10,073 | — | — | |
| ▸ 6 | GOOGL | SH | $9.0M | 4.15% | 25,192 | — | — | |
| ▸ 7 | APH | SH | $7.9M | 3.63% | 44,613 | — | — | |
| ▸ 8 | GS | SH | $6.7M | 3.07% | 6,589 | — | — | |
| ▸ 9 | MSFT | SH | $6.0M | 2.75% | 15,967 | — | — | |
| ▸ 10 | ORCL | SH | $5.9M | 2.70% | 39,960 | — | — |
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Frequently Asked Questions
What stocks does Jones Kertz & Associates, Inc. hold as of Q2 2026?
Jones Kertz & Associates, Inc. reported 66 positions worth $216.9M in its Q2 2026 13F filing. Largest positions: KLAC (10.0%), AVGO (7.6%), AAPL (6.6%), JBL (6.5%) and CAT (4.9%).
What did Jones Kertz & Associates, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Jones Kertz & Associates, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.