J. W. Coons Advisors, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2025, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2025-06-30, active share 53.1%; sector active share 12.2% against the combined 13F book's sector weights.
Over time 22 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
240 tracked positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025Portfolio Trend
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.1% | $128,457,591 |
| Unclassified | 13.5% | $59,684,947 |
| Industrials | 13.0% | $57,529,957 |
| Financial Services | 12.1% | $53,585,429 |
| Healthcare | 8.0% | $35,435,545 |
| Consumer Cyclical | 7.0% | $30,894,459 |
| Consumer Defensive | 6.7% | $29,608,160 |
| Communication Services | 3.8% | $16,762,221 |
| Energy | 3.8% | $16,709,704 |
| Basic Materials | 1.3% | $5,719,158 |
| Real Estate | 0.9% | $3,833,705 |
| Utilities | 0.8% | $3,502,003 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FAST | Fastenal Co | +64,372 | 128,327 | $5,389,734 | |
| AMAT | Applied Materials Inc | +24,815 | 31,158 | $5,704,095 | |
| AAPL | Apple Inc. | +11,557 | 128,706 | $26,406,610 | |
| GOOGL | Alphabet Inc. | +9,940 | 44,598 | $7,859,505 | |
| — | +7,605 | 34,573 | $3,171,381 | ||
| WMB | Williams Companies, Inc. | +6,877 | 18,585 | $1,167,323 | |
| TJX | Tjx Companies Inc | +6,090 | 38,111 | $4,706,327 | |
| APH | Amphenol Corp | +5,954 | 35,391 | $3,494,861 | |
| V | Visa Inc. | +5,175 | 12,101 | $4,296,460 | |
| SYK | Stryker Corp | +4,810 | 8,128 | $3,215,680 | |
| PYLD | +4,705 | 76,975 | $2,042,916 | ||
| AMZN | Amazon Com Inc | +4,604 | 29,705 | $6,516,979 | |
| ACN | Accenture plc | +4,424 | 21,498 | $6,425,537 | |
| INGR | Ingredion Inc | +3,934 | 5,852 | $793,648 | |
| IBM | International Business Machines Corp | +3,682 | 23,990 | $7,071,772 | |
| MSI | Motorola Solutions, Inc. | +3,675 | 4,481 | $1,884,081 | |
| MSFT | Microsoft Corp | +3,411 | 48,061 | $23,906,022 | |
| HD | Home Depot, Inc. | +3,315 | 10,610 | $3,890,050 | |
| ORLY | O Reilly Automotive Inc | +3,276 | 3,510 | $316,356 | |
| GILD | Gilead Sciences, Inc. | +3,137 | 13,630 | $1,511,158 | |
| MA | Mastercard Inc | +2,880 | 6,631 | $3,726,224 | |
| COST | Costco Wholesale Corp | +2,800 | 7,605 | $7,528,493 | |
| ENB | Enbridge Inc | +2,397 | 77,738 | $3,523,086 | |
| ENSG | Ensign Group, Inc | +2,255 | 7,321 | $1,129,337 | |
| AMP | Ameriprise Financial Inc | +2,105 | 3,714 | $1,982,273 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VLO | Valero Energy Corp | −2,221 | 24,697 | $3,319,770 | |
| IJR | iShares Core S&P Small-Cap ETF | −1,917 | 13,660 | $1,492,901 | |
| TXN | Texas Instruments Inc | −1,857 | 25,220 | $5,236,176 | |
| PSX | Phillips 66 | −1,710 | 8,108 | $967,284 | |
| — | −1,262 | 6,745 | $215,773 | ||
| VRP | Invesco Ltd. | −1,255 | 32,645 | $798,170 | |
| MRK | Merck & Co., Inc. | −1,170 | 56,220 | $4,450,375 | |
| ADI | Analog Devices Inc | −1,144 | 14,510 | $3,453,670 | |
| PFF | iShares Preferred and Income Securities ETF | −1,060 | 10,415 | $319,532 | |
| AVGO | Broadcom Inc. | −1,054 | 10,027 | $2,763,942 | |
| ETN | Eaton Corp plc | −1,010 | 11,687 | $4,172,142 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −855 | 2,719 | $615,826 | |
| ECL | Ecolab Inc. | −770 | 1,909 | $514,360 | |
| — | −755 | 5,975 | $300,841 | ||
| SHV | iShares 0-1 Year Treasury Bond ETF | −685 | 15,285 | $1,687,769 | |
| UNP | Union Pacific Corp | −647 | 3,076 | $707,726 | |
| OMC | Omnicom Group Inc. | −568 | 10,609 | $763,211 | |
| MMM | 3M Co | −500 | 10,541 | $1,604,761 | |
| CAT | Caterpillar Inc | −500 | 2,880 | $1,118,044 | |
| NEE | Nextera Energy Inc | −400 | 42,662 | $2,961,596 | |
| THO | Thor Industries Inc | −350 | 7,165 | $636,323 | |
| SRLN | State Street(R) Blackstone Senior Loan ETF | −325 | 62,995 | $2,619,962 | |
| CVS | CVS HEALTH Corp | −320 | 32,935 | $2,271,856 | |
| BKLN | Invesco Ltd. | −300 | 19,760 | $413,379 | |
| CMCSA | Comcast Corp | −300 | 16,420 | $586,029 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TYL | Tyler Technologies Inc | 1,929 | $1,143,588 | |
| SONY | Sony Group Corp | 43,010 | $1,119,550 | |
| NOW | ServiceNow, Inc. | 1,064 | $1,093,877 | |
| VEEV | Veeva Systems Inc | 3,666 | $1,055,734 | |
| JMTG | JPMorgan Mortgage-Backed Securities ETF | 17,355 | $871,047 | |
| PBH | Prestige Consumer Healthcare Inc. | 10,100 | $806,485 | |
| COF | Capital One Financial Corp | 1,905 | $405,307 | |
| CEG | Constellation Energy Corp | 866 | $279,510 | |
| MELI | Mercadolibre Inc | 100 | $261,362 | |
| PKG | Packaging Corp Of America | 1,253 | $236,127 | |
| AMT | American Tower Corp | 1,041 | $230,081 | |
| SEIC | Sei Investments Co | 2,430 | $218,359 | |
| WFC | Wells Fargo & Company | 2,720 | $217,926 | |
| DE | Deere & Co | 400 | $203,396 | |
| T | At&T Inc. | 7,028 | $203,390 | |
| GROW | U S Global Investors Inc | 37,000 | $96,200 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GRMN | Garmin Ltd | 1,765 | $383,234 | |
| EXPD | Expeditors International Of Washington Inc | 2,789 | $335,377 | |
| TGT | Target Corp | 2,195 | $229,070 | |
| BDX | Becton Dickinson & Co | 990 | $226,769 | |
| CLX | Clorox Co | 1,500 | $220,875 | |
| IP | International Paper Co | 3,750 | $200,062 | |
| — | 1,938 | $0 | ||
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 128,706 | $26,406,610 | 5.98% | |
| ZWS |
Zurn Elkay Water Solutions Corp
Industrials
|
Held | 688,164 | $25,166,157 | 5.70% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 48,061 | $23,906,022 | 5.41% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 17,764 | $10,975,487 | 2.48% | |
| KLAC |
Kla Corp
Technology
|
Held | 10,882 | $9,747,442 | 2.21% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 44,598 | $7,859,505 | 1.78% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 26,832 | $7,778,865 | 1.76% | |
| JPST |
JPMorgan Ultra-Short Income ETF
|
Added | 148,580 | $7,530,034 | 1.70% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 7,605 | $7,528,493 | 1.70% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 23,990 | $7,071,772 | 1.60% | |
| ORCL |
Oracle Corp
Technology
|
Added | 31,989 | $6,993,755 | 1.58% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 29,705 | $6,516,979 | 1.48% | |
| ACN |
Accenture plc
Technology
|
Added | 21,498 | $6,425,537 | 1.45% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 12,286 | $5,968,170 | 1.35% | |
| AMAT |
Applied Materials Inc
Technology
|
Added | 31,158 | $5,704,095 | 1.29% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Held | 20,750 | $5,551,455 | 1.26% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 5,272 | $5,531,646 | 1.25% | |
| FAST |
Fastenal Co
Industrials
|
Added | 128,327 | $5,389,734 | 1.22% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 25,220 | $5,236,176 | 1.19% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 51,583 | $5,043,785 | 1.14% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Added | 38,111 | $4,706,327 | 1.07% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 56,220 | $4,450,375 | 1.01% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 27,135 | $4,323,148 | 0.98% | |
| V |
Visa Inc.
Financial Services
|
Added | 12,101 | $4,296,460 | 0.97% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 39,741 | $4,284,079 | 0.97% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 26,945 | $4,257,040 | 0.96% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 11,687 | $4,172,142 | 0.94% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 59,158 | $4,104,382 | 0.93% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Reduced | 15,921 | $3,936,467 | 0.89% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 10,610 | $3,890,050 | 0.88% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 6,631 | $3,726,224 | 0.84% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 23,417 | $3,576,946 | 0.81% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 12,169 | $3,555,416 | 0.80% | |
| ENB |
Enbridge Inc
Energy
|
Added | 77,738 | $3,523,086 | 0.80% | |
| APH |
Amphenol Corp
Technology
|
Added | 35,391 | $3,494,861 | 0.79% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 14,510 | $3,453,670 | 0.78% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 10,807 | $3,371,459 | 0.76% | |
| GLW |
Corning Inc
Technology
|
Held | 63,578 | $3,343,567 | 0.76% | |
| VLO |
Valero Energy Corp
Energy
|
Reduced | 24,697 | $3,319,770 | 0.75% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 8,128 | $3,215,680 | 0.73% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 24,271 | $3,204,742 | 0.73% | |
|
|
Added | 34,573 | $3,171,381 | 0.72% | ||
| SYY |
Sysco Corp
Consumer Defensive
|
Held | 41,494 | $3,142,755 | 0.71% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 10,073 | $3,106,513 | 0.70% | |
| KR |
Kroger Co
Consumer Defensive
|
Added | 41,781 | $2,996,951 | 0.68% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 42,662 | $2,961,596 | 0.67% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 10,027 | $2,763,942 | 0.63% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 464 | $2,686,207 | 0.61% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 3,621 | $2,672,623 | 0.61% | |
| VCSH |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
|
Added | 32,998 | $2,623,341 | 0.59% |
Showing the top 50 of 240 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.