WJ Interests, LLC
CIK
1727642
Location
SUGAR LAND, TX
Portfolio Value
Micro
$2,224,028
Diversification
Highly concentrated
Filing Date
Global Rank
#8,474
/ 8,605
▲ 59
· as of Mar 2026
Top Industry
Banks - Diversified
55.7%
3Y Alpha vs SPY
-6.7%
Period ended 3 months ago
Filed Apr 21, 2026 · 3mo
16 quarters · since Jun 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+47.2%
SPY
+76.5%
Annualised alpha
-7.1%
Max drawdown
−19.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
5 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
46.3%
+0.6 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
2,901
Highly concentrated+36
Portfolio Trend
16 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 57.8% | $1,284,746 |
| Technology | 25.3% | $562,779 |
| Unclassified | 16.9% | $376,503 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBM | International Business Machines Corp | −100 | 1,462 | $354,374 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
5 positions ·
$2,224,028 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 3,498 | $1,028,971 | 46.27% | |
| GLD |
Spdr Gold Trust
|
Held | 875 | $376,503 | 16.93% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 1,462 | $354,374 | 15.93% | |
| ZION |
Zions Bancorporation, National Association /Ut/
Financial Services
|
Held | 4,439 | $255,775 | 11.50% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 563 | $208,405 | 9.37% |