JSF Financial, LLC

CIK

1802224

Location

LOS ANGELES, CA

Portfolio Value

Small $148,965,037

Diversification

Diversified

Filing Date

Global Rank

#4,843 / 8,605 ▲ 69 · as of Mar 2026

Top Industry

Consumer Electronics 18.5%

3Y Alpha vs SPY

-6.6%

Period ended 3 months ago

Filed May 7, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+50.2%

SPY

+76.5%

Annualised alpha

-6.3%

Max drawdown

−21.1%

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

77 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.1%

−0.8 pts

Top 5

46.3%

−1.7 pts

Top 10

60.3%

−3.4 pts

HHI

575

Diversified−35

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.0%	$49,217,022	19
Unclassified	23.8%	$35,397,379	5
Financial Services	10.3%	$15,303,462	11
Communication Services	8.6%	$12,806,923	6
Consumer Cyclical	6.8%	$10,185,596	7
Healthcare	5.7%	$8,463,909	10
Consumer Defensive	3.8%	$5,619,952	6
Industrials	2.8%	$4,108,265	7
Utilities	1.9%	$2,839,207	2
Energy	1.7%	$2,486,428	2
Basic Materials	0.9%	$1,302,748	1
Real Estate	0.8%	$1,234,146	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CNP	Centerpoint Energy Inc	+10,120	33,144	$1,430,495
APH	Amphenol Corp /De/	+1,926	9,304	$1,175,560
ORLY	O Reilly Automotive Inc	+1,590	13,402	$1,237,138
CACI	Caci International Inc /De/	+1,529	2,017	$1,096,985
WRB	Berkley W R Corp	+1,314	18,525	$1,227,837
NVDA	Nvidia Corp	+1,196	51,743	$9,023,979
FBTC	Fidelity Wise Origin Bitcoin Fund	+1,006	11,379	$671,702
MLI	Mueller Industries Inc	+911	9,645	$534,333
TRV	Travelers Companies, Inc.	+873	4,817	$1,405,022
BAC	Bank Of America Corp /De/	+834	4,506	$219,667
PANW	Palo Alto Networks Inc	+796	3,598	$576,831
WWD	Woodward, Inc.	+639	3,959	$1,417,005
FN	Fabrinet	+530	2,631	$1,372,119
AVGO	Broadcom Inc.	+473	7,198	$2,227,852
NFLX	Netflix Inc	+473	6,463	$621,417
JNJ	Johnson & Johnson	+472	3,380	$826,207
RJF	Raymond James Financial Inc	+459	7,621	$1,103,444
MRK	Merck & Co., Inc.	+412	2,323	$279,433
JPM	Jpmorgan Chase & Co	+385	10,469	$3,079,561
ORCL	Oracle Corp	+379	2,471	$363,508
DE	Deere & Co	+326	1,230	$692,859
HD	Home Depot, Inc.	+301	2,995	$985,025
TSLA	Tesla, Inc.	+241	2,685	$998,148
MU	Micron Technology Inc	+200	3,332	$1,125,682
NI	Nisource Inc.	+199	30,191	$1,408,712
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−14,733	215,168	$18,969,210
BRZE	Braze, Inc.	−3,000	38,558	$910,354
T	At&T Inc.	−2,902	19,313	$559,883
CAH	Cardinal Health Inc	−2,838	6,612	$1,397,181
GOOGL	Alphabet Inc.	−2,235	21,755	$6,255,867
AAPL	Apple Inc.	−1,463	82,889	$21,036,399
WMT	Walmart Inc.	−811	17,414	$2,164,211
MSFT	Microsoft Corp	−803	15,700	$5,811,669
QQQ	Invesco Qqq Trust, Series 1	−623	23,759	$13,713,219
GILD	Gilead Sciences, Inc.	−513	9,651	$1,345,059
DIS	Walt Disney Co	−479	17,041	$1,642,411
CASY	Caseys General Stores Inc	−432	2,117	$1,540,879
AMZN	Amazon Com Inc	−382	23,275	$4,847,484
MCK	Mckesson Corp	−258	1,592	$1,377,653
CRM	Salesforce, Inc.	−232	1,644	$306,885
CBOE	Cboe Global Markets, Inc.	−208	4,881	$1,371,902
PEP	Pepsico Inc	−200	1,517	$235,574
LLY	ELI LILLY & Co	−102	987	$907,812
PG	PROCTER & GAMBLE Co	−53	5,186	$749,065
META	Meta Platforms, Inc.	−49	1,254	$717,451
COST	Costco Wholesale Corp /New	−47	1,996	$1,988,874
MLM	Martin Marietta Materials Inc	−47	2,213	$1,302,748
AMGN	Amgen Inc	−43	1,459	$513,349
CVX	Chevron Corp	−41	2,029	$419,800
SPY	Spdr S&P 500 ETF Trust	−38	2,716	$1,766,323
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
JBL	Jabil Inc	4,792	$1,272,898
OHI	Omega Healthcare Investors Inc	28,164	$1,234,146
UNH	Unitedhealth Group Inc	1,871	$506,273
GEV	GE Vernova Inc.	231	$201,639
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
FOXA	Fox Corp	20,154	$1,472,652
KKR	KKR & Co. Inc.	2,281	$290,781
IBM	International Business Machines Corp	817	$242,003
ISRG	Intuitive Surgical Inc	412	$233,340
BX	Blackstone Inc.	1,477	$227,664
SCHW	Schwab Charles Corp	2,018	$201,618
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

77 positions · $148,965,037 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 77 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	82,889	-1,463	$21,036,399	−8.3%	14.12%
IAU	Ishares Gold Trust	Reduced	215,168	-14,733	$18,969,210	+1.7%	12.73%
QQQ	Invesco Qqq Trust, Series 1	Reduced	23,759	-623	$13,713,219	−8.4%	9.21%
NVDA	Nvidia Corp Technology	Added	51,743	+1,196	$9,023,979	−4.3%	6.06%
GOOGL	Alphabet Inc. Communication Services	Reduced	21,755	-2,235	$6,255,867	−16.7%	4.20%
MSFT	Microsoft Corp Technology	Reduced	15,700	-803	$5,811,669	−27.2%	3.90%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	23,275	-382	$4,847,484	−11.2%	3.25%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	8,563	+90	$4,103,389	−3.7%	2.75%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,469	+385	$3,079,561	−5.2%	2.07%
DV	DoubleVerify Holdings, Inc. Communication Services	Held	316,831	0	$3,009,894	−17.0%	2.02%
AVGO	Broadcom Inc. Technology	Added	7,198	+473	$2,227,852	−4.3%	1.50%
WMT	Walmart Inc. Consumer Defensive	Reduced	17,414	-811	$2,164,211	+6.6%	1.45%
XOM	Exxon Mobil Corp Energy	Added	12,181	+189	$2,066,628	+43.2%	1.39%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,996	-47	$1,988,874	+12.9%	1.34%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,716	-38	$1,766,323	−5.9%	1.19%
DIS	Walt Disney Co Communication Services	Reduced	17,041	-479	$1,642,411	−17.6%	1.10%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	2,117	-432	$1,540,879	+9.4%	1.03%
CNP	Centerpoint Energy Inc Utilities	Added	33,144	+10,120	$1,430,495	+62.1%	0.96%
WWD	Woodward, Inc. Industrials	Added	3,959	+639	$1,417,005	+41.2%	0.95%
NI	Nisource Inc. Utilities	Added	30,191	+199	$1,408,712	+12.5%	0.95%
TRV	Travelers Companies, Inc. Financial Services	Added	4,817	+873	$1,405,022	+22.8%	0.94%
CAH	Cardinal Health Inc Healthcare	Reduced	6,612	-2,838	$1,397,181	−28.1%	0.94%
MCK	Mckesson Corp Healthcare	Reduced	1,592	-258	$1,377,653	−9.2%	0.92%
FN	Fabrinet Technology	Added	2,631	+530	$1,372,119	+43.4%	0.92%
CBOE	Cboe Global Markets, Inc. Financial Services	Reduced	4,881	-208	$1,371,902	+7.4%	0.92%
V	Visa Inc. Financial Services	Added	4,477	+50	$1,353,128	−12.8%	0.91%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	9,651	-513	$1,345,059	+7.8%	0.90%
FLEX	Flex Ltd. Technology	Added	20,504	+115	$1,342,191	+9.0%	0.90%
MLM	Martin Marietta Materials Inc Basic Materials	Reduced	2,213	-47	$1,302,748	−7.4%	0.87%
HCA	HCA Healthcare, Inc. Healthcare	Added	2,696	+68	$1,275,855	+4.0%	0.86%
JBL	Jabil Inc Technology	NEW	4,792	NEW	$1,272,898	NEW	0.85%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	13,402	+1,590	$1,237,138	+14.8%	0.83%
OHI	Omega Healthcare Investors Inc Real Estate	NEW	28,164	NEW	$1,234,146	NEW	0.83%
WRB	Berkley W R Corp Financial Services	Added	18,525	+1,314	$1,227,837	+1.7%	0.82%
APH	Amphenol Corp /De/ Technology	Added	9,304	+1,926	$1,175,560	+17.9%	0.79%
MU	Micron Technology Inc Technology	Added	3,332	+200	$1,125,682	+25.9%	0.76%
RJF	Raymond James Financial Inc Financial Services	Added	7,621	+459	$1,103,444	−4.1%	0.74%
CACI	Caci International Inc /De/ Technology	Added	2,017	+1,529	$1,096,985	+321.9%	0.74%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,685	+241	$998,148	−9.2%	0.67%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,995	+301	$985,025	+6.3%	0.66%
GS	Goldman Sachs Group Inc Financial Services	Added	1,142	+1	$966,120	−3.7%	0.65%
BRZE	Braze, Inc. Technology	Reduced	38,558	-3,000	$910,354	−36.1%	0.61%
LLY	ELI LILLY & Co Healthcare	Reduced	987	-102	$907,812	−22.4%	0.61%
JNJ	Johnson & Johnson Healthcare	Added	3,380	+472	$826,207	+37.3%	0.55%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	5,186	-53	$749,065	−0.2%	0.50%
META	Meta Platforms, Inc. Communication Services	Reduced	1,254	-49	$717,451	−16.6%	0.48%
DE	Deere & Co Industrials	Added	1,230	+326	$692,859	+64.6%	0.47%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	11,379	+1,006	$671,702	−15.1%	0.45%
NFLX	Netflix Inc Communication Services	Added	6,463	+473	$621,417	+10.6%	0.42%
PANW	Palo Alto Networks Inc Technology	Added	3,598	+796	$576,831	+11.8%	0.39%