AJ Advisors, LLC

CIK

1951167

Location

NASHVILLE, TN

Portfolio Value

Micro $52,104,414

Diversification

Highly concentrated

Filing Date

Global Rank

#6,905 / 8,517 ▲ 137

Top Industry

Banks - Diversified 15.5%

3Y Alpha vs SPY

+3.8%

Period ended 46 days ago

Filed Jul 23, 2026 · 23d

15 quarters · since Dec 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+93.5%

SPY

+75.3%

Annualised alpha

+4.0%

Max drawdown

−21.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

18 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

78.0%

+24.7 pts

Top 5

89.0%

−0.0 pts

Top 10

95.4%

+0.0 pts

HHI

6,122

Highly concentrated+2,409

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	80.6%	$41,984,836	2
Financial Services	6.6%	$3,440,437	6
Technology	5.6%	$2,908,053	3
Consumer Cyclical	2.6%	$1,362,795	2
Communication Services	2.5%	$1,315,121	1
Healthcare	1.2%	$636,089	2
Consumer Defensive	0.9%	$457,083	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	+659	55,168	$40,625,715
MSFT	Microsoft Corp	+43	2,520	$940,010
JPM	Jpmorgan Chase & Co	+15	4,784	$1,565,946
HCA	HCA Healthcare, Inc.	+14	1,075	$419,131
SPY	Spdr S&P 500 ETF Trust	+5	1,820	$1,359,121
MA	Mastercard Inc	+1	531	$272,721
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−136	3,408	$812,262
NVDA	Nvidia Corp	−64	2,378	$475,814
AAPL	Apple Inc.	−50	5,157	$1,492,229
PG	PROCTER & GAMBLE Co	−34	1,586	$232,571
HD	Home Depot, Inc.	−30	1,561	$550,533
GOOGL	Alphabet Inc.	−15	3,680	$1,315,121
V	Visa Inc.	−10	1,624	$557,178
BRK-B	Berkshire Hathaway Inc	−7	869	$434,838
COST	Costco Wholesale Corp /New	−5	240	$224,512
BLK	BlackRock, Inc.	−2	484	$465,395
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	522	$216,958
LPRO	Open Lending Corp	46,418	$144,359
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	65,512	$17,158,903
GMED	Globus Medical Inc	2,399	$206,697
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

18 tracked positions · $52,104,414 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	55,168	+659	$40,625,715	+29.1%	77.97%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,784	+15	$1,565,946	+11.6%	3.01%
AAPL	Apple Inc. Technology	Reduced	5,157	-50	$1,492,229	+12.9%	2.86%
SPY	Spdr S&P 500 ETF Trust	Added	1,820	+5	$1,359,121	+15.1%	2.61%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,680	-15	$1,315,121	+23.8%	2.52%
MSFT	Microsoft Corp Technology	Added	2,520	+43	$940,010	+2.5%	1.80%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,408	-136	$812,262	+10.0%	1.56%
V	Visa Inc. Financial Services	Reduced	1,624	-10	$557,178	+12.8%	1.07%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,561	-30	$550,533	+5.2%	1.06%
NVDA	Nvidia Corp Technology	Reduced	2,378	-64	$475,814	+11.7%	0.91%
BLK	BlackRock, Inc. Financial Services	Reduced	484	-2	$465,395	−0.4%	0.89%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	869	-7	$434,838	+3.6%	0.83%
HCA	HCA Healthcare, Inc. Healthcare	Added	1,075	+14	$419,131	−16.5%	0.80%
MA	Mastercard Inc Financial Services	Added	531	+1	$272,721	+3.0%	0.52%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,586	-34	$232,571	−0.6%	0.45%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	240	-5	$224,512	−8.0%	0.43%
UNH	Unitedhealth Group Inc Healthcare	NEW	522	NEW	$216,958	NEW	0.42%
LPRO	Open Lending Corp Financial Services	NEW	46,418	NEW	$144,359	NEW	0.28%

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.