AJ Advisors, LLC
CIK
1951167
Location
NASHVILLE, TN
Portfolio Value
Micro
$2,664,279
Diversification
Highly concentrated
Filing Date
Global Rank
#7,043
/ 8,586
▲ 69
Top Industry
Banks - Diversified
15.2%
3Y Alpha vs SPY
+3.0%
Period ended 3 months ago
Filed Apr 23, 2026 · 54d
14 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+91.6%
SPY
+78.1%
Annualised alpha
+3.0%
Max drawdown
−21.0%
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
17 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
75.1%
+1.3 pts
Top 5
87.0%
+0.6 pts
Top 10
94.6%
−0.0 pts
HHI
5,700
Highly concentrated+188
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 78.0% | $32,641,871 |
| Financial Services | 7.3% | $3,048,698 |
| Technology | 6.4% | $2,664,279 |
| Consumer Cyclical | 3.0% | $1,261,371 |
| Communication Services | 2.5% | $1,062,534 |
| Healthcare | 1.7% | $708,804 |
| Consumer Defensive | 1.1% | $478,117 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | +2,117 | 54,509 | $31,461,504 | |
| AMZN | Amazon Com Inc | +156 | 3,544 | $738,108 | |
| NVDA | Nvidia Corp | +82 | 2,442 | $425,884 | |
| V | Visa Inc. | +54 | 1,634 | $493,860 | |
| BRK-B | Berkshire Hathaway Inc | +32 | 876 | $419,779 | |
| GOOGL | Alphabet Inc. | +28 | 3,695 | $1,062,534 | |
| MA | Mastercard Inc | +24 | 530 | $264,819 | |
| HCA | HCA Healthcare, Inc. | +24 | 1,061 | $502,107 | |
| SPY | Spdr S&P 500 ETF Trust | +21 | 1,815 | $1,180,367 | |
| MSFT | Microsoft Corp | +19 | 2,477 | $916,911 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| COST | Costco Wholesale Corp /New | 245 | $244,125 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BPRE | Bluerock Private Real Estate Fund | 16,199 | $242,985 | |
| No positions match the current search. | ||||
3 positions ·
$2,664,279 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 5,207 | $1,321,484 | 49.60% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,477 | $916,911 | 34.41% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,442 | $425,884 | 15.98% |