JMN Financial LLC
Top Portfolio Positions
164 positions ·
$78,578,360 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
17,806 | $4,518,984 | 5.75% |
| NVDA |
Nvidia Corp
Technology
|
23,360 | $4,073,984 | 5.18% |
| MSFT |
Microsoft Corp
Technology
|
6,654 | $2,463,111 | 3.13% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,744 | $1,821,112 | 2.32% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
4,768 | $1,611,345 | 2.05% |
| AVGO |
Broadcom Inc.
Technology
|
5,071 | $1,569,525 | 2.00% |
| META |
Meta Platforms, Inc.
Communication Services
|
2,628 | $1,503,557 | 1.91% |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,055 | $1,453,615 | 1.85% |
| LRCX |
Lam Research Corp
Technology
|
6,583 | $1,406,523 | 1.79% |
| WMT |
Walmart Inc.
Consumer Defensive
|
9,446 | $1,173,948 | 1.49% |
Portfolio Trend
Holdings in ACT
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $371,207 | 9,096 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $290,442 | 7,327 | Shares | Sole | 2026-05-15 | |
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