January Capital Advisors LLC

CIK
1855967
City
SAN FRANCISCO
State / Country
CA

Top Portfolio Positions

15 positions · $14,870,802 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
GLDM
World Gold Trust
40,997 $3,800,011 25.55%
AMGN
Amgen Inc
Healthcare
6,407 $2,254,302 15.16%
IAU
Ishares Gold Trust
24,635 $2,171,821 14.60%
WM
Waste Management Inc
Industrials
5,932 $1,363,114 9.17%
CVX
Chevron Corp
Energy
5,618 $1,162,364 7.82%
MSFT
Microsoft Corp
Technology
1,983 $734,047 4.94%
SNDK
Sandisk Corp
Technology
890 $565,452 3.80%
GOOGL
Alphabet Inc.
Communication Services
1,913 $550,102 3.70%
AMZN
Amazon Com Inc
Consumer Cyclical
2,135 $444,656 2.99%
AAPL
Apple Inc.
Technology
1,600 $406,064 2.73%

Holdings in MSFT

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Report Date Value (USD) Shares
2026-03-31 $734,047 1,983