JMN Financial LLC
Top Portfolio Positions
164 positions ·
$78,578,360 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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
2 quarters · across all stocks
Holdings in WF
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $591,408 | 8,880 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $566,382 | 9,634 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||