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Latest JSF Financial, LLC Stock Portfolio

$655Million | No. of Holdings #145

JSF Financial, LLC Performance

2026 Q3+1.61%
YTD+7.98%
2025+15.56%

About JSF Financial, LLC and 13F Hedge Fund Stock Holdings

JSF Financial, LLC is a hedge fund based in Los Angeles, CA. On 2026-10-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, JSF Financial, LLC reported an equity portfolio of $655.4 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of JSF Financial, LLC are IJR, CGGR, AEMB. The fund has invested 14.8% of it's portfolio in ISHARES TR and 10.8% of portfolio in CAPITAL GROUP GROWTH ETF. <br><br> The fund managers got completely rid off KLA CORP (KLAC), CORNING INC (GLW) and JABIL INC (JBL) stocks. They significantly reduced their stock positions in DOUBLEVERIFY HLDGS INC (DV), ALTRIA GROUP INC (MO) and BROADCOM INC (AVGO). JSF Financial, LLC opened new stock positions in SELECT SECTOR SPDR TR (XLB), EXXONMOBIL HOLDINGS CORP and KEYSIGHT TECHNOLOGIES INC (KEYS). The fund showed a lot of confidence in some stocks as they added substantially to COCA COLA CO (KO), SELECT SECTOR SPDR TR (XLB) and GE VERNOVA INC.
JSF Financial, LLC Equity Portfolio Value
Last Reported on: 22 Oct, 2026
$655Million
  as of Oct 22, 2026

JSF Financial, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that JSF Financial, LLC made a return of 1.61% in the last quarter. In trailing 12 months, it's portfolio return was 11.4%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
select sector spdr tr2,714,420
exxonmobil holdings corp2,223,990
keysight technologies inc1,636,360
ametek inc1,575,120
select sector spdr tr1,535,830
expeditors intl wash inc1,509,990
select sector spdr tr1,479,260
cardinal health inc1,424,890
New stocks bought by JSF Financial, LLC

Additions

Ticker% Inc.
coca cola co514
select sector spdr tr175
ge vernova inc81.74
ge aerospace80.3
vanguard index fds66.69
cisco sys inc36.23
nvidia corporation35.86
eli lilly & co31.67
Additions to existing portfolio by JSF Financial, LLC

Reductions

Ticker% Reduced
doubleverify hldgs inc-90.53
altria group inc-78.84
broadcom inc-52.21
dell technologies inc-49.97
braze inc-31.12
flex ltd-12.63
ishares tr-8.85
state str spdr s&p 500 etf t-8.73
JSF Financial, LLC reduced stake in above stock

Sold off

Ticker$ Sold
centerpoint energy inc-1,505,600
nisource inc-1,482,180
exelixis inc-1,354,160
corteva inc-1,374,960
exxon mobil corp-1,703,250
mueller inds inc-1,280,880
gilead sciences inc-1,273,900
kla corp-2,560,370
JSF Financial, LLC got rid off the above stocks

Sector Distribution

JSF Financial, LLC has about 79.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
Sector%
Others79.5
Technology10.4
Communication Services2.2
Financial Services2.1
Healthcare1.7
Consumer Cyclical1.7
Consumer Defensive1.2

Market Cap. Distribution

JSF Financial, LLC has about 20.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED79.5
MEGA-CAP16.5
LARGE-CAP3.6

Stocks belong to which Index?

About 19.1% of the stocks held by JSF Financial, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others80.6
S&P 50019.1
Top 5 Winners (%)%
PLTR
palantir technologies inc
58.2 %
CRM
salesforce inc
46.0 %
fidelity wise origin bitcoin
42.3 %
CRWD
crowdstrike hldgs inc
38.3 %
MSFT
microsoft corp
37.0 %
Top 5 Winners ($)$
AAPL
apple inc
3.6 M
MSFT
microsoft corp
2.2 M
IJR
ishares tr
2.2 M
NVDA
nvidia corporation
1.7 M
AOA
ishares tr
1.0 M
Top 5 Losers (%)%
ALXO
alx oncology hldgs inc
-32.9 %
FLEX
flex ltd
-30.1 %
LRCX
lam research corp
-24.2 %
CAT
caterpillar inc
-23.3 %
ALLO
allogene therapeutics inc
-23.1 %
Top 5 Losers ($)$
LEGR
first tr exchange traded fd
-2.3 M
FLEX
flex ltd
-0.8 M
AEMB
american centy etf tr
-0.7 M
GOOG
alphabet inc
-0.3 M
MU
micron technology inc
-0.2 M

JSF Financial, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of JSF Financial, LLC

JSF Financial, LLC has 145 stocks in it's portfolio. About 63.3% of the portfolio is in top 10 stocks. LEGR proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for JSF Financial, LLC last quarter.

$643.98MTotal Value
162Positions
22 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of JSF Financial, LLC, last reported on 22 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
JSF Financial, LLC's holding in Ishares Tr over time
0.05%2,102
$307.2K
0.05%
increased 3.09 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
JSF Financial, LLC's holding in American Centy Etf Tr over time
10%727,387
$65.54M
10%
increased 1.76 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
JSF Financial, LLC's holding in American Centy Etf Tr over time
3.89%271,288
$25.51M
3.89%
increased 0.64 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
JSF Financial, LLC's holding in Vaneck Etf Trust over time
0.12%1,261
$768.1K
0.12%
increased 5.7 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
JSF Financial, LLC's holding in Ishares Tr over time
0.04%2,506
$258.3K
0.04%
increased 1.87 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
JSF Financial, LLC's holding in Ishares Tr over time
4.4%97,739
$28.82M
4.4%
increased 8.12 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
JSF Financial, LLC's holding in Ishares Tr over time
3.99%238,599
$26.13M
3.99%
decreased 0.36 percentreduced
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
JSF Financial, LLC's holding in Invesco Exch Traded Fd Tr Ii over time
0.07%1,454
$442.9K
0.07%
decreased 5.89 percentreduced