account_balance
Investment manager · 13F filer · SEC CIK 2104438
Jones Kertz & Associates, Inc.
Reported value$202Mas of Sep 30, 2026
Positions66 1 new, 1 sold out
Top 10 weight48.2%AAPL alone is 8%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
7.7%Trimmed −5%
AVGOBroadcom Inc.
7.4%Trimmed −3%
KLACKLA Corp
6.4%Trimmed −8%
JBLJabil Inc
4.9%Trimmed −6%
GOOGLAlphabet Inc.
4.1%Trimmed −5%
MSFTMicrosoft Corp
4.0%
CATCaterpillar Inc
4.0%
APHAmphenol Corp
3.7%
PANWPalo Alto Networks Inc
3.1%Trimmed −2%
GSGoldman Sachs Group Inc
2.9%
ORCLOracle Corp
2.7%
AMGNAmgen Inc
2.6%
AAPLApple Inc.
7.7%Trimmed −5%
AVGOBroadcom Inc.
7.4%Trimmed −3%
KLACKLA Corp
6.4%−8%
JBLJabil Inc
4.9%−6%
GOOGLAlphabet Inc.
4.1%−5%
MSFTMicrosoft Corp
4.0%
CATCaterpillar Inc
4.0%
APHAmphenol Corp
3.7%
PANWPalo Alto Networks Inc
3.1%
GS2.9%ORCLAMGNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 7.7% Trimmed −5%AVGO Broadcom Inc. 7.4% Trimmed −3%KLAC KLA Corp 6.4% Trimmed −8%JBL Jabil Inc 4.9% Trimmed −6%GOOGL Alphabet Inc. 4.1% Trimmed −5%MSFT Microsoft Corp 4.0% HeldCAT Caterpillar Inc 4.0% HeldAPH Amphenol Corp 3.7% HeldPANW Palo Alto Networks Inc 3.1% Trimmed −2%GS Goldman Sachs Group Inc 2.9% HeldORCL Oracle Corp 2.7% HeldAMGN Amgen Inc 2.6% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.