account_balance

Investment manager · 13F filer · SEC CIK 2107629

J. Team Financial, Inc.

Reported value$115Mas of Sep 30, 2026
Positions97 12 new, 17 sold out
Top 10 weight45.7%QQQ alone is 9%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes 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
QQQ Invesco QQQ Trust Series I 9.3% Added +12%
BSCQ Invesco Bulletshares 2026 Corporate Bond ETF 7.2% Added +12%
JEPI JPMorgan Equity Premium Income ETF 5.7% Added +19%
UYLD Angel Oak Ultrashort Income ETF 5.4% Added +19%
NVDA NVIDIA Corp 4.0% Added +8%AAPL Apple Inc. 3.7% Held
AVUS Avantis US Equity ETF 3.0% Added +7%
XLRE State Street Real Estate Select Sector SPDR ETF 2.8% Added +17%
DE Deere & Co 2.4% Added +3%XOM ExxonMobil Holdings Corp 2.4% New
QYLD Global X Nasdaq 100 Covered Call ETF 2.3% Added +13%
IFRA iShares US Infrastructure ETF 2.3% Added +28%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Jul 27, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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