Portfolio (Quarterly)
Guide ↗
J2 Capital Management Inc
· CIK 0001586882| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | RUNN | STRATEGIC TRUST | — | 88,476 | $2.9M | 2.15% | SOLD |
| 2 | IWD | ISHARES TR | — | 9,776 | $2.1M | 1.50% | SOLD |
| 3 | MC | MOELIS & CO | Financial Services | 15,344 | $1.1M | 0.77% | SOLD |
| 4 | COF | CAPITAL ONE FINL CORP | Financial Services | 3,016 | $731K | 0.53% | SOLD |
| 5 | FDD | FIRST TR EXCHANGE-TRADED FD | — | 41,523 | $727K | 0.53% | SOLD |
| 6 | DEM | WISDOMTREE TR | — | 14,202 | $663K | 0.48% | SOLD |
| 7 | PCTY | PAYLOCITY HLDG CORP | Technology | 3,408 | $520K | 0.38% | SOLD |
| 8 | VEEV | VEEVA SYS INC | Healthcare | 2,269 | $507K | 0.37% | SOLD |
| 9 | DOCU | DOCUSIGN INC | Technology | 6,722 | $460K | 0.34% | SOLD |
| 10 | DOCS | DOXIMITY INC | Healthcare | 8,363 | $370K | 0.27% | SOLD |
| 11 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 4,070 | $322K | 0.23% | SOLD |
| 12 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,614 | $287K | 0.21% | SOLD |
| 13 | AIQ | GLOBAL X FDS | — | 4,343 | $221K | 0.16% | SOLD |
| 14 | ABCL | ABCELLERA BIOLOGICS INC | Healthcare | 12,074 | $41K | 0.03% | SOLD |
Sector Allocation
Financial Services
35.7%
Industrials
15.7%
Technology
11.6%
Healthcare
8.8%
Energy
8.4%
Consumer Cyclical
6.5%
Consumer Defensive
4.6%
Communication Services
4.3%
Utilities
3.1%
Basic Materials
1.3%