Portfolio (Quarterly)
Guide ↗
JSF Financial, LLC
· CIK 0001802224| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CVLT | COMMVAULT SYS INC | Technology | 7,345 | $1.4M | 0.31% | SOLD |
| 2 | XLU | SELECT SECTOR SPDR TR | — | 14,845 | $1.3M | 0.29% | SOLD |
| 3 | LNG | CHENIERE ENERGY INC | Energy | 5,255 | $1.2M | 0.27% | SOLD |
| 4 | CORT | CORCEPT THERAPEUTICS INC | Healthcare | 14,769 | $1.2M | 0.27% | SOLD |
| 5 | RSG | REPUBLIC SVCS INC | Industrials | 5,297 | $1.2M | 0.27% | SOLD |
| 6 | VICI | VICI PPTYS INC | Real Estate | 36,149 | $1.2M | 0.26% | SOLD |
| 7 | GEN | GEN DIGITAL INC | Technology | 40,772 | $1.2M | 0.26% | SOLD |
| 8 | BJ | BJS WHSL CLUB HLDGS INC | Consumer Defensive | 12,223 | $1.1M | 0.25% | SOLD |
| 9 | TDG | TRANSDIGM GROUP INC | Industrials | 815 | $1.1M | 0.24% | SOLD |
| 10 | CALM | CAL MAINE FOODS INC | Consumer Defensive | 11,154 | $1.0M | 0.23% | SOLD |
| 11 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 3,474 | $1.0M | 0.23% | SOLD |
| 12 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 3,886 | $925K | 0.20% | SOLD |
| 13 | NTNX | NUTANIX INC | Technology | 3,175 | $236K | 0.05% | SOLD |
| 14 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 676 | $233K | 0.05% | SOLD |
Sector Allocation
Technology
36.6%
Financial Services
31.6%
Communication Services
10.2%
Consumer Cyclical
6.9%
Healthcare
5.6%
Consumer Defensive
3.4%
Industrials
2.3%
Utilities
1.4%
Energy
1.1%
Basic Materials
0.9%