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Portfolio (Quarterly)
Guide ↗
Ethos Capital Management, Inc.
·
CIK 0002106214
13F Portfolio
$117M AUM
56 positions
Filed Apr 7, 2026
EDGAR ↗
← All Funds
Q1 2026
Q4 2025
·
All
2 New
32 Added
21 Reduced
1 Exited
#
Ticker
Company
Sector
Shares
Value ↓
% Port
Status
1
AMJB
JPMORGAN CHASE FINL CO LLC
Financial Services
8,449
$253K
0.24%
SOLD
Sector Allocation
Technology
37.6%
Financial Services
20.7%
Consumer Cyclical
9.7%
Communication Services
8.8%
Energy
7.5%
Utilities
7.3%
Industrials
5.8%
Healthcare
2.6%