StockDriftsStockDriftsTop 50 J. Team Financial, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 9.18% | 12.8K | $9.4M | +6.71%(+807) | $582.33(+23.78%) | 2026-06-30 | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 7.25% | 382.1K | $7.5M | +5.47%(+19.83K) | $19.54(+0.02%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 5.33% | 97.1K | $5.5M | +13.23%(+11.35K) | $56.87(+1.62%) | 2026-06-30 | |
| UYLD | ANGEL OAK FUNDS TRUST | 5.09% | 102.7K | $5.2M | +7.46%(+7.13K) | $51.11(-0.16%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.59% | 18.5K | $3.7M | -1.79%(-337) | $172.29(+27.96%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.58% | 12.7K | $3.7M | -11.38%(-1.64K) | $234.37(+30.85%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 3.14% | 25.2K | $3.2M | +1.77%(+439) | $104.99(+25.23%) | 2026-06-30 | |
| XLRE | SELECT SECTOR SPDR TR | 2.85% | 66.7K | $2.9M | +5.40%(+3.42K) | $41.77(+5.98%) | 2026-06-30 | |
| DE | DEERE CO | 2.44% | 4.0K | $2.5M | +0.58%(+23) | $483.53(+27.76%) | 2026-06-30 | |
| IFRA | ISHARES TR | 2.28% | 37.3K | $2.4M | new | $59.64(+2.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.34% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.26% |
J. Team Financial, Inc. reports $102.94M in US-listed equity holdings across 102 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (9.2%), BSCQ (7.3%) and JEPI (5.3%). The top 20 holdings account for 63.8% of reported assets. Its disclosed equity book has returned +6.34% cumulatively over 3 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from J. Team Financial, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2107629). View J. Team Financial, Inc.’s 13F filings on SEC