StockDriftsStockDriftsTop 50 J. W. Coons Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.97% | 128.7K | $26.4M | — | — | — | 2025-06-30 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | 5.69% | 688.2K | $25.2M | — | — | — | 2025-06-30 |
| MSFT | MICROSOFT CORP | 5.41% | 48.1K | $23.9M | — | — | — | 2025-06-30 |
| SPY | SPDR S&P 500 ETF TR | 2.48% | 17.8K | $11.0M | — | — | — | 2025-06-30 |
| KLAC | KLA CORP | 2.21% | 10.9K | $9.7M | — | — | — | 2025-06-30 |
| GOOGL | ALPHABET INC | 1.78% | 44.6K | $7.9M | — | — | — | 2025-06-30 |
| JPM | JPMORGAN CHASE & CO. | 1.76% | 26.8K | $7.8M | — | — | — | 2025-06-30 |
| JPST | J P MORGAN EXCHANGE TRADED F | 1.7% | 148.6K | $7.5M | — | — | — | 2025-06-30 |
| COST | COSTCO WHSL CORP NEW | 1.7% | 7.6K | $7.5M | — | — | — | 2025-06-30 |
| IBM | INTERNATIONAL BUSINESS MACHS | 1.6% | 24.0K | $7.1M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.21% |
| Top 20 Holdings Unweighted | — | — | — | — | +33.57% |
J. W. Coons Advisors, Llc reports $442.02M in US-listed equity holdings across 240 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.0%), ZWS (5.7%) and MSFT (5.4%). The top 20 holdings account for 43.49% of reported assets. Its disclosed equity book has returned +19.21% cumulatively over 11 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from J. W. Coons Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1536139). View J. W. Coons Advisors, Llc’s 13F filings on SEC