StockDriftsStockDriftsTop 50 JMN Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 4.51% | 74.4K | $5.8M | +9.93%(+6.72K) | $78.73(-1.56%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.16% | 18.5K | $5.4M | +3.91%(+696) | $263.40(+16.43%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.56% | 22.9K | $4.6M | -2.11%(-494) | $186.15(+18.43%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.23% | 6.0K | $4.2M | +0.70%(+42) | $618.93(+14.88%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 2.24% | 6.7K | $2.9M | +1.03%(+68) | $156.92(+100.37%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.19% | 8.0K | $2.8M | +0.62%(+49) | $279.56(+25.37%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.07% | 11.2K | $2.7M | +27.62%(+2.42K) | $223.46(+23.04%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2% | 6.9K | $2.6M | +3.64%(+242) | $496.05(+1.35%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.98% | 35.7K | $2.5M | +0.11%(+40) | $61.20(+19.25%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.84% | 5.0K | $2.4M | +3.82%(+182) | $297.14(+42.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.28% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.11% |
JMN Financial LLC reports $128.60M in US-listed equity holdings across 229 positions in its most recent 13F filing. Its largest disclosed positions are BSV (4.5%), AAPL (4.2%) and NVDA (3.6%). The top 20 holdings account for 39.7% of reported assets. Its disclosed equity book has returned +8.28% cumulatively over 2 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 JMN Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2113267). View JMN Financial LLC’s 13F filings on SEC