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JMN Financial LLC

Q2 2026 13F filing

Updated 31 days ago

229 disclosed positions worth $128.6M

Portfolio value
$128.6M
Total holdings
229
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-10

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD BD INDEX FDS

Value
$5.8M
Shares
74.4K
% Port
4.51%
A

APPLE INC

Value
$5.4M
Shares
18.5K
% Port
4.16%
N

NVIDIA CORPORATION

Value
$4.6M
Shares
22.9K
% Port
3.56%
V

VANGUARD INDEX FDS

Value
$4.2M
Shares
6.0K
% Port
3.23%
L

LAM RESEARCH CORP

Value
$2.9M
Shares
6.7K
% Port
2.24%
G

ALPHABET INC

Value
$2.8M
Shares
8.0K
% Port
2.19%
A

AMAZON COM INC

Value
$2.7M
Shares
11.2K
% Port
2.07%
M

MICROSOFT CORP

Value
$2.6M
Shares
6.9K
% Port
2.00%
V

VANGUARD TAX-MANAGED FDS

Value
$2.5M
Shares
35.7K
% Port
1.98%
T

TAIWAN SEMICONDUCTOR MANUFAC

Value
$2.4M
Shares
5.0K
% Port
1.84%
G

ALPHABET INC

Value
$2.1M
Shares
5.8K
% Port
1.61%
A
12.AVGO

BROADCOM INC

Value
$2M
Shares
5.4K
% Port
1.58%
M
13.MU

MICRON TECHNOLOGY INC

Value
$2M
Shares
1.7K
% Port
1.53%
M
14.META

META PLATFORMS INC

Value
$1.7M
Shares
3.0K
% Port
1.33%
A
15.AMAT

APPLIED MATLS INC

Value
$1.5M
Shares
2.1K
% Port
1.18%
V
16.VGES

VANGUARD INDEX FDS

Value
$1.3M
Shares
5.4K
% Port
1.04%
C
17.CLS

CELESTICA INC

Value
$1.2M
Shares
3.4K
% Port
0.97%
L
18.LLY

ELI LILLY & CO

Value
$1.2M
Shares
981
% Port
0.92%
J
19.JNJ

JOHNSON & JOHNSON

Value
$1.1M
Shares
4.5K
% Port
0.89%
S

STATE STR CORP

Value
$1.1M
Shares
6.6K
% Port
0.87%
V
21.VGES

VANGUARD CHARLOTTE FDS

Value
$1.1M
Shares
22.9K
% Port
0.86%
T
22.TSLA

TESLA INC

Value
$1.1M
Shares
2.5K
% Port
0.82%
D
23.DAC

DANAOS CORPORATION

Value
$1M
Shares
8.4K
% Port
0.80%
A

ASML HLDG NV

Value
$1M
Shares
508
% Port
0.79%
W
25.WMT

WALMART INC

Value
$976K
Shares
8.6K
% Port
0.76%
B
26.BSBR

BANCO SANTANDER SA

Value
$925K
Shares
67.0K
% Port
0.72%
A
27.ASX

ASE TECHNOLOGY HLDG CO LTD

Value
$902K
Shares
20.0K
% Port
0.70%
C
28.CSCO

CISCO SYS INC

Value
$874K
Shares
7.4K
% Port
0.68%
C
29.CAT

CATERPILLAR INC

Value
$872K
Shares
819
% Port
0.68%
B

BHP BILLITON LIMITED

Value
$865K
Shares
10.4K
% Port
0.67%
M
31.MO

ALTRIA GROUP INC

Value
$853K
Shares
11.7K
% Port
0.66%
V
32.VGES

VANGUARD INTL EQUITY INDEX F

Value
$844K
Shares
14.1K
% Port
0.66%
F
33.FMN

FEDERATED HERMES INC

Value
$836K
Shares
15.1K
% Port
0.65%
V
34.VGES

VANGUARD INTL EQUITY INDEX F

Value
$833K
Shares
5.4K
% Port
0.65%
S
35.SKM

SK TELECOM CO LTD

Value
$830K
Shares
25.8K
% Port
0.65%
G
36.GLW

CORNING INC

Value
$802K
Shares
3.1K
% Port
0.62%
P
37.PRG

PROG HOLDINGS INC

Value
$801K
Shares
17.2K
% Port
0.62%
E
38.EVRG

EVERGY INC

Value
$798K
Shares
9.2K
% Port
0.62%
N

NOVARTIS AG

Value
$798K
Shares
5.1K
% Port
0.62%
E
40.EVR

EVERCORE INC

Value
$771K
Shares
2.3K
% Port
0.60%
J
41.JAZZ

JANUS HENDERSON GROUP PLC

Value
$746K
Shares
14.4K
% Port
0.58%
V
42.VGES

VANGUARD INDEX FDS

Value
$716K
Shares
3.3K
% Port
0.56%
F

FULTON FINL CORP PA

Value
$702K
Shares
29.0K
% Port
0.55%
S
44.SSB

SOUTHSTATE BK CORP

Value
$700K
Shares
7.0K
% Port
0.54%
S

SPDR SERIES TRUST

Value
$681K
Shares
5.7K
% Port
0.53%
M
46.MGA

MAGNA INTL INC

Value
$631K
Shares
9.6K
% Port
0.49%
B

BANCO BILBAO VIZCAYA ARGENTA

Value
$627K
Shares
25.0K
% Port
0.49%
D
48.DVN

DEVON ENERGY CORP NEW

Value
$606K
Shares
14.7K
% Port
0.47%
G

GLOBAL SHIP LEASE INC

Value
$605K
Shares
16.1K
% Port
0.47%
W
50.WSFS

WSFS FINL CORP

Value
$602K
Shares
7.8K
% Port
0.47%