Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BSVVanguard Bd Index Fds | $5.8M | 4.5% | +9.9% |
| AAPLApple Inc | $5.4M | 4.2% | +3.9% |
| NVDANvidia Corporation | $4.6M | 3.6% | −2.1% |
| VOOVanguard Index Fds | $4.2M | 3.2% | |
| LRCXLam Research Corp | $2.9M | 2.2% | +1.0% |
| GOOGAlphabet Inc | $2.8M | 2.2% | |
| AMZNAmazon Com Inc | $2.7M | 2.1% | +27.6% |
| MSFTMicrosoft Corp | $2.6M | 2.0% | +3.6% |
| VEAVanguard Tax-managed Fds | $2.5M | 2.0% | |
| TSMTaiwan Semiconductor Manufac | $2.4M | 1.8% | +3.8% |
| GOOGLAlphabet Inc | $2.1M | 1.6% | +14.4% |
| AVGOBroadcom Inc | $2.0M | 1.6% | +6.1% |
| MUMicron Technology Inc | $2.0M | 1.5% | +11.8% |
| METAMeta Platforms Inc | $1.7M | 1.3% | +15.6% |
| AMATApplied Matls Inc | $1.5M | 1.2% | −8.1% |
| VXFVanguard Index Fds | $1.3M | 1.0% | |
| CLSCelestica Inc | $1.2M | 1.0% | −9.1% |
| LLYEli Lilly & Co | $1.2M | 0.9% | +11.6% |
| JNJJohnson & Johnson | $1.1M | 0.9% | −5.6% |
| STTState Str Corp | $1.1M | 0.9% | |
| BNDXVanguard Charlotte Fds | $1.1M | 0.9% | +11.6% |
| TSLATesla Inc | $1.1M | 0.8% | −9.0% |
| Danaos CorporationCUSIP Y1968P121 | $1.0M | 0.8% | +16.9% |
| Asml Hldg NvCUSIP N07059210 | $1.0M | 0.8% | +18.1% |
| WMTWalmart Inc | $976K | 0.8% | −8.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | December 31, 2025 | +181.3% | $1.5M |
| ASXAse Technology Hldg Co Ltd | December 31, 2025 | +180.2% | $902K |
| LRCXLam Research Corp | December 31, 2025 | +153.1% | $2.9M |
| GLWCorning Inc | March 31, 2026 | +87.9% | $802K |
| Asml Hldg NvCUSIP N07059210 | December 31, 2025 | +86.0% | $1.0M |
| CATCaterpillar Inc | December 31, 2025 | +85.9% | $872K |
| PRGProg Holdings Inc | December 31, 2025 | +58.1% | $801K |
| TSMTaiwan Semiconductor Manufac | December 31, 2025 | +57.2% | $2.4M |
| SKMSk Telecom Co Ltd | December 31, 2025 | +56.6% | $830K |
| CSCOCisco Sys Inc | December 31, 2025 | +52.5% | $874K |
Sold off last quarter
- CTRACoterra Energy Inc was $482K
- HCAHca Healthcare Inc was $446K
- HDHome Depot Inc was $433K
- SPTLSpdr Series Trust was $410K
- CVXChevron Corporation was $372K
- PLTRPalantir Technologies Inc was $367K
- Diamond Hill Invt Group IncCUSIP 25264R207 was $347K
- MCDMcdonalds Corp was $347K
- AVYAvery Dennison Corp was $322K
- UIUbiquiti Inc was $322K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.9% | +14.8% |
| March 31, 2026 | −1.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: JMN Financial LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2113267&type=13F-HR&dateb=&owner=include&count=40CIK 2113267
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2113267/000117266126003187/Filed August 10, 2026 · accession 0001172661-26-003187