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Home > Institutional Investor > Jones Kertz & Associates, Inc. > Profile

Instuitional Investor - Jones Kertz & Associates, Inc.

Fund Profile
Filing Period:
Fund Name: Jones Kertz & Associates, Inc.
Portfolio Value $194,555,870
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 47,285 $16,365,338 8.41%
2.
Apple Inc.
 AAPL 55,884 $15,192,624 7.81%
3.
Kla Corp
 KLAC 8,207 $9,972,162 5.13%
4.
Jabil Inc
 JBL 39,299 $8,960,958 4.61%
5.
Alphabet Inc.
 GOOGL 27,517 $8,612,821 4.43%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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