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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 $188,341,537
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 45,634 $14,124,179 7.5%
2.
Apple Inc.
 AAPL 55,394 $14,058,443 7.46%
3.
Kla Corp
 KLAC 79,080 $11,643,818 6.18%
4.
Jabil Inc
 JBL 38,769 $10,298,209 5.47%
5.
Caterpillar Inc
 CAT 11,300 $8,005,598 4.25%
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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