J2 Capital Management Inc Q1 2025 Filing

Filed April 8, 2025

Portfolio Value

$108.8M

Holdings

104

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (104 positions)

StockValue
TFLOISHARES TR
$16.9M
BILSPDR SER TR
$12.0M
SGOVISHARES TR
$11.4M
SSUSSTRATEGY SHS
$6.5M
JEPIJ P MORGAN EXCHANGE TRADED F
$5.2M
PTMCPACER FDS TR
$3.6M
HDVISHARES TR
$2.9M
IAU*ISHARES GOLD TR
$2.8M
IVVISHARES TR
$2.0M
PDBCINVESCO ACTVELY MNGD ETC FD
$1.7M
MYYPROSHARES TR
$1.6M
GQ9SPDR GOLD TR
$1.5M
EMBISHARES TR
$1.3M
PTEUPACER FDS TR
$1.2M
DOGPROSHARES TR
$1.1M
AMZNAMAZON COM INC
$1.0M
VIGVANGUARD SPECIALIZED FUNDS
$878K
KRKROGER CO
$815K
ABGCENCORA INC
$759K
VWOVANGUARD INTL EQUITY INDEX F
$753K
PHYS/USPROTT PHYSICAL GOLD TR
$728K
BACVERIZON COMMUNICATIONS INC
$717K
IBITISHARES BITCOIN TRUST ETF
$709K
VBVANGUARD INDEX FDS
$709K
USRTISHARES TR
$683K
VOVANGUARD INDEX FDS
$651K
AAPLAPPLE INC
$644K
TLTISHARES TR
$635K
TIPISHARES TR
$632K
RUNNSTRATEGIC TRUST
$592K
SPYSPDR S&P 500 ETF TR
$568K
AFLAFLAC INC
$562K
NDQINVESCO QQQ TR
$559K
MCDMCDONALDS CORP
$557K
GNRSPDR INDEX SHS FDS
$534K
GSKGSK PLC
$530K
JPMJPMORGAN CHASE & CO.
$498K
AZOAUTOZONE INC
$492K
LNGCHENIERE ENERGY INC
$483K
DWDMORGAN STANLEY
$481K
BJBJS WHSL CLUB HLDGS INC
$481K
KNSLKINSALE CAP GROUP INC
$476K
XLUSELECT SECTOR SPDR TR
$473K
STLDSTEEL DYNAMICS INC
$460K
AEPAMERICAN ELEC PWR CO INC
$456K
TSTENARIS S A
$456K
LMTLOCKHEED MARTIN CORP
$454K
XOMEXXON MOBIL CORP
$454K
MMM3M CO
$447K
VEEVVEEVA SYS INC
$441K
AMLPALPS ETF TR
$441K
JDJD.COM INC
$431K
MTBM & T BK CORP
$420K
EOGEOG RES INC
$418K
CATCATERPILLAR INC
$403K
GISGENERAL MLS INC
$397K
LNTHLANTHEUS HLDGS INC
$397K
LLYELI LILLY & CO
$387K
PCTYPAYLOCITY HLDG CORP
$386K
TTENTOTALENERGIES SE
$385K
EMXCISHARES INC
$385K
DFSEURDISCOVER FINL SVCS
$368K
HEIHEICO CORP NEW
$367K
CPRTCOPART INC
$366K
BERYEURBERRY GLOBAL GROUP INC
$364K
GPCGENUINE PARTS CO
$362K
PGRPROGRESSIVE CORP
$360K
HSYHERSHEY CO
$357K
IDIINTERDIGITAL INC
$356K
DOCSDOXIMITY INC
$353K
DOCUDOCUSIGN INC
$353K
DTEDTE ENERGY CO
$350K
SCHDSCHWAB STRATEGIC TR
$339K
VRTXVERTEX PHARMACEUTICALS INC
$329K
CSCOCISCO SYS INC
$323K
LULULULULEMON ATHLETICA INC
$319K
MOALTRIA GROUP INC
$314K
CLCOLGATE PALMOLIVE CO
$307K
VYMVANGUARD WHITEHALL FDS
$303K
PANWPALO ALTO NETWORKS INC
$285K
ULTAULTA BEAUTY INC
$278K
SCHASCHWAB STRATEGIC TR
$275K
GILDGILEAD SCIENCES INC
$273K
HLIHOULIHAN LOKEY INC
$272K
SHYISHARES TR
$264K
MSCIMSCI INC
$258K
EXPEAGLE MATLS INC
$250K
FANGDIAMONDBACK ENERGY INC
$250K
PCARPACCAR INC
$248K
SPDWSPDR INDEX SHS FDS
$238K
MBSFVALUED ADVISERS TR
$237K
MCOMOODYS CORP
$235K
PSCFINVESCO EXCH TRADED FD TR II
$228K
VEAVANGUARD TAX-MANAGED FDS
$227K
CBOECBOE GLOBAL MKTS INC
$227K
BHPBHP GROUP LTD
$226K
XLSRSSGA ACTIVE TR
$215K
DPZDOMINOS PIZZA INC
$215K
ODFLOLD DOMINION FREIGHT LINE IN
$211K
CMICUMMINS INC
$211K
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