§ 13F · FUND PROFILE
J. W. Coons Advisors, LLC.
AUM · $442M (13F)Positions · 240Turnover · n/a · Q2Filed · Aug 5, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED AUG 5, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 129K | $26M | 6.0% | +10% |
| 2 | ZWS | ZURN ELKAY WATER SOLNS CORP | 688K | $25M | 5.7% | ±0% |
| 3 | MSFT | MICROSOFT CORP | 48K | $24M | 5.4% | +8% |
| 4 | SPY | SPDR S&P 500 ETF TR | 18K | $11M | 2.5% | ±0% |
| 5 | KLAC | KLA CORP | 11K | $10M | 2.2% | ±0% |
| 6 | GOOGL | ALPHABET INC | 45K | $8M | 1.8% | +29% |
| 7 | JPM | JPMORGAN CHASE & CO. | 27K | $8M | 1.8% | +1% |
| 8 | JPST | J P MORGAN EXCHANGE TRADED F | 149K | $8M | 1.7% | +1% |
| 9 | COST | COSTCO WHSL CORP NEW | 8K | $8M | 1.7% | +58% |
| 10 | IBM | INTERNATIONAL BUSINESS MACHS | 24K | $7M | 1.6% | +18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE J. SIGNAL
AC read
J. W. Coons Advisors, LLC is a Other fund managing $442 million in assets. The fund runs a broad portfolio of 240 positions.
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