§ 13F · FUND PROFILE
Jones Kertz & Associates, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 63Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$194.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | 47K | $16.4T | 8.4% | NEW |
| 2 | AAPL | APPLE INC | 56K | $15.2T | 7.8% | NEW |
| 3 | KLAC | KLA CORP | 8K | $10.0T | 5.1% | NEW |
| 4 | JBL | JABIL INC | 39K | $9.0T | 4.6% | NEW |
| 5 | GOOGL | ALPHABET INC | 28K | $8.6T | 4.4% | NEW |
| 6 | ORCL | ORACLE CORP | 42K | $8.3T | 4.3% | NEW |
| 7 | MSFT | MICROSOFT CORP | 17K | $8.2T | 4.2% | NEW |
| 8 | CAT | CATERPILLAR INC | 12K | $6.7T | 3.4% | NEW |
| 9 | APH | AMPHENOL CORP NEW | 49K | $6.6T | 3.4% | NEW |
| 10 | GS | Goldman Sachs Group | 7K | $6.4T | 3.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JONES SIGNAL
AC read
Jones Kertz & Associates, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed