Semmax Financial Advisors Inc.

13F filer · CIK 0001767301

Last filed Aug 15, 2025

Inactive · not filing 13F

13F portfolio value$388MU.S. long equity reported on 13F

Positions30016 new · 35 closed

Net flow last quarter-$6.64MBuys minus sells

Top 10 positions weight17.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2025Reported Aug 15, 2025300 positions
JPMJPMorgan Chase & Co	$9.9M	2.55%	0.00%	-6.1%	Q4 2018
MSFTMicrosoft Corp	$7.64M	1.97%	0.00%	-8.9%	Q4 2018
METAMeta Platforms, Inc.	$7.24M	1.86%	Not reported	-10.1%	Q4 2018
XOMExxonMobil Holdings Corp	$7.05M	1.82%	0.00%	+1.0%	Q4 2018
BKNGBooking Holdings Inc.	$6.81M	1.75%	0.00%	-4.4%	Q4 2018
WFCWells Fargo & Company	$6.4M	1.65%	0.00%	-2.9%	Q4 2018
ENBEnbridge Inc	$6.22M	1.60%	0.01%	+0.1%	Q4 2018
GOOGLAlphabet Inc.	$6.11M	1.57%	0.00%	+2.0%	Q4 2018
PMPhilip Morris International Inc.	$5.84M	1.50%	0.00%	-3.2%	Q4 2018
AMZNAmazon Com Inc	$5.73M	1.48%	0.00%	+2.6%	Q1 2019
SBUXStarbucks Corp	$5.72M	1.47%	0.01%	+3.8%	Q1 2019
SCHWSchwab Charles Corp	$5.69M	1.46%	0.00%	-4.7%	Q4 2018
APDAir Products & Chemicals, Inc.	$5.47M	1.41%	0.01%	+2.3%	Q4 2018
DUKDuke Energy CORP	$5.45M	1.40%	0.01%	+2.6%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.21M	1.34%	0.00%	-8.9%	Q4 2018
LAMRLamar Advertising Co	$5.14M	1.32%	Not reported	+2.4%	Q4 2019
BLKBlackRock, Inc.	$4.86M	1.25%	0.00%	+0.6%	Q4 2018
MDTMedtronic plc	$4.85M	1.25%	0.00%	-8.6%	Q4 2018
GDGeneral Dynamics Corp	$4.79M	1.24%	0.01%	+9.0%	Q4 2018
ETREntergy Corp	$4.78M	1.23%	0.01%	+1.6%	Q1 2024
EIXEdison International	$4.5M	1.16%	0.02%	+8.6%	Q2 2021
BSVNBank7 Corp.	$4.27M	1.10%	0.58%	-0.5%	Q4 2018
GPCGenuine Parts Co	$4.21M	1.09%	0.02%	+2.4%	Q4 2018
NVDANvidia Corp	$4.16M	1.07%	0.00%	-16.5%	Q4 2018
TFCTruist Financial Corp	$4.16M	1.07%	0.01%	+2.0%	Q4 2019
SCHISterling Chemicals Inc	$4.13M	1.06%	Not reported	+2.5%	Q3 2023
KOCoca Cola Co	$4.06M	1.04%	0.00%	+1.4%	Q4 2018
GSKGSK plc	$4.03M	1.04%	0.00%	+2.0%	Q4 2018
AMTAmerican Tower Corp	$3.89M	1.00%	0.00%	+0.8%	Q4 2019
AMGNAmgen Inc	$3.72M	0.96%	0.00%	+2.5%	Q4 2018
VVisa Inc.	$3.7M	0.95%	0.00%	+0.4%	Q4 2018
OMCOmnicom Group Inc.	$3.57M	0.92%	0.03%	+13.1%	Q4 2018
MAMastercard Inc	$3.56M	0.92%	0.00%	+0.2%	Q4 2018
FDXFedex Corp	$3.43M	0.88%	0.01%	+8.1%	Q4 2024
ECOOkeanis Eco Tankers Corp.	$3.24M	0.83%	0.41%	+8.2%	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.2M	0.82%	Not reported	-11.9%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.19M	0.82%	Not reported	-18.7%	Q2 2022
PFEPfizer Inc	$2.95M	0.76%	0.00%	+3.4%	Q4 2018
LYGLloyds Banking Group plc	$2.88M	0.74%	0.00%	+0.7%	Q4 2018
IQVIqvia Holdings Inc.	$2.82M	0.73%	0.01%	-17.4%	Q4 2018
VZVerizon Communications Inc	$2.7M	0.70%	0.00%	+3.3%	Q4 2018
WECWec Energy Group, Inc.	$2.56M	0.66%	0.01%	+2.0%	Q1 2020
TXNTexas Instruments Inc	$2.55M	0.66%	0.00%	-0.1%	Q4 2018
ADBEAdobe Inc.	$2.48M	0.64%	0.00%	+10.7%	Q4 2018
ORCLOracle Corp	$2.4M	0.62%	0.00%	-30.1%	Q4 2018
GOOGAlphabet Inc.	$2.35M	0.61%	Not reported	+1.2%	Q4 2018
FISFidelity National Information Services, Inc.	$2.3M	0.59%	0.01%	+1.6%	Q4 2020
CORCencora, Inc.	$2.16M	0.56%	0.00%	-3.2%	Q4 2018
DEDeere & Co	$2.11M	0.54%	0.00%	Not reported	Q4 2018
CHKPCheck Point Software Technologies Ltd	$1.88M	0.49%	0.01%	+3.1%	Q3 2023

Q1 2025Reported May 16, 2025320 positions
JPMJPMorgan Chase & Co	$9.24M	2.50%	0.00%	+3.0%	Q4 2018
MSFTMicrosoft Corp	$7.05M	1.91%	0.00%	+6.3%	Q4 2018
XOMExxonMobil Holdings Corp	$7.02M	1.90%	0.00%	+4.3%	Q4 2018
BKNGBooking Holdings Inc.	$6.68M	1.81%	0.00%	-1.8%	Q4 2018
METAMeta Platforms, Inc.	$6.2M	1.68%	Not reported	-2.5%	Q4 2018
ENBEnbridge Inc	$6.1M	1.65%	0.01%	+2.4%	Q4 2018
WFCWells Fargo & Company	$6.1M	1.65%	0.00%	+3.2%	Q4 2018
PMPhilip Morris International Inc.	$6.02M	1.63%	0.00%	-19.0%	Q4 2018
SCHWSchwab Charles Corp	$5.18M	1.40%	0.00%	-8.6%	Q4 2018
DUKDuke Energy CORP	$5.1M	1.38%	0.01%	+1.6%	Q4 2018
APDAir Products & Chemicals, Inc.	$5.02M	1.36%	0.01%	+3.3%	Q4 2018
LAMRLamar Advertising Co	$4.99M	1.35%	Not reported	+12.6%	Q4 2019
AMZNAmazon Com Inc	$4.84M	1.31%	0.00%	+2.5%	Q1 2019
SBUXStarbucks Corp	$4.81M	1.30%	0.01%	+2.0%	Q1 2019
MDTMedtronic plc	$4.76M	1.29%	0.00%	+3.5%	Q4 2018
GOOGLAlphabet Inc.	$4.54M	1.23%	0.00%	+6.5%	Q4 2018
GLDSPDR Gold Trust	$4.41M	1.19%	0.00%	+12.4%	Q2 2022
ETREntergy Corp	$4.34M	1.17%	0.01%	+0.2%	Q1 2024
EIXEdison International	$4.33M	1.17%	0.02%	+39.8%	Q2 2021
BSVNBank7 Corp.	$4.27M	1.16%	0.58%	-3.0%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.17M	1.13%	0.00%	+2.7%	Q4 2018
AMTAmerican Tower Corp	$4.11M	1.11%	0.00%	+4.0%	Q4 2019
KOCoca Cola Co	$4.01M	1.09%	0.00%	+2.9%	Q4 2018
BRK.BBerkshire Hathaway Inc	$4.01M	1.08%	Not reported	-10.9%	Q4 2018
BLKBlackRock, Inc.	$3.96M	1.07%	0.00%	+7.2%	Q4 2018
SCHISterling Chemicals Inc	$3.93M	1.06%	Not reported	+4.3%	Q3 2023
VVisa Inc.	$3.86M	1.04%	0.00%	-8.2%	Q4 2018
GSKGSK plc	$3.82M	1.03%	0.00%	+5.8%	Q4 2018
GDGeneral Dynamics Corp	$3.8M	1.03%	0.01%	+259.3%	Q4 2018
TFCTruist Financial Corp	$3.65M	0.99%	0.01%	+8.0%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.65M	0.99%	Not reported	-39.6%	Q2 2022
GPCGenuine Parts Co	$3.63M	0.98%	0.02%	+8.7%	Q4 2018
MAMastercard Inc	$3.52M	0.95%	0.00%	-5.9%	Q4 2018
AMGNAmgen Inc	$3.35M	0.91%	0.00%	+6.0%	Q4 2018
OMCOmnicom Group Inc.	$3.29M	0.89%	0.02%	+12.8%	Q4 2018
NVDANvidia Corp	$3.18M	0.86%	0.00%	+633.9%	Q4 2018
FDXFedex Corp	$3.03M	0.82%	0.01%	+2713.7%	Q4 2024
ECOOkeanis Eco Tankers Corp.	$2.91M	0.79%	0.38%	+210.9%	Q4 2024
IQVIqvia Holdings Inc.	$2.83M	0.77%	0.01%	+8.7%	Q4 2018
VZVerizon Communications Inc	$2.64M	0.71%	0.00%	+0.3%	Q4 2018
LYGLloyds Banking Group plc	$2.56M	0.69%	0.00%	-18.5%	Q4 2018
PFEPfizer Inc	$2.54M	0.69%	0.00%	+10.4%	Q4 2018
KMXCarmax Inc	$2.52M	0.68%	0.02%	-0.9%	Q4 2018
ADBEAdobe Inc.	$2.52M	0.68%	0.00%	+11.4%	Q4 2018
FISFidelity National Information Services, Inc.	$2.49M	0.67%	0.01%	+7.4%	Q4 2020
WECWec Energy Group, Inc.	$2.45M	0.66%	0.01%	-6.6%	Q1 2020
ELVElevance Health, Inc.	$2.41M	0.65%	0.00%	-42.2%	Q4 2018
DEODiageo PLC	$2.36M	0.64%	0.00%	+11.6%	Q4 2018
TXNTexas Instruments Inc	$2.35M	0.64%	0.00%	+10.2%	Q4 2018
CORCencora, Inc.	$2.21M	0.60%	0.00%	-11.1%	Q4 2018

Q4 2024Reported May 14, 2025272 positions
JPMJPMorgan Chase & Co	$9.8M	2.61%	0.00%	-2.7%	Q4 2018
METAMeta Platforms, Inc.	$7.82M	2.09%	Not reported	+1.0%	Q4 2018
XOMExxonMobil Holdings Corp	$6.84M	1.83%	0.00%	+2.1%	Q4 2018
BKNGBooking Holdings Inc.	$6.72M	1.79%	0.00%	-6.4%	Q4 2018
SBUXStarbucks Corp	$6.63M	1.77%	0.01%	+1.9%	Q1 2019
PMPhilip Morris International Inc.	$6.53M	1.74%	0.00%	-0.3%	Q4 2018
WFCWells Fargo & Company	$6.46M	1.72%	0.00%	-12.4%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.43M	1.71%	Not reported	+28.7%	Q2 2022
MSFTMicrosoft Corp	$6.2M	1.65%	0.00%	+4.9%	Q4 2018
ENBEnbridge Inc	$5.87M	1.57%	0.01%	-0.7%	Q4 2018
AMZNAmazon Com Inc	$5.64M	1.51%	0.00%	-5.0%	Q1 2019
APDAir Products & Chemicals, Inc.	$5.61M	1.50%	0.01%	+0.1%	Q4 2018
SCHWSchwab Charles Corp	$5.47M	1.46%	0.01%	-0.4%	Q4 2018
GOOGLAlphabet Inc.	$5.2M	1.39%	0.00%	-1.4%	Q4 2018
MDTMedtronic plc	$5.08M	1.36%	0.00%	+6.7%	Q4 2018
CMCSAComcast Corp	$4.99M	1.33%	0.00%	+0.5%	Q4 2018
LAMRLamar Advertising Co	$4.96M	1.32%	Not reported	+4.2%	Q4 2019
DUKDuke Energy CORP	$4.75M	1.27%	0.01%	+2.1%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.64M	1.24%	0.00%	-0.7%	Q4 2018
BSVNBank7 Corp.	$4.36M	1.16%	0.60%	+5.2%	Q4 2018
ETREntergy Corp	$4.35M	1.16%	0.01%	-15.4%	Q1 2024
VVisa Inc.	$4.25M	1.13%	0.00%	-13.8%	Q4 2018
BRK.BBerkshire Hathaway Inc	$4.21M	1.12%	Not reported	+5.6%	Q4 2018
ELVElevance Health, Inc.	$4.04M	1.08%	0.00%	+38.7%	Q4 2018
TFCTruist Financial Corp	$4.03M	1.07%	0.01%	+0.5%	Q4 2019
BLKBlackRock, Inc.	$3.92M	1.05%	0.00%	-5.9%	Q4 2018
KOCoca Cola Co	$3.84M	1.03%	0.00%	+4.1%	Q4 2018
SCHISterling Chemicals Inc	$3.76M	1.00%	Not reported	-70.4%	Q3 2023
MAMastercard Inc	$3.73M	0.99%	0.00%	-2.6%	Q4 2018
GSKGSK plc	$3.61M	0.96%	0.00%	+9.5%	Q4 2018
GPCGenuine Parts Co	$3.54M	0.95%	0.02%	+16.5%	Q4 2018
AMGNAmgen Inc	$3.53M	0.94%	0.00%	+10.3%	Q4 2018
GLDSPDR Gold Trust	$3.46M	0.92%	0.00%	+4916.1%	Q2 2022
IQVIqvia Holdings Inc.	$3.43M	0.91%	0.01%	+6.5%	Q4 2018
AMTAmerican Tower Corp	$3.41M	0.91%	0.00%	+7.6%	Q4 2019
KMXCarmax Inc	$3.37M	0.90%	0.03%	-0.2%	Q4 2018
OMCOmnicom Group Inc.	$3.14M	0.84%	0.02%	+4.9%	Q4 2018
ORCLOracle Corp	$2.96M	0.79%	0.00%	-4.6%	Q4 2018
EIXEdison International	$2.84M	0.76%	0.01%	+2.6%	Q2 2021
UPSUnited Parcel Service Inc	$2.77M	0.74%	0.00%	-4.0%	Q4 2018
ADBEAdobe Inc.	$2.71M	0.72%	0.00%	+15.7%	Q4 2018
PFEPfizer Inc	$2.7M	0.72%	0.00%	+2.1%	Q4 2018
CHKPCheck Point Software Technologies Ltd	$2.59M	0.69%	0.01%	+1.9%	Q3 2023
WECWec Energy Group, Inc.	$2.53M	0.68%	0.01%	+2.3%	Q1 2020
LYGLloyds Banking Group plc	$2.52M	0.67%	0.00%	+2.3%	Q4 2018
VZVerizon Communications Inc	$2.48M	0.66%	0.00%	+8.9%	Q4 2018
TXNTexas Instruments Inc	$2.22M	0.59%	0.00%	+3.4%	Q4 2018
CORCencora, Inc.	$2.15M	0.57%	0.00%	+2.1%	Q4 2018
FISFidelity National Information Services, Inc.	$2.09M	0.56%	0.01%	+0.5%	Q4 2020
CRMSalesforce, Inc.	$2.08M	0.55%	0.00%	-9.0%	Q4 2018

Q3 2024Reported Nov 14, 2024298 positions
JPMJPMorgan Chase & Co	$8.73M	2.40%	0.00%	+3.1%	Q4 2018
XOMExxonMobil Holdings Corp	$7.39M	2.03%	Not reported	+1.4%	Q4 2018
BKNGBooking Holdings Inc.	$7.2M	1.98%	0.00%	+4.8%	Q4 2018
WFCWells Fargo & Company	$6.8M	1.87%	0.00%	+12.7%	Q4 2018
SCHISterling Chemicals Inc	$6.38M	1.75%	Not reported	+111.6%	Q3 2023
METAMeta Platforms, Inc.	$6.21M	1.71%	Not reported	+4.1%	Q4 2018
CMCSAComcast Corp	$6.18M	1.70%	0.00%	+1.1%	Q4 2018
MSFTMicrosoft Corp	$6.09M	1.67%	0.00%	+4.7%	Q4 2018
SBUXStarbucks Corp	$5.69M	1.56%	0.01%	-4.6%	Q1 2019
APDAir Products & Chemicals, Inc.	$5.54M	1.52%	0.01%	-0.6%	Q4 2018
ENBEnbridge Inc	$5.49M	1.51%	0.01%	+1.3%	Q4 2018
PMPhilip Morris International Inc.	$5.46M	1.50%	0.00%	-10.9%	Q4 2018
AMZNAmazon Com Inc	$5.39M	1.48%	0.00%	+16.6%	Q1 2019
SCHWSchwab Charles Corp	$5.28M	1.45%	0.01%	+17.1%	Q4 2018
GOOGLAlphabet Inc.	$5.14M	1.41%	0.00%	+10.3%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$4.91M	1.35%	Not reported	+3.2%	Q2 2022
LAMRLamar Advertising Co	$4.78M	1.31%	Not reported	+2.7%	Q4 2019
ETREntergy Corp	$4.57M	1.26%	0.01%	-0.2%	Q1 2024
DUKDuke Energy CORP	$4.57M	1.25%	0.01%	-1.5%	Q4 2018
MDTMedtronic plc	$4.56M	1.25%	0.00%	-0.4%	Q4 2018
EIXEdison International	$4.45M	1.22%	0.01%	-9.4%	Q2 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.44M	1.22%	0.00%	+11.5%	Q4 2018
BLKBlackRock, Inc.	$4.4M	1.21%	0.00%	-1.5%	Q4 2018
VVisa Inc.	$4.29M	1.18%	0.00%	+2.5%	Q4 2018
BSVNBank7 Corp.	$4.14M	1.14%	0.57%	+3.2%	Q4 2018
TFCTruist Financial Corp	$4.07M	1.12%	0.01%	+2.5%	Q4 2019
BRK.BBerkshire Hathaway Inc	$3.86M	1.06%	Not reported	-5.2%	Q4 2018
OMCOmnicom Group Inc.	$3.79M	1.04%	0.02%	+1.2%	Q4 2018
MAMastercard Inc	$3.58M	0.98%	0.00%	-3.6%	Q4 2018
IQVIqvia Holdings Inc.	$3.51M	0.96%	0.01%	+0.2%	Q4 2018
ORCLOracle Corp	$3.39M	0.93%	0.00%	-4.5%	Q4 2018
KOCoca Cola Co	$3.36M	0.92%	0.00%	+1.2%	Q4 2018
UPSUnited Parcel Service Inc	$3.24M	0.89%	0.00%	+4.5%	Q4 2018
AMTAmerican Tower Corp	$3.23M	0.89%	0.00%	+3.6%	Q4 2019
AMGNAmgen Inc	$3.22M	0.89%	0.00%	+1.2%	Q4 2018
GSKGSK plc	$3.2M	0.88%	0.00%	+2.4%	Q4 2018
ELVElevance Health, Inc.	$3.07M	0.84%	0.00%	+5.5%	Q4 2018
GPCGenuine Parts Co	$2.99M	0.82%	0.02%	+9.3%	Q4 2018
KMXCarmax Inc	$2.96M	0.81%	0.02%	+6.2%	Q4 2018
PFEPfizer Inc	$2.69M	0.74%	0.00%	+3.3%	Q4 2018
ADBEAdobe Inc.	$2.68M	0.74%	0.00%	+9.6%	Q4 2018
FISFidelity National Information Services, Inc.	$2.58M	0.71%	0.01%	-12.7%	Q4 2020
TXNTexas Instruments Inc	$2.53M	0.69%	0.00%	+2.5%	Q4 2018
CRMSalesforce, Inc.	$2.36M	0.65%	0.00%	+39.3%	Q4 2018
WECWec Energy Group, Inc.	$2.33M	0.64%	0.01%	+13.4%	Q1 2020
VZVerizon Communications Inc	$2.24M	0.62%	0.00%	+1.0%	Q4 2018
DEODiageo PLC	$2.18M	0.60%	0.00%	+15.3%	Q4 2018
CORCencora, Inc.	$2.14M	0.59%	0.00%	+5.3%	Q4 2018
HIIHuntington Ingalls Industries, Inc.	$2.11M	0.58%	0.03%	+10.8%	Q2 2024
LYGLloyds Banking Group plc	$2.11M	0.58%	0.00%	-1.4%	Q4 2018

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