JSF Financial, LLC

13F filer · CIK 0001802224

Reported Jul 28, 2026

Net buyer this quarter

13F portfolio value$632MU.S. long equity reported on 13F

Positions8516 new · 11 closed

Net flow last quarter+$10.2MBuys minus sells

Top 10 positions weight15.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 202685 positions
AAPLApple Inc.	$23.9M	3.78%	0.00%	-0.5%	Q4 2018
IAUIshares Gold Trust	$18.5M	2.92%	0.03%	+13.7%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$17.2M	2.72%	Not reported	-1.7%	Q4 2018
NVDANvidia Corp	$10.3M	1.63%	0.00%	-0.3%	Q2 2021
GOOGLAlphabet Inc.	$7.84M	1.24%	0.00%	+0.8%	Q4 2018
MSFTMicrosoft Corp	$5.77M	0.91%	0.00%	-1.5%	Q4 2018
AMZNAmazon Com Inc	$5.48M	0.87%	0.00%	-1.1%	Q4 2018
BRK.BBerkshire Hathaway Inc	$4.24M	0.67%	Not reported	-1.1%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$3.79M	0.60%	Not reported	+86.8%	Q4 2018
DVDoubleVerify Holdings, Inc.	$3.43M	0.54%	0.20%	Not reported	Q4 2021
JPMJPMorgan Chase & Co	$3.34M	0.53%	0.00%	-2.5%	Q4 2018
MUMicron Technology Inc	$3.25M	0.51%	0.00%	-15.5%	Q4 2019
GOOGAlphabet Inc.	$3.02M	0.48%	Not reported	0.0%	Q4 2018
AVGOBroadcom Inc.	$2.8M	0.44%	0.00%	+2.9%	Q4 2021
LLYELI LILLY & Co	$2.69M	0.42%	0.00%	+126.9%	Q1 2020
FLEXFlex Ltd.	$2.68M	0.42%	0.00%	-19.2%	Q3 2025
DELLDell Technologies Inc.	$2.58M	0.41%	0.00%	New	Q2 2026
KLACKla Corp	$2.56M	0.41%	0.00%	+4.4%	Q4 2025
WMTWalmart Inc.	$2.02M	0.32%	0.00%	+2.4%	Q1 2021
GLWCorning Inc	$1.93M	0.31%	0.00%	New	Q2 2026
JBLJabil Inc	$1.87M	0.30%	0.00%	+1.4%	Q1 2026
COSTCostco Wholesale Corp	$1.81M	0.29%	0.00%	-3.0%	Q1 2021
MRKMerck & Co., Inc.	$1.79M	0.28%	0.00%	+501.0%	Q2 2020
WWDWoodward, Inc.	$1.73M	0.27%	0.01%	+2.8%	Q4 2025
CASYCaseys General Stores Inc	$1.71M	0.27%	0.01%	+1.6%	Q1 2025
XOMExxonMobil Holdings Corp	$1.7M	0.27%	0.00%	+2.3%	Q4 2018
MOAltria Group, Inc.	$1.65M	0.26%	0.00%	+533.7%	Q4 2018
TRVTravelers Companies, Inc.	$1.64M	0.26%	0.00%	+3.0%	Q3 2025
DISWalt Disney Co	$1.6M	0.25%	0.00%	-2.6%	Q4 2018
VVisa Inc.	$1.54M	0.24%	0.00%	+0.1%	Q4 2018
FNFabrinet	$1.51M	0.24%	0.01%	+2.1%	Q4 2024
CNPCenterpoint Energy Inc	$1.51M	0.24%	0.01%	+3.2%	Q4 2025
NINisource Inc.	$1.48M	0.23%	0.01%	+3.3%	Q3 2025
MARMarriott International Inc	$1.42M	0.22%	0.00%	New	Q2 2026
CTVACorteva, Inc.	$1.37M	0.22%	0.00%	New	Q2 2026
PFGPrincipal Financial Group Inc	$1.36M	0.21%	0.01%	New	Q2 2026
EXELExelixis, Inc.	$1.35M	0.21%	0.01%	New	Q2 2026
RNRRenaissancere Holdings Ltd	$1.33M	0.21%	0.01%	New	Q2 2026
ROSTRoss Stores, Inc.	$1.3M	0.21%	0.00%	New	Q2 2026
CIENCiena Corp	$1.29M	0.20%	0.00%	New	Q2 2026
MLIMueller Industries Inc	$1.28M	0.20%	0.00%	+8.0%	Q4 2025
CAMCameron International Corp	$1.28M	0.20%	0.03%	-3.5%	Q4 2025
GILDGilead Sciences, Inc.	$1.27M	0.20%	0.00%	+4.5%	Q4 2025
TSLATesla, Inc.	$1.22M	0.19%	0.00%	+8.5%	Q4 2020
UNMUnum Group	$1.22M	0.19%	0.01%	Not reported	Q2 2025
PANWPalo Alto Networks Inc	$1.19M	0.19%	0.00%	-3.2%	Q1 2024
GSGoldman Sachs Group Inc	$1.16M	0.18%	0.00%	+0.2%	Q3 2020
HDHome Depot, Inc.	$962K	0.15%	0.00%	-8.9%	Q4 2018
FBTCFidelity Wise Origin Bitcoin Fund	$871K	0.14%	0.01%	+49.9%	Q1 2024
JNJJohnson & Johnson	$843K	0.13%	0.00%	-1.8%	Q4 2018

Q1 2026Reported May 7, 202680 positions
AAPLApple Inc.	$21M	4.12%	0.00%	-1.7%	Q4 2018
IAUIshares Gold Trust	$19M	3.72%	0.03%	-6.4%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$13.7M	2.69%	Not reported	-2.6%	Q4 2018
NVDANvidia Corp	$9.02M	1.77%	0.00%	+2.4%	Q2 2021
GOOGLAlphabet Inc.	$6.26M	1.23%	0.00%	-9.3%	Q4 2018
MSFTMicrosoft Corp	$5.81M	1.14%	0.00%	-4.9%	Q4 2018
AMZNAmazon Com Inc	$4.85M	0.95%	0.00%	-1.6%	Q4 2018
BRK.BBerkshire Hathaway Inc	$4.1M	0.80%	Not reported	+1.1%	Q4 2018
JPMJPMorgan Chase & Co	$3.08M	0.60%	0.00%	+3.8%	Q4 2018
DVDoubleVerify Holdings, Inc.	$3.01M	0.59%	0.20%	Not reported	Q4 2021
GOOGAlphabet Inc.	$2.45M	0.48%	Not reported	-2.2%	Q4 2018
AVGOBroadcom Inc.	$2.23M	0.44%	0.00%	+7.0%	Q4 2021
WMTWalmart Inc.	$2.16M	0.42%	0.00%	-4.5%	Q1 2021
XOMExxonMobil Holdings Corp	$2.07M	0.41%	0.00%	+1.6%	Q4 2018
COSTCostco Wholesale Corp	$1.99M	0.39%	0.00%	-2.3%	Q1 2021
SPYSPDR S&P 500 ETF Trust	$1.77M	0.35%	Not reported	-1.4%	Q4 2018
DISWalt Disney Co	$1.64M	0.32%	0.00%	-2.7%	Q4 2018
CASYCaseys General Stores Inc	$1.54M	0.30%	0.01%	-17.0%	Q1 2025
CNPCenterpoint Energy Inc	$1.43M	0.28%	0.01%	+44.0%	Q4 2025
WWDWoodward, Inc.	$1.42M	0.28%	0.01%	+19.3%	Q4 2025
NINisource Inc.	$1.41M	0.28%	0.01%	+0.7%	Q3 2025
TRVTravelers Companies, Inc.	$1.4M	0.28%	0.00%	+22.1%	Q3 2025
CAHCardinal Health Inc	$1.4M	0.27%	0.00%	-30.0%	Q4 2024
MCKMckesson Corp	$1.38M	0.27%	0.00%	-14.0%	Q3 2023
FNFabrinet	$1.37M	0.27%	0.01%	+25.2%	Q4 2024
CBOECboe Global Markets, Inc.	$1.37M	0.27%	0.00%	-4.1%	Q1 2023
VVisa Inc.	$1.35M	0.27%	0.00%	+1.1%	Q4 2018
GILDGilead Sciences, Inc.	$1.35M	0.26%	0.00%	-5.1%	Q4 2025
FLEXFlex Ltd.	$1.34M	0.26%	0.01%	+0.6%	Q3 2025
CAMCameron International Corp	$1.31M	0.26%	0.03%	-13.0%	Q4 2025
MLMMartin Marietta Materials Inc	$1.3M	0.26%	0.00%	-2.1%	Q3 2021
HCAHCA Healthcare, Inc.	$1.28M	0.25%	0.00%	+2.6%	Q4 2025
JBLJabil Inc	$1.27M	0.25%	0.00%	New	Q1 2026
ORLYO Reilly Automotive Inc	$1.24M	0.24%	0.00%	+13.5%	Q3 2022
OHIOmega Healthcare Investors Inc	$1.23M	0.24%	0.01%	New	Q1 2026
WRBBerkley W R Corp	$1.23M	0.24%	0.01%	+7.6%	Q1 2022
KLACKla Corp	$1.2M	0.23%	0.00%	-2.5%	Q4 2025
APHAmphenol Corp	$1.18M	0.23%	0.00%	+26.1%	Q3 2025
MUMicron Technology Inc	$1.13M	0.22%	0.00%	+6.4%	Q4 2019
RJFRaymond James Financial Inc	$1.1M	0.22%	0.00%	+6.4%	Q3 2025
CACICaci International Inc	$1.1M	0.22%	0.01%	+313.3%	Q4 2025
MLIMueller Industries Inc	$1.07M	0.21%	0.01%	+10.4%	Q4 2025
TSLATesla, Inc.	$998K	0.20%	0.00%	+9.9%	Q4 2020
HDHome Depot, Inc.	$985K	0.19%	0.00%	+11.2%	Q4 2018
GSGoldman Sachs Group Inc	$966K	0.19%	0.00%	+0.1%	Q3 2020
BRZEBraze, Inc.	$910K	0.18%	0.03%	-7.2%	Q2 2022
LLYELI LILLY & Co	$908K	0.18%	0.00%	-9.4%	Q1 2020
JNJJohnson & Johnson	$826K	0.16%	0.00%	+16.2%	Q4 2018
PGPROCTER & GAMBLE Co	$749K	0.15%	0.00%	-1.0%	Q4 2018
METAMeta Platforms, Inc.	$718K	0.14%	Not reported	-3.8%	Q1 2019

Q4 2025Reported Feb 4, 202683 positions
AAPLApple Inc.	$22.9M	4.75%	0.00%	-0.3%	Q4 2018
IAUIshares Gold Trust	$18.7M	3.87%	0.03%	-2.9%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$15M	3.10%	Not reported	-0.3%	Q4 2018
NVDANvidia Corp	$9.43M	1.95%	0.00%	-0.8%	Q2 2021
MSFTMicrosoft Corp	$7.98M	1.65%	0.00%	+4.7%	Q4 2018
GOOGLAlphabet Inc.	$7.51M	1.56%	0.00%	-0.1%	Q4 2018
AMZNAmazon Com Inc	$5.46M	1.13%	0.00%	+3.6%	Q4 2018
BRK.BBerkshire Hathaway Inc	$4.26M	0.88%	Not reported	+1.1%	Q4 2018
DVDoubleVerify Holdings, Inc.	$3.62M	0.75%	0.20%	-0.9%	Q4 2021
JPMJPMorgan Chase & Co	$3.25M	0.67%	0.00%	-1.2%	Q4 2018
GOOGAlphabet Inc.	$2.74M	0.57%	Not reported	-0.3%	Q4 2018
AVGOBroadcom Inc.	$2.33M	0.48%	0.00%	-1.7%	Q4 2021
SPMDSupermedia Inc.	$2.11M	0.44%	Not reported	+3.7%	Q1 2023
WMTWalmart Inc.	$2.03M	0.42%	0.00%	-0.7%	Q1 2021
DISWalt Disney Co	$1.99M	0.41%	0.00%	-8.8%	Q4 2018
CAHCardinal Health Inc	$1.94M	0.40%	0.00%	-1.0%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$1.88M	0.39%	Not reported	-4.1%	Q4 2018
COSTCostco Wholesale Corp	$1.76M	0.37%	0.00%	-56.2%	Q1 2021
VVisa Inc.	$1.55M	0.32%	0.00%	-1.0%	Q4 2018
MCKMckesson Corp	$1.52M	0.31%	0.00%	-0.8%	Q3 2023
CAMCameron International Corp	$1.51M	0.31%	0.03%	New	Q4 2025
FOXAFox Corp	$1.47M	0.31%	2015400.00%	-0.5%	Q2 2025
XOMExxonMobil Holdings Corp	$1.44M	0.30%	0.00%	+372.5%	Q4 2018
BRZEBraze, Inc.	$1.43M	0.30%	0.19%	Not reported	Q2 2022
CASYCaseys General Stores Inc	$1.41M	0.29%	0.01%	-1.1%	Q1 2025
MLMMartin Marietta Materials Inc	$1.41M	0.29%	0.00%	-0.5%	Q3 2021
CBOECboe Global Markets, Inc.	$1.28M	0.26%	0.00%	-0.7%	Q1 2023
NINisource Inc.	$1.25M	0.26%	0.01%	-0.6%	Q3 2025
GILDGilead Sciences, Inc.	$1.25M	0.26%	0.00%	New	Q4 2025
FLEXFlex Ltd.	$1.23M	0.26%	0.01%	-0.7%	Q3 2025
HCAHCA Healthcare, Inc.	$1.23M	0.25%	0.00%	New	Q4 2025
WRBBerkley W R Corp	$1.21M	0.25%	0.00%	-0.6%	Q1 2022
LLYELI LILLY & Co	$1.17M	0.24%	0.00%	-0.4%	Q1 2020
RJFRaymond James Financial Inc	$1.15M	0.24%	0.00%	-0.2%	Q3 2025
TRVTravelers Companies, Inc.	$1.14M	0.24%	0.00%	+1.0%	Q3 2025
TSLATesla, Inc.	$1.1M	0.23%	0.00%	+9.2%	Q4 2020
ORLYO Reilly Automotive Inc	$1.08M	0.22%	0.00%	+0.2%	Q3 2022
KLACKla Corp	$1.01M	0.21%	0.00%	New	Q4 2025
WWDWoodward, Inc.	$1M	0.21%	0.01%	New	Q4 2025
MLIMueller Industries Inc	$1M	0.21%	0.00%	New	Q4 2025
GSGoldman Sachs Group Inc	$1M	0.21%	0.00%	+0.1%	Q3 2020
APHAmphenol Corp	$997K	0.21%	0.00%	+2.0%	Q3 2025
FNFabrinet	$957K	0.20%	0.01%	Not reported	Q4 2024
HDHome Depot, Inc.	$927K	0.19%	0.00%	-19.5%	Q4 2018
MUMicron Technology Inc	$894K	0.19%	0.00%	+0.1%	Q4 2019
CNPCenterpoint Energy Inc	$883K	0.18%	0.00%	New	Q4 2025
METAMeta Platforms, Inc.	$860K	0.18%	Not reported	+13.6%	Q1 2019
FBTCFidelity Wise Origin Bitcoin Fund	$791K	0.16%	0.00%	+2.7%	Q1 2024
PGPROCTER & GAMBLE Co	$751K	0.16%	0.00%	-1.2%	Q4 2018
JNJJohnson & Johnson	$602K	0.12%	0.00%	-1.6%	Q4 2018

Q3 2025Reported Nov 3, 202584 positions
AAPLApple Inc.	$21.5M	4.78%	0.00%	-1.8%	Q4 2018
IAUIshares Gold Trust	$17.2M	3.82%	0.03%	+698.5%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$14.7M	3.26%	Not reported	-3.6%	Q4 2018
NVDANvidia Corp	$9.51M	2.11%	0.00%	-4.8%	Q2 2021
MSFTMicrosoft Corp	$8.16M	1.81%	0.00%	+0.8%	Q4 2018
GOOGLAlphabet Inc.	$5.84M	1.30%	0.00%	+29.1%	Q4 2018
AMZNAmazon Com Inc	$5.01M	1.11%	0.00%	-6.5%	Q4 2018
COSTCostco Wholesale Corp	$4.32M	0.96%	0.00%	-1.9%	Q1 2021
BRK.BBerkshire Hathaway Inc	$4.21M	0.93%	Not reported	-23.1%	Q4 2018
DVDoubleVerify Holdings, Inc.	$3.83M	0.85%	0.20%	Not reported	Q4 2021
JPMJPMorgan Chase & Co	$3.22M	0.71%	0.00%	-1.1%	Q4 2018
AVGOBroadcom Inc.	$2.26M	0.50%	0.00%	+98.4%	Q4 2021
DISWalt Disney Co	$2.2M	0.49%	0.00%	+10.9%	Q4 2018
GOOGAlphabet Inc.	$2.14M	0.47%	Not reported	-8.3%	Q4 2018
SPMDSupermedia Inc.	$2.01M	0.45%	Not reported	+8.7%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$1.91M	0.42%	Not reported	-0.1%	Q4 2018
WMTWalmart Inc.	$1.89M	0.42%	0.00%	-4.6%	Q1 2021
VVisa Inc.	$1.53M	0.34%	0.00%	-2.2%	Q4 2018
CAHCardinal Health Inc	$1.5M	0.33%	0.00%	+1.1%	Q4 2024
CASYCaseys General Stores Inc	$1.46M	0.32%	0.01%	+1.2%	Q1 2025
MCKMckesson Corp	$1.44M	0.32%	0.00%	+1.2%	Q3 2023
MLMMartin Marietta Materials Inc	$1.43M	0.32%	0.00%	+1.3%	Q3 2021
CVLTCommvault Systems Inc	$1.39M	0.31%	0.02%	+1.1%	Q4 2024
HDHome Depot, Inc.	$1.36M	0.30%	0.00%	-0.9%	Q4 2018
WRBBerkley W R Corp	$1.33M	0.29%	0.00%	Not reported	Q1 2022
NINisource Inc.	$1.31M	0.29%	0.01%	New	Q3 2025
FOXAFox Corp	$1.28M	0.28%	2026000.00%	+1.9%	Q2 2025
ORLYO Reilly Automotive Inc	$1.27M	0.28%	0.00%	+2.2%	Q3 2022
CBOECboe Global Markets, Inc.	$1.26M	0.28%	0.00%	Not reported	Q1 2023
RJFRaymond James Financial Inc	$1.24M	0.27%	0.00%	New	Q3 2025
LNGCheniere Energy, Inc.	$1.23M	0.27%	0.00%	+1.3%	Q3 2024
CORTCorcept Therapeutics Inc	$1.23M	0.27%	0.01%	+2.7%	Q2 2025
RSGRepublic Services, Inc.	$1.22M	0.27%	0.00%	+1.5%	Q4 2020
FLEXFlex Ltd.	$1.19M	0.26%	0.01%	New	Q3 2025
BRZEBraze, Inc.	$1.18M	0.26%	0.19%	-10.7%	Q2 2022
VICIVici Properties Inc.	$1.18M	0.26%	0.00%	+1.7%	Q2 2025
GENGen Digital Inc.	$1.16M	0.26%	0.01%	+1.5%	Q3 2024
BJBJ's Wholesale Club Holdings, Inc.	$1.14M	0.25%	0.01%	+1.9%	Q1 2024
TRVTravelers Companies, Inc.	$1.09M	0.24%	0.00%	New	Q3 2025
TDGTransDigm Group INC	$1.07M	0.24%	0.00%	+3.8%	Q2 2025
CALMCal-Maine Foods Inc	$1.05M	0.23%	0.02%	+3.8%	Q1 2025
ADPAutomatic Data Processing Inc	$1.02M	0.23%	0.00%	+5.4%	Q1 2025
FBTCFidelity Wise Origin Bitcoin Fund	$1.01M	0.22%	0.00%	-0.5%	Q1 2024
TSLATesla, Inc.	$996K	0.22%	0.00%	-6.4%	Q4 2020
BRBroadridge Financial Solutions, Inc.	$925K	0.21%	0.00%	+7.1%	Q4 2021
GSGoldman Sachs Group Inc	$907K	0.20%	0.00%	+0.2%	Q3 2020
APHAmphenol Corp	$895K	0.20%	0.00%	New	Q3 2025
METAMeta Platforms, Inc.	$843K	0.19%	Not reported	-12.2%	Q1 2019
LLYELI LILLY & Co	$834K	0.19%	0.00%	-2.1%	Q1 2020
PGPROCTER & GAMBLE Co	$815K	0.18%	0.00%	-3.1%	Q4 2018

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