JMN Financial LLC
Net buyer this quarter
$129M
204
+$12.6M
25.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BSVN | $5.8M | 4.51% | 0.78% | +9.9% | Q4 2025 |
 AAPL | $5.35M | 4.16% | 0.00% | +3.9% | Q4 2025 |
 NVDA | $4.58M | 3.56% | 0.00% | -2.1% | Q4 2025 |
 LRCX | $2.88M | 2.24% | 0.00% | +1.0% | Q4 2025 |
 GOOG | $2.82M | 2.19% | Not reported | +0.6% | Q4 2025 |
 AMZN | $2.66M | 2.07% | 0.00% | +27.6% | Q4 2025 |
 MSFT | $2.57M | 2.00% | 0.00% | +3.6% | Q4 2025 |
 TSM | $2.37M | 1.84% | 0.00% | +3.8% | Q4 2025 |
| GOOGL | $2.07M | 1.61% | 0.00% | +14.4% | Q4 2025 |
 AVGO | $2.03M | 1.58% | 0.00% | +6.1% | Q4 2025 |
 MU | $1.96M | 1.53% | 0.00% | +11.8% | Q4 2025 |
 META | $1.71M | 1.33% | Not reported | +15.6% | Q4 2025 |
 AMAT | $1.52M | 1.18% | 0.00% | -8.1% | Q4 2025 |
 CLS | $1.24M | 0.97% | 0.00% | -9.1% | Q4 2025 |
 LLY | $1.18M | 0.92% | 0.00% | +11.6% | Q4 2025 |
 JNJ | $1.15M | 0.89% | 0.00% | -5.6% | Q4 2025 |
 STT | $1.12M | 0.87% | 0.00% | -0.4% | Q4 2025 |
 TSLA | $1.05M | 0.82% | 0.00% | -9.0% | Q4 2025 |
 DAC | $1.02M | 0.80% | 0.05% | +16.9% | Q4 2025 |
 ASML | $1.01M | 0.79% | 0.00% | +18.1% | Q4 2025 |
 WMT | $976K | 0.76% | 0.00% | -8.8% | Q4 2025 |
 SAN | $925K | 0.72% | 0.00% | -1.7% | Q4 2025 |
 ASX | $902K | 0.70% | 0.00% | +13.4% | Q4 2025 |
 CSCO | $874K | 0.68% | 0.00% | +18.1% | Q4 2025 |
 CAT | $872K | 0.68% | 0.00% | +65.5% | Q4 2025 |
 BHP | $865K | 0.67% | 0.00% | +7.4% | Q4 2025 |
 MO | $853K | 0.66% | 0.00% | +40.1% | Q4 2025 |
 FHI | $836K | 0.65% | Not reported | +3.1% | Q4 2025 |
 SKM | $830K | 0.65% | 0.01% | -14.7% | Q4 2025 |
 GLW | $802K | 0.62% | 0.00% | +38.7% | Q1 2026 |
 PRG | $801K | 0.62% | 0.04% | -2.0% | Q4 2025 |
 EVRG | $798K | 0.62% | 0.00% | +33.0% | Q4 2025 |
 NVS | $798K | 0.62% | 0.00% | -5.5% | Q4 2025 |
 EVR | $771K | 0.60% | Not reported | -1.1% | Q4 2025 |
 FULT | $702K | 0.55% | 0.02% | +2.9% | Q4 2025 |
 SSB | $700K | 0.54% | 0.01% | +3.8% | Q4 2025 |
 MGA | $631K | 0.49% | 0.00% | +8.1% | Q4 2025 |
 BBVA | $627K | 0.49% | 0.00% | -8.7% | Q4 2025 |
 DVN | $606K | 0.47% | 0.00% | New | Q2 2026 |
 GSL | $605K | 0.47% | 0.04% | +14.9% | Q4 2025 |
 WSFS | $602K | 0.47% | 0.02% | +19.6% | Q4 2025 |
 FLEX | $598K | 0.47% | 0.00% | -13.9% | Q4 2025 |
 SEIC | $585K | 0.46% | 0.01% | -16.7% | Q4 2025 |
 KLAC | $585K | 0.45% | 0.00% | -32.5% | Q4 2025 |
 IX | $567K | 0.44% | 0.00% | -11.4% | Q4 2025 |
 ALL | $566K | 0.44% | 0.00% | New | Q2 2026 |
 FTS | $554K | 0.43% | 0.00% | +2.0% | Q4 2025 |
 VMI | $551K | 0.43% | 0.00% | +50.6% | Q4 2025 |
 KT | $544K | 0.42% | 0.01% | +26.9% | Q4 2025 |
 SHG | $538K | 0.42% | 0.00% | +16.1% | Q4 2025 |
| Q1 2026 | |||||
| BSVN | $5.31M | 5.22% | 0.71% | +33.7% | Q4 2025 |
| AAPL | $4.52M | 4.44% | 0.00% | +6.9% | Q4 2025 |
| NVDA | $4.07M | 4.00% | 0.00% | +6.8% | Q4 2025 |
| MSFT | $2.46M | 2.42% | 0.00% | -12.4% | Q4 2025 |
| GOOG | $2.27M | 2.23% | Not reported | +3.2% | Q4 2025 |
| AMZN | $1.82M | 1.79% | 0.00% | +13.8% | Q4 2025 |
| TSM | $1.62M | 1.59% | 0.00% | +6.3% | Q4 2025 |
| AVGO | $1.57M | 1.54% | 0.00% | +1.2% | Q4 2025 |
| META | $1.5M | 1.48% | Not reported | -1.1% | Q4 2025 |
| GOOGL | $1.45M | 1.43% | 0.00% | +26.3% | Q4 2025 |
| LRCX | $1.41M | 1.38% | 0.00% | +7.3% | Q4 2025 |
| WMT | $1.18M | 1.16% | 0.00% | +17.8% | Q4 2025 |
| JNJ | $1.17M | 1.15% | 0.00% | +32.9% | Q4 2025 |
| CLS | $1.05M | 1.04% | 0.00% | -2.2% | Q4 2025 |
| TSLA | $1.02M | 1.00% | 0.00% | +6.9% | Q4 2025 |
| SKM | $887K | 0.87% | 0.01% | +2.7% | Q4 2025 |
| STT | $841K | 0.83% | 0.00% | +21.3% | Q4 2025 |
| FHI | $833K | 0.82% | Not reported | +8.8% | Q4 2025 |
| NVS | $823K | 0.81% | 0.00% | -14.8% | Q4 2025 |
| LLY | $809K | 0.80% | 0.00% | +3.9% | Q4 2025 |
| DAC | $806K | 0.79% | 0.04% | +15.1% | Q4 2025 |
| AMAT | $782K | 0.77% | 0.00% | +5.6% | Q4 2025 |
| SAN | $769K | 0.76% | 0.00% | +8.4% | Q4 2025 |
| BHP | $703K | 0.69% | 0.00% | +17.1% | Q4 2025 |
| EVR | $681K | 0.67% | Not reported | +2.2% | Q4 2025 |
 NFLX | $675K | 0.66% | 0.00% | -3.6% | Q4 2025 |
| SEIC | $628K | 0.62% | 0.01% | -27.4% | Q4 2025 |
| SSB | $624K | 0.61% | 0.01% | +31.9% | Q4 2025 |
| BBVA | $593K | 0.58% | 0.00% | -28.6% | Q4 2025 |
 WF | $591K | 0.58% | 0.00% | -7.8% | Q4 2025 |
 GILD | $583K | 0.57% | 0.00% | +13.8% | Q4 2025 |
| FULT | $574K | 0.56% | 0.02% | +19.1% | Q4 2025 |
| EVRG | $569K | 0.56% | 0.00% | +12.8% | Q4 2025 |
| ASML | $568K | 0.56% | 0.00% | +23.9% | Q4 2025 |
 XOM | $560K | 0.55% | 0.00% | +29.7% | Q4 2025 |
| MO | $551K | 0.54% | 0.00% | +29.5% | Q4 2025 |
| KT | $532K | 0.52% | 0.01% | -6.4% | Q4 2025 |
| FTS | $530K | 0.52% | 0.00% | -28.4% | Q4 2025 |
| GSL | $521K | 0.51% | 0.04% | -3.8% | Q4 2025 |
| MU | $514K | 0.51% | 0.00% | +36.8% | Q4 2025 |
 KGC | $508K | 0.50% | 0.00% | -35.0% | Q4 2025 |
| IX | $504K | 0.50% | 0.00% | +29.4% | Q4 2025 |
| PRG | $503K | 0.49% | 0.04% | +36.3% | Q4 2025 |
| MGA | $496K | 0.49% | 0.00% | +8.1% | Q4 2025 |
 BBT | $495K | 0.49% | 0.02% | -2.1% | Q4 2025 |
 JLL | $492K | 0.48% | 0.00% | +28.3% | Q4 2025 |
| CSCO | $489K | 0.48% | 0.00% | -9.6% | Q4 2025 |
| CTRA | $482K | 0.47% | Not reported | -8.6% | Q4 2025 |
 ABBV | $480K | 0.47% | 0.00% | -11.6% | Q4 2025 |
 COST | $469K | 0.46% | 0.00% | +16.1% | Q4 2025 |
| Q4 2025 | |||||
| AAPL | $4.53M | 4.51% | 0.00% | New | Q4 2025 |
| NVDA | $4.08M | 4.07% | 0.00% | New | Q4 2025 |
| BSVN | $3.99M | 3.98% | 0.54% | New | Q4 2025 |
| MSFT | $3.67M | 3.66% | 0.00% | New | Q4 2025 |
| GOOG | $2.41M | 2.40% | Not reported | New | Q4 2025 |
| AMZN | $1.77M | 1.77% | 0.00% | New | Q4 2025 |
| META | $1.75M | 1.75% | Not reported | New | Q4 2025 |
| AVGO | $1.73M | 1.73% | 0.00% | New | Q4 2025 |
| TSM | $1.37M | 1.36% | 0.00% | New | Q4 2025 |
| GOOGL | $1.25M | 1.25% | 0.00% | New | Q4 2025 |
| TSLA | $1.15M | 1.15% | 0.00% | New | Q4 2025 |
| CLS | $1.13M | 1.13% | 0.00% | New | Q4 2025 |
| LRCX | $1.05M | 1.05% | 0.00% | New | Q4 2025 |
| SEIC | $911K | 0.91% | 0.01% | New | Q4 2025 |
| LLY | $910K | 0.91% | 0.00% | New | Q4 2025 |
| WMT | $896K | 0.89% | 0.00% | New | Q4 2025 |
| BBVA | $894K | 0.89% | 0.00% | New | Q4 2025 |
| NVS | $872K | 0.87% | 0.00% | New | Q4 2025 |
| EVR | $759K | 0.76% | Not reported | New | Q4 2025 |
| JNJ | $745K | 0.74% | 0.00% | New | Q4 2025 |
 MTG | $738K | 0.74% | 0.01% | New | Q4 2025 |
| SAN | $737K | 0.74% | 0.00% | New | Q4 2025 |
| KGC | $722K | 0.72% | 0.00% | New | Q4 2025 |
| STT | $706K | 0.70% | 0.00% | New | Q4 2025 |
| FHI | $703K | 0.70% | Not reported | New | Q4 2025 |
| FTS | $689K | 0.69% | 0.00% | New | Q4 2025 |
| NFLX | $683K | 0.68% | 0.00% | New | Q4 2025 |
 UNM | $612K | 0.61% | 0.00% | New | Q4 2025 |
| SKM | $605K | 0.60% | 0.01% | New | Q4 2025 |
| DAC | $586K | 0.58% | 0.03% | New | Q4 2025 |
 MA | $585K | 0.58% | 0.00% | New | Q4 2025 |
| ABBV | $570K | 0.57% | 0.00% | New | Q4 2025 |
| WF | $566K | 0.56% | 0.00% | New | Q4 2025 |
 PLTR | $558K | 0.56% | 0.00% | New | Q4 2025 |
| AMAT | $557K | 0.55% | 0.00% | New | Q4 2025 |
| CSCO | $537K | 0.54% | 0.00% | New | Q4 2025 |
 V | $524K | 0.52% | 0.00% | New | Q4 2025 |
 CATY | $514K | 0.51% | 0.02% | New | Q4 2025 |
| GSL | $510K | 0.51% | 0.04% | New | Q4 2025 |
| KT | $503K | 0.50% | 0.01% | New | Q4 2025 |
| BHP | $498K | 0.50% | 0.00% | New | Q4 2025 |
| SSB | $482K | 0.48% | 0.01% | New | Q4 2025 |
 VIV | $471K | 0.47% | 0.00% | New | Q4 2025 |
 UHS | $463K | 0.46% | Not reported | New | Q4 2025 |
| FULT | $463K | 0.46% | 0.01% | New | Q4 2025 |
 MFC | $460K | 0.46% | Not reported | New | Q4 2025 |
 GM | $459K | 0.46% | 0.00% | New | Q4 2025 |
| GILD | $451K | 0.45% | 0.00% | New | Q4 2025 |
| EVRG | $446K | 0.44% | 0.00% | New | Q4 2025 |
| BBT | $444K | 0.44% | 0.02% | New | Q4 2025 |