JNB Advisors LLC

CIK 1794198 · View on SEC EDGAR ↗

Portfolio value
$1.8B
#1,644 of 9,443 by 13F value · top 17.4%
Positions
526
As of
June 30, 2025 Data as of Q2 2025

Portfolio value QoQ: +10.7% 13F does not disclose cash

Top 10 holdings weight
34.08%
Top 25 holdings weight
53.55%
Positions above 1%
22
Effective number of positions
55.3

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2025: 4.79% Est. buys $112,349,538 · sells $81,019,690

New positions
44
Increased
266
Decreased
186
Closed
24
On this page

Sector breakdown

Technology
12.5%
Financial Services
5.9%
Industrials
3.1%
Financials
3.0%
Health Care
3.0%
Communication Services
2.7%
Retail
2.5%
Consumer Discretionary
1.1%
Energy
0.9%
Consumer products
0.6%
Consumer Staples
0.6%
Real Estate
0.5%
Utilities
0.5%
Communications
0.3%
Materials
0.3%
Telecommunication
0.2%
Logistics & Transportation
0.1%
Diversified Consumer Services
0.0%
Packaging
0.0%
Other/Unmapped
62.2%

Full portfolio 526 positions

Type Streak 8Q trend
IVV $134,076,387 7.54% 215,939 $14,897,899 Up ×2
IWF $79,936,002 4.50% 188,271 $10,528,320 Down ×1
NVDA NVIDIA Corporation - Common Stock $63,024,067 3.55% 398,912 $19,510,092 Down ×2
SPY SPY $62,872,909 3.54% 101,761 $5,778,503 Down ×2
XLK XLK $61,672,540 3.47% 243,544 $24,371,565 Up ×1
IWD $45,727,645 2.57% 235,430 $2,052,465 Up ×2
MSFT Microsoft Corporation - Common Stock $44,747,258 2.52% 89,961 $12,714,968 Up ×1
AAPL Apple Inc. - Common Stock $40,640,691 2.29% 198,083 $-5,687,511 Down ×2
IJH $40,588,340 2.28% 654,440 $859,721 Down ×1
VTI $32,350,438 1.82% 106,440 $3,229,076 Up ×2
XLF XLF $28,436,530 1.60% 542,993 $15,761 Down ×1
XLV XLV $27,220,662 1.53% 201,949 $-2,096,929 Up ×1
IVW $27,032,627 1.52% 245,528 $5,562,151 Up ×1
IJR $26,015,356 1.46% 238,040 $-11,462,376 Down ×1
XYZ Block, Inc. Class A Common Stock, $25,932,210 1.46% 381,749 $5,190,592 Down ×1
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF $25,733,077 1.45% 487,738 $2,761,371 Up ×2
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF $25,569,653 1.44% 479,821 $380,771 Up ×2
SPDW $25,378,752 1.43% 626,791 $6,231,514 Up ×2
MAGS $23,273,599 1.31% 419,571 Up ×1
VOO $21,008,996 1.18% 36,986 $5,373,968 Up ×2
XLY XLY $20,480,401 1.15% 94,236 $1,563,847 Down ×2
IVE $18,961,575 1.07% 97,030 $550,739 Up ×1
AMZN Amazon.com, Inc. - Common Stock $17,508,157 0.99% 79,804 $2,014,942 Down ×2
XLC XLC $17,093,532 0.96% 157,501 $702,355 Down ×2
XLI XLI $16,320,800 0.92% 110,634 $874,527 Down ×2
AVGO Broadcom Inc. - Common Stock $16,125,341 0.91% 58,499 $6,505,272 Up ×1
META Meta Platforms, Inc. - Class A Common Stock $15,799,023 0.89% 21,405 $4,284,074 Up ×1
JEPQ JPMorgan Nasdaq Equity Premium Income ETF $14,087,343 0.79% 258,959 $-1,667,597 Down ×1
JEPI $13,884,301 0.78% 244,227 $-7,626,765 Down ×1
MUB $12,623,557 0.71% 120,823 $-215,709 Down ×1
VO $12,618,998 0.71% 45,095 $1,370,616 Up ×1
JPM JP Morgan Chase & Co. Common Stock $12,306,487 0.69% 42,449 $2,541,089 Up ×2
HDV $11,585,316 0.65% 98,876 $323,437 Up ×1
BRKB $10,937,507 0.62% 22,516 $-946,384 Up ×1
GOOGL Alphabet Inc. - Class A Common Stock $10,584,400 0.60% 60,060 $1,168,916 Down ×2
ARCC Ares Capital Corporation - Closed End Fund $10,568,140 0.59% 481,245 $810,494 Up ×1
FEZ $9,917,816 0.56% 166,044 $912,162 Up ×1
GOOG Alphabet Inc. - Class C Capital Stock $9,468,350 0.53% 53,376 $1,245,923 Up ×1
MA Mastercard Incorporated Common Stock $8,977,287 0.51% 15,976 $333,016 Up ×2
NU Nu Holdings Ltd. Class A Ordinary Shares $8,973,278 0.50% 654,029 $2,274,802 Down ×1
OBDC Blue Owl Capital Corporation Common Stock $8,461,288 0.48% 590,048 $2,669,870 Up ×2
IEFA $8,100,751 0.46% 97,038 $998,968 Up ×1
SHYG $7,816,960 0.44% 181,200 $408,787 Up ×2
XLU XLU $7,376,049 0.42% 90,326 $-44,673 Down ×2
WMT Walmart Inc. - Common Stock $7,266,906 0.41% 74,319 $893,815 Up ×1
IEUR $7,247,704 0.41% 109,482 $1,050,614 Up ×1
SPYG $7,148,441 0.40% 74,994 $1,002,828 Down ×1
LLY Eli Lilly and Company Common Stock $7,109,448 0.40% 9,120 $-396,391 Up ×2
CB Chubb Limited Common Stock $7,060,044 0.40% 24,369 $-262,763 Up ×1
EMXC iShares MSCI Emerging Markets ex China ETF $6,991,953 0.39% 110,737 $245,764 Down ×1
V Visa Inc. $6,745,752 0.38% 18,999 $204,188 Up ×2
BX Blackstone Inc. Common Stock $6,661,634 0.37% 44,536 $583,224 Up ×2
TSLA Tesla, Inc. - Common Stock $6,513,301 0.37% 20,504 $1,907,250 Up ×1
DGRO $6,466,830 0.36% 101,139 $407,939 Up ×1
PFF iShares Preferred and Income Securities ETF $6,105,745 0.34% 199,014 $-12,479 Down ×1
IQLT $6,056,863 0.34% 140,140 $648,846 Up ×1
XLB XLB $6,056,268 0.34% 68,970 $127,359 Up ×1
TXN Texas Instruments Incorporated - Common Stock $6,018,998 0.34% 28,990 $530,763 Down ×2
XLE XLE $6,003,618 0.34% 70,789 $-126,541 Up ×1
KRE $5,924,732 0.33% 99,760 $202,692 Down ×2
AGG $5,901,132 0.33% 59,487 $-121,159 Down ×1
ABT Abbott Laboratories Common Stock $5,848,328 0.33% 42,999 $159,069 Up ×2
NFLX Netflix, Inc. - Common Stock $5,790,398 0.33% 4,324 $1,948,374 Up ×1
VB $5,488,599 0.31% 23,161 $1,972,398 Up ×1
XLP XLP $5,442,408 0.31% 67,215 $-510,345 Down ×2
IYW $5,325,497 0.30% 30,735 $1,121,348 Up ×1
VUG $5,204,919 0.29% 11,873 $800,121 Down ×1
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF $5,079,225 0.29% 101,972 $4,451,792 Up ×1
RSP $4,753,583 0.27% 26,156 $758,833 Up ×2
BIDD $4,734,768 0.27% 173,562 $419,030 Up ×1
VOOG $4,698,062 0.26% 11,848 $-8,073,516 Down ×1
LOW Lowe's Companies, Inc. Common Stock $4,665,873 0.26% 21,030 $-245,428 Down ×1
HD Home Depot, Inc. (The) Common Stock $4,598,880 0.26% 12,543 $-29,495 Down ×2
FISV Fiserv, Inc. - Common Stock $4,551,279 0.26% 26,398 $-1,331,411 Down ×2
MBB iShares MBS ETF $4,313,924 0.24% 45,947 $55,195 Up ×1
TRI Thomson Reuters Corp - Common Shares $4,287,895 0.24% 21,319 $606,126 Up ×1
LQD $4,262,451 0.24% 38,887 $-217,236 Down ×2
XOM Exxon Mobil Corporation Common Stock $4,248,505 0.24% 39,411 $-251,194 Up ×1
BAC Bank of America Corporation Common Stock $4,143,946 0.23% 87,573 $638,814 Up ×1
UNP Union Pacific Corporation Common Stock $4,009,678 0.23% 17,427 $-289,396 Down ×1
BIZD $3,962,564 0.22% 243,401 $1,596,503 Up ×2
GPIX Goldman Sachs S&P 500 Premium Income ETF $3,903,089 0.22% 78,344 Up ×1
PG Procter & Gamble Company (The) Common Stock $3,872,511 0.22% 24,306 $-478,510 Down ×2
JNJ Johnson & Johnson Common Stock $3,801,830 0.21% 24,889 $-68,537 Up ×2
MDY $3,793,559 0.21% 6,697 $763,575 Up ×2
CSCO Cisco Systems, Inc. - Common Stock $3,761,642 0.21% 54,218 $657,452 Up ×2
ORCL Oracle Corporation Common Stock $3,639,186 0.20% 16,645 $1,303,183 Down ×1
SPTM $3,630,291 0.20% 48,475 $158,831 Down ×1
XLRE XLRE $3,613,109 0.20% 87,231 $-346,674 Down ×2
GS Goldman Sachs Group, Inc. (The) Common Stock $3,605,829 0.20% 5,095 $771,273 Down ×1
CHD Church & Dwight Company, Inc. Common Stock $3,509,816 0.20% 36,519 $-570,086 Down ×2
CAT Caterpillar, Inc. Common Stock $3,461,917 0.19% 8,918 $738,547 Up ×1
CVX Chevron Corporation Common Stock $3,460,652 0.19% 24,168 $-1,074,366 Down ×1
COST Costco Wholesale Corporation - Common Stock $3,339,411 0.19% 3,373 $238,823 Up ×2
INTU Intuit Inc. - Common Stock $3,334,070 0.19% 4,233 $884,841 Up ×1
ABBV AbbVie Inc. Common Stock $3,322,187 0.19% 17,898 $-434,861 Down ×1
QQQ Invesco QQQ Trust, Series 1 $3,310,091 0.19% 6,000 $2,098,895 Up ×2
IBM International Business Machines Corporation Common Stock $3,265,953 0.18% 11,079 $541,065 Up ×1
TLT iShares 20+ Year Treasury Bond ETF $3,258,266 0.18% 36,921 $-627,534 Down ×1
SDY $3,151,195 0.18% 23,217 $50,303 Up ×2

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
MAGS $23,273,599 419,571 1.31%
GPIX $3,903,089 78,344 0.22%
GLDM $901,817 13,764 0.05%
NYT $608,783 10,875 0.03%
IDXX $602,846 1,124 0.03%
SGRY $444,600 20,000 0.03%
MSTR $443,845 1,098 0.02%
FETH $437,278 17,373 0.02%
DASH $406,495 1,649 0.02%
IGOV $402,252 9,333 0.02%
ULTA $347,122 742 0.02%
CBOE $343,752 1,474 0.02%
WRB $330,564 4,499 0.02%
J $310,913 2,365 0.02%
HOLX $310,227 4,761 0.02%

Top movers (QoQ)

Security Action Shares Δ Value Δ
XLK Bought more +63K +$24.4M
NVDA Trimmed -3K +$19.5M
IVV Bought more +4K +$14.9M
MSFT Bought more +5K +$12.7M
IJR Trimmed -120K -$11.5M
IWF Trimmed -4K +$10.5M
VOOG Trimmed -26K -$8.1M
JEPI Trimmed -132K -$7.6M
AVGO Bought more +1K +$6.5M
SPDW Bought more +101K +$6.2M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
RSPT June 30, 2025 414,211 $14,166,005 No longer tracked
GRND June 30, 2025 67,899 $1,215,392 -30.8%
CLOV March 31, 2025 200,617 $631,944 17.8%
SUM March 31, 2025 9,286 $469,872 No longer tracked
COO June 30, 2025 5,471 $461,479 7.9%
NVO March 31, 2025 5,109 $439,491 -33.0%
BDX June 30, 2025 1,894 $433,891 38.4%
DFS June 30, 2025 2,328 $397,401 No longer tracked
SLB June 30, 2025 7,946 $332,142 60.1%
HOLX March 31, 2025 4,362 $314,457 No longer tracked
VPL June 30, 2025 4,219 $305,694 No longer tracked
MSTR March 31, 2025 1,028 $297,729 -61.1%
LYB June 30, 2025 4,101 $288,685 17.9%
TTD March 31, 2025 2,350 $276,196 -75.4%
OKTA June 30, 2025 2,476 $260,525 37.1%
TRGP June 30, 2025 1,247 $250,033 73.8%
VBR March 31, 2025 1,248 $247,347 No longer tracked
LGFB June 30, 2025 31,180 $246,946 No longer tracked
GEHC June 30, 2025 3,028 $244,390 1.0%
A March 31, 2025 1,782 $239,422 33.2%
IQV March 31, 2025 1,214 $238,563 44.4%
EPD June 30, 2025 6,926 $236,454 23.7%
DOW March 31, 2025 5,883 $236,067 -6.4%
OXY June 30, 2025 4,758 $234,861 47.2%
IJT June 30, 2025 1,870 $232,815
DAL March 31, 2025 3,798 $229,799 87.7%
FERG March 31, 2025 1,320 $229,112 49.5%
IBB June 30, 2025 1,782 $227,930 68.6%
XBI June 30, 2025 2,771 $224,694 No longer tracked
MHK March 31, 2025 1,880 $223,964 15.3%
VST March 31, 2025 1,615 $222,660 19.5%
LULU March 31, 2025 577 $220,651 -58.5%
IDXX March 31, 2025 528 $218,296 34.0%
FBIN March 31, 2025 3,192 $218,122 -25.4%
KHC March 31, 2025 6,931 $212,853 -15.5%
WAT June 30, 2025 574 $211,559 18.8%
ARES March 31, 2025 1,187 $210,135 -2.1%
HUBS March 31, 2025 298 $207,637 -57.9%
VBK March 31, 2025 735 $205,751 No longer tracked
EXR June 30, 2025 1,385 $205,659 0.4%
JHMM March 31, 2025 3,442 $205,585 No longer tracked
DD March 31, 2025 2,674 $203,884 347.2%
CTRA June 30, 2025 7,047 $203,654 No longer tracked
STT March 31, 2025 2,066 $202,771 107.1%
CF March 31, 2025 2,351 $200,597 61.8%
OGN March 31, 2025 10,467 $156,168 -7.8%
RITM June 30, 2025 12,510 $143,240 -8.3%
VTRS March 31, 2025 10,559 $131,460 85.8%
AGNC June 30, 2025 11,745 $112,517 20.5%
AMCR June 30, 2025 10,141 $98,369 4.0%
ARKK June 30, 2025 118 $5,628 No longer tracked