Jones Kertz & Associates, Inc. — 13F holdings

Jones Kertz & Associates, Inc. reported 66 holdings worth $217M in its 13F filing for Q2 2026, filed July 23, 2026.

Largest positions

1. KLAC KLA CORP — $21.6M (10.0%)
2. AVGO BROADCOM INC — $16.5M (7.6%)
3. AAPL APPLE INC — $14.4M (6.6%)
4. JBL JABIL INC — $14.1M (6.5%)
5. CAT CATERPILLAR INC — $10.7M (4.9%)
6. GOOGL ALPHABET INC — $9.00M (4.2%)
7. APH AMPHENOL CORP NEW — $7.87M (3.6%)
8. GS GOLDMAN SACHS GROUP INC — $6.66M (3.1%)
9. MSFT MICROSOFT CORP — $5.96M (2.7%)
10. ORCL ORACLE CORP — $5.86M (2.7%)