J2 Capital Management Inc Q4 2025 Filing

Filed January 20, 2026

Portfolio Value

$137.1B

Holdings

119

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (119 positions)

#StockSharesValue% PortfolioType
101
SCHDSCHWAB STRATEGIC TR
12,114$332.0M0.24%
102
DWDMORGAN STANLEY
1,869$331.0M0.24%
103
PTINPACER FDS TR
10,219$321.0M0.23%
104
CLCOLGATE PALMOLIVE CO
4,070$321.0M0.23%
105
PLTRPALANTIR TECHNOLOGIES INC
1,614$286.0M0.21%
106
PCARPACCAR INC
2,597$284.0M0.21%
107
VEAVANGUARD TAX-MANAGED FDS
4,474$279.0M0.20%
108
GISGENERAL MLS INC
5,871$273.0M0.20%
109
GDXVANECK ETF TRUST
3,184$273.0M0.20%
110
LFEQVANECK ETF TRUST
5,024$272.0M0.20%
111
MBSFVALUED ADVISERS TR
10,273$263.0M0.19%
112
AMLPALPS ETF TR
5,348$251.0M0.18%
113
SPEMSPDR INDEX SHS FDS
5,381$251.0M0.18%
114
SHYISHARES TR
2,970$245.0M0.18%
115
EOGEOG RES INC
2,274$238.0M0.17%
116
AIQGLOBAL X FDS
4,343$220.0M0.16%
117
SRLNSSGA ACTIVE ETF TR
5,025$207.0M0.15%
118
ABCLABCELLERA BIOLOGICS INC
12,074$41.0M0.03%
119
PLBYPLAYBOY INC
17,500$32.0M0.02%
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