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Institutional

JMN Financial LLC

CIK 0002113267
$101.8M
Reported AUM
189
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · JMN Financial LLC · Q1 2026

AI · grounded in 13F

JMN Financial LLC closed its position in CRM for a reduction of $394,298. The fund established new positions in SCHP with a $600,721 investment and SPTL totaling $410,280. Additionally, the manager increased share counts in BSV by 33.73% and JNJ by 32.94%.

Portfolio · Q1 2026

BSV$5.3MAAPL$4.5MNVDA$4.1MVOO$3.6MMSFT$2.5MVEA$2.3MGOOG$2.3MAMZN$1.8MTSM$1.6MAVGO$1.6MMETA$1.5MGOOGL$1.5MOther$69.3MJL

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1BSVVANGUARD BD INDEX FDS$5.3M5.22%+17,082+33.7%
2AAPLAPPLE INC$4.5M4.44%+1,151+6.9%
3NVDANVIDIA CORPORATION$4.1M4.00%+1,490+6.8%
4VOOVANGUARD INDEX FDS$3.6M3.52%+751+14.3%
5MSFTMICROSOFT CORP$2.5M2.42%-943-12.4%
6VEAVANGUARD TAX-MANAGED FDS$2.3M2.25%-867-2.4%
7GOOGALPHABET INC$2.3M2.23%+249+3.2%
8AMZNAMAZON COM INC$1.8M1.79%+1,062+13.8%
9TSMTAIWAN SEMICONDUCTOR MANUFAC$1.6M1.59%+282+6.3%
10AVGOBROADCOM INC$1.6M1.54%+59+1.2%
11METAMETA PLATFORMS INC$1.5M1.48%-28-1.1%
12GOOGLALPHABET INC$1.5M1.43%+1,052+26.3%
13LRCXLAM RESEARCH CORP$1.4M1.38%+450+7.3%
14WMTWALMART INC$1.2M1.16%+1,425+17.8%
15JNJJOHNSON & JOHNSON$1.2M1.15%+1,186+32.9%
16VXFVANGUARD INDEX FDS$1.1M1.09%+301+5.9%
17CLSCELESTICA INC$1.1M1.04%-83-2.2%
18TSLATESLA INC$1.0M1.00%+176+6.9%
19BNDXVANGUARD CHARLOTTE FDS$984K0.97%+4,565+28.7%
20SKMSK TELECOM CO LTD$887K0.87%+783+2.7%
21STTSTATE STR CORP$841K0.83%+1,168+21.3%
22FHIFEDERATED HERMES INC$833K0.82%+1,183+8.8%
23NVSNOVARTIS AG$823K0.81%-937-14.8%
24LLYELI LILLY & CO$809K0.80%+33+3.9%
25DACDANAOS CORPORATION$806K0.79%+937+15.1%
26AMATAPPLIED MATLS INC$782K0.77%+121+5.6%
27VSSVANGUARD INTL EQUITY INDEX F$780K0.77%+199+3.9%
28SANBANCO SANTANDER SA$769K0.76%+5,281+8.4%
29VWOVANGUARD INTL EQUITY INDEX F$755K0.74%+145+1.0%
30JHGJANUS HENDERSON GROUP PLC$706K0.69%+2,004+17.1%
31BHPBHP BILLITON LIMITED$703K0.69%+1,409+17.1%
32EVREVERCORE INC$681K0.67%+50+2.2%
33NFLXNETFLIX INC.$675K0.66%-260-3.6%
34VTVVANGUARD INDEX FDS$643K0.63%+152+4.9%
35SEICSEI INVTS CO$628K0.62%-3,026-27.4%
36SSBSOUTHSTATE BK CORP$624K0.61%+1,630+31.9%
37SCHPSCHWAB STRATEGIC TR$601K0.59%+22,575NEW
38BBVABANCO BILBAO VIZCAYA ARGENTA$593K0.58%-10,951-28.6%
39WFWOORI FINL GROUP INC$591K0.58%-754-7.8%
40GILDGILEAD SCIENCES INC$583K0.57%+508+13.8%
41FULTFULTON FINL CORP PA$574K0.56%+4,517+19.1%
42EVRGEVERGY INC$569K0.56%+790+12.8%
43ASMLASML HLDG NV$568K0.56%+83+23.9%
44XOMEXXON MOBIL CORP$560K0.55%+756+29.7%
45SPYGSPDR SERIES TRUST$560K0.55%HELD
46MOALTRIA GROUP INC$551K0.54%+1,902+29.5%
47KTKT CORP$532K0.52%-1,689-6.4%
48FTSFORTIS INC$530K0.52%-3,764-28.4%
49GSLGLOBAL SHIP LEASE INC$521K0.51%-550-3.8%
50MUMICRON TECHNOLOGY INC$514K0.51%+409+36.7%
51KGCKINROSS GOLD CORP$508K0.50%-8,976-35.0%
52IXORIX CORP$504K0.50%+3,816+29.4%
53PRGPROG HOLDINGS INC$503K0.49%+4,671+36.3%
54MGAMAGNA INTL INC$496K0.49%+663+8.1%
55BBTBEACON FINANCIAL CORP.$495K0.49%-361-2.1%
56JLLJONES LANG LASALLE INC$492K0.48%+357+28.3%
57CSCOCISCO SYS INC$489K0.48%-672-9.6%
58CTRACOTERRA ENERGY INC$482K0.47%-1,289-8.6%
59ABBVABBVIE INC$480K0.47%-288-11.6%
60GLOFISHARES TR$479K0.47%+411+4.7%
61COSTCOSTCO WHOLESALE CORPORATION$469K0.46%+65+16.0%
62MTGMGIC INVT CORP WIS$464K0.46%-7,552-29.9%
63SHGSHINHAN FINANCIAL GROUP CO L$453K0.45%+867+13.4%
64VBRVANGUARD INDEX FDS$450K0.44%+59+2.9%
65HCAHCA HEALTHCARE INC$446K0.44%+226+31.6%
66HDHOME DEPOT INC$433K0.43%+281+27.1%
67WSFSWSFS FINL CORP$430K0.42%+719+12.3%
68KLACKLA CORP$423K0.42%+30+11.7%
69AERAERCAP HOLDINGS NV$416K0.41%+6+0.2%
70SPTLSPDR SERIES TRUST$410K0.40%+15,600NEW
71GSKGSK PLC$406K0.40%+195+2.7%
72MRKMERCK & CO INC$404K0.40%+1,057+46.4%
73BKBANK NEW YORK MELLON CORP$395K0.39%+809+32.1%
74CMCSACOMCAST CORP NEW$394K0.39%+13,728NEW
75PMPHILIP MORRIS INTL INC$393K0.39%+679+40.4%
76SNASNAP ON INC$387K0.38%-75-6.6%
77ASXASE TECHNOLOGY HLDG CO LTD$382K0.38%+2,046+13.1%
78TXTTEXTRON INC$373K0.37%+808+23.4%
79CVXCHEVRON CORPORATION$372K0.37%+1,796NEW
80SPYVSPDR SERIES TRUST$371K0.37%-279-4.1%
81ACTENACT HLDGS INC$371K0.36%+1,769+24.1%
82PRDOPERDOCEO ED CORP$368K0.36%+477+5.1%
83PLTRPALANTIR TECHNOLOGIES INC$367K0.36%-630-20.1%
84PFGPRINCIPAL FINANCIAL GROUP IN$363K0.36%+63+1.6%
85JPMJPMORGAN CHASE & CO$360K0.35%+438+55.8%
86CATCATERPILLAR INC$351K0.34%+77+18.4%
87DOVDOVER CORP$350K0.34%+1+0.1%
88BVEDIAMOND HILL INVT GROUP INC$347K0.34%+435+27.5%
89MCDMCDONALDS CORP$347K0.34%+85+8.2%
90VIVTELEFONICA BRASIL SA$345K0.34%-18,007-45.4%
91FDXFEDEX CORP$336K0.33%+209+28.6%
92RIORIO TINTO PLC$334K0.33%+425+13.5%
93RGAREINSURANCE GROUP AMER INC$332K0.33%+637+64.5%
94GMGENERAL MTRS CO$328K0.32%-1,235-21.9%
95DVYISHARES TR$328K0.32%+2,169NEW
96AVYAVERY DENNISON CORP$322K0.32%+1,866NEW
97UIUBIQUITI INC$322K0.32%-353-46.4%
98LMTLOCKHEED MARTIN CORP$320K0.31%+529NEW
99APAMARTISAN PARTNERS ASSET MGMT$314K0.31%+8,633NEW
100TKRTIMKEN CO$311K0.31%+3,091NEW
101GLWCORNING INC$308K0.30%+2,262NEW
102UHSUNIVERSAL HLTH SVCS INC$307K0.30%-410-19.3%
103GEVGE VERNOVA INC$307K0.30%+19+5.7%
104KBKB FINL GROUP INC$306K0.30%+91+3.1%
105CORCENCORA INC$305K0.30%+315+48.1%
106IWMISHARES TR$305K0.30%+1,228NEW
107UNMUNUM GROUP$302K0.30%-3,758-47.6%
108KMTKENNAMETAL INC$300K0.30%+105+1.3%
109TXRHTEXAS ROADHOUSE INC$300K0.30%+1,819NEW
110RGLDROYAL GOLD INC$300K0.30%-299-20.2%
111MDLZMONDELEZ INTL INC$300K0.29%+5,198NEW
112PNWPINNACLE WEST CAP CORP$299K0.29%+2,963NEW
113AAMIACADIAN ASSET MANAGEMENT INC$298K0.29%-217-3.8%
114TDCTERADATA CORP DEL$294K0.29%+4,382+61.7%
115GDXVANECK ETF TRUST$292K0.29%+3,180NEW
116AMGNAMGEN INC$291K0.29%+828NEW
117SMSM ENERGY COMPANY$289K0.28%+9,256NEW
118APHAMPHENOL CORP$288K0.28%-580-20.3%
119MAMASTERCARD INCORPORATED$287K0.28%-451-44.0%
120IUSGISHARES TR$284K0.28%HELD
121BPOPPOPULAR INC$282K0.28%+253+13.8%
122FLEXFLEXTRONICS INTL LTD$281K0.28%+226+5.6%
123MFCMANULIFE FINL CORP$274K0.27%-4,734-37.3%
124IBMINTERNATIONAL BUSINESS MACHS$267K0.26%+153+16.2%
125ORCLORACLE CORP$266K0.26%+113+6.7%
126SONSONOCO PRODS CO$260K0.26%+4,800NEW
127EDCONSOLIDATED EDISON INC$258K0.25%-611-21.1%
128WUWESTERN UN CO$257K0.25%-1,923-6.1%
129HAFNHAFNIA LTD$257K0.25%-7,477-18.1%
130MTARCELORMITTAL SA LUXEMBOURG$257K0.25%+4,947NEW
131VVISA INC$256K0.25%-648-43.4%
132CHRDCHORD ENERGY CORPORATION$254K0.25%+1,784NEW
133VMIVALMONT INDS INC$253K0.25%+18+2.9%
134GDXJVANECK ETF TRUST$253K0.25%+2,107NEW
135PECOPHILLIPS EDISON & CO INC$249K0.24%-3,376-33.8%
136CAHCARDINAL HEALTH INC$248K0.24%-61-4.9%
137VRTXVERTEX PHARMACEUTICALS INC$247K0.24%+554NEW
138FITBFIFTH THIRD BANCORP$247K0.24%-1,483-22.0%
139TLKTELEKOMUNIKASI IND$246K0.24%-2,400-15.4%
140MMM3M CO$246K0.24%-79-4.5%
141TIMBTIM S A$246K0.24%-1,484-13.9%
142TIPISHARES TR$243K0.24%+2,200NEW
143UBSIUNITED BANKSHARES INC WEST V$242K0.24%-53-0.9%
144ACGLARCH CAP GROUP LTD$241K0.24%-68-2.6%
145SITCSITE CTRS CORP$240K0.24%+44,413NEW
146BKUBANKUNITED INC$238K0.23%+5,270NEW
147SYFSYNCHRONY FINANCIAL$236K0.23%-1,817-34.3%
148PLXSPLEXUS CORP$234K0.23%+1,157NEW
149VZVERIZON COMMUNICATIONS INC$234K0.23%+4,653NEW
150TIGOMILLICOM INTL CELLULAR S A$233K0.23%-577-15.6%
151TROWPRICE T ROWE GROUP INC$227K0.22%+2,522NEW
152PCARPACCAR INC$225K0.22%+1,945NEW
153TPRTAPESTRY INC$225K0.22%+13+0.8%
154WBWEIBO CORP$225K0.22%-236-0.9%
155KRKROGER CO$224K0.22%+3,098NEW
156MDTMEDTRONIC PLC$223K0.22%-572-18.3%
157GWWWW GRAINGER INC$223K0.22%+204NEW
158MCKMCKESSON CORP$221K0.22%+255NEW
159ITRNITURAN LOCATION AND CONTROL$220K0.22%-971-17.8%
160EMNEASTMAN CHEM CO$219K0.22%+2,870NEW
161BFHBREAD FINANCIAL HOLDINGS INC$219K0.21%+2,920NEW
162CBTCABOT CORP$218K0.21%+2,895NEW
163APPAPPLOVIN CORP$217K0.21%-24-4.2%
164CATYCATHAY GEN BANCORP$217K0.21%-6,277-59.0%
165BFSTBUSINESS FIRST BANCSHARES IN$216K0.21%-1,047-11.6%
166AOSSMITH A O CORP$215K0.21%+3,265NEW
167SGHCSUPER GROUP SGHC LIMITED$215K0.21%-8,991-31.2%
168LHXL3HARRIS TECHNOLOGIES INC$214K0.21%+621NEW
169TJXTJX COS INC NEW$214K0.21%-781-36.8%
170CTVACORTEVA INC$214K0.21%+2,551NEW
171VODVODAFONE GROUP PLC$213K0.21%-7,303-34.0%
172SPYMSPDR SERIES TRUST$212K0.21%-1,685-37.8%
173HMCHONDA MOTOR CO LTD$211K0.21%-3,712-29.9%
174DXJWISDOMTREE TR$211K0.21%+1,332NEW
175ETRENTERGY CORP NEW$211K0.21%+1,875NEW
176MTDRMATADOR RES CO$210K0.21%+3,330NEW
177IUSVISHARES TR$209K0.21%+82+4.2%
178ESLTELBIT SYS LTD$205K0.20%+241NEW
179WINAWINMARK CORP$202K0.20%+473NEW
180CHKPCHECK POINT SOFTWARE TECH LT$201K0.20%+79+6.0%
181MBWMMERCANTILE BK CORP$200K0.20%+3,964NEW
182SPDWSPDR INDEX SHS FDS$200K0.20%+4,382NEW
183PTENPATTERSON-UTI ENERGY INC$161K0.16%HELD
184RIGTRANSOCEAN LTD$75K0.07%HELD
185CLVTCLARIVATE PLC$41K0.04%+16,017NEW
186TBLATABOOLA.COM LTD$33K0.03%HELD
187GDRXGOODRX HLDGS INC$22K0.02%+11,429NEW
188BRCCBRC INC$17K0.02%+21,386NEW
189SABRSABRE CORP$15K0.02%+10,576NEW
190CRMSALESFORCE INC-1,486EXITED
191AMEAMETEK INC-1,894EXITED
192CNOCNO FINL GROUP INC-8,870EXITED
193CTSHCOGNIZANT TECHNOLOGY SOLUTIO-4,512EXITED
194CTASCINTAS CORP-1,921EXITED
195TELTE CONNECTIVITY PLC-1,480EXITED
196TRMBTRIMBLE INC-4,132EXITED
197SKYWSKYWEST INC-3,126EXITED
198AIZASSURANT INC-1,265EXITED
199QCOMQUALCOMM INC-1,774EXITED
200INFYINFOSYS LTD-16,931EXITED
201OMFONEMAIN HLDGS INC-4,466EXITED
202VRSNVERISIGN INC-1,173EXITED
203RLIRLI CORP-4,374EXITED
204UDRUDR INC-7,402EXITED
20562CPIPER SANDLER COMPANIES-791EXITED
206PGPROCTER AND GAMBLE CO-1,869EXITED
207VIPSVIPSHOP HLDGS LTD-15,127EXITED
208FOXFOX CORP-4,045EXITED
209FINVFINVOLUTION GROUP-49,686EXITED
210IDXXIDEXX LABS INC-374EXITED
211PFBCPREFERRED BK LOS ANGELES CA-2,607EXITED
212CNACNA FINL CORP-5,017EXITED
213HRLHORMEL FOODS CORP-10,045EXITED
214OTEXOPEN TEXT CORP-7,275EXITED
215ROLROLLINS INC-3,918EXITED
216TOWNTOWNEBANK PORTSMOUTH VA-7,043EXITED
217AGOASSURED GUARANTY LTD-2,606EXITED
218UNHUNITEDHEALTH GROUP INC-700EXITED
219FNVFRANCO NEV CORP-1,113EXITED
220BACBANK AMERICA CORP-4,175EXITED
221FOXAFOX CORP-3,112EXITED
222FICOFAIR ISAAC CORP-134EXITED
223DBDEUTSCHE BANK A G-5,832EXITED
224AMPAMERIPRISE FINL INC-450EXITED
225HDBHDFC BANK LTD-5,977EXITED
226RDYDR REDDYS LABS LTD-15,510EXITED
227MLIMUELLER INDS INC-1,889EXITED
228IQVIQVIA HLDGS INC-962EXITED
229HPEHEWLETT PACKARD ENTERPRISE C-8,969EXITED
230FELEFRANKLIN ELEC INC-2,234EXITED
231GNTXGENTEX CORP-9,093EXITED
232NVRNVR INC-29EXITED
233MNDYMONDAY COM LTD-1,419EXITED
234ACNACCENTURE PLC IRELAND-759EXITED
235USBUS BANCORP DEL-3,770EXITED
236CHDNCHURCHILL DOWNS INC-1,772EXITED
237INGING GROEP N.V.-7,205EXITED
238APLEAPPLE HOSPITALITY REIT INC-12,225EXITED
239TFSLTFS FINL CORP-10,423EXITED
240ALITALIGHT INC-27,017EXITED
241IAUXI-80 GOLD CORP-33,452EXITED
242RBBNRIBBON COMMUNICATIONS INC-12,475EXITED

Source: SEC EDGAR · accession 0001172661-26-002203. 13F discloses long positions only — shorts, foreign equities, and options are excluded.