Jones Kertz & Associates, Inc. - Portfolio overview

Jones Kertz & Associates, Inc. has 55 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 9.47%
2. KLAC - KLA CORP, 7.84%
3. JBL - JABIL INC, 6.93%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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