January Capital Advisors LLC - Portfolio overview

January Capital Advisors LLC has 51 reported holdings in this dataset, with the latest filing dated 2026-05-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Communication Services and Healthcare.

Largest reported holdings by portfolio allocation

1. CGCP - CAPITAL GRP FIXED INCM ETF T, 20.05%
2. DBND - DOUBLELINE ETF TRUST, 10.57%
3. GOOG - ALPHABET INC, 6.50%

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

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