J. Team Financial, Inc. - Portfolio overview

J. Team Financial, Inc. has 83 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. BSCQ - INVESCO BULLETSHARES 2026 CORPORATE BOND ETF, 7.94%
2. QQQ - INVESCO QQQ TRUST SERIES I, 7.78%
3. UYLD - ANGEL OAK ULTRASHORT INCOME ETF, 5.47%

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

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