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J2 Capital Management Inc.
SmartAsset is a financial technology company that provides personalized financial advice and data-driven insights to help people make better financial decisions. The platform offers tools and resources for retirement, home buying, taxes, investing, and personal finance. SmartAsset serves millions of users each month and has been recognized for its innovative approach to financial planning.
Investment Strategy
SmartAsset does not directly manage assets or investments; it provides educational tools, personal finance calculators, and connects consumers with financial advisors and products. The company's strategy focuses on leveraging technology to deliver actionable insights and personalized recommendations to users.
Latest 13F Filing Activity
J2 Capital Management Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 122 equity positions with a total 13F market value of $133M. The fund increased holdings in Ishares Gold TR, Powell Inds Inc., Moelis & Co. among other positions. J2 Capital Management Inc. reduced exposure to J P Morgan Exchange Traded F, Amazon Com Inc., Ishares TR among others.
Top Holdings
Equity Positions (122)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIL | SPDR SERIES TRUST | 9.92% | $13.2M | 143,643 | $91.56 | $91.75 | -$533.7K |
T TFLO | ISHARES TR | 9.45% | $12.6M | 248,390 | $50.47 | $50.59 | -$664.7K |
S SGOV | ISHARES TR | 5.02% | $6.7M | 66,266 | $100.50 | $100.70 | +$54.0K |
L LGH | NORTHERN LTS FD TR III | 4.83% | $6.4M | 106,225 | $54.45 | $60.40 | +$638.0K |
S SSUS | STRATEGY SHS | 3.86% | $5.1M | 106,195 | $41.08 | $48.31 | +$348.6K |
Industry Allocation
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