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John Salomon

@J2 Capital Management Inc

Latest period2024 - Q4ReportedManaged Assets$106.572MTotal holdings107
Assets growth rate34.74%Assets growth rate (2-Q avg)14.34%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in J2 Capital Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 107 positions.

Assets under management

The assets under management (AUM) of J2 Capital Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 106.572M in assets, with a quarterly growth rate of 34.74% and a 2-quarter average growth rate of 14.34%. The portfolio is managed by John Salomon, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VIGVanguard Specialized Funds
Recent Activity
New Position
0.85%
$903,364
4,613 shares@ $195.84 avg price
GOOGLAlphabet Inc
Recent Activity
New Position
0.84%
$887,628
4,689 shares@ $189.31 avg price
KRKroger Co
Recent Activity
Increased 9.97%
0.77%
$817,209
13,364 shares@ $61.16 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -7.29%
0.72%
$764,388
3,189 shares@ $239.7 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 26.71%
0.72%
$762,777
15,951 shares@ $47.83 avg price
VBVanguard Index Fds
Recent Activity
Decreased -16.07%
0.67%
$708,826
2,950 shares@ $240.28 avg price
AMLPAlps Etf Tr
Recent Activity
New Position
0.65%
$682,331
14,168 shares@ $48.17 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 47.7%
0.63%
$670,765
8,862 shares@ $75.7 avg price
CMICummins Inc
Recent Activity
Decreased -21.06%
0.62%
$654,322
1,877 shares@ $348.6 avg price
CORCencora Inc
Recent Activity
Decreased -9.17%
0.6%
$638,541
2,842 shares@ $224.69 avg price