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Jeffrey P Hodges

January Capital Advisors Llc

Assets Managed
$74.152M
Holdings
52
Last Quarter
2026 - Q1
Filed Date
10d ago
Growth Rate
-34.11%(2Q avg: -17.1%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in January Capital Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of January Capital Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 74.152M in assets, with a quarterly growth rate of -34.11% and a 2-quarter average growth rate of -17.1%. The portfolio is managed by Jeffrey P Hodges, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CGCP
Cap Group Core Plus Income
Recent Activity
New Position
17.91%
$13.276M
594,252 shares@ $22.35 avg price
VPX
Variant Perc Cy Us Etf
Recent Activity
New Position
10.71%
$7.936M
329,165 shares@ $24.11 avg price
DBND
Doubleline Opport Bnd Etf
Recent Activity
New Position
9.44%
$6.996M
152,716 shares@ $45.82 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
New Position
5.81%
$4.303M
14,999 shares@ $286.87 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Decreased -86.85%
5.13%
$3.8M
40,997 shares@ $92.7 avg price
XLK
Technology Select Sect Spdr
Recent Activity
New Position
3.29%
$2.438M
18,346 shares@ $132.9 avg price
AMGN
Amgen Inc
Recent Activity
Increased 3.43%
3.05%
$2.254M
6,407 shares@ $351.86 avg price
XLE
Energy Select Sector Spdr
Recent Activity
New Position
2.96%
$2.19M
35,746 shares@ $61.27 avg price
BOXX
Alpha Architect 1-3 Mnth Box
Recent Activity
New Position
2.94%
$2.176M
18,709 shares@ $116.3 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -44.75%
2.93%
$2.172M
24,635 shares@ $88.17 avg price

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