Jones Kertz & Associates, Inc. Diversified Active

Location: Blaine, MN

CIK: 0002104438 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 24, 2026

Total Value: $188M (100.0% shares, 0.0% debt)

Holdings (66)

Broadcom Inc 7.5%
Value $14.12M Shares 45,634 Est. Cost $346.10 Unrealized
AAPL APPLE INC 7.5%
Value $14.06M Shares 55,394 Est. Cost $268.34 Unrealized -2.1%
KLAC KLA CORP 6.2%
Value $11.64M Shares 7,908 Est. Cost $1171.91 Unrealized +24.8%
JBL JABIL INC 5.5%
Value $10.3M Shares 38,769 Est. Cost $213.29 Unrealized +16.3%
CAT CATERPILLAR INC 4.3%
Value $8.006M Shares 11,300 Est. Cost $555.50 Unrealized +23.2%
GOOGL ALPHABET INC 4.1%
Value $7.714M Shares 26,827 Est. Cost $285.60 Unrealized +13.2%
ORCL ORACLE CORP 3.3%
Value $6.224M Shares 42,310 Est. Cost $238.05 Unrealized -28.8%
MSFT MICROSOFT CORP 3.3%
Value $6.19M Shares 16,722 Est. Cost $500.58 Unrealized -13.2%
APH AMPHENOL CORP 3.2%
Value $6.034M Shares 47,753 Est. Cost $133.54 Unrealized +9.6%
Goldman Sachs Group 3.2%
Value $6.032M Shares 7,130 Est. Cost $879.00 Unrealized
AMGN AMGEN INC 2.6%
Value $4.93M Shares 14,013 Est. Cost $315.95 Unrealized +10.7%
GOOG ALPHABET INC 2.3%
Value $4.303M Shares 15,000 Est. Cost $286.33 Unrealized +13.0%
SPDR S&P 500 Trust 2.1%
Value $3.94M Shares 6,058 Est. Cost $681.88 Unrealized
CSX CSX CORP 2.1%
Value $3.892M Shares 94,820 Est. Cost $35.70 Unrealized +7.9%
JP Morgan Chase & Co 2.1%
Value $3.865M Shares 13,139 Est. Cost $322.22 Unrealized
XYL XYLEM INC 2.0%
Value $3.81M Shares 31,883 Est. Cost $143.58 Unrealized -5.0%
WAT WATERS CORP 2.0%
Value $3.801M Shares 12,763 Est. Cost $367.96 Unrealized -0.2%
NVDA NVIDIA CORPORATION 1.8%
Value $3.407M Shares 19,536 Est. Cost $186.13 Unrealized +0.3%
AMZN AMAZON COM INC 1.8%
Value $3.369M Shares 16,174 Est. Cost $228.79 Unrealized -0.9%
ROP ROPER TECHNOLOGIES INC 1.6%
Value $2.927M Shares 8,272 Est. Cost $462.16 Unrealized -18.2%
PANW PALO ALTO NETWORKS INC 1.5%
Value $2.785M Shares 17,370 Est. Cost $201.75 Unrealized -14.7%
Invesco QQQ Trust 1.4%
Value $2.545M Shares 4,409 Est. Cost $614.31 Unrealized
MAR MARRIOTT INTL INC NEW 1.3%
Value $2.412M Shares 7,376 Est. Cost $285.32 Unrealized +15.9%
COO COOPER COS INC 1.3%
Value $2.394M Shares 33,481 Est. Cost $74.85 Unrealized +9.7%
WMT WALMART INC 1.3%
Value $2.38M Shares 19,151 Est. Cost $107.20 Unrealized +13.8%
Bunge Global 1.3%
Value $2.373M Shares 18,659 Est. Cost $89.08 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 1.1%
Value $2.089M Shares 9,990 Est. Cost $267.42 Unrealized -6.9%
Salesforce.com Inc. 1.0%
Value $1.936M Shares 10,373 Est. Cost $264.91 Unrealized
CSCO CISCO SYS INC 1.0%
Value $1.932M Shares 24,895 Est. Cost $73.79 Unrealized +5.6%
SPDR S&P Midcap 400 Trust 1.0%
Value $1.893M Shares 3,070 Est. Cost $603.28 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value $1.799M Shares 7,359 Est. Cost $197.01 Unrealized +15.7%
VRTX VERTEX PHARMACEUTICALS INC 0.9%
Value $1.788M Shares 4,004 Est. Cost $431.03 Unrealized +8.5%
ADM ARCHER DANIELS MIDLAND CO 0.9%
Value $1.737M Shares 23,895 Est. Cost $59.48 Unrealized +10.4%
ADI ANALOG DEVICES INC 0.9%
Value $1.732M Shares 5,444 Est. Cost $250.62 Unrealized +26.2%
VMC VULCAN MATLS CO 0.9%
Value $1.697M Shares 6,231 Est. Cost $293.14 Unrealized +4.7%
BRO BROWN & BROWN INC 0.9%
Value $1.686M Shares 25,860 Est. Cost $74.19 Unrealized 0.0%
C.H. Robinson Worldwide, Inc. 0.8%
Value $1.595M Shares 9,605 Est. Cost $160.76 Unrealized
ALB ALBEMARLE CORP 0.8%
Value $1.571M Shares 8,750 Est. Cost $113.25 Unrealized +51.2%
NATL NCR ATLEOS CORPORATION 0.8%
Value $1.552M Shares 35,620 Est. Cost $37.51 Unrealized +5.2%
BA BOEING CO 0.8%
Value $1.495M Shares 7,513 Est. Cost $205.66 Unrealized +16.0%
NKE NIKE INC 0.8%
Value $1.47M Shares 27,824 Est. Cost $64.91 Unrealized -1.4%
HSY HERSHEY CO 0.7%
Value $1.369M Shares 6,586 Est. Cost $182.10 Unrealized +12.4%
DIS DISNEY WALT CO 0.7%
Value $1.332M Shares 13,823 Est. Cost $109.53 Unrealized -0.1%
SBUX STARBUCKS CORP 0.7%
Value $1.259M Shares 14,053 Est. Cost $84.06 Unrealized +11.4%
INTC INTEL CORP 0.7%
Value $1.258M Shares 28,511 Est. Cost $37.76 Unrealized +23.0%
ABT ABBOTT LABORATORIES 0.6%
Value $1.216M Shares 11,846 Est. Cost $127.30 Unrealized -9.3%
KO COCA COLA CO 0.6%
Value $1.175M Shares 15,446 Est. Cost $69.40 Unrealized +7.7%
TGT TARGET CORP 0.6%
Value $1.171M Shares 9,665 Est. Cost $91.63 Unrealized +19.2%
GLW CORNING INC 0.6%
Value $1.154M Shares 8,485 Est. Cost $85.98 Unrealized +29.9%
MMM 3M CO 0.5%
Value $1.018M Shares 7,012 Est. Cost $163.18 Unrealized +0.5%
MDT MEDTRONIC PLC 0.5%
Value $897K Shares 10,348 Est. Cost $97.14 Unrealized +2.4%
CVX CHEVRON CORPORATION 0.4%
Value $795K Shares 3,843 Est. Cost $151.40 Unrealized +13.5%
Biogen Inc. 0.4%
Value $776K Shares 4,231 Est. Cost $175.99 Unrealized
Box Inc 0.4%
Value $750K Shares 31,739 Est. Cost $29.91 Unrealized
EBAY EBAY INC. 0.4%
Value $745K Shares 8,180 Est. Cost $86.37 Unrealized +3.4%
TEX TEREX CORP NEW 0.3%
Value $652K Shares 11,035 Est. Cost $50.50 Unrealized +23.4%
TCAF T ROWE PRICE ETF INC 0.3%
Value $601K Shares 16,887 Est. Cost $37.93 Unrealized
PULS PGIM ETF TR 0.3%
Value $539K Shares 10,882 Est. Cost $49.50 Unrealized
ILMN ILLUMINA INC 0.2%
Value $389K Shares 3,152 Est. Cost $117.40 Unrealized +15.4%
PYPL PAYPAL HLDGS INC 0.2%
Value $300K Shares 6,634 Est. Cost $64.84 Unrealized -22.8%
CGMU CAPITAL GRP FIXED INCM ETF T 0.2%
Value $297K Shares 10,944 Est. Cost $27.36 Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value $288K Shares 3,738 Est. Cost $77.88 Unrealized
VCRB VANGUARD MALVERN FDS 0.1%
Value $269K Shares 3,474 Est. Cost $77.38 Unrealized
VYX NCR VOYIX CORPORATION 0.1%
Value $232K Shares 36,635 Est. Cost $10.86 Unrealized -8.3%
ICSH ISHARES TR 0.1%
Value $223K Shares 4,413 Est. Cost $50.58 Unrealized
JAAA JANUS DETROIT STR TR 0.1%
Value $206K Shares 4,097 Est. Cost $50.37 Unrealized