JSF Financial, LLC

Q4 2025 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
132
Total value ($000)
$482,432
Net value change ($000)
+31,626 (7.0%)
New positions
18
Sold out positions
14
Turnover %
10.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/3/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SDVY 22,029 NEW
XLP 2,075 910.1%
BKDV 1,775 NEW
GOOGL 1,670 28.6%
CAM 1,514 NEW
IAU 1,426 8.3%
AAPL 1,386 6.4%
GILD 1,248 NEW
IVV 1,238 1.5%
HCA 1,227 NEW
Top Reduces (Value $000, Stocks/ETFs)
COST -2,556 -59.2%
XLV -1,716 -75.3%
CVLT -1,387 -100.0%
XLU -1,295 -100.0%
LNG -1,235 -100.0%
CORT -1,227 -100.0%
RSG -1,216 -100.0%
VICI -1,179 -100.0%
GEN -1,158 -100.0%
BJ -1,140 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type