Jones Kertz & Associates, Inc.
All 13F Filings
- Location
- Blaine, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 216,917
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 66 | 216,917 | 13F-HR | Jones Kertz & Associates, Inc. |
| Q1 2026 | 4/23/2026 | 66 | 188,342 | 13F-HR | Jones Kertz & Associates, Inc. |
| Q4 2025 | 1/27/2026 | 63 | 194,556 | 13F-HR | Jones Kertz & Associates, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 205.5 K | 94.7% | 27.73 K | 0 | 27.73 K |
| ETFs | 11.44 K | 5.3% | 848 | 0 | 848 |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
216,917
Holdings
66
QoQ value change ($000)
28,575
(15.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.