JCONX Holdings List

No.	Symbol	Name	% Weight	Shares
1	ORCL	Oracle Corporation	7.50%	1,778,906
2	COF	Capital One Financial Corporation	6.22%	1,359,464
3	AMZN	Amazon.com, Inc.	5.53%	1,134,432
4	PNC	The PNC Financial Services Group, Inc.	4.89%	1,228,488
5	VRT	Vertiv Holdings Co	4.87%	1,298,046
6	SGRY	Surgery Partners, Inc.	4.63%	12,979,640
7	TSM	Taiwan Semiconductor Manufacturing Company Limited	4.41%	724,838
8	MRVL	Marvell Technology, Inc.	3.80%	2,035,911
9	HWM	Howmet Aerospace Inc.	3.42%	799,932
10	FLUT	Flutter Entertainment plc	3.34%	766,605
11	UNH	UnitedHealth Group Incorporated	3.16%	458,219
12	WAL	Western Alliance Bancorporation	2.96%	1,738,289
13	CZR	Caesars Entertainment, Inc.	2.96%	6,082,479
14	MMM	3M Company	2.83%	787,512
15	ARGX	argenx SE	2.80%	146,918
16	BX	Blackstone Inc.	2.74%	895,744
17	NBIS	Nebius Group N.V.	2.59%	1,307,383
18	MDGL	Madrigal Pharmaceuticals, Inc.	2.52%	202,058
19	HKG: 0388	Hong Kong Exchanges and Clearing Limited	2.46%	2,229,400
20	NXST	Nexstar Media Group, Inc.	2.41%	599,791
21	ICE	Intercontinental Exchange, Inc.	2.26%	688,409
22	CFR	Cullen/Frost Bankers, Inc.	2.09%	807,468
23	CNM	Core & Main, Inc.	2.05%	2,035,208
24	HUBS	HubSpot, Inc.	1.70%	221,325
25	BLDR	Builders FirstSource, Inc.	1.55%	661,105

Showing 25 of 40 holdings

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As of Nov 30, 2025

Asset Allocation

Asset Class	% Weight
Stocks	99.74%
Cash	0.26%