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Livermore
Livermore
ZHEN

JSF Financial, LLC

SEC CIK
0001802224
Latest filing
Jul 28, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 12, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
107
+6 vs. Q2 2021
Portfolio value
$201.9M
+$32.2M (+19.0%) vs. Q2 2021
Filed
Nov 12, 2021
SEC
Holdings of JSF Financial, LLC in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMZNAmazon Com IncStock1,647$5.41M2.7%+827+100.9%AddedHistory
Invesco QQQ Trust Series I46090E103ETF19,121$6.84M3.4%+105+0.6%Added–
NVDANVIDIA CorpStock41,255$8.55M4.2%+40,211+3,851.6%AddedConverted for a 4-for-1 splitHistory
AAPLApple Inc.Stock90,507$12.8M6.3%+22,888+33.8%AddedHistory
iShares Russell Midcap ETF464287499ETF339,919$26.6M13.2%+83,191+32.4%Added–
Kraneshares Tr500767736QUADRTC INT RT1,068,719$29.8M14.8%+133,757+14.3%Added–
iShares Core S&P 500 ETF464287200ETF96,171$41.4M20.5%+1,141+1.2%Added–

Sold out since Q2 2021 (12)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of JSF Financial, LLC sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
CLXClorox CoStock2,572$463.0K0.3%History
VEEVVeeva Systems IncStock1,116$347.0K0.2%History
TMUST-Mobile US, Inc.Stock2,354$341.0K0.2%History
WMTWalmart Inc.Stock2,175$307.0K0.2%History
VRSNVerisign IncCOM1,249$284.0K0.2%History
NEMNEWMONT CorpStock4,349$276.0K0.2%History
PGRProgressive CorpStock2,760$271.0K0.2%History
DLRDigital Realty Trust, Inc.COM1,680$253.0K0.1%History
MKCMcCormick & Co IncStock2,765$244.0K0.1%History
BALLBALL CorpCOM2,771$225.0K0.1%History
AMGNAmgen IncStock837$204.0K0.1%History
MKTXMarketaxess Holdings IncCOM439$204.0K0.1%History