James Reed Financial Services, Inc.
James Reed Financial Services, Inc. reported 19 positions worth $131.0M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: SIZE (22.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SIZE | SH | $29.2M | 22.30% | 163,881 | — | — | |
| ▸ 2 | VV | SH | $29.1M | 22.21% | 84,597 | — | — | |
| ▸ 3 | JEPQ | SH | $26.1M | 19.90% | 424,120 | — | — | |
| ▸ 4 | CGGE | SH | $20.8M | 15.91% | 591,511 | — | — | |
| ▸ 5 | VO | SH | $16.8M | 12.84% | 208,755 | — | — | |
| ▸ 6 | AIQ | SH | $1.9M | 1.48% | 29,483 | — | — | |
| ▸ 7 | AAPL | SH | $1.3M | 0.99% | 4,469 | — | — | |
| ▸ 8 | MSFT | SH | $1.2M | 0.93% | 3,275 | — | — | |
| ▸ 9 | NVDA | SH | $894.2K | 0.68% | 4,469 | — | — | |
| ▸ 10 | PGR | SH | $751.5K | 0.57% | 3,440 | — | — |
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Frequently Asked Questions
What stocks does James Reed Financial Services, Inc. hold as of Q2 2026?
James Reed Financial Services, Inc. reported 19 positions worth $131.0M in its Q2 2026 13F filing. Largest positions: SIZE (22.3%), VV (22.2%), JEPQ (19.9%), CGGE (15.9%) and VO (12.8%).
What did James Reed Financial Services, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did James Reed Financial Services, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.