JIM SAULNIER & ASSOCIATES, LLC
JIM SAULNIER & ASSOCIATES, LLC reported 152 positions worth $248.6M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: AOR (12.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AOR | SH | $31.5M | 12.68% | 453,418 | — | — | |
| ▸ 2 | AOA | SH | $23.8M | 9.59% | 244,296 | — | — | |
| ▸ 3 | VBIL | SH | $22.4M | 9.01% | 295,874 | — | — | |
| ▸ 4 | VEA | SH | $11.6M | 4.65% | 162,238 | — | — | |
| ▸ 5 | BND | SH | $8.3M | 3.34% | 113,001 | — | — | |
| ▸ 6 | VTI | SH | $6.9M | 2.79% | 18,734 | — | — | |
| ▸ 7 | PBMY | SH | $4.8M | 1.94% | 154,475 | — | — | |
| ▸ 8 | PBJN | SH | $4.5M | 1.83% | 147,369 | — | — | |
| ▸ 9 | VV | SH | $4.3M | 1.71% | 12,394 | — | — | |
| ▸ 10 | VTV | SH | $4.1M | 1.66% | 18,893 | — | — |
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Frequently Asked Questions
What stocks does JIM SAULNIER & ASSOCIATES, LLC hold as of Q2 2026?
JIM SAULNIER & ASSOCIATES, LLC reported 152 positions worth $248.6M in its Q2 2026 13F filing. Largest positions: AOR (12.7%), AOA (9.6%), VBIL (9.0%), VEA (4.7%) and BND (3.3%).
What did JIM SAULNIER & ASSOCIATES, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did JIM SAULNIER & ASSOCIATES, LLC 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.