Arkolith/Funds/James Reed Financial Services, Inc.

James Reed Financial Services, Inc.

CIK 1911052
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

James Reed Financial Services, Inc. holds a concentrated book of 19 stocks worth $131.0M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Ishares Msci USA Size Factor. Their largest long position is Ishares Msci USA Size Factor at 22% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
7
new positions
Added to
3
existing
Trimmed
5
reduced
Sold out
0
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
93%
Top 10 holdings
98%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

5% mapped to company sectors

ETF / fund or unclassified
95%
Information Technology
3%
Financials
1%
Health Care
1%
Energy
0%
Consumer Discretionary
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

19 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
MSCI USA SZE FT
$29.2M163.9K
22.3%
−0.1%
Reduced · −85 sh
2Vanguard Index FDS
LARGE CAP ETF
$29.1M84.6K
22.2%
−1.3%
Reduced · −1K sh
3J P Morgan Exchange Traded F
NASDAQ EQT PREM
$26.1M424.1K
19.9%
+0.7%
Added · +3K sh
4Capital Group Global Equity
SHS
$20.8M591.5K
15.9%
+0.9%
Added · +5K sh
5Vanguard Index FDS
MID CAP ETF
$16.8M208.8K
12.8%
+300%
Added · +157K sh
6Global X FDS
ARTIFICIAL ETF
$1.9M29.5K
1.5%
−3.0%
Reduced · −930 sh
7Apple Inc
COM
$1.3M4.5K
1.0%
Held
8Microsoft Corp
COM
$1.2M3.3K
0.9%
Held
9Nvidia Corporation
COM
$894K4.5K
0.7%
−0.4%
Reduced · −19 sh
10Progressive Corp
COM
$751K3.4K
0.6%
Held
11JPMorgan Chase & Co
COM
$551K1.7K
0.4%
Held
123M Co
COM
$401K2.5K
0.3%
Held
13Amgen Inc
COM
$328K905
0.3%
Held
14Vanguard Scottsdale FDS
VNG RUS1000GRW
$304K2.4K
0.2%
−2.8%
Reduced · −69 sh
15Vanguard Index FDS
S&P 500 ETF SHS
$295K430
0.2%
Held
16Exxon Mobil Corp
COM
$281K2.1K
0.2%
Held
17Advanced Micro Devices Inc
COM
$254K438
0.2%
New
New position
18Amazon Com Inc
COM
$246K1.0K
0.2%
Held
19Sandisk Corp
COM
$214K94
0.2%
New
New position
Showing all 19 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 202619$131.0M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202617$115.5M13F-HR
Q4 2025Dec 31, 2025Jan 14, 202617$124.8M13F-HR
Q3 2025Sep 30, 2025Oct 16, 202517$111.5M13F-HR
Q2 2025Jun 30, 2025Jul 22, 202518$110.2M13F-HR
Q1 2025Mar 31, 2025Apr 17, 202516$89.7M13F-HR
Q4 2024Dec 31, 2024Feb 6, 202518$95.8M13F-HR
Q3 2022Sep 30, 2022Nov 14, 202212$66.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.