Titelia

Holdings of JONES FINANCIAL COMPANIES LLLP

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Net assets
-
Positions
3,801 in 35 countries
Top ten
49.9 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
3,801Cherry Hill Mortgage Investment Corp 11 $

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Sector breakdown

  • Funds 21.3 %
  • Technology 6.0 %
  • Financials 2.9 %
  • Consumer discretionary 2.2 %
  • Industrials 2.1 %
  • Health care 1.9 %
  • Communication 1.8 %
  • Consumer staples 1.1 %
  • Energy 0.8 %
  • Utilities 0.6 %
  • Materials 0.3 %
  • Real estate 0.3 %
  • Unattributed 58.8 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 98.5 %
  • United Kingdom 0.6 %
  • Taiwan 0.3 %
  • Netherlands 0.2 %
  • Japan 0.1 %
  • Italy 0.1 %
  • India 0.1 %
  • Spain 0.1 %
  • Brazil 0.1 %
  • Ireland 0.0 %
  • France 0.0 %
  • Mexico 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States3,637199.5B $98.50 %
2United Kingdom241.1B $0.56 %
3Taiwan3625.7M $0.31 %
4Netherlands6354M $0.17 %
5Japan6209.3M $0.10 %
6Italy1145.5M $0.07 %
7India5120.6M $0.06 %
8Spain3118.3M $0.06 %
9Brazil15112.9M $0.06 %
10Ireland256.6M $0.03 %
11France438.5M $0.02 %
12Mexico1031.2M $0.02 %
Cite this page

Titelia. "Holdings of JONES FINANCIAL COMPANIES LLLP". https://titelia.com/en/funds/US13F815917