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Showing Q2 2025 data
J. W. Coons Advisors, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
J. W. Coons Advisors, LLC
•CIK: 1536139•Filing: Q2 2025
**J. W. Coons Advisors, LLC** manages $442M across a diversified portfolio of 240 positions. The strategy exhibits significant conviction in mega-cap technology and financial names, evidenced by top holdings including AAPL at $26.4M and ZWS at $25.2M. Further allocations are notable in MSFT ($23.9M) and SPY ($11.0M), suggesting a core focus on established growth and market index exposure. This concentrated approach highlights deep research into market leaders across technology and industrials.
Total AUM
$442.0M
QoQ Performance
+16.6%
Positions
205
Top 10 Concentration
31.0%
Latest Filing
Q2 2025
Top Holdings Allocation
AAPL
ZWS
MSFT
AAPL6.0%
ZWS5.7%
MSFT5.4%
SPY2.5%
KLAC2.2%
GOOGL1.8%
JPM1.8%
JPST1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other45.9%
Technology23.5%
Consumer8.2%
Financial7.6%
Healthcare5.6%
ETF2.5%
Energy1.8%
Consumer Staples1.6%
🚪 Exited Positionssold since Q1 2025
+33 more exited positions
Changes from Q1 2025
NEW7 new positions
↑82 increased
↓48 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023