Jackson, Grant Investment Advisers, Inc.
•CIK: 1650300•Filing: Q4 2025
**Jackson, Grant Investment Advisers, Inc.** manages $304M across a diversified portfolio of 395 positions. The fund maintains significant exposure to broad market indices, notably holding SPY at $40.7M and RSP at $30.0M. Key allocations also include sector-specific plays such as SDY ($24.5M) and VIG ($22.1M). The top holdings further reveal concentrated bets on technology and healthcare leaders, including MSFT ($8.9M) and ABBV ($7.1M).
Total AUM
$303.7M
QoQ Performance
+1.4%
Positions
318
Top 10 Concentration
55.8%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
RSP
SDY
VIG
SPY13.4%
RSP9.9%
SDY8.1%
VIG7.3%
VO4.9%
MSFT2.9%
SPLV2.6%
ABBV2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.0%
ETF17.0%
Technology7.1%
Healthcare5.9%
Consumer2.2%
Financial1.8%
Consumer Staples0.9%
Industrial0.7%
🚪 Exited Positionssold since Q3 2025
+210 more exited positions
Changes from Q3 2025
NEW2 new positions
↑92 increased
↓39 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023