MARS JEWETT FINANCIAL GROUP, INC.
•CIK: 2079098•Filing: Q4 2025
**MARS JEWETT FINANCIAL GROUP, INC.** manages $336M across a concentrated portfolio of 39 positions. The fund exhibits significant conviction in select names, with DFAU representing the largest allocation at $148.7M. Further substantial exposure is maintained in DFAX ($58.6M) and JSMD ($32.9M). The top holdings reveal a strategic tilt toward technology and industrial sectors, notably including MSFT ($29.8M) and TCHP ($18.5M).
Total AUM
$336.0M
QoQ Performance
N/A
Positions
33
Top 10 Concentration
92.4%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAU
DFAX
JSMD
MSFT
TCHP
DFAU44.3%
DFAX17.4%
JSMD9.8%
MSFT8.9%
TCHP5.5%
AAPL1.7%
AMZN1.5%
NVDA1.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other80.3%
Technology12.3%
Consumer3.6%
Industrial1.3%
ETF1.2%
Healthcare0.7%
Financial0.5%
Communication0.1%