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Showing Q2 2025 data
Semmax Financial Advisors Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Semmax Financial Advisors Inc.
•CIK: 1767301•Filing: Q2 2025
Semmax Financial Advisors Inc. manages $388M across a diversified portfolio of 426 positions. The firm maintains significant exposure to large-cap growth and value sectors, evidenced by top holdings including FLOT at $13.0M and VUG at $10.4M. Notable allocations also include major financial and technology names such as JPM ($9.9M), VOO ($9.3M), and MSFT ($7.6M). This structure suggests a tactical approach balancing broad market indices with targeted sector bets.
Total AUM
$388.2M
QoQ Performance
+5.0%
Positions
332
Top 10 Concentration
23.2%
Latest Filing
Q2 2025
Top Holdings Allocation
FLOT3.3%
VUG2.7%
JPM2.5%
VOO2.4%
JAAA2.4%
NEAR2.3%
MSFT2.0%
VTV1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.9%
Financial10.8%
Technology10.3%
Consumer5.5%
Healthcare3.3%
ETF2.6%
Energy2.2%
Materials1.7%
🚪 Exited Positionssold since Q1 2025
+242 more exited positions
Changes from Q1 2025
NEW16 new positions
↑107 increased
↓53 decreased
Historical Filings
Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024Q4 2023