J2 CAPITAL MANAGEMENT INC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NOK | 67K | $432.75K |
 | NU | 34K | $568.96K |
 | VZ | 19K | $765.44K |
 | PLBY | 18K | $32.90K |
 | TS | 16K | $603.59K |
 | MC | 15K | $1.05M |
 | GSK | 13K | $647.08K |
 | CPRT | 13K | $513.92K |
 | ABCL | 12K | $41.29K |
 | FTNT | 11K | $888.04K |
 | KR | 10K | $595.56K |
 | DOCS | 8K | $370.31K |
 | MO | 7K | $431.01K |
 | DOCU | 7K | $459.79K |
 | GIS | 6K | $273.00K |
 | OMC | 6K | $456.72K |
 | ACM | 5K | $498.19K |
 | AFL | 5K | $557.66K |
 | GPC | 4K | $508.56K |
 | CL | 4K | $321.61K |
Nokia Oyj
NOK
Shares Held
67K
Value
$432.75K
Nu Holdings Ltd.
NU
Shares Held
34K
Value
$568.96K
Verizon Communications Inc.
VZ
Shares Held
19K
Value
$765.44K
Playboy, Inc.
PLBY
Shares Held
18K
Value
$32.90K
Tenaris S.A.
TS
Shares Held
16K
Value
$603.59K
Moelis & Company
MC
Shares Held
15K
Value
$1.05M
GSK plc
GSK
Shares Held
13K
Value
$647.08K
Copart, Inc.
CPRT
Shares Held
13K
Value
$513.92K
AbCellera Biologics Inc.
ABCL
Shares Held
12K
Value
$41.29K
Fortinet, Inc.
FTNT
Shares Held
11K
Value
$888.04K
The Kroger Co.
KR
Shares Held
10K
Value
$595.56K
Doximity, Inc.
DOCS
Shares Held
8K
Value
$370.31K
Altria Group, Inc.
MO
Shares Held
7K
Value
$431.01K
DocuSign, Inc.
DOCU
Shares Held
7K
Value
$459.79K
General Mills, Inc.
GIS
Shares Held
6K
Value
$273.00K
Omnicom Group Inc.
OMC
Shares Held
6K
Value
$456.72K
Aecom
ACM
Shares Held
5K
Value
$498.19K
Aflac Incorporated
AFL
Shares Held
5K
Value
$557.66K
Genuine Parts Company
GPC
Shares Held
4K
Value
$508.56K
Colgate-Palmolive Company
CL
Shares Held
4K
Value
$321.61K