AMJ FINANCIAL WEALTH MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | REZI | 147K | $5.15M |
 | ORLY | 117K | $10.71M |
 | NEM | 107K | $10.70M |
 | GLW | 103K | $9.00M |
 | RMBS | 95K | $8.72M |
 | WMT | 86K | $9.61M |
 | ANET | 79K | $10.40M |
 | NDAQ | 71K | $6.91M |
 | FROG | 65K | $4.08M |
 | SYF | 62K | $5.19M |
 | TJX | 62K | $9.46M |
 | NET | 55K | $10.81M |
 | TTWO | 52K | $13.43M |
 | LOGI | 52K | $5.18M |
 | NVDA | 51K | $9.60M |
 | PCAR | 47K | $5.20M |
 | AMAT | 44K | $11.31M |
 | CRDO | 41K | $5.84M |
 | COF | 38K | $9.18M |
 | AMZN | 38K | $8.73M |
Resideo Technologies, Inc.
REZI
Shares Held
147K
Value
$5.15M
O'Reilly Automotive, Inc.
ORLY
Shares Held
117K
Value
$10.71M
Newmont Corporation
NEM
Shares Held
107K
Value
$10.70M
Corning Incorporated
GLW
Shares Held
103K
Value
$9.00M
Rambus Inc.
RMBS
Shares Held
95K
Value
$8.72M
Walmart Inc.
WMT
Shares Held
86K
Value
$9.61M
Arista Networks, Inc.
ANET
Shares Held
79K
Value
$10.40M
Nasdaq, Inc.
NDAQ
Shares Held
71K
Value
$6.91M
JFrog Ltd.
FROG
Shares Held
65K
Value
$4.08M
Synchrony Financial
SYF
Shares Held
62K
Value
$5.19M
The TJX Companies, Inc.
TJX
Shares Held
62K
Value
$9.46M
Cloudflare, Inc.
NET
Shares Held
55K
Value
$10.81M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
52K
Value
$13.43M
Logitech International S.A.
LOGI
Shares Held
52K
Value
$5.18M
NVIDIA Corporation
NVDA
Shares Held
51K
Value
$9.60M
PACCAR Inc
PCAR
Shares Held
47K
Value
$5.20M
Applied Materials, Inc.
AMAT
Shares Held
44K
Value
$11.31M
Credo Technology Group Holding Ltd
CRDO
Shares Held
41K
Value
$5.84M
Capital One Financial Corporation
COF
Shares Held
38K
Value
$9.18M
Amazon.com, Inc.
AMZN
Shares Held
38K
Value
$8.73M