AJ Advisors, LLC

CIK 0001951167 · Q2 2026

13F Equity AUM

$321.8M

+19.4% QoQ

Positions

+4 QoQ

AUM Rank

#6,332

Top 50%

Skill Alpha (FF)

-1.8%/yr^ns

No Clear Edge

Rank #5,565 · Top 67%

vs S&P -5.4%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 61.7%Top 10: 85.9%Top 20: 97.8%

VOO23.8%

IGRO12.6%

NDQ12.6%

VO6.3%

VB6.3%

VTV5.6%

STIP4.9%

SMH4.8%

RDVY4.5%

AOM4.4%

Others (27)14.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services97.9%

Other2.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 37Median: 0.42%Avg: 2.70%

0–0.5%

22(4.4%)

0.5–1%

2(1.9%)

1–3%

2(4.2%)

3–5%

5(22.2%)

5%+

6(67.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 37vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New5Increased20Decreased12Exited1

New Positions

HYMB0.9%

+120K

FMHI0.9%

+62K

YLD0.5%

+78K

UNH0.1%

+522

LPRO0.0%

+46K

Increased

VO6.3%

+191K(+312%)

IGRO12.6%

+19K(+4%)

PYLD1.8%

+9K(+5%)

AOM4.4%

+8K(+3%)

PTRB2.4%

+7K(+4%)

STIP4.9%

+6K(+4%)

VCRB3.6%

+6K(+4%)

VOO23.8%

+3K(+3%)

RDVY4.5%

+2K(+1%)

VTV5.6%

+2K(+2%)

Decreased

SMH4.8%

-519(-2%)

AMZN0.3%

-136(-4%)

NVDA0.1%

-64(-3%)

AAPL0.5%

-50(-1%)

PG0.1%

-34(-2%)

HD0.2%

-30(-2%)

GOOGL0.4%

-15(-0%)

V0.2%

-10(-1%)

BRK/B0.1%

-7(-1%)

COST0.1%

-5(-2%)

Exited

GMED

-2,399

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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