J. Stern &
$1.1B 13F equity value
51 Holdings
Quarter ended June 30, 2026
The latest 13F on file for J. Stern & covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 609,827 | $122M | 11.5% |
| GOOG | ALPHABET INC | 311,939 | $110M | 10.4% |
| APH | AMPHENOL CORP | 492,974 | $87M | 8.2% |
| AMZN | AMAZON COM INC | 343,332 | $82M | 7.7% |
| ETN | EATON CORP PLC | 169,915 | $72M | 6.8% |
| MA | MASTERCARD INCORPORATED | 116,106 | $60M | 5.6% |
| META | META PLATFORMS INC | 105,733 | $60M | 5.6% |
| RTX | RTX CORPORATION | 294,500 | $56M | 5.3% |
| ICE | INTERCONTINENTAL EXCHANGE IN | 335,158 | $41M | 3.9% |
| AMT | AMERICAN TOWER CORP | 211,680 | $35M | 3.3% |
Track J. Stern &'s 13F portfolio: $1.1B in reported holdings, 51 positions. Top holdings and quarterly changes on SentiSense.
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