J2 CAPITAL MANAGEMENT INC

PrivateCIK: 1586882
Location

TROY, MI

116
Positions
$145.85M
Total AUM (reported)
2.10M
Total Shares

Allocation by class

TOTAL AUM$145.85M116 positions
COM$29.25M20.1%
TRS FLT RT BD$24.49M16.8%
STATE STREET SPD$18.78M12.9%
0-3 MNTH TREASRY$11.81M8.1%
CORE HIGH DV ETF$4.44M3.0%
EQUITY PREMIUM$3.59M2.5%
DAY HAGAN SMART$3.58M2.5%

Portfolio Concentration

Top 336.7%4–1016.4%11–2513.8%Rest33.1%TOP 1053.1%0%100%
Top 3$53.55M36.7%
4–10$23.87M16.4%
11–25$20.08M13.8%
Rest$48.34M33.1%

Top 3 weight

36.7%

Top 10 weight

53.1%

Voting Authority Distribution

Total shares with voting rights: 2.10M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.10M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole116
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings116
Rows:

ISHARES TR

SOLE
TRS FLT RT BD
Shares483.68K
TypeSH
Market value$24.49M
16.79%
Sole
0.00
Shared
0.00
None
483.68K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares188.32K
TypeSH
Market value$17.26M
11.83%
Sole
0.00
Shared
0.00
None
188.32K

ISHARES TR

SOLE
0-3 MNTH TREASRY
Shares117.29K
TypeSH
Market value$11.81M
8.10%
Sole
0.00
Shared
0.00
None
117.29K

ISHARES TR

SOLE
CORE HIGH DV ETF
Shares32.72K
TypeSH
Market value$4.44M
3.04%
Sole
0.00
Shared
0.00
None
32.72K

J P MORGAN EXCHANGE TRADED F

SOLE
EQUITY PREMIUM
Shares63.26K
TypeSH
Market value$3.59M
2.46%
Sole
0.00
Shared
0.00
None
63.26K

STRATEGY SHS

SOLE
DAY HAGAN SMART
Shares76.71K
TypeSH
Market value$3.58M
2.46%
Sole
0.00
Shared
0.00
None
76.71K

PACER FDS TR

SOLE
TRENDPILOT EUR
Shares117.01K
TypeSH
Market value$3.49M
2.39%
Sole
0.00
Shared
0.00
None
117.01K

NORTHERN LTS FD TR III

SOLE
HCM DEFEN 500
Shares59.23K
TypeSH
Market value$3.37M
2.31%
Sole
0.00
Shared
0.00
None
59.23K

PROSHARES TR

SOLE
SHORT QQQ
Shares84.42K
TypeSH
Market value$2.72M
1.86%
Sole
0.00
Shared
0.00
None
84.42K

ISHARES GOLD TR

SOLE
ISHARES NEW
Shares30.50K
TypeSH
Market value$2.69M
1.84%
Sole
0.00
Shared
0.00
None
30.50K

SPDR GOLD TR

SOLE
GOLD SHS
Shares6.23K
TypeSH
Market value$2.68M
1.84%
Sole
0.00
Shared
0.00
None
6.23K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares3.25K
TypeSH
Market value$2.12M
1.46%
Sole
0.00
Shared
0.00
None
3.25K

PACER FDS TR

SOLE
US CASH COWS 100
Shares33.69K
TypeSH
Market value$2.11M
1.45%
Sole
0.00
Shared
0.00
None
33.69K

ISHARES TR

SOLE
RUS 2000 VAL ETF
Shares9.16K
TypeSH
Market value$1.74M
1.19%
Sole
0.00
Shared
0.00
None
9.16K

ISHARES TR

SOLE
MSCI EMG MKT ETF
Shares22.42K
TypeSH
Market value$1.27M
0.87%
Sole
0.00
Shared
0.00
None
22.42K

VANGUARD INTL EQUITY INDEX F

SOLE
FTSE EMR MKT ETF
Shares21.86K
TypeSH
Market value$1.18M
0.81%
Sole
0.00
Shared
0.00
None
21.86K

VANGUARD SPECIALIZED FUNDS

SOLE
DIV APP ETF
Shares4.92K
TypeSH
Market value$1.06M
0.73%
Sole
0.00
Shared
0.00
None
4.92K

NORTHERN LTS FD TR III

SOLE
HCM DEFND 100
Shares15.09K
TypeSH
Market value$1.05M
0.72%
Sole
0.00
Shared
0.00
None
15.09K

INVESCO ACTVELY MNGD ETC FD

SOLE
OPTIMUM YIELD
Shares60.76K
TypeSH
Market value$1.05M
0.72%
Sole
0.00
Shared
0.00
None
60.76K

SPROTT ASSET MANAGEMENT LP

SOLE
PHYSICAL GOLD TR
Shares28.60K
TypeSH
Market value$1.01M
0.70%
Sole
0.00
Shared
0.00
None
28.60K

FORTINET INC

SOLE
COM
Shares11.96K
TypeSH
Market value$977.2K
0.67%
Sole
0.00
Shared
0.00
None
11.96K

POWELL INDS INC

SOLE
COM
Shares1.78K
TypeSH
Market value$963.1K
0.66%
Sole
0.00
Shared
0.00
None
1.78K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares1.48K
TypeSH
Market value$961.2K
0.66%
Sole
0.00
Shared
0.00
None
1.48K

PROSHARES TR

SOLE
PSHS SHORT DOW30
Shares39.23K
TypeSH
Market value$957.9K
0.66%
Sole
0.00
Shared
0.00
None
39.23K

VERIZON COMMUNICATIONS INC

SOLE
COM
Shares18.76K
TypeSH
Market value$941.9K
0.65%
Sole
0.00
Shared
0.00
None
18.76K
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