JTC EMPLOYER SOLUTIONS TRUSTEE LTD

PrivateCIK: 1875645
Location

ST HELIER, Y9

📋 What this filing means

JTC EMPLOYER SOLUTIONS TRUSTEE LTD filed this quarterly 13F‑HR report disclosing 313 equity positions with a total reported market value of $1.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

313
Positions
$1.25M
Total AUM (reported)
16.16M
Total Shares

Allocation by class

TOTAL AUM$1.25M313 positions
SPONSORED ADR$450.4K36.1%
COM$309.7K24.8%
CAP STK CL A$176.9K14.2%
CL A$55.3K4.4%
COM NEW$46.9K3.8%
CAP STK CL C$29.2K2.3%
S&P 500 MOMNTM$22.7K1.8%

Portfolio Concentration

Top 356.6%4–1017.2%11–2514.1%Rest12.1%TOP 1073.8%0%100%
Top 3$705.4K56.6%
4–10$214.6K17.2%
11–25$176.2K14.1%
Rest$150.8K12.1%

Top 3 weight

56.6%

Top 10 weight

73.8%

Voting Authority Distribution

Total shares with voting rights: 16.16M

Sole

Full voting authority

16.16M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole313
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings313
Rows:

GSK PLC

SOLE
SPONSORED ADR
Shares8.59M
TypeSH
Market value$450.3K
36.11%
Sole
8.59M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares495.26K
TypeSH
Market value$176.9K
14.18%
Sole
495.26K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares239.03K
TypeSH
Market value$78.2K
6.27%
Sole
239.03K
Shared
0.00
None
0.00

UNION PAC CORP

SOLE
COM
Shares207.90K
TypeSH
Market value$56.5K
4.53%
Sole
207.90K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares75.95K
TypeSH
Market value$39.0K
3.13%
Sole
75.95K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares82.61K
TypeSH
Market value$29.2K
2.34%
Sole
82.61K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM NEW
Shares167.80K
TypeSH
Market value$23.5K
1.88%
Sole
167.80K
Shared
0.00
None
0.00

INVESCO EXCH TRADED FD TR II

SOLE
S&P 500 MOMNTM
Shares193.80K
TypeSH
Market value$22.7K
1.82%
Sole
193.80K
Shared
0.00
None
0.00

CANADIAN NAT RES LTD MED TER

SOLE
COM
Shares560.42K
TypeSH
Market value$22.1K
1.77%
Sole
560.42K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares74.64K
TypeSH
Market value$21.6K
1.73%
Sole
74.64K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares42.37K
TypeSH
Market value$20.2K
1.62%
Sole
42.37K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares96.11K
TypeSH
Market value$19.2K
1.54%
Sole
96.11K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares15.48K
TypeSH
Market value$14.5K
1.16%
Sole
15.48K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares17.80K
TypeSH
Market value$13.1K
1.05%
Sole
17.80K
Shared
0.00
None
0.00

AMERICAN INTL GROUP INC

SOLE
COM NEW
Shares171K
TypeSH
Market value$12.7K
1.02%
Sole
171K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares53.47K
TypeSH
Market value$12.7K
1.02%
Sole
53.47K
Shared
0.00
None
0.00

BANK OF AMER CORP

SOLE
COM
Shares213K
TypeSH
Market value$12.1K
0.97%
Sole
213K
Shared
0.00
None
0.00

ISHARES TR

SOLE
BROAD USD HIGH
Shares310.22K
TypeSH
Market value$11.5K
0.92%
Sole
310.22K
Shared
0.00
None
0.00

GLOBAL SHIP LEASE INC

SOLE
COM CL A
Shares293.26K
TypeSH
Market value$11.0K
0.88%
Sole
293.26K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares13.73K
TypeSH
Market value$10.3K
0.82%
Sole
13.73K
Shared
0.00
None
0.00

HALEON PLC

SOLE
SPON ADS
Shares1.05M
TypeSH
Market value$9.8K
0.79%
Sole
1.05M
Shared
0.00
None
0.00

CORNING INC

SOLE
COM
Shares30K
TypeSH
Market value$7.7K
0.61%
Sole
30K
Shared
0.00
None
0.00

AMERICAN EXPRESS CO

SOLE
COM
Shares22.50K
TypeSH
Market value$7.6K
0.61%
Sole
22.50K
Shared
0.00
None
0.00

TORONTO DOMINION BK ONT

SOLE
COM NEW
Shares58.08K
TypeSH
Market value$7.0K
0.56%
Sole
58.08K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL A
Shares9.00
TypeSH
Market value$6.8K
0.54%
Sole
9.00
Shared
0.00
None
0.00
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