J. W. Coons Advisors, LLC 13F Holdings · last filed Q2 2025
J. W. Coons Advisors, LLC reported 240 securities worth $442.02M in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: AAPL (5.97%), ZWS (5.69%), MSFT (5.41%). Among its top 25 positions this quarter: 19 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $26.4M | 5.97% | 128,706 | Added |
| 2 | ZWS | ZURN ELKAY WATER SOLNS CORP | $25.2M | 5.69% | 688,164 | Hold |
| 3 | MSFT | MICROSOFT CORP | $23.9M | 5.41% | 48,061 | Added |
| 4 | SPY | SPDR S&P 500 ETF TR | $11.0M | 2.48% | 17,764 | Trimmed |
| 5 | KLAC | KLA CORP | $9.7M | 2.21% | 10,882 | Hold |
| 6 | GOOGL | ALPHABET INC | $7.9M | 1.78% | 44,598 | Added |
| 7 | JPM | JPMORGAN CHASE & CO. | $7.8M | 1.76% | 26,832 | Added |
| 8 | COST | COSTCO WHSL CORP NEW | $7.5M | 1.70% | 7,605 | Added |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | $7.5M | 1.70% | 148,580 | Added |
| 10 | IBM | INTERNATIONAL BUSINESS MACHS | $7.1M | 1.60% | 23,990 | Added |
| 11 | ORCL | ORACLE CORP | $7.0M | 1.58% | 31,989 | Added |
| 12 | AMZN | AMAZON COM INC | $6.5M | 1.47% | 29,705 | Added |
| 13 | ACN | ACCENTURE PLC IRELAND | $6.4M | 1.45% | 21,498 | Added |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.0M | 1.35% | 12,286 | Added |
| 15 | AMAT | APPLIED MATLS INC | $5.7M | 1.29% | 31,158 | Added |
| 16 | TRV | TRAVELERS COMPANIES INC | $5.6M | 1.26% | 20,750 | Hold |
| 17 | BLK | BLACKROCK INC | $5.5M | 1.25% | 5,272 | Added |
| 18 | FAST | FASTENAL CO | $5.4M | 1.22% | 128,327 | Added |
| 19 | TXN | TEXAS INSTRS INC | $5.2M | 1.18% | 25,220 | Trimmed |
| 20 | WMT | WALMART INC | $5.0M | 1.14% | 51,583 | Added |
| 21 | TJX | TJX COS INC NEW | $4.7M | 1.06% | 38,111 | Added |
| 22 | MRK | MERCK & CO INC | $4.5M | 1.01% | 56,220 | Trimmed |
| 23 | PG | PROCTER AND GAMBLE CO | $4.3M | 0.98% | 27,135 | Added |
| 24 | V | VISA INC | $4.3M | 0.97% | 12,101 | Added |
| 25 | XOM | EXXON MOBIL CORP | $4.3M | 0.97% | 39,741 | Added |
Source: SEC Form 13F filings · as of 2025-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR