Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
January Capital Advisors LLC (CIK 1855967) reported $74.2M across 52 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CGCP ($13.3M, 17.90%), BOXA ($7.9M, 10.70%), DBND ($7.0M, 9.43%), GOOG ($4.3M, 5.80%), GLDM ($3.8M, 5.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGCP | CAPITAL GRP FIXED INCM ETF T | $13.3M | 17.90% | 594,252 | New |
| 2 | BOXA | EA SERIES TRUST | $7.9M | 10.70% | 329,165 | New |
| 3 | DBND | DOUBLELINE ETF TRUST | $7.0M | 9.43% | 152,716 | New |
| 4 | GOOG | ALPHABET INC | $4.3M | 5.80% | 14,999 | New |
| 5 | GLDM | WORLD GOLD TR | $3.8M | 5.12% | 40,997 | Trimmed |
| 6 | XLK | SELECT SECTOR SPDR TR | $2.4M | 3.29% | 18,346 | New |
| 7 | AMGN | AMGEN INC | $2.3M | 3.04% | 6,407 | Added |
| 8 | XLE | SELECT SECTOR SPDR TR | $2.2M | 2.95% | 35,746 | New |
| 9 | BOXX | EA SERIES TRUST | $2.2M | 2.93% | 18,709 | New |
| 10 | IAU | ISHARES GOLD TR | $2.2M | 2.93% | 24,635 | Trimmed |
| 11 | SPDN | DIREXION SHARES ETF TRUST | $2.0M | 2.67% | 198,739 | New |
| 12 | FNDF | SCHWAB STRATEGIC TR | $1.8M | 2.46% | 37,244 | New |
| 13 | XLP | SELECT SECTOR SPDR TR | $1.6M | 2.14% | 19,368 | New |
| 14 | WM | WASTE MGMT INC DEL | $1.4M | 1.84% | 5,932 | Trimmed |
| 15 | CVX | CHEVRON CORPORATION | $1.2M | 1.57% | 5,618 | Trimmed |
| 16 | XLV | SELECT SECTOR SPDR TR | $1.0M | 1.41% | 7,146 | New |
| 17 | XLY | SELECT SECTOR SPDR TR | $975,044 | 1.31% | 8,947 | New |
| 18 | SCHZ | SCHWAB STRATEGIC TR | $950,650 | 1.28% | 40,941 | New |
| 19 | PHDG | INVESCO ACTIVELY MANAGED EXC | $934,569 | 1.26% | 24,733 | Trimmed |
| 20 | FNDE | SCHWAB STRATEGIC TR | $924,209 | 1.25% | 24,156 | New |
| 21 | XLF | SELECT SECTOR SPDR TR | $911,222 | 1.23% | 18,457 | New |
| 22 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $787,145 | 1.06% | 18,502 | New |
| 23 | CGMU | CAPITAL GRP FIXED INCM ETF T | $764,082 | 1.03% | 28,143 | New |
| 24 | MSFT | MICROSOFT CORP | $733,894 | 0.99% | 1,983 | Trimmed |
| 25 | SCUS | SCHWAB STRATEGIC TR | $686,398 | 0.93% | 27,238 | New |
Source: SEC Form 13F filings · as of 2026-03-31