January Capital Advisors LLC
Long book
$74.2M
Q1 2026
Positions
52
Top-10 weight
64%
concentration
Last quarter
+18.6%
SPY +18.6%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsJanuary Capital Advisors LLC is a wealth-management firm allocating client money, running a $74.2M US long book across 52 positions.
The portfolio is concentrated: the top 10 names carry 64% of the portfolio. Current anchor positions: CAP GROUP CORE PLUS INCOME, VARIANT PERC CY US ETF, DOUBLELINE OPPOR COR BND-USD, ALPHABET INC-CL C, SPDR GOLD MINISHARES TRUST.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Sector allocation
Technology 52%
Healthcare 17%
Utilities 11%
Energy 9%
Consumer discretionary 6%
Services media 3%
Financials 2%
Long book by quarter
What does January Capital own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GOOG ALPHABET INC-CL C | Technology | 15.0K | $4.3M | 5.8% | Held |
| AMGN AMGEN INC | Healthcare | 6.4K | $2.3M | 3.0% | Held |
| WM WASTE MANAGEMENT INC | Utilities | 5.9K | $1.4M | 1.8% | Held |
| CVX CHEVRON CORP | Energy | 5.6K | $1.2M | 1.6% | Held |
| MSFT MICROSOFT CORP | Technology | 2.0K | $734K | 1.0% | Held |
| SNDK SANDISK CORP | Technology | 890 | $565K | 0.8% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 1.9K | $550K | 0.7% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 2.1K | $445K | 0.6% | Held |
| AAPL APPLE INC | Technology | 1.6K | $406K | 0.5% | Held |
| EBAY EBAY INC | Services media | 4.0K | $368K | 0.5% | Held |
| BAC BANK OF AMERICA CORP | Financials | 6.0K | $292K | 0.4% | Held |
| WMT WALMART INC | Consumer discretionary | 2.3K | $284K | 0.4% | Held |
| WDC WESTERN DIGITAL CORP | Technology | 892 | $241K | 0.3% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 20, 2026 | 52 | $74.2M | canonical | SEC ↗ |