Dean, Jacobson Financial Services

Latest statistics and disclosures from Dean, Jacobson Financial Services's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TPL, FSK, AAPL, XOM, and represent 100.00% of Dean, Jacobson Financial Services's stock portfolio.
  • Added to shares of these 1 stocks: FSK.
  • Reduced shares in these 3 stocks: XLRE (-$21M), , AAPL.
  • Sold out of its positions in SPY, XLRE.
  • Dean, Jacobson Financial Services was a net seller of stock by $-22M.
  • Dean, Jacobson Financial Services has $1.2M in assets under management (AUM), dropping by -94.77%.
  • Central Index Key (CIK): 0001869456

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Portfolio Holdings for Dean, Jacobson Financial Services

Dean, Jacobson Financial Services holds 4 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Texas Pacific Land Corp (TPL) 36.7 $439k 295.00 1488.14
Fs Kkr Capital Corp (FSK) 23.4 $280k 14k 19.41
Apple (AAPL) 20.2 $241k 1.8k 136.62
Exxon Mobil Corporation (XOM) 19.7 $235k 2.7k 85.55

Past Filings by Dean, Jacobson Financial Services

SEC 13F filings are viewable for Dean, Jacobson Financial Services going back to 2021