J. Team Financial, Inc. Top Holdings and 13F Report (2026) About J. Team Financial, Inc.Investment ActivityJ. Team Financial, Inc. has $89.34 million in total holdings as of March 31, 2026.J. Team Financial, Inc. owns shares of 83 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 5.61% of the portfolio was purchased this quarter.About 18.16% of the portfolio was sold this quarter.This quarter, J. Team Financial, Inc. has purchased 87 new stocks and bought additional shares in 13 stocks.J. Team Financial, Inc. sold shares of 61 stocks and completely divested from 13 stocks this quarter.Largest Holdings Invesco BulletShares 2026 Corporate Bond ETF $7,075,503Invesco QQQ $6,936,997ANGEL OAK ULTRASHORT INCOME ETF $4,878,995JPMorgan Equity Premium Income ETF $4,858,933Apple $3,646,604 Largest New Holdings this Quarter 03463K737 - ANGEL OAK MORTGAGE-BACKED SECURITIES ETF $1,385,749 Holding674599105 - Occidental Petroleum $287,928 Holding806857108 - SLB $283,031 Holding254543101 - Diodes $240,412 Holding512807306 - LAM RESEARCH CORP COM NEW $216,314 Holding Largest Purchases this Quarter ANGEL OAK MORTGAGE-BACKED SECURITIES ETF 160,017 shares (about $1.39M)Invesco QQQ 1,002 shares (about $578.32K)ANGEL OAK ULTRASHORT INCOME ETF 6,753 shares (about $344.64K)Invesco BulletShares 2026 Corporate Bond ETF 16,460 shares (about $321.46K)Occidental Petroleum 4,430 shares (about $287.93K) Largest Sales this Quarter Apple 8,481 shares (about $2.15M)NVIDIA 8,608 shares (about $1.50M)Microsoft 1,745 shares (about $646.00K)Avantis U.S. Equity ETF 5,685 shares (about $632.07K)ExxonMobil 3,374 shares (about $572.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJ. Team Financial, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBSCQInvesco BulletShares 2026 Corporate Bond ETF$7,075,503$321,464 â–²4.8%362,2897.9%ETFQQQInvesco QQQ$6,936,997$578,324 â–²9.1%12,0197.8%FinanceANGEL OAK ULTRASHORT INCOME ETF$4,878,995$344,639 â–²7.6%95,6015.5%ETFJEPIJPMorgan Equity Premium Income ETF$4,858,933$448,621 â–¼-8.5%85,7265.4%ETFAAPLApple$3,646,604$2,152,331 â–¼-37.1%14,3694.1%Computer and TechnologyNVDANVIDIA$3,280,674$1,501,251 â–¼-31.4%18,8113.7%Computer and TechnologyCOPConocoPhillips$2,788,970$374,740 â–¼-11.8%21,1293.1%EnergyAVUSAvantis U.S. Equity ETF$2,754,978$632,069 â–¼-18.7%24,7793.1%ETFXLREReal Estate Select Sector SPDR Fund$2,585,171$84,927 â–¼-3.2%63,3152.9%ETFAMZNAmazon.com$2,220,783$314,696 â–¼-12.4%10,6632.5%Retail/WholesaleDEDeere & Company$2,217,024$208,973 â–¼-8.6%3,9362.5%IndustrialsXLVHealth Care Select Sector SPDR Fund$2,133,026$5,571 â–²0.3%14,5492.4%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$1,756,908$310,757 â–¼-15.0%102,4442.0%ManufacturingANGEL OAK INCOME ETF$1,746,234$208,581 â–¼-10.7%84,0632.0%ETFXYLDGlobal X S&P 500 Covered Call ETF$1,738,826$287,254 â–¼-14.2%44,4371.9%ETFHDHome Depot$1,597,004$83,205 â–¼-5.0%4,8561.8%Retail/WholesaleVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,594,657$299,251 â–¼-15.8%31,9251.8%ManufacturingXOMExxonMobil$1,518,760$572,419 â–¼-27.4%8,9521.7%EnergyANGEL OAK MORTGAGE-BACKED SECURITIES ETF$1,385,749$1,385,749 â–²New Holding160,0171.6%ETFMSFTMicrosoft$1,379,004$646,003 â–¼-31.9%3,7251.5%Computer and TechnologyWMWaste Management$1,357,933$121,109 â–¼-8.2%5,9091.5%Business ServicesTSLATesla$1,251,668$52,044 â–²4.3%3,3671.4%Auto/Tires/TrucksBRK.BBerkshire Hathaway$1,176,086$121,251 â–¼-9.3%2,4541.3%FinanceTPLTexas Pacific Land$1,140,720$92,529 â–¼-7.5%2,4041.3%EnergySPYSPDR S&P 500 ETF Trust$1,089,286$15,608 â–¼-1.4%1,6751.2%FinanceMCDMcDonald's$1,084,656$109,087 â–¼-9.1%3,4901.2%Retail/WholesaleEWWiShares MSCI Mexico ETF$953,478$370,061 â–¼-28.0%12,6741.1%ETFGOOGLAlphabet$945,959$289,826 â–¼-23.5%3,2901.1%Computer and TechnologyPGProcter & Gamble$922,212$80,161 â–¼-8.0%6,3851.0%Consumer StaplesMAMastercard$887,292$74,441 â–¼-7.7%1,7761.0%Business ServicesCATCaterpillar$886,879$136,007 â–¼-13.3%1,2521.0%IndustrialsTXNTexas Instruments$822,671$111,424 â–¼-11.9%4,2380.9%Computer and TechnologyCVXChevron$811,906$445,472 â–¼-35.4%3,9240.9%EnergyORCLOracle$809,063$148,279 â–²22.4%5,5000.9%Computer and TechnologyTAT&T$768,831$288,185 â–¼-27.3%26,5210.9%Computer and TechnologyTMToyota Motor$677,575$42,658 â–²6.7%3,2880.8%Auto/Tires/TrucksIDEViShares Core MSCI International Developed Markets ETF$667,990$75,298 â–²12.7%7,9930.7%ETFMCKMcKesson$615,652$14,720 â–¼-2.3%7110.7%MedicalADBEAdobe$608,429$55,179 â–²10.0%2,5030.7%Computer and TechnologySCHWCharles Schwab$596,079$89,370 â–¼-13.0%6,3430.7%FinanceEWYiShares MSCI South Korea ETF$503,136$15,623 â–²3.2%4,0900.6%ETFARISTA NETWORKS INC COM SHS$466,073$72,317 â–¼-13.4%3,7960.5%StockDELLDell Technologies$459,071$85,347 â–¼-15.7%2,7970.5%Computer and TechnologyDXJWisdomTree Japan Hedged Equity Fund$452,347$36,162 â–²8.7%2,8520.5%FinanceEWAiShares MSCI Australia ETF$417,754$41,195 â–²10.9%15,0490.5%FinanceEZAiShares MSCI South Africa ETF$406,781$37,356 â–²10.1%6,0000.5%ETFWALMART INC COM$395,859$160,829 â–¼-28.9%3,1850.4%StockLMTLockheed Martin$393,756$95,566 â–¼-19.5%6510.4%AerospaceCRWDCrowdStrike$392,167$41,753 â–¼-9.6%1,0050.4%Computer and TechnologyBMYBristol Myers Squibb$377,854$50,522 â–¼-11.8%6,2300.4%MedicalCFCF Industries$368,101$42,328 â–¼-10.3%2,8350.4%Basic MaterialsBANK NEW YORK MELLON CORP COM$343,617$69,506 â–¼-16.8%2,8970.4%StockPFEPfizer$341,666$60,679 â–¼-15.1%12,1680.4%MedicalVTIVanguard Total Stock Market ETF$339,176$43,640 â–¼-11.4%1,0570.4%ETFKTOSKratos Defense & Security Solutions$329,000$79,535 â–¼-19.5%4,6660.4%AerospaceMDYSPDR S&P MidCap 400 ETF Trust$319,252$28,967 â–¼-8.3%5180.4%ETFSPGSimon Property Group$315,428$61,183 â–¼-16.2%1,6910.4%FinanceDUKDuke Energy$303,263$37,581 â–¼-11.0%2,3160.3%UtilitiesWSMWilliams-Sonoma$302,548$41,033 â–¼-11.9%1,6590.3%Retail/WholesaleDLTRDollar Tree$301,591$44,899 â–¼-13.0%2,7540.3%Retail/WholesaleSYFSynchrony Financial$290,325$40,950 â–¼-12.4%4,2680.3%FinanceITWIllinois Tool Works$288,319$38,512 â–¼-11.8%1,1080.3%IndustrialsOXYOccidental Petroleum$287,928$287,928 â–²New Holding4,4300.3%EnergyNTAPNetApp$284,055$42,496 â–¼-13.0%2,7740.3%Computer and TechnologySLBSLB$283,031$283,031 â–²New Holding5,5080.3%EnergyPWRQuanta Services$279,217$23,040 â–¼-7.6%5090.3%ConstructionEOGEOG Resources$264,966$150,046 â–¼-36.2%1,8330.3%EnergyEGEverest Group$263,646$28,423 â–¼-9.7%8070.3%FinanceFIXComfort Systems USA$261,626$70,226 â–¼-21.2%1900.3%ConstructionCSCOCisco Systems$258,773$62,152 â–¼-19.4%3,3350.3%Computer and TechnologyTERTeradyne$258,389$110,230 â–¼-29.9%8720.3%Computer and TechnologyBBYBest Buy$243,758$29,146 â–¼-10.7%3,7970.3%Retail/WholesaleDIODDiodes$240,412$240,412 â–²New Holding3,5220.3%Computer and TechnologyQCOMQualcomm$238,397$30,524 â–¼-11.4%1,8510.3%Computer and TechnologyOTISOtis Worldwide$218,915$24,744 â–¼-10.2%2,8400.2%IndustrialsLAM RESEARCH CORP COM NEW$216,314$216,314 â–²New Holding1,0120.2%StockUSLMUnited States Lime & Minerals$213,494$195,474 â–¼-47.8%1,6350.2%ConstructionIESCIES$213,459$213,459 â–²New Holding4480.2%Computer and TechnologyCRUSCirrus Logic$211,868$211,868 â–²New Holding1,4650.2%Computer and TechnologyHWKNHawkins$210,432$210,432 â–²New Holding1,3700.2%Basic MaterialsCHENIERE ENERGY INC COM NEW$209,470$209,470 â–²New Holding7380.2%StockHPQHP$205,576$35,959 â–¼-14.9%10,7020.2%Computer and TechnologyUECUranium Energy$201,879$224,343 â–¼-52.6%14,9540.2%Basic MaterialsOMCOmnicom Group$0$386,746 â–¼-100.0%00.0%Business ServicesXLKTechnology Select Sector SPDR Fund$0$376,718 â–¼-100.0%00.0%ETFFLEXFlex$0$340,769 â–¼-100.0%00.0%Computer and TechnologyVVisa$0$292,539 â–¼-100.0%00.0%Business ServicesGEN DIGITAL INC$0$279,518 â–¼-100.0%00.0%COMACNAccenture$0$274,053 â–¼-100.0%00.0%Computer and TechnologyGOOGAlphabet$0$270,914 â–¼-100.0%00.0%Computer and TechnologyAVGOBroadcom$0$254,166 â–¼-100.0%00.0%Computer and TechnologyVSTVistra$0$247,369 â–¼-100.0%00.0%UtilitiesMETAMeta Platforms$0$234,009 â–¼-100.0%00.0%Computer and TechnologyMDBMongoDB$0$228,731 â–¼-100.0%00.0%Computer and TechnologyFDNFirst Trust Dow Jones Internet Index Fund$0$225,034 â–¼-100.0%00.0%ETFCPRTCopart$0$208,493 â–¼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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