AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of James Reed Financial Services, Inc. 13F Filing
Portfolio Overview
James Reed Financial Services, Inc. has reported a substantial expansion in its portfolio management activities for the quarter ending December 31, 2025. The total portfolio value surged by 90.9%, growing from $65.37 million to $124.78 million. This near-doubling of assets under management indicates significant capital inflows or a strategic shift toward a more asset-heavy model.
The po...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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