J. W. Coons Advisors, LLC 13F Holdings

CIK 0001536139 · Columbus, OH

As of Jun 30, 2025, J. W. Coons Advisors, LLC reported 240 positions worth $432.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology128,706$26.4M6.11%
ZURN ELKAY WATER SOLUTIONS CORPZWSIndustrials688,164$25.2M5.82%
MICROSOFT CORPMSFTTechnology48,061$23.9M5.53%
SPDR S&P 500 ETF TRUSTSPY—17,764 1.0M2.54%
KLA CORPKLACTechnology10,882$9.7M2.26%
ALPHABET INCGOOGLEquity44,598$7.9M1.82%
JPMORGAN CHASE & COJPMFinancial Services26,832$7.8M1.80%
JPMORGAN ULTRA-SHORT INCOMEJPST—148,580$7.5M1.74%
COSTCO WHOLESALE CORPCOSTConsumer Defensive7,605$7.5M1.74%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology23,990$7.1M1.64%
ORACLE CORPORCLTechnology31,989$7.0M1.62%
AMAZON.COM INCAMZNEquity29,705$6.5M1.51%
ACCENTURE PLCACNTechnology21,498$6.4M1.49%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services12,286$6.0M1.38%
APPLIED MATERIALS INCAMATTechnology31,158$5.7M1.32%
TRAVELERS COMPANIES INCTRVFinancial Services20,750$5.6M1.28%
BLACKROCK INCBLKFinancial Services5,272$5.5M1.28%
FASTENAL COFASTIndustrials128,327$5.4M1.25%
TEXAS INSTRUMENTS INCTXNTechnology25,220$5.2M1.21%
WALMART INCWMTConsumer Defensive51,583$5.0M1.17%
TJX COMPANIES INCTJXConsumer Cyclical38,111$4.7M1.09%
MERCK & CO INCMRKHealthcare56,220$4.5M1.03%
PROCTER & GAMBLE COPGConsumer Defensive27,135$4.3M1.00%
VISA INC-CLASS A SHARESVFinancial Services12,101$4.3M0.99%
EXXON MOBIL CORPXOMEnergy39,741$4.3M0.99%