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| Happy Holidays!! thanks for using AUM13F!! |
| J Hagan Capital Inc
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|---|---|
| CRD # | 168467 |
| SEC # | 801-121718 |
| CIK # | 0002059107 |
| AUM | $260.9 M (2025-03-30) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 502-690-5635 |
| Address | 8311 Shelbyville Road Louisville, KY 40222 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.9 | ||
| Apple Inc | 5.5 | ||
| SPDR Gold Trust | 2.2 | ||
| Microsoft Corp | 2.2 | ||
| Amazon Com Inc | 1.9 | ||
| Churchill Downs Inc | 1.1 | ||
| Alphabet Inc | 0.8 | ||
| Alphabet Inc | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 688 | 149.5 |
| (b) Individuals (high net worth individuals) | 44 | 69.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 83 | 41.6 |
| Total | 2,042 | 260.9 |
| By Discretionary | ||
| Discretionary | 2,042 | 260.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,042 | 260.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 260.9 | |
| Total | 2,042 | 260.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002059107] |
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|---|---|---|
|
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Transition Financial Advisors Group Inc
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0.3 | |
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0.3 | |
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WA | 0.3 |