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| Happy Holidays!! thanks for using AUM13F!! |
| JLB & Associates Inc
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| CRD # | 104655 |
| SEC # | 801-19434 |
| CIK # | 0001085227 |
| AUM | $848.4 M (2025-02-06) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 734-454-9191 |
| Address | 44670 Ann Arbor Rd, Ste 190 Plymouth, MI 48170-4088 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Oracle Corp | 38.5 | ||
| Amphenol Corp /DE/ | 32.6 | ||
| Mastercard Inc | 32.2 | ||
| Microsoft Corp | 30.4 | ||
| Apple Inc | 30.2 | ||
| TJX Companies Inc /DE/ | 28.2 | ||
| SEI Investments Co | 24.1 | ||
| Aon Corp | 23.9 | ||
| Caseys General Stores Inc | 23.9 | ||
| Progressive Corp/Oh/ | 21.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 31.2 |
| (b) Individuals (high net worth individuals) | 205 | 817.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 304 | 848.4 |
| By Discretionary | ||
| Discretionary | 304 | 848.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 304 | 848.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 848.4 | |
| Total | 304 | 848.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001085227] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Altiora Financial Group LLC
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0.9 | |
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Aufman Associates Inc
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PA | 0.9 |
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RPG Investment Advisory LLC
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CA | 0.9 |
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Pettyjohn Wood & White Inc
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VA | 0.9 |
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Baseline Wealth Management Ltd
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0.9 | |
|
Jamison Private Wealth Management Inc
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GA | 0.9 |
|
Avion Wealth LLC
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TX | 0.8 |
|
Studio Investment Management LLC
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IL | 0.8 |
|
Financial Enhancement Group LLC
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IN | 0.8 |
|
South Street Advisors LLC
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|
NY | 0.8 |