BCJ Capital Management, LLC

RIA/Wealth

BCJ Capital Management, LLC is a RIA/Wealth based in Scottsdale, AZ led by Justin Michael Young, reporting $2.5B in AUM as of Q3 2025 with 63% ETF concentration.

CEOJustin Michael Young

Portfolio Value: $1.7B
Positions: 425
Top Holding: XLK at 4.91%
Last Reported: Q3 2025

Address8355 East Hartford Drive, Suite 105, Scottsdale, AZ, 85255, United States

Top Holdings

Largest long holdings in BCJ Capital Management, LLC's portfolio (24.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Technology Select Sector SPDR Fund XLK	ETF ETF	$81.5M	4.91%	-$690.0K Sold	— 289.2K shares	Q1 2019 Held for 6y 8m
2 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$47.2M	2.85%	+$12.4M Bought	— 716.7K shares	Q4 2018 Held for 6y 11m
3 Financial Select Sector SPDR Fund XLF	ETF ETF	$46.5M	2.80%	+$12.8M Bought	— 863.2K shares	Q2 2019 Held for 6y 5m
4 Vanguard S&P 500 ETF VOO	ETF ETF	$38.9M	2.35%	+$22.8M Bought	— 63.6K shares	Q3 2022 Held for 3y 2m
5 Vanguard Growth VUG	ETF ETF	$36.1M	2.17%	+$17.9M Bought	— 75.3K shares	Q1 2020 Held for 5y 8m
6 XLY Consumer Discretionary Select Sector SPDR Fund XLY	ETF ETF	$35.1M	2.12%	+$905.6K Bought	— 146.6K shares	Q1 2019 Held for 6y 8m
7 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$34.8M	2.09%	+$10.0M Bought	0.00% 142.7K shares	Q1 2022 Held for 3y 8m
8 iShares Core Total USD Bond Market IUSB	ETF ETF	$29.3M	1.77%	+$429.3K Bought	— 627.8K shares	Q1 2021 Held for 4y 8m
9 XLV Health Care Select Sector SPDR Fund XLV	ETF ETF	$27.1M	1.63%	+$485.0K Bought	— 194.6K shares	Q1 2019 Held for 6y 8m
10 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$26.2M	1.58%	+$1.8M Bought	— 300.3K shares	Q4 2018 Held for 6y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in BCJ Capital Management, LLC's latest filing

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Market Value

$1.7B

Prior: $1.5B

Q/Q Change

+12.31%

+$181.9M

Net Flows % of MV

-2.83%

Turnover Ratio

22.7%

New Purchases

45 stocks

$115.6M

Added To

174 stocks

+$193.4M

Sold Out Of

64 stocks

$138.3M

Reduced Holdings

135 stocks

-$217.7M

Increased Positions

Position	Shares Δ	Change
1 Invesco China Technology CQQQ	New	0 → 319.4K +$18.8M
2 Invesco Solar TAN	New	0 → 370.8K +$16.2M
3 BABA Alibaba Group Holding Limited BABA	New	0 → 43.6K +$7.8M
4 Global X Copper Miners COPX	New	0 → 90.4K +$5.4M
5 iShares U.S. Telecommunications IYZ	New	0 → 165.2K +$5.3M

Decreased Positions

Position	Shares Δ	Change
1 KraneShares CSI China Internet KWEB	Sold	445.9K → 0 −$15.3M
2 Sprott Uranium Miners URNM	Sold	183.0K → 0 −$8.8M
3 AAPD Direxion Daily Apple Bear 1X Shares AAPD	Sold	490.5K → 0 −$8.6M
4 iShares MSCI Brazil EWZ	Sold	261.6K → 0 −$7.5M
5 Box BOX	Sold	183.7K → 0 −$6.3M

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Analytics

Portfolio insights and performance metrics for BCJ Capital Management, LLC

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Sector Allocation

ETF

62.50%

Technology

8.60%

Communication Services

4.30%

Basic Materials

3.30%

Consumer Cyclical

3.10%

Energy

2.80%

Industrials

2.50%

Consumer Defensive

1.50%

Financial Services

1.50%

Healthcare

1.20%

Real Estate

0.60%

Utilities

0.50%

Market Cap Distribution

Mega Cap (> $200B)

13.07%

Large Cap ($10B - $200B)

11.46%

Mid Cap ($2B - $10B)

2.66%

Small Cap ($300M - $2B)

2.55%

Micro Cap ($50M - $300M)

0.12%

N/A (ETF or Unknown)

70.14%

Portfolio Concentration

Top 10 Holdings %

24.27%

Top 20 Holdings %

37.35%

Top 50 Holdings %

59.8%

Top 100 Holdings %

77.85%