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Portfolio (Quarterly) Guide ↗

JBF Capital, Inc.

· CIK 0001483864
13F Portfolio $676.4B AUM 123 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 45 New 14 Added 9 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION CMN Technology 34,000.0 $5.9M 0.88% -15K -30.6% $174.40 +35.2%
2 KF KOREA FUND INC, (THE) MUTUAL FUND Financial Services 130,000.0 $5.8M 0.86% -12K -8.4% $44.90 +46.0%
3 VXX BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX S-T FUT ETN CMN CLASS ETF Financial Services 96,000.0 $3.4M 0.51% -70K -42.2% $35.70 -21.9%
4 AER AERCAP HOLDINGS NV Industrials 18,500.0 $2.5M 0.38% -1K -5.1% $137.18 +1.9%
5 PBR PETROLEO BRASIL-SP PREF ADR Energy 50,000.0 $938K 0.14% -12K -19.4% $18.75 +5.5%
6 KB KB FINANCIAL GROUP INC-ADR Financial Services 5,000.0 $499K 0.07% -500.0 -9.1% $99.73 +6.1%
7 BBVA BANCO BILBAO VIZCAYA-SP ADR Financial Services 18,000.0 $390K 0.06% -10K -34.5% $21.66 +1.1%
8 CNC CENTENE CORP Healthcare 9,000.0 $295K 0.04% -1K -10.0% $32.74 +79.3%
9 BBWI BATH & BODY WORKS INC Consumer Cyclical 10,000.0 $187K 0.03% -3K -23.1% $18.67 -8.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 30.6%
Technology 28.0%
Communication Services 15.8%
Financial Services 14.8%
Healthcare 4.8%
Industrials 2.8%
Energy 2.0%
Real Estate 0.5%
Consumer Defensive 0.4%
Basic Materials 0.3%