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Portfolio (Quarterly) Guide ↗

JBF Capital, Inc.

· CIK 0001483864
13F Portfolio $693M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 78 New
Page 3 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ELME COMMUNITIES 40,000.0 $696K 0.10% NEW $17.40
42 SPY PUT PUT/SPY @ 525 EXP 09/18/2026 Financial Services 1,000.0 $692K 0.10% NEW $692.00 +6.0%
43 APARTMENT INVT & MGMT CO 110,000.0 $653K 0.09% NEW $5.94
44 BBVA BANCO BILBAO VIZCAYA-SP ADR Financial Services 27,500.0 $641K 0.09% NEW $23.31 -7.2%
45 COYA THERAPEUTICS, INC. CMN 100,006.0 $580K 0.08% NEW $5.80
46 TSLA PUT PUT/TSLA @ 130 EXP 12/18/2026 Consumer Cyclical 1,700.0 $523K 0.07% NEW $307.50 +31.4%
47 ARKG ARK GENOMIC REVOLUTION CMN 18,000.0 $521K 0.07% NEW $28.97 -2.9%
48 ET ENERGY TRANSFER LP CMN Energy 30,000.0 $495K 0.07% NEW $16.49 +23.7%
49 KB KB FINANCIAL GROUP INC-ADR Financial Services 5,500.0 $473K 0.07% NEW $86.04 +19.8%
50 SLM SLM CORP Financial Services 17,000.0 $460K 0.07% NEW $27.06 -20.7%
51 BN BROOKFIELD CORPORATION CMN CLASS A Financial Services 10,000.0 $459K 0.07% NEW $45.89 -3.5%
52 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 6,000.0 $444K 0.06% NEW $74.03 +14.6%
53 GPN GLOBAL PAYMENTS INC Industrials 5,600.0 $433K 0.06% NEW $77.40 -12.2%
54 CNC CENTENE CORP Healthcare 10,000.0 $412K 0.06% NEW $41.15 +43.7%
55 GM GENERAL MOTORS CO Consumer Cyclical 5,000.0 $407K 0.06% NEW $81.32 -10.7%
56 VTI VANGUARD INDEX FUNDS VANGUARD TOTAL STK MKT ETF ETF ON CRSPTMT 1,000.0 $335K 0.05% NEW $335.27 +7.4%
57 VMD VIEMED HEALTHCARE INC. Healthcare 43,578.0 $324K 0.05% NEW $7.43 +29.3%
58 IF BANCORP INC 12,000.0 $324K 0.05% NEW $26.96
59 STIM NEURONETICS, INC. CMN Healthcare 233,166.0 $322K 0.05% NEW $1.38 -13.4%
60 OMF ONEMAIN HOLDINGS INC Financial Services 4,400.0 $297K 0.04% NEW $67.55 -21.7%
Page 3 of 4  ·  78 positions

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 31.6%
Technology 30.7%
Communication Services 15.3%
Financial Services 14.5%
Healthcare 3.8%
Industrials 2.9%
Energy 0.5%
Real Estate 0.4%
Consumer Defensive 0.3%