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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
Page 4 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GRUPO CIBEST SA-ADR 7,500.0 $546K 0.08% NEW $72.81
62 GPN GLOBAL PAYMENTS INC Industrials 7,500.0 $505K 0.07% +2K +33.9% $67.30 +2.4%
63 KB KB FINANCIAL GROUP INC-ADR Financial Services 5,000.0 $499K 0.07% -500.0 -9.1% $99.73 +4.2%
64 ARKG ARK GENOMIC REVOLUTION CMN 18,000.0 $476K 0.07% $26.42 +6.5%
65 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 6,000.0 $449K 0.07% $74.89 +16.7%
66 APARTMENT INVT & MGMT CO 110,000.0 $448K 0.07% $4.07
67 DRVN DRIVEN BRANDS HOLDINGS INC Consumer Cyclical 35,287.0 $445K 0.07% NEW $12.61 +9.6%
68 AMP AMERIPRISE FINANCIAL INC Financial Services 950.0 $422K 0.06% +425.0 +81.0% $444.40 +6.7%
69 BN BROOKFIELD CORPORATION CMN CLASS A Financial Services 10,000.0 $405K 0.06% $40.47 +11.3%
70 VMD VIEMED HEALTHCARE INC. Healthcare 43,578.0 $401K 0.06% $9.21 +3.9%
71 COYA THERAPEUTICS, INC. CMN 100,006.0 $394K 0.06% $3.94
72 BBVA BANCO BILBAO VIZCAYA-SP ADR Financial Services 18,000.0 $390K 0.06% -10K -34.5% $21.66 +1.6%
73 LBRDA LIBERTY BROADBAND-A Communication Services 7,500.0 $377K 0.06% +2K +36.4% $50.22 -32.9%
74 GM GENERAL MOTORS CO Consumer Cyclical 5,000.0 $372K 0.06% $74.50 -0.4%
75 NLOP NET LEASE OFFICE PROPERTY Real Estate 32,228.0 $371K 0.06% $11.52 -0.3%
76 ABUS ARBUTUS BIOPHARMA CORP Healthcare 80,281.0 $361K 0.05% NEW $4.50 -7.1%
77 STIM NEURONETICS, INC. CMN Healthcare 233,166.0 $338K 0.05% $1.45 -16.2%
78 CROX CROCS INC Consumer Cyclical 4,000.0 $332K 0.05% +2K +66.7% $83.02 +16.5%
79 CNXC CONCENTRIX CORP Technology 12,000.0 $328K 0.05% NEW $27.36 -12.2%
80 VTI VANGUARD INDEX FUNDS VANGUARD TOTAL STK MKT ETF ETF ON CRSPTMT 1,000.0 $321K 0.05% $320.81 +12.7%
Page 4 of 6  ·  115 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 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%