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Portfolio (Quarterly) Guide ↗

JFS WEALTH ADVISORS, LLC

· CIK 0001568068
13F Portfolio $2.0B AUM 2,257 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2253 New
Page 29 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 RVTY REVVITY INC Healthcare 424.0 $47K 0.00% NEW $111.26 +11.7%
562 ROST ROSS STORES INC Consumer Cyclical 217.0 $46K 0.00% NEW $212.85 +8.3%
563 TER TERADYNE INC Technology 95.0 $46K 0.00% NEW $483.84 -21.2%
564 NUE NUCOR CORP Basic Materials 206.0 $46K 0.00% NEW $222.88 +8.3%
565 BE BLOOM ENERGY CORP Industrials 150.0 $45K 0.00% NEW $302.70 -34.0%
566 UNILEVER PLC 752.0 $45K 0.00% NEW $60.12
567 BCS BARCLAYS PLC Financial Services 1,680.0 $45K 0.00% NEW $26.86 -0.8%
568 ENB ENBRIDGE INC Energy 829.0 $45K 0.00% NEW $54.21 -5.6%
569 BHE BENCHMARK ELECTRS INC Technology 455.0 $45K 0.00% NEW $98.67 -25.5%
570 QQQM INVESCO EXCH TRADED FD TR II 148.0 $45K 0.00% NEW $302.07 -3.0%
571 COWZ PACER FDS TR 714.0 $44K 0.00% NEW $62.20 +15.1%
572 MSA MSA SAFETY INC Industrials 253.0 $44K 0.00% NEW $174.58 +8.7%
573 TRGP TARGA RES CORP Energy 164.0 $44K 0.00% NEW $268.14 +12.2%
574 CW CURTISS WRIGHT CORP Industrials 58.0 $44K 0.00% NEW $757.83 -14.7%
575 MRNA MODERNA INC Healthcare 627.0 $44K 0.00% NEW $70.03 +85.1%
576 MET METLIFE INC Financial Services 518.0 $44K 0.00% NEW $84.61 +12.0%
577 EMLP FIRST TR EXCHANGE-TRADED FD 1,006.0 $44K 0.00% NEW $43.50 +2.0%
578 DMB BNY MELLON MUN BD INFRASTRUC Financial Services 3,944.0 $44K 0.00% NEW $11.04 -4.6%
579 ONB OLD NATL BANCORP IND Financial Services 1,681.0 $44K 0.00% NEW $25.90 -0.1%
580 UAL UNITED AIRLS HLDGS INC Industrials 319.0 $43K 0.00% NEW $135.99 -17.6%
Page 29 of 113  ·  2,253 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
Financial Services 26.4%
Technology 26.1%
Communication Services 9.8%
Healthcare 8.0%
Industrials 7.6%
Consumer Defensive 6.7%
Consumer Cyclical 6.4%
Energy 5.9%
Utilities 1.8%
Basic Materials 0.9%