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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 93 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 HMN HORACE MANN EDUCATORS CORP N Financial Services 17.0 $879.0 NEW $51.71 -2.4%
1842 MIN MFS INTER INCOME TR Financial Services 355.0 $877.0 NEW $2.47 -0.6%
1843 PECO PHILLIPS EDISON & CO INC Real Estate 21.0 $877.0 NEW $41.76 -6.3%
1844 AG FIRST MAJESTIC SILVER CORP Basic Materials 51.0 $865.0 NEW $16.96 +24.7%
1845 SIRIUSPOINT LTD 36.0 $864.0 NEW $24.00
1846 POOL POOL CORP Industrials 4.0 $860.0 NEW $215.00 -12.1%
1847 PCN PIMCO CORPORATE & INCM STRG Financial Services 70.0 $845.0 NEW $12.07 -3.5%
1848 VMBS VANGUARD SCOTTSDALE FDS 18.0 $843.0 NEW $46.83 -1.5%
1849 PTEN PATTERSON-UTI ENERGY INC Energy 91.0 $836.0 NEW $9.19 +33.7%
1850 ALHC ALIGNMENT HEALTHCARE INC Healthcare 35.0 $834.0 NEW $23.83 -44.1%
1851 CRY ARTIVION INC 37.0 $832.0 NEW $22.49 -22.5%
1852 NIC NICOLET BANKSHARES INC Financial Services 5.0 $827.0 NEW $165.40 +4.7%
1853 TU TELUS CORPORATION Communication Services 78.0 $825.0 NEW $10.58 -5.3%
1854 MARA MARA HOLDINGS INC Financial Services 59.0 $820.0 NEW $13.90 -20.1%
1855 VBF INVESCO BD FD Financial Services 54.0 $819.0 NEW $15.17 -3.5%
1856 CDC VICTORY PORTFOLIOS II 11.0 $819.0 NEW $74.45 +3.7%
1857 HRZN HORIZON TECHNOLOGY FIN CORP Financial Services 171.0 $809.0 NEW $4.73 +1.1%
1858 ADUS ADDUS HOMECARE CORP Healthcare 8.0 $804.0 NEW $100.50 +20.7%
1859 APPF APPFOLIO INC Technology 5.0 $802.0 NEW $160.40 +39.2%
1860 LQDA LIQUIDIA CORPORATION Healthcare 10.0 $798.0 NEW $79.80 -14.6%
Page 93 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 27.8%
Technology 27.5%
Healthcare 8.4%
Industrials 8.1%
Consumer Defensive 7.0%
Communication Services 6.8%
Consumer Cyclical 6.7%
Energy 4.4%
Utilities 1.9%
Basic Materials 1.0%