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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 39 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 CORPAY INC 62.0 $21K 0.00% NEW $333.27
762 IGM ISHARES TR 125.0 $20K 0.00% NEW $163.58 -3.2%
763 CHRW C H ROBINSON WORLDWIDE IN Industrials 108.0 $20K 0.00% NEW $188.53 -23.7%
764 NI NISOURCE INC Utilities 428.0 $20K 0.00% NEW $47.55 -12.4%
765 NMR NOMURA HLDGS INC Financial Services 2,303.0 $20K 0.00% NEW $8.78 +7.6%
766 RIO RIO TINTO PLC Basic Materials 212.0 $20K 0.00% NEW $94.93 +7.6%
767 KGC KINROSS GOLD CORP Basic Materials 850.0 $20K 0.00% NEW $23.62 +33.1%
768 GRAYSCALE XRP TR ETF 991.0 $20K 0.00% NEW $20.25
769 GEN GEN DIGITAL INC Technology 805.0 $20K 0.00% NEW $24.89 +13.2%
770 NGG NATIONAL GRID PLC Utilities 240.0 $20K 0.00% NEW $82.87 -2.7%
771 JLL JONES LANG LASALLE INC Real Estate 64.0 $20K 0.00% NEW $309.95 +24.0%
772 GL GLOBE LIFE INC Financial Services 111.0 $20K 0.00% NEW $178.68 -4.6%
773 HDB HDFC BANK LTD Financial Services 760.0 $20K 0.00% NEW $25.83 -9.6%
774 ADSK AUTODESK INC Technology 100.0 $19K 0.00% NEW $194.42 +29.1%
775 CLH CLEAN HARBORS INC Industrials 65.0 $19K 0.00% NEW $298.75 +7.8%
776 FAN FIRST TR EXCHANGE-TRADED FD 776.0 $19K 0.00% NEW $24.97 -4.2%
777 FSLR FIRST SOLAR INC Energy 82.0 $19K 0.00% NEW $235.96 -9.3%
778 CNI CANADIAN NATL RY CO Industrials 162.0 $19K 0.00% NEW $119.24 +7.5%
779 STRL STERLING INFRASTRUCTURE INC Industrials 23.0 $19K 0.00% NEW $839.39 -38.0%
780 KLIC KULICKE & SOFFA INDS INC Technology 144.0 $19K 0.00% NEW $133.80 -36.4%
Page 39 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%