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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 41 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 WTS WATTS WATER TECHNOLOGIES INC Industrials 45.0 $18K 0.00% NEW $391.47 -5.5%
802 KEY KEYCORP Financial Services 756.0 $17K 0.00% NEW $23.05 -5.2%
803 ONTO ONTO INNOVATION INC Technology 46.0 $17K 0.00% NEW $378.46 -21.0%
804 COKE COCA COLA CONS INC Consumer Defensive 91.0 $17K 0.00% NEW $190.92 -1.7%
805 AVT AVNET INC Technology 194.0 $17K 0.00% NEW $88.82 -2.2%
806 IBDU ISHARES TR 742.0 $17K 0.00% NEW $23.16 -0.4%
807 STE STERIS PLC Healthcare 81.0 $17K 0.00% NEW $210.58 +11.9%
808 A AGILENT TECHNOLOGIES INC Healthcare 128.0 $17K 0.00% NEW $133.02 +17.5%
809 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 65.0 $17K 0.00% NEW $261.65 +30.4%
810 AYI ACUITY INC Industrials 45.0 $17K 0.00% NEW $376.67 -9.3%
811 ITT ITT INC Industrials 85.0 $17K 0.00% NEW $197.87 +5.2%
812 RNR RENAISSANCERE HLDGS LTD Financial Services 53.0 $17K 0.00% NEW $316.91 +1.7%
813 NTES NETEASE COM INC Technology 131.0 $17K 0.00% NEW $128.15 -6.5%
814 CNP CENTERPOINT ENERGY INC Utilities 380.0 $17K 0.00% NEW $44.04 -8.7%
815 UTG REAVES UTIL INCOME FD Financial Services 410.0 $17K 0.00% NEW $40.72 -5.1%
816 VLUE ISHARES TR 83.0 $17K 0.00% NEW $199.82 +0.9%
817 SWK STANLEY BLACK & DECKER INC Industrials 176.0 $17K 0.00% NEW $94.12 +5.0%
818 MEDP MEDPACE HLDGS INC Healthcare 31.0 $16K 0.00% NEW $529.61 +15.7%
819 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 359.0 $16K 0.00% NEW $45.52 +23.6%
820 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 146.0 $16K 0.00% NEW $111.79 -7.0%
Page 41 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%