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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 45 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 AIT APPLIED INDL TECHNOLOGIES IN Industrials 40.0 $14K 0.00% NEW $338.15 +1.0%
882 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 56.0 $13K 0.00% NEW $240.98 +5.5%
883 ACHR ARCHER AVIATION INC Industrials 2,850.0 $13K 0.00% NEW $4.73 +33.2%
884 GATX GATX CORP Industrials 76.0 $13K 0.00% NEW $177.20 -0.1%
885 EOSE EOS ENERGY ENTERPRISES INC Industrials 2,267.0 $13K 0.00% NEW $5.88 -35.2%
886 OMC OMNICOM GROUP INC Communication Services 182.0 $13K 0.00% NEW $73.21 +19.6%
887 EVR EVERCORE INC Financial Services 39.0 $13K 0.00% NEW $341.46 -14.5%
888 EPP ISHARES INC 250.0 $13K 0.00% NEW $53.26 +9.0%
889 CMC COMMERCIAL METALS CO Basic Materials 212.0 $13K 0.00% NEW $62.75 +5.7%
890 ZM ZOOM COMMUNICATIONS INC Technology 154.0 $13K 0.00% NEW $86.31 +24.5%
891 PFF ISHARES TR 435.0 $13K 0.00% NEW $30.52 -0.2%
892 INCY INCYTE CORP Healthcare 117.0 $13K 0.00% NEW $113.37 +12.7%
893 CPRT COPART INC Industrials 467.0 $13K 0.00% NEW $28.19 +19.9%
894 HII HUNTINGTON INGALLS INDS INC Industrials 47.0 $13K 0.00% NEW $279.89 +6.5%
895 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 205.0 $13K 0.00% NEW $64.01 +16.9%
896 ENS ENERSYS Industrials 56.0 $13K 0.00% NEW $233.91 -18.9%
897 ES EVERSOURCE ENERGY Utilities 181.0 $13K 0.00% NEW $72.27 -2.9%
898 CSL CARLISLE COS INC Industrials 36.0 $13K 0.00% NEW $362.75 +1.4%
899 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 182.0 $13K 0.00% NEW $71.74 +1.0%
900 RACE FERRARI N V Consumer Cyclical 35.0 $13K 0.00% NEW $372.31 +17.3%
Page 45 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%