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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 46 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 VRSK VERISK ANALYTICS INC Industrials 72.0 $13K 0.00% NEW $179.58 +4.4%
902 DCI DONALDSON INC Industrials 144.0 $13K 0.00% NEW $89.77 +3.9%
903 WOOD ISHARES TR 195.0 $13K 0.00% NEW $66.25 +9.4%
904 PLD PROLOGIS INC. Real Estate 95.0 $13K 0.00% NEW $135.47 +4.7%
905 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 257.0 $13K 0.00% NEW $49.98 +4.7%
906 IHE ISHARES TR 129.0 $13K 0.00% NEW $99.33 +7.5%
907 ESI ELEMENT SOLUTIONS INC Basic Materials 267.0 $13K 0.00% NEW $47.75 -26.1%
908 SPXC SPX TECHNOLOGIES INC Industrials 52.0 $13K 0.00% NEW $245.17 -15.5%
909 KDP KEURIG DR PEPPER INC Consumer Defensive 388.0 $13K 0.00% NEW $32.84 -2.4%
910 ZION ZIONS BANCORPORATION NATL AS Financial Services 183.0 $13K 0.00% NEW $69.19 -1.5%
911 SEIC SEI INVTS CO Financial Services 144.0 $13K 0.00% NEW $87.72 +24.9%
912 WEC WEC ENERGY GROUP INC Utilities 108.0 $13K 0.00% NEW $116.78 -9.2%
913 CX CEMEX SA EURO MTN BE 144A Basic Materials 1,051.0 $13K 0.00% NEW $12.00 -7.4%
914 FCFS FIRSTCASH HOLDINGS INC Financial Services 58.0 $13K 0.00% NEW $216.33 +4.1%
915 PRI PRIMERICA INC Financial Services 44.0 $13K 0.00% NEW $284.20 +4.1%
916 RF REGIONS FINANCIAL CORP NEW Financial Services 412.0 $12K 0.00% NEW $30.34 +0.2%
917 IESC IES HOLDINGS INC Industrials 17.0 $12K 0.00% NEW $734.71 -6.8%
918 SOFI SOFI TECHNOLOGIES INC Financial Services 696.0 $12K 0.00% NEW $17.93 +5.5%
919 WTM WHITE MTNS INS GROUP LTD Financial Services 6.0 $12K 0.00% NEW $2073.50 +1.8%
920 CHT CHUNGHWA TELECOM CO LTD Communication Services 280.0 $12K 0.00% NEW $44.26 -2.0%
Page 46 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%