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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 47 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 WDS WOODSIDE ENERGY GROUP LTD Energy 641.0 $12K 0.00% NEW $19.32 +25.9%
922 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 142.0 $12K 0.00% NEW $87.04 +7.8%
923 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 69.0 $12K 0.00% NEW $178.96 +21.2%
924 PLXS PLEXUS CORP Technology 41.0 $12K 0.00% NEW $300.68 -20.1%
925 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 109.0 $12K 0.00% NEW $112.74 +18.2%
926 ED CONSOLIDATED EDISON INC Utilities 111.0 $12K 0.00% NEW $110.68 -3.9%
927 RMD RESMED INC Healthcare 63.0 $12K 0.00% NEW $194.89 +18.8%
928 ALLE ALLEGION PLC Industrials 87.0 $12K 0.00% NEW $140.49 +15.5%
929 NTRA NATERA INC Healthcare 45.0 $12K 0.00% NEW $271.47 +22.3%
930 BUNGE GLOBAL SA 114.0 $12K 0.00% NEW $106.74
931 AXS AXIS CAP HLDGS LTD Financial Services 113.0 $12K 0.00% NEW $107.58 -8.2%
932 TRP TC ENERGY CORP Energy 183.0 $12K 0.00% NEW $66.37 -6.5%
933 WTFC WINTRUST FINL CORP Financial Services 75.0 $12K 0.00% NEW $160.72 -5.0%
934 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 40.0 $12K 0.00% NEW $301.05 -21.5%
935 CF CF INDUSTRIES HOLD Basic Materials 111.0 $12K 0.00% NEW $108.26 +19.8%
936 AFRM AFFIRM HLDGS INC Technology 147.0 $12K 0.00% NEW $81.55 -5.5%
937 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 62.0 $12K 0.00% NEW $193.24 +5.8%
938 HUM HUMANA INC Healthcare 30.0 $12K 0.00% NEW $397.63 -4.7%
939 FPE FIRST TR EXCH TRADED FD III 667.0 $12K 0.00% NEW $17.87 -1.2%
940 ROL ROLLINS INC Consumer Cyclical 285.0 $12K 0.00% NEW $41.74 -11.6%
Page 47 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%