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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 49 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 FIDU FIDELITY COVINGTON TRUST 115.0 $11K 0.00% NEW $99.62 -4.0%
962 CNC CENTENE CORP DEL Healthcare 177.0 $11K 0.00% NEW $64.19 +1.3%
963 R RYDER SYS INC Industrials 43.0 $11K 0.00% NEW $263.79 -5.3%
964 MATX MATSON INC Industrials 59.0 $11K 0.00% NEW $192.24 +15.9%
965 EQH EQUITABLE HLDGS INC Financial Services 257.0 $11K 0.00% NEW $43.88 +11.4%
966 CTA SIMPLIFY EXCHANGE TRADED FUN 435.0 $11K 0.00% NEW $25.91 +10.2%
967 SN SHARKNINJA INC Consumer Cyclical 74.0 $11K 0.00% NEW $152.27 +18.7%
968 BALL BALL CORP Consumer Cyclical 180.0 $11K 0.00% NEW $62.40 +1.9%
969 APG API GROUP CORP Industrials 265.0 $11K 0.00% NEW $42.35 -2.8%
970 EXPAND ENERGY CORPORATION 123.0 $11K 0.00% NEW $91.20
971 AKAM AKAMAI TECHNOLOGIES INC Technology 94.0 $11K 0.00% NEW $118.21 -6.6%
972 SIX FLAGS ENTERTAINMENT CORP 516.0 $11K 0.00% NEW $21.30
973 SPG SIMON PPTY GROUP INC NEW Real Estate 49.0 $11K 0.00% NEW $223.65 -2.4%
974 FG F&G ANNUITIES & LIFE INC Financial Services 410.0 $11K 0.00% NEW $26.59 -15.1%
975 ACA ARCOSA INC Industrials 75.0 $11K 0.00% NEW $145.29 -0.3%
976 PINNACLE FINL PARTNERS INC 108.0 $11K 0.00% NEW $100.89
977 ESE ESCO TECHNOLOGIES INC Technology 31.0 $11K 0.00% NEW $350.06 -17.9%
978 RELX RELX PLC Communication Services 342.0 $11K 0.00% NEW $31.67 +13.4%
979 FIDELITY COVINGTON TRUST 140.0 $11K 0.00% NEW $77.25
980 AWK AMERICAN WTR WKS CO INC NEW Utilities 82.0 $11K 0.00% NEW $131.59 +2.9%
Page 49 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%