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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 58 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 FMAT FIDELITY COVINGTON TRUST 125.0 $7K NEW $58.51 +4.7%
1142 GIB CGI INC Technology 113.0 $7K NEW $64.58 +16.1%
1143 GVA GRANITE CONSTR INC Industrials 46.0 $7K NEW $158.15 -21.8%
1144 IBHF ISHARES TR 320.0 $7K NEW $22.65 -0.6%
1145 VOYA VOYA FINANCIAL INC Financial Services 80.0 $7K NEW $90.54 +8.0%
1146 APA APA CORPORATION Energy 221.0 $7K NEW $32.57 +33.2%
1147 RRX REGAL REXNORD CORPORATION Industrials 30.0 $7K NEW $238.40 -30.3%
1148 EVEREST GROUP LTD 20.0 $7K NEW $357.25
1149 CG CARLYLE GROUP INC Financial Services 169.0 $7K NEW $42.11 +17.2%
1150 OTTR OTTER TAIL CORP Utilities 79.0 $7K NEW $89.99 +1.0%
1151 CVE CENOVUS ENERGY INC Energy 285.0 $7K NEW $24.81 +32.7%
1152 RDN RADIAN GROUP INC Financial Services 187.0 $7K NEW $37.67 -2.9%
1153 XLG INVESCO EXCHANGE TRADED FD T 115.0 $7K NEW $61.23 +1.4%
1154 GNRC GENERAC HLDGS INC Industrials 24.0 $7K NEW $292.83 -29.7%
1155 TECK TECK RESOURCES LTD Basic Materials 118.0 $7K NEW $59.47 +16.4%
1156 NWSA NEWS CORP NEW Communication Services 281.0 $7K NEW $24.83 +22.3%
1157 COLB COLUMBIA BKG SYS INC Financial Services 217.0 $7K NEW $32.05 -3.9%
1158 TRU TRANSUNION Industrials 96.0 $7K NEW $72.15 +17.3%
1159 TW TRADEWEB MKTS INC Financial Services 69.0 $7K NEW $99.67 +7.4%
1160 GHC GRAHAM HLDGS CO Consumer Defensive 6.0 $7K NEW $1141.50 +2.2%
Page 58 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%