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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 66 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 ETSY INC 62.0 $5K NEW $75.34
1302 IRIDIUM COMMUNICATIONS INC 85.0 $5K NEW $54.86
1303 UBSI UNITED BANKSHARES INC WEST V Financial Services 101.0 $5K NEW $46.00 +3.9%
1304 AGI ALAMOS GOLD INC Basic Materials 153.0 $5K NEW $30.35 +24.8%
1305 LPX LOUISIANA PAC CORP Basic Materials 59.0 $5K NEW $78.66 -7.0%
1306 AXTA AXALTA COATING SYS LTD Basic Materials 135.0 $5K NEW $34.22 +5.8%
1307 ALKS ALKERMES PLC Healthcare 88.0 $5K NEW $52.40 -7.8%
1308 PSN PARSONS CORP DEL Industrials 88.0 $5K NEW $52.40 -6.4%
1309 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 361.0 $5K NEW $12.76 +52.4%
1310 MWA MUELLER WTR PRODS INC Industrials 178.0 $5K NEW $25.83 -3.5%
1311 ENIC ENEL CHILE SA Utilities 1,011.0 $5K NEW $4.50 -1.3%
1312 BC BRUNSWICK CORP Consumer Cyclical 54.0 $5K NEW $84.24 -4.0%
1313 ALK ALASKA AIR GROUP INC Industrials 87.0 $5K NEW $52.21 -22.6%
1314 GNW GENWORTH FINL INC Financial Services 478.0 $5K NEW $9.47 +4.3%
1315 PBF PBF ENERGY INC Energy 99.0 $5K NEW $45.53 +61.5%
1316 LKQ LKQ CORP Consumer Cyclical 171.0 $5K NEW $26.33 -2.1%
1317 MTN VAIL RESORTS INC Consumer Cyclical 33.0 $5K NEW $136.42 +12.0%
1318 TEX TEREX CORP NEW Industrials 62.0 $4K NEW $72.40 -8.2%
1319 ACM AECOM Industrials 64.0 $4K NEW $69.81 -7.2%
1320 KRYS KRYSTAL BIOTECH INC Healthcare 12.0 $4K NEW $371.75 -6.8%
Page 66 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%