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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 68 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 IPGP IPG PHOTONICS CORP Technology 36.0 $4K NEW $117.33 -37.6%
1342 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 68.0 $4K NEW $61.82 -2.4%
1343 RIOT RIOT PLATFORMS INC Financial Services 153.0 $4K NEW $27.39 -27.6%
1344 RBLX ROBLOX CORP Technology 77.0 $4K NEW $54.39 -29.5%
1345 ZTO ZTO EXPRESS CAYMAN INC Industrials 187.0 $4K NEW $22.39 -4.5%
1346 FELE FRANKLIN ELEC INC Industrials 39.0 $4K NEW $107.21 -2.9%
1347 GTLS CHART INDS INC Industrials 20.0 $4K NEW $208.95 +0.5%
1348 SWX SOUTHWEST GAS HLDGS INC Utilities 47.0 $4K NEW $88.68 +0.2%
1349 PRIM PRIMORIS SVCS CORP Industrials 42.0 $4K NEW $99.17 -22.2%
1350 FULT FULTON FINL CORP PA Financial Services 172.0 $4K NEW $24.19 -2.3%
1351 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 154.0 $4K NEW $26.85 -5.1%
1352 LUMN LUMEN TECHNOLOGIES INC Communication Services 535.0 $4K NEW $7.68 -22.7%
1353 NTB BANK OF N T BUTTERFIELD & SO Financial Services 69.0 $4K NEW $59.51 -1.5%
1354 DORM DORMAN PRODS INC Consumer Cyclical 30.0 $4K NEW $136.47 -3.2%
1355 WEX WEX INC Technology 29.0 $4K NEW $141.10 +41.7%
1356 IDA IDACORP INC Utilities 27.0 $4K NEW $151.33 -9.3%
1357 VEEV VEEVA SYS INC Healthcare 23.0 $4K NEW $177.48 +39.7%
1358 INGR INGREDION INC Consumer Defensive 43.0 $4K NEW $94.72 +12.8%
1359 CWEN CLEARWAY ENERGY INC Utilities 119.0 $4K NEW $34.18 -4.8%
1360 WSFS WSFS FINL CORP Financial Services 53.0 $4K NEW $76.74 +4.1%
Page 68 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%