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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 70 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 100.0 $4K NEW $38.96 +10.2%
1382 HEFA ISHARES TR 83.0 $4K NEW $46.93 +0.7%
1383 PPA INVESCO EXCHANGE TRADED FD T 22.0 $4K NEW $176.86 -1.8%
1384 TECH BIO-TECHNE CORP Healthcare 55.0 $4K NEW $70.65 +2.4%
1385 SIGI SELECTIVE INS GROUP INC Financial Services 40.0 $4K NEW $97.03 -5.7%
1386 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 75.0 $4K NEW $51.60 +8.9%
1387 DXYZ DESTINY TECH100 INC 150.0 $4K NEW $25.76 +33.7%
1388 BMI BADGER METER INC Technology 26.0 $4K NEW $148.38 -11.2%
1389 BUFT FIRST TR EXCHNG TRADED FD VI 149.0 $4K NEW $25.89 +1.6%
1390 ITRI ITRON INC Technology 44.0 $4K NEW $86.55 +15.6%
1391 CATY CATHAY GEN BANCORP Financial Services 61.0 $4K NEW $62.00 +0.5%
1392 JBT MAREL CORPORATION 26.0 $4K NEW $145.00
1393 AEGON LTD 446.0 $4K NEW $8.44
1394 ALC ALCON AG Healthcare 56.0 $4K NEW $67.11 +9.7%
1395 SAIC SCIENCE APPLICATIONS INTL CO Technology 34.0 $4K NEW $110.41 +16.0%
1396 PB PROSPERITY BANCSHARES INC Financial Services 51.0 $4K NEW $73.43 -0.9%
1397 NE NOBLE CORP PLC Energy 100.0 $4K NEW $37.30 +24.0%
1398 CHE CHEMED CORP NEW Healthcare 8.0 $4K NEW $465.75 +16.1%
1399 FCN FTI CONSULTING INC Industrials 25.0 $4K NEW $149.04 +4.5%
1400 NWE NORTHWESTERN ENERGY GROUP IN Utilities 52.0 $4K NEW $71.63 -3.0%
Page 70 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%