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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 78 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 FIBK FIRST INTST BANCSYSTEM INC Financial Services 64.0 $2K NEW $38.56 -2.8%
1542 QFIN QFIN HOLDINGS INC Financial Services 156.0 $2K NEW $15.81 -26.8%
1543 IPAR INTERPARFUMS INC Consumer Defensive 22.0 $2K NEW $111.86 +3.3%
1544 BTU PEABODY ENGR CORP Energy 106.0 $2K NEW $23.12 +19.4%
1545 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 23.0 $2K NEW $106.26 +5.6%
1546 CNS COHEN & STEERS INC Financial Services 32.0 $2K NEW $76.16 +6.9%
1547 WDFC WD 40 CO Basic Materials 10.0 $2K NEW $243.70 -10.9%
1548 LCII LCI INDS Consumer Cyclical 23.0 $2K NEW $105.91 -3.7%
1549 CRC CALIFORNIA RES CORP Energy 46.0 $2K NEW $52.89 +0.7%
1550 RITM RITHM CAPITAL CORP Real Estate 259.0 $2K NEW $9.39 +8.5%
1551 BROOKFIELD ASSET MANAGMT LTD 54.0 $2K NEW $44.85
1552 THO THOR INDS INC Consumer Cyclical 32.0 $2K NEW $75.19 +5.7%
1553 CXT CRANE NXT CO Industrials 47.0 $2K NEW $51.17 -1.9%
1554 TDW TIDEWATER INC NEW Energy 36.0 $2K NEW $66.64 +42.9%
1555 NGVT INGEVITY CORP Basic Materials 32.0 $2K NEW $74.69 -5.9%
1556 KWR QUAKER HOUGHTON Basic Materials 15.0 $2K NEW $158.93 +2.6%
1557 WAFD WAFD INC Financial Services 62.0 $2K NEW $38.37 -5.2%
1558 RNST RENASANT CORP Financial Services 55.0 $2K NEW $42.55 -2.5%
1559 LRN STRIDE INC Consumer Defensive 27.0 $2K NEW $86.26 -2.2%
1560 TXNM ENERGY INC 41.0 $2K NEW $56.78
Page 78 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%