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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 81 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 ICUI ICU MED INC Healthcare 14.0 $2K NEW $146.64 +24.5%
1602 GFF GRIFFON CORP Industrials 21.0 $2K NEW $97.57 +2.6%
1603 DES WISDOMTREE TR 50.0 $2K NEW $40.68 -0.0%
1604 SFNC SIMMONS FIRST NATL CORP Financial Services 89.0 $2K NEW $22.83 +0.7%
1605 VWOB VANGUARD WHITEHALL FDS 30.0 $2K NEW $67.27 -2.1%
1606 LIBERTY MEDIA CORP DEL 23.0 $2K NEW $87.57
1607 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 49.0 $2K NEW $41.04 -7.9%
1608 WSBC WESBANCO INC Financial Services 51.0 $2K NEW $39.25 +4.1%
1609 FBK FB FINL CORP Financial Services 36.0 $2K NEW $55.36 +5.7%
1610 AMR ALPHA METALLURGICAL RESOUR I Energy 12.0 $2K NEW $165.00 +17.8%
1611 EOS EATON VANCE ENHANCED EQUITY Financial Services 89.0 $2K NEW $22.04 -3.1%
1612 ORLA ORLA MNG LTD NEW Basic Materials 200.0 $2K NEW $9.79 -3.6%
1613 JBLU JETBLUE AIRWAYS CORP Industrials 341.0 $2K NEW $5.73 -17.3%
1614 SHC SOTERA HEALTH CO Healthcare 110.0 $2K NEW $17.75 +8.3%
1615 CGBD CARLYLE SECURED LENDING INC Financial Services 179.0 $2K NEW $10.88 +4.1%
1616 NOVT NOVANTA INC Technology 12.0 $2K NEW $162.25 -10.3%
1617 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 50.0 $2K NEW $38.78 -1.9%
1618 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 188.0 $2K NEW $10.30 -1.6%
1619 RHI ROBERT HALF INC. Industrials 63.0 $2K NEW $30.71 +42.9%
1620 BBD BANCO BRADESCO S A Financial Services 553.0 $2K NEW $3.47 -14.1%
Page 81 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 26.4%
Technology 26.1%
Communication Services 9.8%
Healthcare 8.0%
Industrials 7.6%
Consumer Defensive 6.7%
Consumer Cyclical 6.4%
Energy 5.9%
Utilities 1.8%
Basic Materials 0.9%