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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 85 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 PACS PACS GROUP INC Financial Services 37.0 $2K NEW $42.65 +3.8%
1682 CCD CALAMOS DYNAMIC CONV & INCOM Financial Services 61.0 $2K NEW $25.77 -1.6%
1683 SID COMPANHIA SIDERURGICA NACION Basic Materials 1,716.0 $2K NEW $0.92 -3.9%
1684 UAA UNDER ARMOUR INC Consumer Cyclical 245.0 $2K NEW $6.39 -17.9%
1685 KT KT CORP Communication Services 90.0 $2K NEW $17.29 +9.9%
1686 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 19.0 $2K NEW $81.53 +9.7%
1687 WS WORTHINGTON STL INC Basic Materials 46.0 $2K NEW $33.59 +7.2%
1688 NMRK NEWMARK GROUP INC Real Estate 102.0 $2K NEW $15.12 +8.6%
1689 BOX BOX INC Technology 58.0 $2K NEW $26.55 +24.7%
1690 MXL MAXLINEAR INC Technology 12.0 $2K NEW $128.08 -48.1%
1691 CAL CALERES INC Consumer Cyclical 124.0 $2K NEW $12.37 +11.1%
1692 WLK WESTLAKE CORPORATION Basic Materials 21.0 $2K NEW $73.00 +8.8%
1693 GPOR GULFPORT ENERGY CORP Energy 9.0 $2K NEW $169.78 +2.0%
1694 PDI PIMCO DYNAMIC INCOME FD Financial Services 89.0 $2K NEW $16.92 -10.2%
1695 COMP COMPASS INC Technology 122.0 $2K NEW $12.34 +3.8%
1696 FRME FIRST MERCHANTS CORP Financial Services 34.0 $1K NEW $43.71 -3.9%
1697 ETG EATON VANCE TX ADV GLBL DIV Financial Services 63.0 $1K NEW $23.56 +1.9%
1698 MKTX MARKETAXESS HLDGS INC Financial Services 13.0 $1K NEW $113.54 +42.5%
1699 MGEE MGE ENERGY INC Utilities 18.0 $1K NEW $81.56 -0.4%
1700 USLM UNITED STS LIME & MINERALS I Basic Materials 14.0 $1K NEW $104.71 +14.1%
Page 85 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%