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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 86 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 TREKOR METALS LTD 213.0 $1K NEW $6.88
1702 MPLX MPLX LP Energy 26.0 $1K NEW $56.35 +4.2%
1703 HTO H2O AMERICA Utilities 24.0 $1K NEW $60.79 +4.5%
1704 ASA ASA GOLD AND PRECIOUS MTLS L Financial Services 28.0 $1K NEW $52.07 +19.5%
1705 WPC WP CAREY INC Real Estate 20.0 $1K NEW $72.45 -0.7%
1706 RNP COHEN & STEERS REIT & PFD & Financial Services 71.0 $1K NEW $20.31 +1.0%
1707 UHAL U HAUL HOLDING COMPANY Industrials 22.0 $1K NEW $65.45 +11.0%
1708 BSY BENTLEY SYS INC Technology 48.0 $1K NEW $29.90 +20.2%
1709 RAMP LIVERAMP HLDGS INC Technology 38.0 $1K NEW $37.66 +0.1%
1710 CENX CENTURY ALUM CO Basic Materials 31.0 $1K NEW $46.03 -5.3%
1711 ROAD CONSTRUCTION PARTNERS INC Industrials 12.0 $1K NEW $118.83 -2.7%
1712 DOX AMDOCS LTD Technology 28.0 $1K NEW $50.89 +18.3%
1713 EATON VANCE TAX-ADVANTAGED G 46.0 $1K NEW $30.89
1714 NML NEUBERGER ENGY INFRSTR & INC Financial Services 140.0 $1K NEW $10.14 +4.1%
1715 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 41.0 $1K NEW $34.54 +23.1%
1716 GREIF INC 15.0 $1K NEW $94.07
1717 CORZ CORE SCIENTIFIC INC NEW Technology 55.0 $1K NEW $25.60 -26.9%
1718 CRGY CRESCENT ENERGY COMPANY Energy 143.0 $1K NEW $9.83 +36.7%
1719 TOST TOAST INC Technology 50.0 $1K NEW $27.82 +26.4%
1720 IMMUNITYBIO INC 158.0 $1K NEW $8.76
Page 86 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%