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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 89 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 HQH ABRDN HEALTHCARE INVESTORS Financial Services 54.0 $1K NEW $21.98 +12.2%
1762 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 69.0 $1K NEW $17.17 +8.9%
1763 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 88.0 $1K NEW $13.44 -3.1%
1764 RUN SUNRUN INC Energy 88.0 $1K NEW $13.39 -26.8%
1765 WU WESTERN UN CO Financial Services 152.0 $1K NEW $7.70 -6.5%
1766 TPC TUTOR PERINI CORP Industrials 14.0 $1K NEW $83.00 +8.8%
1767 FV FIRST TR EXCHANGE TRADED FD 15.0 $1K NEW $75.93 -2.6%
1768 MADISON SQUARE GARDEN ENTMT 14.0 $1K NEW $80.93
1769 CRVL CORVEL CORP Financial Services 18.0 $1K NEW $62.56 +13.1%
1770 RFI COHEN & STEERS TOTAL RETURN Financial Services 99.0 $1K NEW $11.32 +1.7%
1771 EXPO EXPONENT INC Industrials 19.0 $1K NEW $58.79 +18.9%
1772 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 241.0 $1K NEW $4.62 -22.6%
1773 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 9.0 $1K NEW $122.67 +26.3%
1774 CHH CHOICE HOTELS INTL INC Consumer Cyclical 10.0 $1K NEW $110.30 -1.0%
1775 GGB GERDAU SA Basic Materials 273.0 $1K NEW $4.04 +10.4%
1776 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 167.0 $1K NEW $6.60 -9.3%
1777 WDAY WORKDAY INC Technology 9.0 $1K NEW $122.44 +62.0%
1778 TGTX TG THERAPEUTICS INC Healthcare 20.0 $1K NEW $54.95 -5.9%
1779 JD JD.COM INC Consumer Cyclical 43.0 $1K NEW $25.49 +15.2%
1780 SNN SMITH & NEPHEW PLC Healthcare 38.0 $1K NEW $28.82 +1.7%
Page 89 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%