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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 90 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 SLAB SILICON LABORATORIES INC Technology 5.0 $1K NEW $218.60 +0.1%
1782 MCI BARINGS CORPORATE INVS Financial Services 62.0 $1K NEW $17.56 +4.6%
1783 GHY PGIM GLOBAL HIGH YIELD FD FO Financial Services 90.0 $1K NEW $12.10 -3.5%
1784 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 36.0 $1K NEW $30.19 +3.0%
1785 ANGX ANGEL STUDIOS INC. Communication Services 294.0 $1K NEW $3.67 +25.3%
1786 KN KNOWLES CORP Technology 26.0 $1K NEW $41.50 -16.2%
1787 FLQM FRANKLIN TEMPLETON ETF TR 19.0 $1K NEW $56.74 +8.5%
1788 ALRM ALARM COM HLDGS INC Technology 23.0 $1K NEW $46.74 +22.8%
1789 SXI STANDEX INTL CORP Industrials 3.0 $1K NEW $358.00 -12.7%
1790 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 18.0 $1K NEW $59.39 -3.3%
1791 BIT BLACKROCK MULTI SECTOR INC T Financial Services 85.0 $1K NEW $12.53 -3.9%
1792 ELPC COMPANHIA PARANAENSE DE ENER Utilities 91.0 $1K NEW $11.66 -9.2%
1793 TALO TALOS ENERGY INC Energy 82.0 $1K NEW $12.91 +32.9%
1794 MPT MEDICAL PROPERTIES TRUST INC Financial Services 225.0 $1K NEW $4.70 -11.4%
1795 LIBERTY GLOBAL LTD 96.0 $1K NEW $11.00
1796 KIO KKR INCOME OPPORTUNITIES FD Financial Services 93.0 $1K NEW $11.27 -2.1%
1797 SEI SOLARIS ENERGY INFRAS INC Energy 13.0 $1K NEW $80.46 -26.9%
1798 HTGC HERCULES CAPITAL INC Financial Services 66.0 $1K NEW $15.77 +7.1%
1799 CPRX CATALYST PHARMACEUTICALS INC Healthcare 33.0 $1K NEW $31.45 +0.1%
1800 CLSK CLEANSPARK INC Technology 71.0 $1K NEW $14.56 -19.9%
Page 90 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%