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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 91 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 FDUS FIDUS INVT CORP Financial Services 54.0 $1K NEW $19.07 +3.6%
1802 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 9.0 $1K NEW $113.11 -9.4%
1803 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 106.0 $1K NEW $9.58 +2.2%
1804 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 20.0 $1K NEW $50.75 -3.6%
1805 UEC URANIUM ENERGY CORP Energy 95.0 $1K NEW $10.66 +8.7%
1806 STWD STARWOOD PPTY TR INC Real Estate 60.0 $1K NEW $16.87 -2.1%
1807 PAYC PAYCOM SOFTWARE INC Technology 8.0 $1K NEW $125.75 +75.9%
1808 UCTT ULTRA CLEAN HLDGS INC Technology 7.0 $999.0 NEW $142.71 -47.4%
1809 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 101.0 $991.0 NEW $9.81 +0.8%
1810 ZS ZSCALER INC Technology 7.0 $989.0 NEW $141.29 +30.8%
1811 ENPH ENPHASE ENERGY INC Energy 20.0 $985.0 NEW $49.25 -20.3%
1812 NWN NORTHWEST NAT HLDG CO Utilities 20.0 $982.0 NEW $49.10 +3.5%
1813 TRNO TERRENO RLTY CORP Real Estate 15.0 $980.0 NEW $65.33 +4.7%
1814 BGR BLACKROCK ENERGY & RES TR Financial Services 66.0 $979.0 NEW $14.83 +16.4%
1815 QYLD GLOBAL X FDS 53.0 $977.0 NEW $18.43 -1.2%
1816 LENNAR CORP 11.0 $976.0 NEW $88.73
1817 NSIT INSIGHT ENTERPRISES INC Technology 8.0 $975.0 NEW $121.88 +21.3%
1818 SMTC SEMTECH CORP Technology 6.0 $972.0 NEW $162.00 -23.0%
1819 EATON VANCE TAX-MANAGED GLOB 100.0 $964.0 NEW $9.64
1820 RQI COHEN & STEERS QUALITY INCOM Financial Services 78.0 $961.0 NEW $12.32 +0.7%
Page 91 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%