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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 95 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 PFN PIMCO INCOME STRATEGY FD II Financial Services 102.0 $735.0 NEW $7.21 -2.3%
1882 VISN VISTANCE NETWORKS INC Technology 57.0 $729.0 NEW $12.79 -11.0%
1883 LUNR INTUITIVE MACHINES INC Industrials 34.0 $728.0 NEW $21.41 -9.8%
1884 WB WEIBO CORP Communication Services 100.0 $726.0 NEW $7.26 +4.5%
1885 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 15.0 $710.0 NEW $47.33 +6.8%
1886 SGOV ISHARES TR 7.0 $705.0 NEW $100.71 -0.1%
1887 FBP FIRST BANCORP CORPORATION Financial Services 27.0 $704.0 NEW $26.07 +12.6%
1888 STEP STEPSTONE GROUP INC Financial Services 17.0 $704.0 NEW $41.41 +17.1%
1889 AMTM AMENTUM HOLDINGS INC Industrials 34.0 $703.0 NEW $20.68 +1.3%
1890 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 18.0 $703.0 NEW $39.06 +5.9%
1891 GFL GFL ENVIRONMENTAL INC Industrials 19.0 $700.0 NEW $36.84 +9.9%
1892 GAIN GLADSTONE INVT CORP Financial Services 45.0 $696.0 NEW $15.47 +4.6%
1893 WY WEYERHAEUSER CO Real Estate 29.0 $695.0 NEW $23.97 -1.5%
1894 SEM SELECT MED HLDGS CORP Healthcare 42.0 $694.0 NEW $16.52 -0.1%
1895 Z ZILLOW GROUP INC Communication Services 22.0 $694.0 NEW $31.55 +9.6%
1896 BNL BROADSTONE NET LEASE INC Real Estate 33.0 $692.0 NEW $20.97 -0.9%
1897 RXO RXO INC Industrials 25.0 $690.0 NEW $27.60 -18.0%
1898 SEZL SEZZLE INC Financial Services 4.0 $687.0 NEW $171.75 -31.8%
1899 PLUG PLUG PWR INC Industrials 250.0 $678.0 NEW $2.71 -20.4%
1900 AXIA ENERGIA SA 64.0 $676.0 NEW $10.56
Page 95 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%