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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 96 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 POWI POWER INTEGRATIONS INC Technology 8.0 $671.0 NEW $83.88 -30.1%
1902 STC STEWART INFORMATION SVCS COR Financial Services 10.0 $661.0 NEW $66.10 +2.9%
1903 AVAV AEROVIRONMENT INC Industrials 4.0 $661.0 NEW $165.25 +5.4%
1904 EFSC ENTERPRISE FINL SVCS CORP Financial Services 10.0 $659.0 NEW $65.90 -0.7%
1905 RH RH Consumer Cyclical 4.0 $659.0 NEW $164.75 +3.8%
1906 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 41.0 $658.0 NEW $16.05 +12.5%
1907 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 22.0 $655.0 NEW $29.77 -17.5%
1908 CIG CIA ENERGETICA DE MINAS GERA Utilities 311.0 $654.0 NEW $2.10 -9.6%
1909 EPR EPR PPTYS Real Estate 11.0 $642.0 NEW $58.36 +3.4%
1910 EFR EATON VANCE SR FLTNG RTE TR Financial Services 60.0 $636.0 NEW $10.60 +0.5%
1911 SLG SL GREEN RLTY CORP Real Estate 12.0 $629.0 NEW $52.42 +8.4%
1912 NVDY TIDAL TRUST II 50.0 $622.0 NEW $12.44 +3.3%
1913 PRVA PRIVIA HEALTH GROUP INC Healthcare 24.0 $618.0 NEW $25.75 -16.4%
1914 LIONSGATE STUDIOS CORP 40.0 $613.0 NEW $15.32
1915 SABA SABA CAPITAL INCOME & OPPORT Financial Services 73.0 $610.0 NEW $8.36 -1.4%
1916 TGLS TECNOGLASS INC Basic Materials 13.0 $609.0 NEW $46.85 -15.2%
1917 VECO VEECO INSTRS INC DEL Technology 8.0 $607.0 NEW $75.88 -32.9%
1918 AWX AVALON HLDGS CORP Industrials 239.0 $596.0 NEW $2.49 +10.3%
1919 TNET TRINET GROUP INC Industrials 12.0 $594.0 NEW $49.50 +41.1%
1920 ADEA ADEIA INC Technology 18.0 $593.0 NEW $32.94 -14.9%
Page 96 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%