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Portfolio (Quarterly) Guide ↗

Jackson Hole Capital Partners, LLC

· CIK 0001767049
13F Portfolio $584M AUM 310 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 40 Added 66 Reduced 6 Exited
Page 1 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ARLP ALLIANCE RESOURCE PARTNERS L Energy 2,104,897.0 $48.9M 8.37% -12K -0.6% $23.23 +7.7%
2 GOOG ALPHABET INC Communication Services 92,056.0 $28.9M 4.95% $313.80 +14.1%
3 AAPL APPLE INC Technology 81,327.0 $22.1M 3.79% -828.0 -1.0% $271.86 +7.1%
4 MSFT MICROSOFT CORP Technology 40,690.0 $19.7M 3.37% -254.0 -0.6% $483.62 -19.2%
5 IVV ISHARES TR 22,858.0 $15.7M 2.68% +372.0 +1.6% $684.95 +8.8%
6 WMB WILLIAMS COS INC Energy 185,690.0 $11.2M 1.91% $60.11 +19.1%
7 AMZN AMAZON COM INC Consumer Cyclical 45,970.0 $10.6M 1.82% -235.0 -0.5% $230.82 +3.3%
8 APOS APOLLO GLOBAL MGMT INC Financial Services 69,754.0 $10.1M 1.73% $144.76 -82.4%
9 IEFA ISHARES TR 105,297.0 $9.4M 1.61% $89.46 +9.5%
10 META META PLATFORMS INC Communication Services 14,167.0 $9.4M 1.60% $660.08 -14.1%
11 OKE ONEOK INC NEW Energy 126,287.0 $9.3M 1.59% +39K +44.2% $73.50 +23.3%
12 QQQ INVESCO QQQ TR Financial Services 14,218.0 $8.7M 1.50% -98.0 -0.7% $614.33 +17.4%
13 SPY SPDR S&P 500 ETF TR Financial Services 12,780.0 $8.7M 1.49% -636.0 -4.7% $681.93 +8.8%
14 REPX RILEY EXPLORATION PERMIAN IN Energy 323,078.0 $8.5M 1.46% -14K -4.1% $26.40 +33.6%
15 ABBV ABBVIE INC Healthcare 35,305.0 $8.1M 1.38% $228.49 -0.3%
16 EPD ENTERPRISE PRODS PARTNERS L Energy 246,142.0 $7.9M 1.35% $32.06 +16.2%
17 WMT WALMART INC Consumer Defensive 68,474.0 $7.6M 1.31% +3K +5.2% $111.41 +8.2%
18 RTX RTX CORPORATION Industrials 41,545.0 $7.6M 1.30% $183.40 +0.1%
19 C CITIGROUP INC Financial Services 63,551.0 $7.4M 1.27% -618.0 -1.0% $116.69 +19.8%
20 AGG ISHARES TR 70,548.0 $7.0M 1.21% -3K -4.2% $99.88 -1.1%
Page 1 of 16  ·  310 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
Energy 26.3%
Technology 16.6%
Financial Services 15.4%
Communication Services 10.7%
Healthcare 7.3%
Industrials 6.1%
Consumer Defensive 5.6%
Utilities 4.6%
Consumer Cyclical 4.3%
Basic Materials 2.6%