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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 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 2,189.0 $758K 0.13% +19.0 +0.9% $346.10 +8.8%
22 XLK SELECT SECTOR SPDR TR 5,168.0 $744K 0.13% +3K +100.0% $143.98 +29.5%
23 XLU SELECT SECTOR SPDR TR 17,267.0 $737K 0.13% +8K +93.1% $42.69 +5.5%
24 IJR ISHARES TR 5,342.0 $642K 0.11% +308.0 +6.1% $120.18 +18.7%
25 TSLA TESLA INC Consumer Cyclical 1,413.0 $635K 0.11% +127.0 +9.9% $449.72 -10.0%
26 AMD ADVANCED MICRO DEVICES INC Technology 2,296.0 $492K 0.08% +26.0 +1.1% $214.16 +136.9%
27 XLY SELECT SECTOR SPDR TR 3,723.0 $445K 0.08% +2K +100.0% $119.40 -0.8%
28 DD DUPONT DE NEMOURS INC Basic Materials 10,753.0 $432K 0.07% +935.0 +9.5% $40.20 +19.5%
29 CWEN CLEARWAY ENERGY INC Utilities 12,813.0 $426K 0.07% +2K +14.2% $33.26 +13.3%
30 OXY OCCIDENTAL PETE CORP Energy 9,474.0 $390K 0.07% +170.0 +1.8% $41.12 +30.5%
31 BLW BLACKROCK LTD DURATION INCOM Financial Services 27,688.0 $380K 0.07% +2K +9.6% $13.74 -10.6%
32 KHC KRAFT HEINZ CO Consumer Defensive 13,128.0 $318K 0.06% +3K +34.0% $24.25 -1.9%
33 CAG CONAGRA BRANDS INC Consumer Defensive 17,960.0 $311K 0.05% +701.0 +4.1% $17.31 -21.7%
34 AES AES CORP Utilities 20,849.0 $299K 0.05% +2K +11.9% $14.34 +2.1%
35 GE GE AEROSPACE Industrials 871.0 $268K 0.05% +81.0 +10.2% $308.03 +14.2%
36 VOO VANGUARD INDEX FDS 265.0 $166K 0.03% +35.0 +15.2% $627.13 +10.0%
37 XLB SELECT SECTOR SPDR TR 1,904.0 $86K 0.01% +952.0 +100.0% $45.36 +16.2%
38 VV VANGUARD INDEX FDS 166.0 $52K 0.01% +1.0 +0.6% $314.11 +10.0%
39 VPL VANGUARD INTL EQUITY INDEX F 298.0 $27K 0.01% +7.0 +2.4% $90.49 +29.4%
40 RWX SPDR INDEX SHS FDS 200.0 $6K 0.00% +1.0 +0.5% $28.06 -2.2%
Page 2 of 2  ·  40 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%