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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 11 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TJX TJX COS INC NEW Consumer Cyclical 1,547.0 $238K 0.04% $153.61 +6.8%
202 OAKTREE SPECIALTY LENDING CO 18,651.0 $238K 0.04% $12.74
203 WRB BERKLEY W R CORP Financial Services 3,370.0 $236K 0.04% $70.12 -2.5%
204 SIRIUSPOINT LTD 10,475.0 $229K 0.04% $21.89
205 WELL WELLTOWER INC Real Estate 1,235.0 $229K 0.04% $185.61 +15.0%
206 ACN ACCENTURE PLC IRELAND Technology 854.0 $229K 0.04% -28.0 -3.2% $268.30 -41.9%
207 DSU BLACKROCK DEBT STRATEGIES FD Financial Services 22,305.0 $227K 0.04% $10.18 -5.5%
208 APA APA CORPORATION Energy 9,250.0 $226K 0.04% $24.46 +38.7%
209 VGT VANGUARD WORLD FD 300.0 $226K 0.04% $753.78 -84.5%
210 GS GOLDMAN SACHS GROUP INC Financial Services 250.0 $220K 0.04% NEW $879.00 +25.0%
211 LH LABCORP HOLDINGS INC Healthcare 875.0 $220K 0.04% $250.88 +3.5%
212 NVS NOVARTIS AG Healthcare 1,525.0 $210K 0.04% NEW $137.87 +9.4%
213 NEE NEXTERA ENERGY INC Utilities 2,609.0 $209K 0.04% NEW $80.28 +6.8%
214 VFH VANGUARD WORLD FD 1,530.0 $204K 0.04% $133.49 -0.8%
215 ETN EATON CORP PLC Industrials 635.0 $202K 0.04% -10.0 -1.6% $318.51 +28.6%
216 WM WASTE MGMT INC DEL Industrials 912.0 $200K 0.03% $219.71 -0.5%
217 NGL NGL ENERGY PARTNERS LP Energy 20,000.0 $200K 0.03% $10.00 +56.9%
218 QQQH NEOS ETF TRUST 3,500.0 $190K 0.03% NEW $54.30 +2.2%
219 VOO VANGUARD INDEX FDS 265.0 $166K 0.03% +35.0 +15.2% $627.13 +8.7%
220 GNR SPDR INDEX SHS FDS 2,502.0 $155K 0.03% $62.14 +13.7%
Page 11 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%