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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 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBM INTERNATIONAL BUSINESS MACHS Technology 23,640.0 $7.0M 1.20% -163.0 -0.7% $296.20 -11.4%
22 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 21,829.0 $6.6M 1.14% -627.0 -2.8% $303.89 +42.2%
23 MRK MERCK & CO INC Healthcare 62,846.0 $6.6M 1.13% $105.26 +9.7%
24 IVW ISHARES TR 49,942.0 $6.2M 1.05% +811.0 +1.6% $123.26 +10.0%
25 KMI KINDER MORGAN INC DEL Energy 223,486.0 $6.1M 1.05% -2K -0.8% $27.49 +13.9%
26 VWO VANGUARD INTL EQUITY INDEX F 111,951.0 $6.0M 1.03% $53.76 +11.3%
27 SO SOUTHERN CO Utilities 68,357.0 $6.0M 1.02% -2K -3.3% $87.20 +6.1%
28 PEP PEPSICO INC Consumer Defensive 40,681.0 $5.8M 1.00% $143.52 -1.3%
29 KO COCA COLA CO Consumer Defensive 78,117.0 $5.5M 0.94% $69.91 +14.4%
30 DUK DUKE ENERGY CORP NEW Utilities 43,566.0 $5.1M 0.87% -2K -4.4% $117.21 +5.6%
31 WFC WELLS FARGO CO NEW Financial Services 54,167.0 $5.0M 0.86% $93.20 -10.1%
32 LMT LOCKHEED MARTIN CORP Industrials 10,417.0 $5.0M 0.86% -113.0 -1.1% $483.66 +10.1%
33 JPM JPMORGAN CHASE & CO. Financial Services 14,350.0 $4.6M 0.79% -129.0 -0.9% $322.21 +3.5%
34 IVE ISHARES TR 21,129.0 $4.5M 0.77% +478.0 +2.3% $212.07 +6.5%
35 UBER UBER TECHNOLOGIES INC Technology 51,944.0 $4.2M 0.73% -487.0 -0.9% $81.71 -13.2%
36 SLV ISHARES SILVER TR Financial Services 64,669.0 $4.2M 0.71% $64.42 -5.9%
37 GILD GILEAD SCIENCES INC Healthcare 33,235.0 $4.1M 0.70% $122.74 +2.2%
38 CRM SALESFORCE INC Technology 15,282.0 $4.0M 0.69% -1K -6.8% $264.91 -41.5%
39 FE FIRSTENERGY CORP Utilities 90,036.0 $4.0M 0.69% +2K +1.8% $44.77 +3.1%
40 IWF ISHARES TR 8,429.0 $4.0M 0.68% $473.30 -74.3%
Page 2 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%