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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 4 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ENB ENBRIDGE INC Energy 61,573.0 $2.9M 0.50% +2K +3.6% $47.83 +13.9%
62 MLM MARTIN MARIETTA MATLS INC Basic Materials 4,691.0 $2.9M 0.50% $622.60 -5.1%
63 CVX CHEVRON CORP NEW Energy 18,803.0 $2.9M 0.49% $152.41 +16.5%
64 VUG VANGUARD INDEX FDS 5,865.0 $2.9M 0.49% $487.86 -82.4%
65 GRAL GRAIL INC Healthcare 33,000.0 $2.8M 0.48% $85.59 -30.5%
66 PFE PFIZER INC Healthcare 113,067.0 $2.8M 0.48% -10K -8.0% $24.90 +4.1%
67 SCHB SCHWAB STRATEGIC TR 99,449.0 $2.6M 0.45% -4K -3.9% $26.23 +9.3%
68 LAZ LAZARD INC Financial Services 52,779.0 $2.6M 0.44% -2K -3.3% $48.56 -11.0%
69 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 17,246.0 $2.5M 0.43% -1K -7.7% $146.58 -26.7%
70 ADBE ADOBE INC Technology 7,189.0 $2.5M 0.43% -4K -33.3% $349.99 -43.9%
71 JCI JOHNSON CTLS INTL PLC Industrials 20,523.0 $2.5M 0.42% $119.75 +19.9%
72 PG PROCTER AND GAMBLE CO Consumer Defensive 17,128.0 $2.5M 0.42% $143.31 +5.1%
73 AMLP ALPS ETF TR 51,459.0 $2.4M 0.41% $47.02 +7.7%
74 DIS DISNEY WALT CO Communication Services 21,182.0 $2.4M 0.41% $113.77 -11.3%
75 DOC HEALTHPEAK PROPERTIES INC Real Estate 148,051.0 $2.4M 0.41% -28K -16.0% $16.08 +20.8%
76 XOM EXXON MOBIL CORP Energy 19,487.0 $2.3M 0.40% $120.34 +17.0%
77 UNH UNITEDHEALTH GROUP INC Healthcare 6,803.0 $2.2M 0.39% -3K -29.8% $330.10 +21.0%
78 XLV SELECT SECTOR SPDR TR 14,170.0 $2.2M 0.38% $154.80 -2.6%
79 IBIT ISHARES BITCOIN TRUST ETF Financial Services 44,079.0 $2.2M 0.38% +277.0 +0.6% $49.65 -26.8%
80 AEP AMERICAN ELEC PWR CO INC Utilities 18,357.0 $2.1M 0.36% $115.31 +11.2%
Page 4 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%