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Portfolio (Quarterly) Guide ↗

JEPPSON WEALTH MANAGEMENT, LLC

· CIK 0001831263
13F Portfolio $316M AUM 225 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 13 New 35 Added 78 Reduced 13 Exited
Page 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KIM KIMCO RLTY CORP COM Real Estate 16,805.0 $341K 0.11% -250.0 -1.5% $20.27 +20.5%
62 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 5,920.0 $319K 0.10% -1K -18.1% $53.83 +12.0%
63 USB US BANCORP DEL COM NEW Financial Services 5,877.0 $314K 0.10% -50.0 -0.8% $53.36 +7.9%
64 BXP BXP INC COM Real Estate 4,621.0 $312K 0.10% -40.0 -0.9% $67.48 -3.6%
65 UPS UNITED PARCEL SERVICE INC CL B Industrials 3,143.0 $312K 0.10% -50.0 -1.6% $99.19 +6.9%
66 KWEB KRANESHARES CSI CHINA INTERNET ETF 9,058.0 $308K 0.10% -200.0 -2.2% $34.05 -26.0%
67 CMCSA COMCAST CORP NEW CL A Communication Services 9,896.0 $296K 0.09% -6K -38.5% $29.89 -23.9%
68 CRWD CROWDSTRIKE HLDGS INC CL A Technology 630.0 $295K 0.09% -4.0 -0.6% $468.76 +44.1%
69 STWD STARWOOD PPTY TR INC COM Real Estate 16,055.0 $289K 0.09% -2K -11.8% $18.01 -6.8%
70 AMT AMERICAN TOWER CORP NEW COM Real Estate 1,620.0 $284K 0.09% -85.0 -5.0% $175.57 +1.6%
71 POR PORTLAND GEN ELEC CO COM NEW Utilities 5,601.0 $269K 0.09% -100.0 -1.8% $47.99 +4.6%
72 INTU INTUIT COM Technology 401.0 $266K 0.08% -5.0 -1.2% $662.42 -60.2%
73 SNOW SNOWFLAKE INC COM SHS Technology 1,200.0 $263K 0.08% -10.0 -0.8% $219.36 +5.1%
74 LVS LAS VEGAS SANDS CORP COM Consumer Cyclical 3,846.0 $250K 0.08% -150.0 -3.8% $65.09 -25.5%
75 CL COLGATE PALMOLIVE CO COM Consumer Defensive 3,051.0 $241K 0.08% -281.0 -8.4% $79.02 +14.4%
76 DAL DELTA AIR LINES INC DEL COM NEW Industrials 3,454.0 $240K 0.08% -300.0 -8.0% $69.40 +21.4%
77 TXN TEXAS INSTRS INC COM Technology 1,319.0 $229K 0.07% -237.0 -15.2% $173.49 +84.7%
78 BITO PROSHARES BITCOIN ETF 14,627.0 $178K 0.06% -941.0 -6.0% $12.16 -30.0%
Page 4 of 4  ·  78 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
Technology 29.4%
Communication Services 10.2%
Financial Services 10.0%
Industrials 8.8%
Healthcare 8.6%
Consumer Cyclical 6.4%
Energy 6.3%
Utilities 5.3%
Consumer Defensive 5.2%
Real Estate 5.0%