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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 5 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ALL ALLSTATE CORP COM Financial Services 4,383.0 $912K 0.29% -155.0 -3.4% $208.13 +6.5%
82 CAT CATERPILLAR INC COM Industrials 1,551.0 $889K 0.28% -66.0 -4.1% $572.87 +66.9%
83 C CITIGROUP INC COM NEW Financial Services 7,598.0 $887K 0.28% $116.69 +23.3%
84 D DOMINION ENERGY INC COM Utilities 15,114.0 $886K 0.28% $58.59 +16.1%
85 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 3,102.0 $865K 0.27% $278.92 +8.1%
86 KHC KRAFT HEINZ CO COM Consumer Defensive 34,889.0 $846K 0.27% -986.0 -2.8% $24.25 -4.3%
87 SCCO SOUTHERN COPPER CORP COM Basic Materials 5,859.0 $841K 0.27% -170.0 -2.8% $143.47 +33.6%
88 NVS NOVARTIS AG SPONSORED ADR Healthcare 6,038.0 $832K 0.26% $137.87 +9.4%
89 STAG STAG INDUSTRIAL INC COM Real Estate 22,369.0 $822K 0.26% -275.0 -1.2% $36.76 +1.4%
90 INTC INTEL CORP COM Technology 21,236.0 $784K 0.25% +229.0 +1.1% $36.90 +228.2%
91 TSN TYSON FOODS INC CL A Consumer Defensive 12,953.0 $759K 0.24% +1K +10.3% $58.62 -4.1%
92 BERKSHIRE HATHAWAY INC DEL CL A 1.0 $755K 0.24% $754800.00
93 O REALTY INCOME CORP COM Real Estate 13,155.0 $742K 0.23% $56.37 +7.4%
94 GIS GENERAL MLS INC COM Consumer Defensive 15,788.0 $734K 0.23% -3K -14.3% $46.50 -28.3%
95 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 4,963.0 $727K 0.23% $146.58 -26.7%
96 EMR EMERSON ELEC CO COM Industrials 5,224.0 $693K 0.22% $132.72 +12.3%
97 TRV TRAVELERS COMPANIES INC COM Financial Services 2,370.0 $687K 0.22% $290.06 +5.5%
98 FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW Real Estate 6,734.0 $679K 0.21% $100.80 +19.5%
99 AMLP ALERIAN MLP ETF 14,388.0 $677K 0.21% $47.02 +7.6%
100 ED CONSOLIDATED EDISON INC COM Utilities 6,780.0 $673K 0.21% -310.0 -4.4% $99.32 +7.8%
Page 5 of 12  ·  225 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%