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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 6 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 2,601.0 $669K 0.21% -43.0 -1.6% $257.23 -15.0%
102 UNP UNION PAC CORP COM Industrials 2,848.0 $659K 0.21% $231.32 +11.6%
103 NEE NEXTERA ENERGY INC COM Utilities 8,086.0 $649K 0.21% $80.28 +6.8%
104 ING ING GROEP N.V. SPONSORED ADR Financial Services 23,075.0 $646K 0.20% $28.00 +11.6%
105 V VISA INC COM CL A Financial Services 1,814.0 $636K 0.20% $350.71 -5.0%
106 DOV DOVER CORP COM Industrials 3,103.0 $606K 0.19% $195.24 +13.1%
107 KO COCA COLA CO COM Consumer Defensive 8,657.0 $605K 0.19% $69.91 +14.3%
108 MU MICRON TECHNOLOGY INC COM Technology 2,089.0 $596K 0.19% -127.0 -5.7% $285.41 +265.5%
109 ITW ILLINOIS TOOL WKS INC COM Industrials 2,340.0 $576K 0.18% $246.30 +6.4%
110 SIL GLOBAL X SILVER MINERS ETF 6,478.0 $541K 0.17% -50.0 -0.8% $83.52 +2.9%
111 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 32,681.0 $539K 0.17% +13K +64.5% $16.49 +13.7%
112 EVRG EVERGY INC COM Utilities 7,430.0 $539K 0.17% $72.49 +14.3%
113 CRM SALESFORCE INC COM Technology 2,027.0 $537K 0.17% $264.93 -41.5%
114 MMM 3M CO COM Industrials 3,345.0 $536K 0.17% $160.10 -0.5%
115 SBUX STARBUCKS CORP COM Consumer Cyclical 6,357.0 $535K 0.17% -138.0 -2.1% $84.21 +18.5%
116 B BARRICK MNG CORP COM SHS Basic Materials 12,223.0 $532K 0.17% $43.55 -5.2%
117 TGT TARGET CORP COM Consumer Defensive 5,433.0 $531K 0.17% +191.0 +3.6% $97.75 +30.8%
118 GDX VANECK GOLD MINERS ETF 6,100.0 $523K 0.17% -100.0 -1.6% $85.77 -1.6%
119 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 6,646.0 $514K 0.16% -50.0 -0.8% $77.35 +4.3%
120 SBRA SABRA HEALTH CARE REIT INC COM Real Estate 26,870.0 $509K 0.16% $18.94 -4.7%
Page 6 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%