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Portfolio (Quarterly) Guide ↗

JB Capital LLC

· CIK 0001879371
13F Portfolio $2.5B AUM 259 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 110 Added 86 Reduced 20 Exited
Page 5 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 USMV ISHARES TR 8,721.0 $809K 0.03% +1K +15.1% $92.75 +4.0%
82 GEV GE VERNOVA INC Utilities 909.0 $793K 0.03% +76.0 +9.1% $872.84 +22.6%
83 CVS CVS HEALTH CORP Healthcare 10,579.0 $760K 0.03% +91.0 +0.9% $71.82 +26.3%
84 SYSB ISHARES TR 8,258.0 $735K 0.03% +204.0 +2.5% $89.00 -0.6%
85 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 12,421.0 $733K 0.03% +625.0 +5.3% $59.03 +11.9%
86 XLU SELECT SECTOR SPDR TR 15,284.0 $701K 0.03% +3K +20.9% $45.89 -1.2%
87 VUG VANGUARD INDEX FDS 1,588.0 $694K 0.03% +23.0 +1.5% $436.75 -79.8%
88 IGF ISHARES TR 10,011.0 $671K 0.03% +1K +15.2% $67.00 +1.0%
89 SWK STANLEY BLACK & DECKER INC Industrials 9,058.0 $644K 0.03% +4K +70.3% $71.06 +11.1%
90 XLF SELECT SECTOR SPDR TR 12,636.0 $624K 0.03% +2K +17.0% $49.37 +5.1%
91 IJH ISHARES TR 8,831.0 $596K 0.02% +1K +12.9% $67.53 +10.5%
92 MTB M & T BK CORP Financial Services 2,800.0 $579K 0.02% +81.0 +3.0% $206.69 +4.1%
93 AFG AMERICAN FINANCIAL GROUP INC Financial Services 4,347.0 $555K 0.02% +79.0 +1.9% $127.71 +6.3%
94 EAGG ISHARES TR 11,556.0 $549K 0.02% +911.0 +8.6% $47.55 -0.6%
95 ONEQ FIDELITY COMWLTH TR 5,674.0 $482K 0.02% +275.0 +5.1% $84.91 +23.6%
96 LMT LOCKHEED MARTIN CORP Industrials 770.0 $466K 0.02% +32.0 +4.3% $604.68 -11.9%
97 DIA STATE STR SPDR DOW JONES IND Financial Services 963.0 $446K 0.02% +240.0 +33.2% $463.20 +9.1%
98 MGK VANGUARD WORLD FD 1,127.0 $414K 0.02% +513.0 +83.5% $367.55 -75.6%
99 WBD WARNER BROS DISCOVERY INC Communication Services 14,121.0 $388K 0.02% +332.0 +2.4% $27.46 -1.6%
100 RSP INVESCO EXCHANGE TRADED FD T 1,977.0 $379K 0.01% +101.0 +5.4% $191.93 +8.2%
Page 5 of 6  ·  110 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 30.5%
Financial Services 17.0%
Healthcare 12.0%
Industrials 11.5%
Consumer Defensive 10.8%
Consumer Cyclical 5.0%
Communication Services 4.5%
Real Estate 4.3%
Energy 3.1%
Basic Materials 0.7%