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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 2 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QLTA ISHARES TR 67,055.0 $3.2M 0.13% -12K -15.1% $47.59 -0.3%
22 CARR CARRIER GLOBAL CORPORATION Industrials 51,510.0 $2.9M 0.12% -2K -3.0% $56.31 +15.2%
23 VOO VANGUARD INDEX FDS 4,272.0 $2.6M 0.10% -24.0 -0.6% $597.59 +15.5%
24 V VISA INC Financial Services 8,239.0 $2.5M 0.10% -5K -37.5% $302.25 +8.0%
25 ABBV ABBVIE INC Healthcare 11,280.0 $2.5M 0.10% -6K -33.3% $217.49 -2.0%
26 MCD MCDONALDS CORP Consumer Cyclical 7,891.0 $2.5M 0.10% -44.0 -0.6% $310.78 -10.1%
27 CI THE CIGNA GROUP Healthcare 8,819.0 $2.4M 0.10% -475.0 -5.1% $266.75 +5.3%
28 BLK BLACKROCK INC Financial Services 2,315.0 $2.2M 0.09% -2K -44.0% $961.65 +12.0%
29 ETN EATON CORP PLC Industrials 5,705.0 $2.0M 0.08% -5K -45.6% $357.69 +12.7%
30 EPD ENTERPRISE PRODS PARTNERS L Energy 48,910.0 $1.9M 0.07% -59K -54.7% $37.84 +1.5%
31 SCHW SCHWAB CHARLES CORP Financial Services 18,583.0 $1.7M 0.07% -22K -53.7% $93.98 -4.9%
32 ACN ACCENTURE PLC IRELAND Technology 8,613.0 $1.7M 0.07% -2K -22.2% $198.28 -10.7%
33 AMT AMERICAN TOWER CORP Real Estate 8,748.0 $1.5M 0.06% -6K -42.5% $172.57 +7.2%
34 GNTX GENTEX CORP Consumer Cyclical 68,976.0 $1.5M 0.06% -25K -26.3% $21.85 +9.5%
35 ALLE ALLEGION PLC Industrials 10,161.0 $1.5M 0.06% -7K -39.1% $145.29 -9.4%
36 LAD LITHIA MTRS INC Consumer Cyclical 5,773.0 $1.4M 0.06% -3K -31.1% $249.73 +13.3%
37 HYGW ISHARES TR 42,972.0 $1.3M 0.05% -48K -52.6% $29.50 -1.4%
38 GLD SPDR GOLD TR Financial Services 2,634.0 $1.1M 0.05% -267.0 -9.2% $430.35 -3.8%
39 ESGU ISHARES TR 7,864.0 $1.1M 0.04% -599.0 -7.1% $141.42 +15.8%
40 VZ VERIZON COMMUNICATIONS INC Communication Services 22,021.0 $1.1M 0.04% -3K -10.4% $50.20 -3.7%
Page 2 of 5  ·  86 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%