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Portfolio (Quarterly) Guide ↗

JB Capital LLC

· CIK 0001879371
13F Portfolio $2.9B AUM 280 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 39 New 140 Added 69 Reduced 18 Exited
Page 2 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FNDF SCHWAB STRATEGIC TR 68,732.0 $3.6M 0.13% -12K -14.8% $52.76 +5.5%
22 QUAL ISHARES TR 16,462.0 $3.6M 0.12% -355K -95.6% $219.43 +2.0%
23 CLOA BLACKROCK ETF TRUST II 69,133.0 $3.6M 0.12% -17K -20.1% $51.91 +0.1%
24 AMD ADVANCED MICRO DEVICES INC Technology 3,246.0 $1.9M 0.07% -16K -83.0% $580.88 -17.2%
25 ABBV ABBVIE INC Healthcare 7,111.0 $1.8M 0.06% -4K -37.0% $251.65 +4.5%
26 V VISA INC Financial Services 5,117.0 $1.8M 0.06% -3K -37.9% $343.08 +11.9%
27 ES EVERSOURCE ENERGY Utilities 22,610.0 $1.6M 0.06% -981.0 -4.2% $72.27 -0.8%
28 VTI VANGUARD INDEX FDS 4,188.0 $1.5M 0.05% -223.0 -5.1% $370.04 +2.2%
29 BLK BLACKROCK INC Financial Services 1,401.0 $1.3M 0.05% -914.0 -39.5% $961.70 +22.0%
30 ETN EATON CORP PLC Industrials 3,050.0 $1.3M 0.04% -3K -46.5% $426.16 -1.6%
31 CSCO CISCO SYS INC Technology 6,963.0 $818K 0.03% -118.0 -1.7% $117.46 -4.3%
32 EPD ENTERPRISE PRODS PARTNERS L 21,203.0 $779K 0.03% -28K -56.6% $36.76
33 SCHW SCHWAB CHARLES CORP Financial Services 8,082.0 $746K 0.03% -11K -56.5% $92.27 +18.6%
34 FS SPECIALTY LENDING FD 64,040.0 $714K 0.03% -10K -13.5% $11.15
35 GNTX GENTEX CORP Consumer Cyclical 27,666.0 $699K 0.02% -41K -59.9% $25.27 -5.5%
36 CMI CUMMINS INC Industrials 972.0 $693K 0.02% -71.0 -6.8% $712.95 -18.9%
37 LAD LITHIA MTRS INC Consumer Cyclical 2,338.0 $679K 0.02% -3K -59.5% $290.52 +27.4%
38 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 665.0 $622K 0.02% -142.0 -17.6% $935.65 +2.2%
39 AMT AMERICAN TOWER CORP Real Estate 3,763.0 $616K 0.02% -5K -57.0% $163.58 +7.4%
40 ONEQ FIDELITY COMWLTH TR 5,594.0 $577K 0.02% -80.0 -1.4% $103.23 -0.3%
Page 2 of 4  ·  69 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 33.3%
Financial Services 17.2%
Healthcare 13.0%
Industrials 11.3%
Consumer Defensive 7.3%
Communication Services 4.6%
Consumer Cyclical 4.6%
Real Estate 4.2%
Energy 2.1%
Utilities 1.6%