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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 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ATR APTARGROUP INC Healthcare 4,610.0 $577K 0.02% -7K -59.3% $125.21 +8.0%
42 ALLE ALLEGION PLC Industrials 4,092.0 $575K 0.02% -6K -59.7% $140.50 +14.1%
43 OMC OMNICOM GROUP INC Communication Services 7,446.0 $542K 0.02% -11K -60.5% $72.83 +20.7%
44 SOXX ISHARES TR 812.0 $520K 0.02% -7.0 -0.8% $640.56 -19.5%
45 LOW LOWES COS INC Consumer Cyclical 2,334.0 $515K 0.02% -21.0 -0.9% $220.48 -4.6%
46 IXN ISHARES TR 3,558.0 $514K 0.02% -39.0 -1.1% $144.46 -4.0%
47 ACN ACCENTURE PLC IRELAND Technology 4,075.0 $507K 0.02% -5K -52.7% $124.42 +45.8%
48 BLACKROCK ETF TRUST 6,215.0 $498K 0.02% -238.0 -3.7% $80.16
49 EBAY EBAY INC. Consumer Cyclical 3,951.0 $442K 0.01% -746.0 -15.9% $111.76 -6.8%
50 SUSC ISHARES TR 17,643.0 $408K 0.01% -6K -25.9% $23.15 -1.6%
51 MS MORGAN STANLEY Financial Services 1,889.0 $395K 0.01% -48.0 -2.5% $209.06 +2.4%
52 DIA STATE STR SPDR DOW JONES IND Financial Services 664.0 $347K 0.01% -299.0 -31.1% $522.22 +2.3%
53 OEF ISHARES TR 928.0 $340K 0.01% -161.0 -14.8% $365.97 +3.1%
54 SCHF SCHWAB STRATEGIC TR 12,066.0 $334K 0.01% -446.0 -3.6% $27.70 +2.7%
55 XLP SELECT SECTOR SPDR TR 3,720.0 $309K 0.01% -199.0 -5.1% $83.07 +3.8%
56 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,202.0 $300K 0.01% -386.0 -6.9% $57.62 +17.3%
57 MAGS LISTED FDS TR 4,614.0 $297K 0.01% -2K -24.6% $64.30 +5.1%
58 TGT TARGET CORP Consumer Defensive 2,210.0 $289K 0.01% -168K -98.7% $130.61 +25.6%
59 ICVT ISHARES TR 2,293.0 $279K 0.01% -833.0 -26.6% $121.74 -5.1%
60 USXF ISHARES TR 3,834.0 $266K 0.01% -117.0 -3.0% $69.44 -2.0%
Page 3 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%