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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 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ESGE ISHARES INC 4,604.0 $252K 0.01% -1K -19.1% $54.69 -1.1%
62 ABT ABBOTT LABORATORIES Healthcare 2,702.0 $245K 0.01% -62.0 -2.2% $90.75 +25.7%
63 DFAC DIMENSIONAL ETF TRUST 5,439.0 $241K 0.01% -23K -80.9% $44.36 +2.8%
64 PSX PHILLIPS 66 Energy 1,370.0 $232K 0.01% -10.0 -0.7% $168.99 +43.3%
65 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 324.0 $228K 0.01% -19.0 -5.5% $702.43 -0.6%
66 WFC WELLS FARGO & CO Financial Services 2,689.0 $222K 0.01% -27.0 -1.0% $82.64 +3.1%
67 TJX TJX COS INC NEW Consumer Cyclical 1,427.0 $216K 0.01% -24.0 -1.6% $151.46 -9.7%
68 TMO THERMO FISHER SCIENTIFIC INC Healthcare 404.0 $203K 0.01% -8.0 -1.9% $501.47 +26.4%
69 AMGN AMGEN INC Healthcare 555.0 $201K 0.01% -50K -98.9% $361.84 +21.7%
Page 4 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%