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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 10 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ONEQ FIDELITY COMWLTH TR 5,674.0 $482K 0.02% +275.0 +5.1% $84.91 +23.6%
182 IRM IRON MTN INC DEL Real Estate 4,626.0 $473K 0.02% -45.0 -1.0% $102.14 +25.7%
183 LMT LOCKHEED MARTIN CORP Industrials 770.0 $466K 0.02% +32.0 +4.3% $604.68 -11.9%
184 BLACKROCK ETF TRUST 6,453.0 $453K 0.02% -1K -13.6% $70.14
185 DIA STATE STR SPDR DOW JONES IND Financial Services 963.0 $446K 0.02% +240.0 +33.2% $463.20 +9.1%
186 EBAY EBAY INC. Consumer Cyclical 4,697.0 $428K 0.02% $91.02 +26.7%
187 MGK VANGUARD WORLD FD 1,127.0 $414K 0.02% +513.0 +83.5% $367.55 -75.6%
188 BKFI BNY MELLON ETF TRUST II 16,917.0 $406K 0.02% NEW $24.01 -0.7%
189 DUK DUKE ENERGY CORP NEW Utilities 3,081.0 $403K 0.02% -756.0 -19.7% $130.96 -4.6%
190 UNP UNION PAC CORP Industrials 1,663.0 $403K 0.02% $242.62 +11.7%
191 SO SOUTHERN CO Utilities 4,114.0 $397K 0.02% $96.52 -2.5%
192 WBD WARNER BROS DISCOVERY INC Communication Services 14,121.0 $388K 0.02% +332.0 +2.4% $27.46 -1.6%
193 RSP INVESCO EXCHANGE TRADED FD T 1,977.0 $379K 0.01% +101.0 +5.4% $191.93 +8.2%
194 DVY ISHARES TR 2,423.0 $367K 0.01% -139.0 -5.4% $151.42 +2.5%
195 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,505.0 $365K 0.01% -202.0 -2.1% $38.42 +11.9%
196 NFLX NETFLIX INC. Communication Services 3,778.0 $363K 0.01% -953.0 -20.1% $96.15 -8.8%
197 IXN ISHARES TR 3,597.0 $360K 0.01% $99.96 +39.8%
198 MAGS LISTED FDS TR 6,116.0 $354K 0.01% $57.94 +20.2%
199 WBS WEBSTER FINL CORP Financial Services 5,020.0 $349K 0.01% $69.42 +3.4%
200 OEF ISHARES TR 1,089.0 $346K 0.01% -366K -99.7% $318.09 +17.3%
Page 10 of 13  ·  259 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%