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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 10 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SOXX ISHARES TR 812.0 $520K 0.02% -7.0 -0.8% $640.56 -19.5%
182 LOW LOWES COS INC Consumer Cyclical 2,334.0 $515K 0.02% -21.0 -0.9% $220.48 -4.6%
183 IXN ISHARES TR 3,558.0 $514K 0.02% -39.0 -1.1% $144.46 -4.0%
184 ACN ACCENTURE PLC IRELAND Technology 4,075.0 $507K 0.02% -5K -52.7% $124.42 +45.8%
185 BLACKROCK ETF TRUST 6,215.0 $498K 0.02% -238.0 -3.7% $80.16
186 MGK VANGUARD WORLD FD 5,465.0 $480K 0.02% +4K +384.9% $87.91 +1.1%
187 STIP ISHARES TR 4,490.0 $459K 0.02% NEW $102.17 -1.2%
188 UNP UNION PAC CORP Industrials 1,685.0 $458K 0.02% +22.0 +1.3% $271.96 +14.2%
189 ACWX ISHARES TR 5,860.0 $446K 0.01% NEW $76.12 +2.3%
190 EBAY EBAY INC. Consumer Cyclical 3,951.0 $442K 0.01% -746.0 -15.9% $111.76 -6.8%
191 IWD ISHARES TR 1,784.0 $433K 0.01% +202.0 +12.8% $242.45 +6.6%
192 TAXE T ROWE PRICE EXCHANGE-TRADED 8,396.0 $431K 0.01% +2K +35.7% $51.28 -1.8%
193 LMT LOCKHEED MARTIN CORP Industrials 839.0 $427K 0.01% +69.0 +9.0% $509.47 +11.0%
194 RSP INVESCO EXCHANGE TRADED FD T 2,004.0 $426K 0.01% +27.0 +1.4% $212.75 +4.4%
195 BKFI BNY MELLON ETF TRUST II 17,107.0 $409K 0.01% +190.0 +1.1% $23.92 -1.4%
196 SUSC ISHARES TR 17,643.0 $408K 0.01% -6K -25.9% $23.15 -1.6%
197 SYY SYSCO CORP Consumer Defensive 4,841.0 $405K 0.01% $83.58 -0.4%
198 BLOCK INC 5,310.0 $404K 0.01% +92.0 +1.8% $76.00
199 MS MORGAN STANLEY Financial Services 1,889.0 $395K 0.01% -48.0 -2.5% $209.06 +2.4%
200 SO SOUTHERN CO Utilities 4,120.0 $394K 0.01% $95.71 -6.2%
Page 10 of 14  ·  280 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%