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Portfolio (Quarterly) Guide ↗

JB Capital LLC

· CIK 0001879371
13F Portfolio $2.4B AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 259 New
Page 11 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DIA SPDR DOW JONES INDL AVERAGE Financial Services 723.0 $348K 0.01% NEW $480.64 +5.1%
202 XLK SELECT SECTOR SPDR TR 2,403.0 $346K 0.01% NEW $143.98 +28.7%
203 ABT ABBOTT LABS Healthcare 2,753.0 $345K 0.01% NEW $125.29 -30.8%
204 BLOCK INC 5,216.0 $340K 0.01% NEW $65.09
205 MS MORGAN STANLEY Financial Services 1,890.0 $336K 0.01% NEW $177.52 +13.7%
206 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 25,886.0 $333K 0.01% NEW $12.88 -14.5%
207 AXP AMERICAN EXPRESS CO Financial Services 895.0 $331K 0.01% NEW $369.97 -16.0%
208 IWD ISHARES TR 1,549.0 $326K 0.01% NEW $210.37 +13.3%
209 SCHD SCHWAB STRATEGIC TR 11,776.0 $323K 0.01% NEW $27.43 +19.1%
210 WBS WEBSTER FINL CORP Financial Services 5,001.0 $315K 0.01% NEW $62.94 +14.1%
211 AEP AMERICAN ELEC PWR CO INC Utilities 2,682.0 $309K 0.01% NEW $115.33 +13.5%
212 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,616.0 $303K 0.01% NEW $53.94 +7.6%
213 SCHF SCHWAB STRATEGIC TR 12,512.0 $301K 0.01% NEW $24.04 +15.6%
214 CRM SALESFORCE INC Technology 1,119.0 $297K 0.01% NEW $265.01 -32.4%
215 WMS ADVANCED DRAIN SYS INC DEL Industrials 2,006.0 $291K 0.01% NEW $144.86 -8.2%
216 INTU INTUIT Technology 426.0 $282K 0.01% NEW $661.98 -54.0%
217 MO ALTRIA GROUP INC Consumer Defensive 4,813.0 $278K 0.01% NEW $57.66 +25.5%
218 BA BOEING CO Industrials 1,275.0 $277K 0.01% NEW $217.17 +0.8%
219 AKRE PROFESIONALLY MANAGED PORTFO 4,180.0 $274K 0.01% NEW $65.51 -17.4%
220 DELL DELL TECHNOLOGIES INC Technology 2,172.0 $273K 0.01% NEW $125.87 +142.4%
Page 11 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 31.8%
Financial Services 21.0%
Healthcare 11.3%
Industrials 10.0%
Consumer Defensive 8.4%
Communication Services 5.0%
Consumer Cyclical 4.8%
Real Estate 3.5%
Energy 2.4%
Basic Materials 1.2%