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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 11 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SCHD SCHWAB STRATEGIC TR 11,281.0 $346K 0.01% -495.0 -4.2% $30.68 +6.5%
202 AEP AMERICAN ELEC PWR CO INC Utilities 2,630.0 $345K 0.01% -52.0 -1.9% $131.07 -0.1%
203 SYY SYSCO CORP Consumer Defensive 4,821.0 $344K 0.01% $71.33 +5.6%
204 NEM NEWMONT CORP Basic Materials 3,141.0 $340K 0.01% -52K -94.3% $108.25 +3.1%
205 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,588.0 $339K 0.01% $60.65 -4.3%
206 IWD ISHARES TR 1,582.0 $338K 0.01% +33.0 +2.1% $213.61 +11.6%
207 DE DEERE & CO Industrials 571.0 $321K 0.01% $563.04 -6.0%
208 XLP SELECT SECTOR SPDR TR 3,919.0 $321K 0.01% -748.0 -16.0% $81.99 +2.0%
209 MS MORGAN STANLEY Financial Services 1,937.0 $319K 0.01% +47.0 +2.5% $164.55 +22.6%
210 ICVT ISHARES TR 3,126.0 $318K 0.01% -3K -49.9% $101.79 +17.8%
211 AMAT APPLIED MATLS INC Technology 919.0 $314K 0.01% NEW $341.78 +33.1%
212 BLOCK INC 5,218.0 $314K 0.01% $60.18
213 TAXE T ROWE PRICE ETF INC 6,189.0 $314K 0.01% NEW $50.73 +0.3%
214 MO ALTRIA GROUP INC Consumer Defensive 4,724.0 $312K 0.01% -89.0 -1.9% $65.99 +9.7%
215 SOUN SOUNDHOUND AI INC Technology 45,309.0 $311K 0.01% +19K +74.9% $6.87 +18.3%
216 DSI ISHARES TR 2,560.0 $310K 0.01% -438.0 -14.6% $121.21 +17.3%
217 SCHF SCHWAB STRATEGIC TR 12,512.0 $310K 0.01% $24.75 +12.2%
218 BA BOEING CO Industrials 1,548.0 $308K 0.01% +273.0 +21.4% $199.07 +10.0%
219 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 26,046.0 $287K 0.01% +160.0 +0.6% $11.02 -0.1%
220 ABT ABBOTT LABORATORIES Healthcare 2,764.0 $284K 0.01% $102.65 -15.6%
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 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%