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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 11 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DUK DUKE ENERGY CORP NEW Utilities 3,097.0 $392K 0.01% +16.0 +0.5% $126.59 -3.7%
202 WBS WEBSTER FINL CORP Financial Services 5,040.0 $385K 0.01% $76.41 +1.5%
203 VTEB VANGUARD MUN BD FDS 7,540.0 $381K 0.01% NEW $50.58 -2.1%
204 DVY ISHARES TR 2,430.0 $380K 0.01% $156.29 +5.6%
205 WBD WARNER BROS DISCOVERY INC Communication Services 14,154.0 $377K 0.01% $26.66 +7.8%
206 AXP AMERICAN EXPRESS CO Financial Services 1,097.0 $371K 0.01% +372.0 +51.3% $338.37 -0.7%
207 DSI ISHARES TR 2,590.0 $369K 0.01% +30.0 +1.2% $142.38 +2.9%
208 DE DEERE & CO Industrials 572.0 $363K 0.01% $634.76 -0.0%
209 AEP AMERICAN ELEC PWR CO INC Utilities 2,635.0 $361K 0.01% $136.83 -9.8%
210 SCHD SCHWAB STRATEGIC TR 11,367.0 $360K 0.01% +86.0 +0.8% $31.71 +10.5%
211 SIRI SIRIUSXM HOLDINGS INC Communication Services 11,976.0 $354K 0.01% +107.0 +0.9% $29.54 -3.5%
212 DIA STATE STR SPDR DOW JONES IND Financial Services 664.0 $347K 0.01% -299.0 -31.1% $522.22 +2.3%
213 MO ALTRIA GROUP INC Consumer Defensive 4,763.0 $343K 0.01% +39.0 +0.8% $71.95 -3.9%
214 SPG SIMON PPTY GROUP INC NEW Real Estate 1,531.0 $342K 0.01% +442.0 +40.6% $223.63 -2.9%
215 OEF ISHARES TR 928.0 $340K 0.01% -161.0 -14.8% $365.97 +3.1%
216 BA BOEING CO Industrials 1,558.0 $337K 0.01% +10.0 +0.7% $216.41 -2.0%
217 CM CANADIAN IMPERIAL BANK OF CO Financial Services 2,926.0 $336K 0.01% $115.00 +2.8%
218 SCHF SCHWAB STRATEGIC TR 12,066.0 $334K 0.01% -446.0 -3.6% $27.70 +2.7%
219 NFLX NETFLIX INC. Communication Services 4,593.0 $328K 0.01% +815.0 +21.6% $71.40 +14.1%
220 VTV VANGUARD INDEX FDS 1,488.0 $324K 0.01% NEW $217.88 +4.1%
Page 11 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%