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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 12 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VEA VANGUARD TAX-MANAGED FDS 4,511.0 $321K 0.01% +602.0 +15.4% $71.26 +3.1%
222 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,610.0 $320K 0.01% +105.0 +1.1% $33.29 +33.6%
223 DAL DELTA AIR LINES INC Industrials 3,402.0 $319K 0.01% NEW $93.65 -11.3%
224 WMS ADVANCED DRAIN SYS INC DEL Industrials 2,007.0 $315K 0.01% $156.95 -9.9%
225 VYM VANGUARD WHITEHALL FDS 1,966.0 $311K 0.01% +132.0 +7.2% $158.02 +4.4%
226 XLP SELECT SECTOR SPDR TR 3,720.0 $309K 0.01% -199.0 -5.1% $83.07 +3.8%
227 IWM ISHARES TR 1,022.0 $307K 0.01% +7.0 +0.7% $300.49 -0.5%
228 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,202.0 $300K 0.01% -386.0 -6.9% $57.62 +17.3%
229 SOUN SOUNDHOUND AI INC Technology 46,289.0 $299K 0.01% +980.0 +2.2% $6.47 +8.3%
230 MAGS LISTED FDS TR 4,614.0 $297K 0.01% -2K -24.6% $64.30 +5.1%
231 NEM NEWMONT CORP Basic Materials 3,145.0 $294K 0.01% $93.41 +40.9%
232 JBL JABIL INC Technology 753.0 $290K 0.01% NEW $385.50 -19.3%
233 SBUX STARBUCKS CORP Consumer Cyclical 2,830.0 $289K 0.01% +22.0 +0.8% $102.17 +6.2%
234 TGT TARGET CORP Consumer Defensive 2,210.0 $289K 0.01% -168K -98.7% $130.61 +25.6%
235 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 26,224.0 $286K 0.01% +178.0 +0.7% $10.92 -11.3%
236 ICVT ISHARES TR 2,293.0 $279K 0.01% -833.0 -26.6% $121.74 -5.1%
237 GLW CORNING INC Technology 1,093.0 $279K 0.01% NEW $255.36 -40.2%
238 UAL UNITED AIRLS HLDGS INC Industrials 2,022.0 $275K 0.01% NEW $135.99 -15.6%
239 BBUS J P MORGAN EXCHANGE TRADED F 1,981.0 $267K 0.01% $134.73 +2.5%
240 USXF ISHARES TR 3,834.0 $266K 0.01% -117.0 -3.0% $69.44 -2.0%
Page 12 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%