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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 13 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 UAL UNITED AIRLS HLDGS INC Industrials 2,021.0 $226K 0.01% NEW $111.82 -5.5%
242 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 373.0 $225K 0.01% NEW $603.28 +12.7%
243 DHR DANAHER CORPORATION Healthcare 980.0 $224K 0.01% NEW $228.98 -24.5%
244 ISRG INTUITIVE SURGICAL INC Healthcare 393.0 $223K 0.01% NEW $566.72 -22.6%
245 ITW ILLINOIS TOOL WKS INC Industrials 877.0 $216K 0.01% NEW $246.25 +1.7%
246 VWO VANGUARD INTL EQUITY INDEX F 3,989.0 $214K 0.01% NEW $53.76 +12.0%
247 MMM 3M CO Industrials 1,337.0 $214K 0.01% NEW $160.15 -4.0%
248 BX BLACKSTONE INC Financial Services 1,371.0 $211K 0.01% NEW $154.16 -23.7%
249 UI UBIQUITI INC Technology 381.0 $211K 0.01% NEW $553.03 +9.4%
250 BSV VANGUARD BD INDEX FDS 2,671.0 $210K 0.01% NEW $78.80 -1.1%
251 IEFA ISHARES TR 2,327.0 $208K 0.01% NEW $89.46 +9.8%
252 SPGI S&P GLOBAL INC Financial Services 391.0 $204K 0.01% NEW $522.50 -21.1%
253 GS GOLDMAN SACHS GROUP INC Financial Services 232.0 $204K 0.01% NEW $877.61 +12.8%
254 LIN LINDE PLC Basic Materials 477.0 $203K 0.01% NEW $426.09 +20.9%
255 SPG SIMON PPTY GROUP INC NEW Real Estate 1,088.0 $201K 0.01% NEW $185.16 +11.6%
256 HR HEALTHCARE RLTY TR Real Estate 10,628.0 $180K 0.01% NEW $16.95 +21.2%
257 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 17,568.0 $142K 0.01% NEW $8.11 -3.1%
258 GORO GOLD RESOURCE CORP Basic Materials 22,000.0 $18K 0.00% NEW $0.83 +54.0%
259 SACH SACHEM CAP CORP Real Estate 12,683.0 $13K 0.00% NEW $1.04 +16.8%
Page 13 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%