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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 13 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CRWD CROWDSTRIKE HLDGS INC Technology 344.0 $263K 0.01% NEW $190.93 -0.9%
242 LIN LINDE PLC Basic Materials 501.0 $260K 0.01% +20.0 +4.2% $519.00 -5.5%
243 SUSB ISHARES TR 10,392.0 $260K 0.01% NEW $24.99 -0.5%
244 IEFA ISHARES TR 2,677.0 $259K 0.01% +350.0 +15.0% $96.58 +4.5%
245 YUM YUM BRANDS INC Consumer Cyclical 1,616.0 $258K 0.01% +22.0 +1.4% $159.91 -3.4%
246 ARTY ISHARES TR 3,374.0 $257K 0.01% NEW $76.17 -1.8%
247 ESGE ISHARES INC 4,604.0 $252K 0.01% -1K -19.1% $54.69 -1.1%
248 FDLO FIDELITY COVINGTON TRUST 3,632.0 $248K 0.01% $68.34 +6.7%
249 ABT ABBOTT LABORATORIES Healthcare 2,702.0 $245K 0.01% -62.0 -2.2% $90.75 +25.7%
250 CMCSA COMCAST CORP NEW Communication Services 9,890.0 $243K 0.01% +1K +16.4% $24.55 +10.8%
251 FNDX SCHWAB STRATEGIC TR 7,793.0 $242K 0.01% +508.0 +7.0% $31.10 +4.8%
252 DFAC DIMENSIONAL ETF TRUST 5,439.0 $241K 0.01% -23K -80.9% $44.36 +2.8%
253 ITW ILLINOIS TOOL WKS INC Industrials 862.0 $233K 0.01% $270.62 +5.5%
254 PSX PHILLIPS 66 Energy 1,370.0 $232K 0.01% -10.0 -0.7% $168.99 +43.3%
255 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 324.0 $228K 0.01% -19.0 -5.5% $702.43 -0.6%
256 AKRE PROFESIONALLY MANAGED PORTFO 4,180.0 $222K 0.01% $53.19 +14.0%
257 WFC WELLS FARGO & CO Financial Services 2,689.0 $222K 0.01% -27.0 -1.0% $82.64 +3.1%
258 XLK SELECT SECTOR SPDR TR 1,161.0 $221K 0.01% NEW $190.51 -4.0%
259 TJX TJX COS INC NEW Consumer Cyclical 1,427.0 $216K 0.01% -24.0 -1.6% $151.46 -9.7%
260 HR HEALTHCARE RLTY TR Real Estate 10,698.0 $216K 0.01% $20.17 -4.5%
Page 13 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%