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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 14 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IWR ISHARES TR 1,953.0 $215K 0.01% NEW $110.30 +2.7%
262 SPYM SPDR SERIES TRUST 2,433.0 $214K 0.01% NEW $87.89 +2.6%
263 FDX FEDEX CORP Industrials 680.0 $213K 0.01% $312.91 +7.3%
264 VHT VANGUARD WORLD FD 704.0 $210K 0.01% NEW $298.99 +9.2%
265 SCHX SCHWAB STRATEGIC TR 7,140.0 $210K 0.01% NEW $29.43 +2.6%
266 COP CONOCOPHILLIPS Energy 2,012.0 $209K 0.01% $103.97 +26.0%
267 REZ ISHARES TR 2,205.0 $209K 0.01% NEW $94.68 +1.9%
268 GS GOLDMAN SACHS GROUP INC Financial Services 205.0 $207K 0.01% NEW $1011.23 +2.7%
269 PERSHING SQUARE USA LTD 5,500.0 $206K 0.01% NEW $37.38
270 VWO VANGUARD INTL EQUITY INDEX F 3,424.0 $204K 0.01% NEW $59.68 +1.7%
271 TMO THERMO FISHER SCIENTIFIC INC Healthcare 404.0 $203K 0.01% -8.0 -1.9% $501.47 +26.3%
272 MRVL MARVELL TECHNOLOGY INC Technology 678.0 $202K 0.01% NEW $297.83 -18.1%
273 MMM 3M CO Industrials 1,246.0 $202K 0.01% NEW $161.86 +10.5%
274 AMGN AMGEN INC Healthcare 555.0 $201K 0.01% -50K -98.9% $361.84 +22.0%
275 PH PARKER-HANNIFIN CORP Industrials 205.0 $201K 0.01% NEW $979.50 +6.2%
276 FSK FS KKR CAP CORP Financial Services 16,022.0 $168K 0.01% +344.0 +2.2% $10.50 +16.1%
277 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 17,736.0 $140K 0.01% +104.0 +0.6% $7.88 -4.9%
278 VENTURE GLOBAL INC 10,000.0 $111K 0.00% NEW $11.13
279 GORO GOLD RESOURCE CORP Basic Materials 22,000.0 $28K 0.00% $1.26 +183.7%
280 SACH SACHEM CAP CORP Real Estate 13,470.0 $13K +140.0 +1.1% $0.94 -5.8%
Page 14 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%