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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 7 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EMLC VANECK ETF TRUST 65,094.0 $1.7M 0.07% NEW $25.82 -1.4%
122 IYW ISHARES TR 7,837.0 $1.6M 0.06% NEW $199.68 +23.9%
123 ES EVERSOURCE ENERGY Utilities 22,664.0 $1.5M 0.06% NEW $67.33 +3.5%
124 VTI VANGUARD INDEX FDS 4,328.0 $1.5M 0.06% NEW $335.27 +10.2%
125 LLY ELI LILLY & CO Healthcare 1,219.0 $1.3M 0.05% NEW $1074.59 -0.9%
126 ESGU ISHARES TR 8,463.0 $1.3M 0.05% NEW $148.97 +10.0%
127 FS SPECIALTY LENDING FD 88,708.0 $1.3M 0.05% NEW $14.14
128 TRV TRAVELERS COMPANIES INC Financial Services 4,210.0 $1.2M 0.05% NEW $290.09 +5.1%
129 PG PROCTER AND GAMBLE CO Consumer Defensive 8,356.0 $1.2M 0.05% NEW $143.31 -0.2%
130 IBM INTERNATIONAL BUSINESS MACHS Technology 4,028.0 $1.2M 0.05% NEW $296.23 -15.4%
131 PFE PFIZER INC Healthcare 47,811.0 $1.2M 0.05% NEW $24.90 +3.8%
132 ATR APTARGROUP INC Healthcare 9,703.0 $1.2M 0.05% NEW $121.96 -4.6%
133 GLD SPDR GOLD TR Financial Services 2,901.0 $1.1M 0.05% NEW $396.28 +4.5%
134 PLTR PALANTIR TECHNOLOGIES INC Technology 6,400.0 $1.1M 0.05% NEW $177.75 -23.2%
135 DFAC DIMENSIONAL ETF TRUST 28,463.0 $1.1M 0.05% NEW $39.59 +10.9%
136 HDV ISHARES TR 9,159.0 $1.1M 0.04% NEW $121.61 -77.3%
137 GOOG ALPHABET INC Communication Services 3,498.0 $1.1M 0.04% NEW $313.84 +22.6%
138 IEF ISHARES TR 11,300.0 $1.1M 0.04% NEW $96.16 -2.0%
139 GE GE AEROSPACE Industrials 3,464.0 $1.1M 0.04% NEW $308.03 +2.1%
140 PM PHILIP MORRIS INTL INC Consumer Defensive 6,562.0 $1.1M 0.04% NEW $160.41 +13.2%
Page 7 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%