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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 7 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VTI VANGUARD INDEX FDS 4,188.0 $1.5M 0.05% -223.0 -5.1% $370.04 +2.2%
122 LLY ELI LILLY & CO Healthcare 1,280.0 $1.5M 0.05% +79.0 +6.6% $1199.77 -0.8%
123 GLD SPDR GOLD TR Financial Services 4,004.0 $1.5M 0.05% +1K +52.0% $368.42 +14.4%
124 TRV TRAVELERS COMPANIES INC Financial Services 4,280.0 $1.4M 0.05% +58.0 +1.4% $330.13 +12.4%
125 BLACKROCK ETF TRUST 50,242.0 $1.4M 0.05% NEW $28.03
126 GE GE AEROSPACE Industrials 3,621.0 $1.4M 0.05% +270.0 +8.1% $373.77 -5.2%
127 BLK BLACKROCK INC Financial Services 1,401.0 $1.3M 0.05% -914.0 -39.5% $961.70 +22.0%
128 ETN EATON CORP PLC Industrials 3,050.0 $1.3M 0.04% -3K -46.5% $426.16 -1.6%
129 ESGU ISHARES TR 7,914.0 $1.3M 0.04% +50.0 +0.6% $163.67 +2.6%
130 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,699.0 $1.3M 0.04% +320.0 +23.2% $746.71 +2.6%
131 PG PROCTER & GAMBLE CO Consumer Defensive 8,346.0 $1.2M 0.04% $146.64 -1.1%
132 CVS CVS HEALTH CORP Healthcare 11,814.0 $1.2M 0.04% +1K +11.7% $103.45 -8.8%
133 GOOG ALPHABET INC 3,433.0 $1.2M 0.04% $353.36
134 PM PHILIP MORRIS INTL INC Consumer Defensive 6,703.0 $1.2M 0.04% +131.0 +2.0% $180.91 +7.3%
135 PFE PFIZER INC Healthcare 48,121.0 $1.2M 0.04% +374.0 +0.8% $24.08 +17.5%
136 ITA ISHARES TR 4,726.0 $1.1M 0.04% +882.0 +22.9% $242.44 -2.5%
137 KO COCA COLA CO Consumer Defensive 13,891.0 $1.1M 0.04% +332.0 +2.5% $81.27 +10.8%
138 IBM INTERNATIONAL BUSINESS MACHS Technology 3,984.0 $1.1M 0.04% $281.18 -18.2%
139 GEV GE VERNOVA INC Utilities 944.0 $1.1M 0.04% +35.0 +3.9% $1174.69 -18.9%
140 IJR ISHARES TR 7,310.0 $1.1M 0.04% +2K +28.0% $148.31 -1.0%
Page 7 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%