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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 8 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SPY SPDR S&P 500 ETF TR Financial Services 1,499.0 $1.0M 0.04% NEW $682.03 +9.9%
142 SMH VANECK ETF TRUST 2,812.0 $1.0M 0.04% NEW $360.15 +63.5%
143 VZ VERIZON COMMUNICATIONS INC Communication Services 24,586.0 $1.0M 0.04% NEW $40.73 +19.9%
144 KO COCA COLA CO Consumer Defensive 13,510.0 $945K 0.04% NEW $69.91 +17.8%
145 IWF ISHARES TR 1,985.0 $940K 0.04% NEW $473.35 -73.5%
146 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 11,796.0 $899K 0.04% NEW $76.23 -14.1%
147 BLACKROCK ETF TRUST II 18,413.0 $896K 0.04% NEW $48.68
148 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,720.0 $844K 0.03% NEW $310.27 +23.6%
149 CVS CVS HEALTH CORP Healthcare 10,488.0 $832K 0.03% NEW $79.36 +15.8%
150 GOVT ISHARES TR 36,026.0 $830K 0.03% NEW $23.03 -1.3%
151 T AT&T INC Communication Services 33,104.0 $822K 0.03% NEW $24.84 +0.8%
152 HIG HARTFORD INSURANCE GROUP INC Financial Services 5,898.0 $813K 0.03% NEW $137.80 -3.3%
153 CAT CATERPILLAR INC Industrials 1,384.0 $793K 0.03% NEW $572.81 +58.0%
154 COST COSTCO WHSL CORP NEW Consumer Defensive 916.0 $790K 0.03% NEW $862.68 +16.8%
155 BAC BANK AMERICA CORP Financial Services 14,284.0 $786K 0.03% NEW $55.00 -7.5%
156 VUG VANGUARD INDEX FDS 1,565.0 $764K 0.03% NEW $488.01 -82.0%
157 CVX CHEVRON CORP NEW Energy 4,781.0 $729K 0.03% NEW $152.40 +19.7%
158 SYSB ISHARES TR 8,054.0 $723K 0.03% NEW $89.76 -1.3%
159 IJR ISHARES TR 5,944.0 $714K 0.03% NEW $120.18 +16.5%
160 USMV ISHARES TR 7,576.0 $713K 0.03% NEW $94.16 +2.4%
Page 8 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%