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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 8 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LRCX LAM RESEARCH CORP Technology 2,427.0 $1.1M 0.04% +145.0 +6.3% $433.29 -27.8%
142 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,722.0 $1.0M 0.04% $370.64 -3.2%
143 USMV ISHARES TR 10,390.0 $1.0M 0.04% +2K +19.1% $96.46 +5.3%
144 IWF ISHARES TR 7,893.0 $980K 0.03% +6K +309.0% $124.16 -1.9%
145 VZ VERIZON COMMUNICATIONS INC Communication Services 22,838.0 $967K 0.03% +817.0 +3.7% $42.34 +18.5%
146 IYW ISHARES TR 3,752.0 $946K 0.03% +186.0 +5.2% $252.20 -2.2%
147 IJH ISHARES TR 12,084.0 $932K 0.03% +3K +36.8% $77.11 -0.6%
148 CVX CHEVRON CORPORATION Energy 5,564.0 $922K 0.03% +86.0 +1.6% $165.77 +20.8%
149 VUG VANGUARD INDEX FDS 10,527.0 $907K 0.03% +9K +562.9% $86.14 +1.5%
150 IWB ISHARES TR 2,116.0 $867K 0.03% +283.0 +15.4% $409.50 +2.5%
151 SWK STANLEY BLACK & DECKER INC Industrials 9,104.0 $857K 0.03% +46.0 +0.5% $94.12 +6.0%
152 CR CRANE COMPANY Industrials 3,740.0 $834K 0.03% $223.08 -6.0%
153 INTC INTEL CORP Technology 5,951.0 $831K 0.03% +702.0 +13.4% $139.62 -36.8%
154 CSCO CISCO SYS INC Technology 6,963.0 $818K 0.03% -118.0 -1.7% $117.46 -4.3%
155 BAC BANK OF AMER CORP Financial Services 14,157.0 $807K 0.03% +81.0 +0.6% $56.98 +9.2%
156 SYSB ISHARES TR 8,962.0 $795K 0.03% +704.0 +8.5% $88.71 -1.2%
157 VIG VANGUARD SPECIALIZED FUNDS 3,330.0 $788K 0.03% +891.0 +36.5% $236.65 +3.2%
158 HIG HARTFORD INSURANCE GROUP INC Financial Services 5,907.0 $783K 0.03% $132.52 +5.5%
159 TT TRANE TECHNOLOGIES PLC Industrials 1,593.0 $782K 0.03% $491.04 -5.6%
160 EPD ENTERPRISE PRODS PARTNERS L 21,203.0 $779K 0.03% -28K -56.6% $36.76
Page 8 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%