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Portfolio (Quarterly) Guide ↗

JB Capital LLC

· CIK 0001879371
13F Portfolio $2.5B AUM 259 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 110 Added 86 Reduced 20 Exited
Page 9 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IGF ISHARES TR 10,011.0 $671K 0.03% +1K +15.2% $67.00 +1.0%
162 TT TRANE TECHNOLOGIES PLC Industrials 1,596.0 $665K 0.03% $416.87 +10.7%
163 IWB ISHARES TR 1,833.0 $654K 0.03% $356.55 +14.8%
164 WAT WATERS CORP Healthcare 2,189.0 $652K 0.03% NEW $297.80 +15.0%
165 IYW ISHARES TR 3,566.0 $647K 0.03% -4K -54.5% $181.44 +36.4%
166 DFAX DIMENSIONAL ETF TRUST 19,001.0 $645K 0.03% $33.97 +11.5%
167 SWK STANLEY BLACK & DECKER INC Industrials 9,058.0 $644K 0.03% +4K +70.3% $71.06 +11.1%
168 CR CRANE COMPANY Industrials 3,735.0 $639K 0.03% $171.02 +6.3%
169 XLF SELECT SECTOR SPDR TR 12,636.0 $624K 0.03% +2K +17.0% $49.37 +5.1%
170 IJH ISHARES TR 8,831.0 $596K 0.02% +1K +12.9% $67.53 +10.5%
171 MTB M & T BK CORP Financial Services 2,800.0 $579K 0.02% +81.0 +3.0% $206.69 +4.1%
172 CMI CUMMINS INC Industrials 1,043.0 $561K 0.02% -8.0 -0.8% $538.10 +24.3%
173 LOW LOWES COS INC Consumer Cyclical 2,355.0 $557K 0.02% -208.0 -8.1% $236.31 -10.3%
174 AFG AMERICAN FINANCIAL GROUP INC Financial Services 4,347.0 $555K 0.02% +79.0 +1.9% $127.71 +6.3%
175 SUSC ISHARES TR 23,802.0 $551K 0.02% -140.0 -0.6% $23.14 -0.2%
176 EAGG ISHARES TR 11,556.0 $549K 0.02% +911.0 +8.6% $47.55 -0.6%
177 CSCO CISCO SYS INC Technology 7,081.0 $549K 0.02% -145.0 -2.0% $77.59 +52.5%
178 OGE OGE ENERGY CORP Utilities 11,287.0 $541K 0.02% $47.96 +0.9%
179 VIG VANGUARD SPECIALIZED FUNDS 2,439.0 $525K 0.02% -679.0 -21.8% $215.06 +8.5%
180 LRCX LAM RESEARCH CORP Technology 2,282.0 $487K 0.02% -30.0 -1.3% $213.62 +51.1%
Page 9 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 30.5%
Financial Services 17.0%
Healthcare 12.0%
Industrials 11.5%
Consumer Defensive 10.8%
Consumer Cyclical 5.0%
Communication Services 4.5%
Real Estate 4.3%
Energy 3.1%
Basic Materials 0.7%