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Portfolio (Quarterly) Guide ↗

JACKSON THORNTON WEALTH MANAGEMENT, LLC

· CIK 0001903880
13F Portfolio $1.3B AUM 816 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 159 New 165 Added 73 Reduced 28 Exited
Page 9 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TW TRADEWEB MKTS INC Financial Services 2,340.0 $233K 0.02% +152.0 +7.0% $99.66 +7.4%
162 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 374.0 $203K 0.02% +14.0 +3.9% $541.83 -5.3%
163 NOK NOKIA CORP Technology 12,950.0 $172K 0.01% +1K +10.1% $13.28 -23.2%
164 AEGON LTD 17,448.0 $147K 0.01% +3K +21.5% $8.44
165 NWL NEWELL BRANDS INC Consumer Defensive 16,123.0 $99K 0.01% +1K +8.4% $6.14 -0.8%
Page 9 of 9  ·  165 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 32.4%
Financial Services 13.2%
Industrials 12.8%
Healthcare 10.7%
Consumer Cyclical 9.4%
Real Estate 4.8%
Consumer Defensive 4.8%
Communication Services 3.8%
Energy 3.1%
Utilities 3.1%