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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 1 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 XOM EXXON MOBIL CORP Energy 9,770 $1.5M 0.13% SOLD
2 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,525 $785K 0.07% SOLD
3 XHLF BONDBLOXX ETF TRUST 12,649 $635K 0.06% SOLD
4 MKTX MARKETAXESS HLDGS INC Financial Services 2,785 $479K 0.04% SOLD
5 LVS LAS VEGAS SANDS CORP Consumer Cyclical 7,117 $380K 0.03% SOLD
6 HII HUNTINGTON INGALLS INDS INC Industrials 960 $379K 0.03% SOLD
7 FIVE FIVE BELOW INC Consumer Cyclical 1,508 $328K 0.03% SOLD
8 AA ALCOA CORP Basic Materials 4,282 $313K 0.03% SOLD
9 ROP ROPER TECHNOLOGIES INC Industrials 907 $311K 0.03% SOLD
10 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,882 $308K 0.03% SOLD
11 SF STIFEL FINL CORP Financial Services 3,659 $283K 0.03% SOLD
12 CRM SALESFORCE INC Technology 1,683 $278K 0.03% SOLD
13 CCL CARNIVAL CORP Consumer Cyclical 9,218 $258K 0.02% SOLD
14 HON HONEYWELL INTL INC Industrials 1,096 $258K 0.02% SOLD
15 CMCSA COMCAST CORP NEW Communication Services 9,216 $257K 0.02% SOLD
16 GAP GAP INC Consumer Cyclical 9,739 $256K 0.02% SOLD
17 CCK CROWN HLDGS INC Consumer Cyclical 2,241 $240K 0.02% SOLD
18 THC TENET HEALTHCARE CORP Healthcare 1,211 $236K 0.02% SOLD
19 DD DUPONT DE NEMOURS INC Basic Materials 4,716 $223K 0.02% SOLD
20 G GENPACT LIMITED Technology 6,519 $223K 0.02% SOLD
Page 1 of 2  ·  28 positions
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%