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Portfolio (Quarterly) Guide ↗

JACKSON THORNTON WEALTH MANAGEMENT, LLC

· CIK 0001903880
13F Portfolio $1.1B AUM 555 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 45 New 102 Added 110 Reduced 61 Exited
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SONY SONY GROUP CORP Technology 9,685.0 $204K 0.02% NEW $21.05 +3.8%
42 NATWEST GROUP PLC 10,890.0 $180K 0.02% NEW $16.55
43 NOK NOKIA CORP Technology 11,764.0 $111K 0.01% NEW $9.46 +65.2%
44 ALIT ALIGHT INC Technology 46,683.0 $27K 0.00% NEW $0.58 +50.4%
45 BYND BEYOND MEAT INC Consumer Defensive 13,976.0 $8K 0.00% NEW $0.60 +32.3%
Page 3 of 3  ·  45 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 27.5%
Industrials 13.4%
Financial Services 12.1%
Consumer Cyclical 11.9%
Healthcare 11.0%
Consumer Defensive 6.6%
Communication Services 5.4%
Utilities 4.1%
Basic Materials 2.8%
Energy 2.8%