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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 11 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 A AGILENT TECHNOLOGIES INC Healthcare 2,442.0 $281K 0.03% -207.0 -7.8% $115.06 +20.6%
202 ITT ITT INC Industrials 1,287.0 $279K 0.03% NEW $216.90 -11.4%
203 NOW SERVICENOW INC Technology 3,355.0 $278K 0.03% -2K -37.8% $83.00 +31.9%
204 CRM SALESFORCE INC Technology 1,683.0 $278K 0.03% -10.0 -0.6% $164.96 +6.9%
205 AVRE AMERICAN CENTY ETF TR 5,985.0 $278K 0.03% $46.37 +3.5%
206 UNILEVER PLC 4,733.0 $276K 0.03% NEW $58.34
207 ES EVERSOURCE ENERGY Utilities 3,911.0 $274K 0.03% +621.0 +18.9% $69.97 -0.8%
208 TEAM ATLASSIAN CORPORATION Technology 4,770.0 $273K 0.03% -3K -38.6% $57.15 +64.1%
209 EVR EVERCORE INC Financial Services 806.0 $272K 0.03% +109.0 +15.6% $337.90 +3.1%
210 CVS CVS HEALTH CORP Healthcare 3,407.0 $270K 0.02% -926.0 -21.4% $79.33 +16.4%
211 WM WASTE MGMT INC DEL Industrials 1,172.0 $269K 0.02% -474.0 -28.8% $229.45 -6.1%
212 CVX CHEVRON CORPORATION Energy 1,425.0 $269K 0.02% -767.0 -35.0% $188.55 -3.0%
213 TPR TAPESTRY INC Consumer Cyclical 1,780.0 $268K 0.02% -292.0 -14.1% $150.30 -4.4%
214 EXPAND ENERGY CORPORATION 2,699.0 $267K 0.02% +250.0 +10.2% $98.99
215 TW TRADEWEB MKTS INC Financial Services 2,188.0 $266K 0.02% -201.0 -8.4% $121.44 -17.7%
216 WWD WOODWARD INC Industrials 676.0 $263K 0.02% NEW $388.48 -8.6%
217 FR FIRST INDL RLTY TR INC Real Estate 4,323.0 $262K 0.02% +47.0 +1.1% $60.68 +3.7%
218 VTI VANGUARD INDEX FDS 777.0 $260K 0.02% $335.05 +11.0%
219 BSV VANGUARD BD INDEX FDS 3,323.0 $260K 0.02% $78.27 -0.3%
220 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 14,360.0 $260K 0.02% +1K +9.4% $18.08 -10.5%
Page 11 of 15  ·  286 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%