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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 15 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RL RALPH LAUREN CORP Consumer Cyclical 761.0 $305K 0.02% -114.0 -13.0% $401.41 -7.2%
282 OMF ONEMAIN HLDGS INC Financial Services 4,980.0 $304K 0.02% NEW $60.97 +3.6%
283 ITW ILLINOIS TOOL WKS INC Industrials 1,121.0 $303K 0.02% NEW $270.47 +4.4%
284 MFG MIZUHO FINANCIAL GROUP INC Financial Services 31,554.0 $302K 0.02% +9K +42.5% $9.58 +7.3%
285 TTC TORO CO Industrials 3,099.0 $302K 0.02% +139.0 +4.7% $97.42 +2.1%
286 WAL WESTERN ALLIANCE BANCORP Financial Services 3,659.0 $301K 0.02% NEW $82.20 -3.1%
287 UBS UBS GROUP AG Financial Services 6,054.0 $300K 0.02% +770.0 +14.6% $49.56 +7.5%
288 CBSH COMMERCE BANCSHARES INC Financial Services 5,175.0 $299K 0.02% NEW $57.75 +1.1%
289 FIS FIDELITY NATL INFORMATION SV Technology 7,648.0 $297K 0.02% +3K +53.9% $38.88 +6.3%
290 FEDEX FGHT HLDG CO INC 1,969.0 $297K 0.02% NEW $151.00
291 RTX RTX CORPORATION Industrials 1,565.0 $297K 0.02% NEW $189.73 +10.6%
292 NET CLOUDFLARE INC Technology 1,207.0 $296K 0.02% NEW $245.28 +19.5%
293 WMB WILLIAMS COS INC Energy 3,961.0 $294K 0.02% NEW $74.34 -5.2%
294 MEDP MEDPACE HLDGS INC Healthcare 554.0 $293K 0.02% -139.0 -20.1% $529.59 +17.2%
295 NWSA NEWS CORP NEW Communication Services 11,760.0 $292K 0.02% NEW $24.83 +22.4%
296 SCHW SCHWAB CHARLES CORP Financial Services 3,163.0 $292K 0.02% NEW $92.27 +21.7%
297 OSK OSHKOSH CORP Industrials 1,900.0 $292K 0.02% NEW $153.48 +2.4%
298 AMP AMERIPRISE FINL INC Financial Services 634.0 $291K 0.02% -574.0 -47.5% $458.76 +21.1%
299 HAS HASBRO INC Consumer Cyclical 3,508.0 $290K 0.02% -1K -23.1% $82.59 +13.3%
300 VTI VANGUARD INDEX FDS 777.0 $288K 0.02% $370.04 +2.2%
Page 15 of 21  ·  417 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%