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Portfolio (Quarterly) Guide ↗

JPL Wealth Management, LLC

· CIK 0002010710
13F Portfolio $504M AUM 2,530 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 447 New 530 Added 336 Reduced 124 Exited
Page 14 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HPQ HP INC Technology 519.0 $11K 0.00% +126.0 +32.1% $21.94 +30.3%
262 AEM AGNICO EAGLE MINES LTD Basic Materials 72.0 $11K 0.00% +59.0 +453.9% $155.14 +40.4%
263 PHG KONINKLIJKE PHILIPS N V Healthcare 409.0 $11K 0.00% +370.0 +948.7% $27.19 +1.2%
264 KVUE KENVUE INC Consumer Defensive 581.0 $11K 0.00% +135.0 +30.3% $19.10 +1.7%
265 NI NISOURCE INC Utilities 232.0 $11K 0.00% +115.0 +98.3% $47.56 -14.1%
266 L LOEWS CORP Financial Services 97.0 $11K 0.00% +4.0 +4.3% $113.22 -1.6%
267 SOFI SOFI TECHNOLOGIES INC Financial Services 607.0 $11K 0.00% +191.0 +45.9% $17.93 +1.7%
268 PBF PBF ENERGY INC Energy 238.0 $11K 0.00% +25.0 +11.7% $45.53 +52.7%
269 JBL JABIL INC Technology 28.0 $11K 0.00% +3.0 +12.0% $385.50 -20.9%
270 DKNG DRAFTKINGS INC NEW Consumer Cyclical 420.0 $11K 0.00% +43.0 +11.4% $25.26 +2.8%
271 CVNA CARVANA CO Consumer Cyclical 160.0 $11K 0.00% +135.0 +540.0% $65.83 +9.9%
272 ROKU ROKU INC Communication Services 76.0 $10K 0.00% +44.0 +137.5% $138.14 +14.5%
273 CVBF CVB FINL CORP Financial Services 463.0 $10K 0.00% +124.0 +36.6% $22.55 -0.5%
274 FLEX FLEX LTD Technology 63.0 $10K 0.00% +13.0 +26.0% $162.10 -34.2%
275 ROP ROPER TECHNOLOGIES INC Industrials 30.0 $10K 0.00% +2.0 +7.1% $338.43 +22.8%
276 SNA SNAP ON INC Industrials 25.0 $10K 0.00% +9.0 +56.2% $402.44 -2.0%
277 FFIV F5 INC Technology 24.0 $10K 0.00% +6.0 +33.3% $416.00 -8.9%
278 ODFL OLD DOMINION FREIGHT LINE IN Industrials 46.0 $10K 0.00% +9.0 +24.3% $216.61 -7.0%
279 TRGP TARGA RES CORP Energy 37.0 $10K 0.00% +5.0 +15.6% $268.16 +9.7%
280 OMF ONEMAIN HLDGS INC Financial Services 161.0 $10K 0.00% +36.0 +28.8% $60.98 +3.1%
Page 14 of 27  ·  530 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 22.8%
Healthcare 14.8%
Financial Services 13.9%
Industrials 11.9%
Consumer Cyclical 8.6%
Communication Services 6.8%
Consumer Defensive 6.8%
Energy 6.0%
Real Estate 4.9%
Utilities 3.2%