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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 4 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RTX RTX CORPORATION Industrials 725.0 $138K 0.03% +98.0 +15.6% $189.80 +10.2%
62 CVS CVS HEALTH CORP Healthcare 1,291.0 $134K 0.03% +37.0 +3.0% $103.42 -9.0%
63 AFL AFLAC INC Financial Services 1,106.0 $130K 0.03% +27.0 +2.5% $117.25 +0.8%
64 LIN LINDE PLC Basic Materials 250.0 $130K 0.03% +26.0 +11.6% $518.60 -5.5%
65 DUK DUKE ENERGY CORP NEW Utilities 1,009.0 $128K 0.03% +96.0 +10.5% $126.58 -3.6%
66 KLAC KLA CORP Technology 423.0 $128K 0.03% +382.0 +931.7% $301.71 -39.8%
67 MPC MARATHON PETE CORP Energy 495.0 $127K 0.03% +42.0 +9.3% $255.67 +41.8%
68 IBIT ISHARES BITCOIN TRUST ETF Financial Services 3,793.0 $126K 0.03% +275.0 +7.8% $33.29 +34.1%
69 TJX TJX COS INC NEW Consumer Cyclical 780.0 $118K 0.02% +105.0 +15.6% $151.50 -7.1%
70 TRV TRAVELERS COMPANIES INC Financial Services 355.0 $117K 0.02% +8.0 +2.3% $330.12 +12.2%
71 ACWI ISHARES TR 731.0 $115K 0.02% +32.0 +4.6% $156.97 +2.1%
72 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 115.0 $111K 0.02% +11.0 +10.6% $965.00 -17.7%
73 PBW INVESCO EXCHANGE TRADED FD T 2,602.0 $102K 0.02% +17.0 +0.7% $39.01 -17.3%
74 BAC BANK OF AMER CORP Financial Services 1,780.0 $101K 0.02% +41.0 +2.4% $56.98 +9.4%
75 APH AMPHENOL CORP Technology 558.0 $98K 0.02% +26.0 +4.9% $176.32 -11.8%
76 WM WASTE MGMT INC DEL Industrials 438.0 $98K 0.02% +270.0 +160.7% $223.06 +1.5%
77 VZ VERIZON COMMUNICATIONS INC Communication Services 2,291.0 $97K 0.02% +122.0 +5.6% $42.34 +18.5%
78 MO ALTRIA GROUP INC Consumer Defensive 1,343.0 $97K 0.02% +39.0 +3.0% $71.95 -4.8%
79 GS GOLDMAN SACHS GROUP INC Financial Services 93.0 $94K 0.02% +34.0 +57.6% $1011.38 +2.5%
80 AON AON PLC Financial Services 281.0 $93K 0.02% +21.0 +8.1% $331.69 +8.3%
Page 4 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%