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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 6 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LOPE GRAND CANYON ED INC Consumer Defensive 476.0 $68K 0.01% +6.0 +1.3% $143.11 +3.2%
102 RVMD REVOLUTION MEDICINES INC Healthcare 352.0 $66K 0.01% +20.0 +6.0% $187.52 +12.8%
103 CME CME GROUP INC Financial Services 293.0 $65K 0.01% +64.0 +27.9% $220.98 +26.3%
104 TDG TRANSDIGM GROUP INC Industrials 48.0 $64K 0.01% +3.0 +6.7% $1332.04 -10.0%
105 UNP UNION PAC CORP Industrials 234.0 $64K 0.01% +12.0 +5.4% $272.00 +13.9%
106 OXY OCCIDENTAL PETE CORP Energy 1,292.0 $63K 0.01% +16.0 +1.2% $48.57 +23.8%
107 ED CONSOLIDATED EDISON INC Utilities 552.0 $61K 0.01% +257.0 +87.1% $110.63 -2.6%
108 FCX FREEPORT MCMORAN INC Basic Materials 960.0 $60K 0.01% +98.0 +11.4% $62.89 +23.7%
109 VTEB VANGUARD MUN BD FDS 1,192.0 $60K 0.01% +199.0 +20.0% $50.58 -2.1%
110 FITB FIFTH THIRD BANCORP Financial Services 1,064.0 $60K 0.01% +12.0 +1.1% $56.37 -2.6%
111 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,302.0 $59K 0.01% +12.0 +0.9% $45.12 +16.2%
112 GLW CORNING INC Technology 228.0 $58K 0.01% +3.0 +1.3% $255.43 -43.0%
113 D DOMINION ENERGY INC Utilities 844.0 $58K 0.01% +67.0 +8.6% $68.26 -2.4%
114 NTRS NORTHERN TR CORP Financial Services 330.0 $57K 0.01% +12.0 +3.8% $173.84 +7.4%
115 IEF ISHARES TR 589.0 $56K 0.01% +496.0 +533.3% $94.58 -1.7%
116 DELL DELL TECHNOLOGIES INC Technology 129.0 $56K 0.01% +3.0 +2.4% $430.45 +0.6%
117 MCO MOODYS CORP Financial Services 120.0 $54K 0.01% +7.0 +6.2% $453.19 +12.8%
118 WBD WARNER BROS DISCOVERY INC Communication Services 2,030.0 $54K 0.01% +135.0 +7.1% $26.66 +7.6%
119 WEC WEC ENERGY GROUP INC Utilities 462.0 $54K 0.01% +4.0 +0.9% $116.77 -7.9%
120 HOOD ROBINHOOD MKTS INC Financial Services 534.0 $54K 0.01% +15.0 +2.9% $100.28 +3.3%
Page 6 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%