Portfolio (Quarterly)
Guide ↗
JPL Wealth Management, LLC
· CIK 0002010710| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | FPI | FARMLAND PARTNERS INC | Real Estate | 142 | $2K | — | SOLD |
| 42 | MGRC | MCGRATH RENTCORP | Industrials | 14 | $2K | — | SOLD |
| 43 | ZTO | ZTO EXPRESS CAYMAN INC | Industrials | 59 | $1K | — | SOLD |
| 44 | — | BEONE MEDICINES LTD | — | 5 | $1K | — | SOLD |
| 45 | GIC | GLOBAL INDUSTRIAL COMPANY | Industrials | 47 | $1K | — | SOLD |
| 46 | LAND | GLADSTONE LD CORP | Real Estate | 142 | $1K | — | SOLD |
| 47 | STNE | STONECO LTD | Technology | 100 | $1K | — | SOLD |
| 48 | MZTI | MARZETTI COMPANY | Consumer Defensive | 10 | $1K | — | SOLD |
| 49 | ASR | GRUPO AEROPORTUARIO DEL SURE | Industrials | 4 | $1K | — | SOLD |
| 50 | — | ON24 INC | — | 161 | $1K | — | SOLD |
| 51 | PLAB | PHOTRONICS INC | Technology | 32 | $1K | — | SOLD |
| 52 | CCL | CARNIVAL CORP | Consumer Cyclical | 49 | $1K | — | SOLD |
| 53 | CPNG | COUPANG INC | Consumer Cyclical | 66 | $1K | — | SOLD |
| 54 | CCC | CCC INTELLIGENT SOLUTIONS HL | Technology | 202 | $1K | — | SOLD |
| 55 | ALX | ALEXANDERS INC | Real Estate | 5 | $1K | — | SOLD |
| 56 | TNDM | TANDEM DIABETES CARE INC | Healthcare | 61 | $1K | — | SOLD |
| 57 | — | BROWN FORMAN CORP | — | 43 | $1K | — | SOLD |
| 58 | ATMU | ATMUS FILTRATION TECHNOLOGIE | Industrials | 20 | $1K | — | SOLD |
| 59 | SUZ | SUZANO S A | Basic Materials | 110 | $1K | — | SOLD |
| 60 | LMAT | LEMAITRE VASCULAR INC | Healthcare | 10 | $1K | — | SOLD |
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%