Portfolio (Quarterly)
Guide ↗
JPL Wealth Management, LLC
· CIK 0002010710| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | PHI | PLDT INC | Communication Services | 50 | $1K | — | SOLD |
| 62 | BVS | BIOVENTUS INC | Healthcare | 115 | $1K | — | SOLD |
| 63 | MBC | MASTERBRAND INC | Consumer Cyclical | 126 | $1K | — | SOLD |
| 64 | OMAB | GRUPO AEROPORTUARIO DEL CENT | Industrials | 9 | $1K | — | SOLD |
| 65 | CVGW | CALAVO GROWERS INC | Consumer Defensive | 40 | $1K | — | SOLD |
| 66 | CELC | CELCUITY INC | Healthcare | 9 | $1K | — | SOLD |
| 67 | GDS | GDS HLDGS LTD | Technology | 25 | $1K | — | SOLD |
| 68 | ROCK | GIBRALTAR INDS INC | Industrials | 25 | $997.0 | — | SOLD |
| 69 | INSP | INSPIRE MED SYS INC | Healthcare | 19 | $981.0 | — | SOLD |
| 70 | NMRK | NEWMARK GROUP INC | Real Estate | 65 | $975.0 | — | SOLD |
| 71 | WIX | WIX COM LTD | Technology | 10 | $902.0 | — | SOLD |
| 72 | CTLP | CANTALOUPE INC | Technology | 80 | $865.0 | — | SOLD |
| 73 | — | ATLANTA BRAVES HLDGS INC | — | 18 | $838.0 | — | SOLD |
| 74 | UI | UBIQUITI INC | Technology | 1 | $791.0 | — | SOLD |
| 75 | GTX | GARRETT MOTION INC | Consumer Cyclical | 41 | $746.0 | — | SOLD |
| 76 | STEP | STEPSTONE GROUP INC | Financial Services | 15 | $716.0 | — | SOLD |
| 77 | GTLB | GITLAB INC | Technology | 30 | $650.0 | — | SOLD |
| 78 | LADR | LADDER CAP CORP | Real Estate | 65 | $636.0 | — | SOLD |
| 79 | SPOK | SPOK HLDGS INC | Healthcare | 55 | $600.0 | — | SOLD |
| 80 | KMT | KENNAMETAL INC | Industrials | 12 | $434.0 | — | 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%