Portfolio (Quarterly)
Guide ↗
JPL Wealth Management, LLC
· CIK 0002010710| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | — | AMER SPORTS INC | — | 3 | $99.0 | — | SOLD |
| 102 | MTW | MANITOWOC CO INC | Industrials | 7 | $82.0 | — | SOLD |
| 103 | MLYS | MINERALYS THERAPEUTICS INC | Healthcare | 3 | $82.0 | — | SOLD |
| 104 | STRT | STRATTEC SEC CORP | Consumer Cyclical | 1 | $79.0 | — | SOLD |
| 105 | INTA | INTAPP INC | Technology | 3 | $78.0 | — | SOLD |
| 106 | ANNX | ANNEXON INC | Healthcare | 13 | $73.0 | — | SOLD |
| 107 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | Healthcare | 5 | $70.0 | — | SOLD |
| 108 | QBTS | D-WAVE QUANTUM INC | Technology | 4 | $58.0 | — | SOLD |
| 109 | CPS | COOPER-STANDARD HOLDINGS INC | Consumer Cyclical | 2 | $56.0 | — | SOLD |
| 110 | IBEX | IBEX LTD | Technology | 2 | $54.0 | — | SOLD |
| 111 | CDNA | CAREDX INC | Healthcare | 3 | $53.0 | — | SOLD |
| 112 | TERN | TERNS PHARMACEUTICALS INC | Healthcare | 1 | $53.0 | — | SOLD |
| 113 | LNKB | LINKBANCORP INC | Financial Services | 6 | $51.0 | — | SOLD |
| 114 | MYGN | MYRIAD GENETICS INC | Healthcare | 9 | $41.0 | — | SOLD |
| 115 | COGT | COGENT BIOSCIENCES INC | Healthcare | 1 | $39.0 | — | SOLD |
| 116 | NX | QUANEX BLDG PRODS CORP | Industrials | 2 | $36.0 | — | SOLD |
| 117 | — | MATIV HOLDINGS INC | — | 3 | $27.0 | — | SOLD |
| 118 | ALDX | ALDEYRA THERAPEUTICS INC | Healthcare | 14 | $24.0 | — | SOLD |
| 119 | NATR | NATURES SUNSHINE PRODS INC | Consumer Defensive | 1 | $24.0 | — | SOLD |
| 120 | PAL | PROFICIENT AUTO LOGISTICS IN | Industrials | 3 | $21.0 | — | 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%