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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 14 of 23  ·  447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 REPX RILEY EXPLORATION PERMIAN IN Energy 3.0 $99.0 NEW $33.00 +13.1%
262 AMC ENTMT HLDGS INC 52.0 $99.0 NEW $1.90
263 EOLS EVOLUS INC Healthcare 14.0 $98.0 NEW $7.00 +27.6%
264 RC READY CAPITAL CORP Real Estate 56.0 $98.0 NEW $1.75 +10.3%
265 UPSTREAM BIO INC 14.0 $97.0 NEW $6.93
266 CEVA CEVA INC Technology 2.0 $95.0 NEW $47.50 -42.9%
267 TRNS TRANSCAT INC Industrials 1.0 $93.0 NEW $93.00 -5.0%
268 NAVN NAVAN INC Technology 4.0 $92.0 NEW $23.00 +26.4%
269 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 3.0 $90.0 NEW $30.00 +12.3%
270 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 5.0 $88.0 NEW $17.60 +0.5%
271 OMDA OMADA HEALTH INC Healthcare 4.0 $88.0 NEW $22.00 +11.2%
272 ACDC PROFRAC HLDG CORP Energy 15.0 $88.0 NEW $5.87 -19.1%
273 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 2.0 $84.0 NEW $42.00 -29.0%
274 FOA FINANCE OF AMERICA COMPAN Financial Services 3.0 $83.0 NEW $27.67 -28.3%
275 LOB LIVE OAK BANCSHARES INC Financial Services 2.0 $82.0 NEW $41.00 -1.9%
276 BBBY BED BATH & BEYOND INC Consumer Cyclical 14.0 $82.0 NEW $5.86 -25.7%
277 XHR XENIA HOTELS & RESORTS INC Real Estate 4.0 $82.0 NEW $20.50 -4.3%
278 RNA ATRIUM THERAPEUTICS INC Healthcare 6.0 $81.0 NEW $13.50 +1.5%
279 KMPR KEMPER CORP Financial Services 3.0 $81.0 NEW $27.00 +1.4%
280 FATE FATE THERAPEUTICS INC Healthcare 29.0 $79.0 NEW $2.72 -8.6%
Page 14 of 23  ·  447 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%