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Portfolio (Quarterly) Guide ↗

JPL Wealth Management, LLC

· CIK 0002010710
13F Portfolio $435M AUM 2,172 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1441 New 41 Added 44 Reduced 1 Exited
Page 15 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CARR CARRIER GLOBAL CORPORATION Industrials 370.0 $21K 0.01% NEW $56.31 +31.5%
282 EA ELECTRONIC ARTS INC Communication Services 102.0 $21K 0.01% NEW $203.88 +0.4%
283 TECK TECK RESOURCES LTD Basic Materials 401.0 $21K 0.01% NEW $51.75 +10.0%
284 BMO BANK MONTREAL MEDIUM Financial Services 153.0 $21K 0.01% NEW $135.35 +27.8%
285 JXN JACKSON FINANCIAL INC Financial Services 195.0 $21K 0.01% NEW $105.72 +2.6%
286 DELL DELL TECHNOLOGIES INC Technology 126.0 $21K 0.01% NEW $163.60 +164.7%
287 HAL HALLIBURTON CO Energy 522.0 $20K 0.01% NEW $38.98 -13.4%
288 UPS UNITED PARCEL SVCS INC Industrials 203.0 $20K 0.01% NEW $98.54 +7.2%
289 EXC EXELON CORP Utilities 406.0 $20K 0.01% NEW $49.02 -4.9%
290 GLD SPDR GOLD TR Financial Services 46.0 $20K 0.01% NEW $430.30 -14.7%
291 NDAQ NASDAQ INC Financial Services 233.0 $20K 0.01% NEW $84.90 -2.3%
292 DDOG DATADOG INC Technology 164.0 $19K 0.00% NEW $118.05 +89.0%
293 REGN REGENERON PHARMACEUTICALS Healthcare 25.0 $19K 0.00% NEW $772.68 -19.5%
294 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 268.0 $19K 0.00% NEW $71.18 -8.7%
295 CW CURTISS WRIGHT CORP Industrials 28.0 $19K 0.00% NEW $681.18 +12.9%
296 PCG PG&E CORP Utilities 1,081.0 $19K 0.00% NEW $17.57 -3.3%
297 ALLY ALLY FINL INC Financial Services 480.0 $19K 0.00% NEW $39.21 +17.2%
298 ENTERGY CORP NEW 167.0 $19K 0.00% NEW $112.37
299 MDT MEDTRONIC PLC Healthcare 214.0 $19K 0.00% NEW $86.82 -6.8%
300 APOS APOLLO GLOBAL MGMT INC Financial Services 166.0 $18K 0.00% NEW $111.42 -77.2%
Page 15 of 73  ·  1,441 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 20.6%
Financial Services 16.4%
Healthcare 13.7%
Industrials 10.5%
Consumer Cyclical 8.1%
Energy 8.0%
Consumer Defensive 7.7%
Communication Services 6.7%
Real Estate 4.5%
Utilities 3.4%