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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 19 of 23  ·  447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BALLYS CORPORATION 2.0 $28.0 NEW $14.00
362 CERS CERUS CORP Healthcare 9.0 $27.0 NEW $3.00 -10.3%
363 LEGH LEGACY HOUSING CORP Consumer Cyclical 1.0 $27.0 NEW $27.00 +6.4%
364 ALTG ALTA EQUIPMENT GROUP INC Industrials 4.0 $26.0 NEW $6.50 -2.2%
365 AVD AMERICAN VANGUARD CORP Basic Materials 9.0 $26.0 NEW $2.89 -24.9%
366 NKTX NKARTA INC Healthcare 9.0 $26.0 NEW $2.89 -10.3%
367 TNXP TONIX PHARMACEUTICALS HLDG C Healthcare 2.0 $26.0 NEW $13.00 -4.2%
368 FC FRANKLIN COVEY CO Industrials 1.0 $25.0 NEW $25.00 -17.7%
369 EBMT EAGLE BANCORP MONT INC Financial Services 1.0 $24.0 NEW $24.00 -4.7%
370 OPK OPKO HEALTH INC Healthcare 16.0 $24.0 NEW $1.50 -1.3%
371 QSI QUANTUM SI INC Healthcare 26.0 $24.0 NEW $0.92 -16.7%
372 SMTI SANARA MEDTECH INC Healthcare 1.0 $24.0 NEW $24.00 +43.2%
373 ONEW ONEWATER MARINE INC Consumer Cyclical 2.0 $23.0 NEW $11.50 +4.5%
374 DCH DAUCH CORP Industrials 4.0 $22.0 NEW $5.50 +17.5%
375 TITN TITAN MACHY INC Industrials 1.0 $22.0 NEW $22.00 -13.4%
376 USNA USANA HEALTH SCIENCES INC Consumer Defensive 1.0 $22.0 NEW $22.00 -38.3%
377 PINE ALPINE INCOME PPTY TR INC Real Estate 1.0 $21.0 NEW $21.00 -5.0%
378 RMR RMR GROUP INC Real Estate 1.0 $21.0 NEW $21.00 -6.3%
379 SLQT SELECTQUOTE INC Financial Services 23.0 $20.0 NEW $0.87 -10.8%
380 CDXS CODEXIS INC Healthcare 8.0 $19.0 NEW $2.38 -30.1%
Page 19 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%