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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 20 of 23  ·  447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 NEXXEN INTL LTD 2.0 $19.0 NEW $9.50
382 AEYE AUDIOEYE INC Technology 3.0 $18.0 NEW $6.00 +21.8%
383 OABI OMNIAB INC Healthcare 7.0 $18.0 NEW $2.57 +83.2%
384 ACH ACCENDRA HEALTH INC Healthcare 5.0 $18.0 NEW $3.60 -67.8%
385 ZVIA ZEVIA PBC Consumer Defensive 11.0 $18.0 NEW $1.64 -14.4%
386 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 1.0 $17.0 NEW $17.00 -16.9%
387 JILL J JILL INC Consumer Cyclical 1.0 $16.0 NEW $16.00 +25.1%
388 NPCE NEUROPACE INC Healthcare 1.0 $16.0 NEW $16.00 -12.6%
389 TARA PROTARA THERAPEUTICS INC Healthcare 4.0 $16.0 NEW $4.00 -3.2%
390 GWRS GLOBAL WTR RES INC Utilities 2.0 $15.0 NEW $7.50 +24.8%
391 DERM JOURNEY MED CORP Healthcare 2.0 $15.0 NEW $7.50 +5.5%
392 MNTK MONTAUK RENEWABLES INC Utilities 9.0 $15.0 NEW $1.67 +11.6%
393 BIGCOMMERCE HOLDINGS INC 5.0 $15.0 NEW $3.00
394 ACRE ARES COML REAL ESTATE CORP Real Estate 3.0 $14.0 NEW $4.67 +1.4%
395 CNDT CONDUENT INC Technology 9.0 $14.0 NEW $1.56 +3.5%
396 CRCT CRICUT INC Technology 3.0 $14.0 NEW $4.67 +21.1%
397 IMMR IMMERSION CORP Technology 2.0 $14.0 NEW $7.00 +7.7%
398 OSUR ORASURE TECHNOLOGIES INC Healthcare 3.0 $14.0 NEW $4.67 -18.1%
399 STXS STEREOTAXIS INC Healthcare 8.0 $14.0 NEW $1.75 -18.9%
400 TBI TRUEBLUE INC Industrials 2.0 $14.0 NEW $7.00 +52.4%
Page 20 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%