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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 21 of 23  ·  447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SEAT VIVID SEATS INC Communication Services 2.0 $14.0 NEW $7.00 +0.0%
402 EDIT EDITAS MEDICINE INC Healthcare 4.0 $13.0 NEW $3.25 -7.7%
403 GOGO GOGO INC Communication Services 4.0 $13.0 NEW $3.25 -21.2%
404 LPRO OPEN LENDING CORP Financial Services 4.0 $13.0 NEW $3.25 -3.4%
405 POWW OUTDOOR HOLDING CO Industrials 5.0 $12.0 NEW $2.40 -6.7%
406 LUNG PULMONX CORP Healthcare 9.0 $12.0 NEW $1.33 +71.0%
407 TTEC TTEC HLDGS INC Technology 6.0 $12.0 NEW $2.00 -32.0%
408 LIBERTY GLOBAL LTD 1.0 $12.0 NEW $12.00
409 CARL CARLSMED INC Healthcare 1.0 $11.0 NEW $11.00 +43.6%
410 FENC FENNEC PHARMACEUTICALS INC Healthcare 1.0 $11.0 NEW $11.00 +3.6%
411 MYO MYOMO INC Healthcare 10.0 $11.0 NEW $1.10 +26.4%
412 PCYO PURE CYCLE CORP Utilities 1.0 $11.0 NEW $11.00 +5.8%
413 BTMD BIOTE CORP Healthcare 5.0 $10.0 NEW $2.00 -21.5%
414 INMB INMUNE BIO INC Healthcare 6.0 $10.0 NEW $1.67 +41.6%
415 BARK BARK INC Consumer Cyclical 1.0 $10.0 NEW $10.00 +1.9%
416 RBBN RIBBON COMMUNICATIONS INC Communication Services 4.0 $10.0 NEW $2.50 -18.4%
417 DOUG DOUGLAS ELLIMAN INC Real Estate 5.0 $9.0 NEW $1.80 +8.3%
418 EXFY EXPENSIFY INC Technology 5.0 $9.0 NEW $1.80 +51.1%
419 FORR FORRESTER RESH INC Industrials 1.0 $9.0 NEW $9.00 +33.1%
420 III INFORMATION SVCS GROUP INC Technology 2.0 $9.0 NEW $4.50 +10.4%
Page 21 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%