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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 22 of 23  ·  447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 INSE INSPIRED ENTMT INC Consumer Cyclical 1.0 $9.0 NEW $9.00 -33.0%
422 NPWR NET POWER INC Industrials 5.0 $9.0 NEW $1.80 +10.6%
423 RGP RESOURCES CONNECTION INC Industrials 2.0 $9.0 NEW $4.50 -4.9%
424 SEVN SEVEN HILLS REALTY TRUST Real Estate 1.0 $9.0 NEW $9.00 -13.8%
425 LAW CS DISCO INC Technology 2.0 $8.0 NEW $4.00 +5.5%
426 DH DEFINITIVE HEALTHCARE CORP Healthcare 9.0 $8.0 NEW $0.89 -18.9%
427 LAB STANDARD BIOTOOLS INC Healthcare 9.0 $8.0 NEW $0.89 -26.9%
428 FSP FRANKLIN STR PPTYS CORP Real Estate 14.0 $8.0 NEW $0.57 -19.0%
429 SUNS SUNRISE RLTY TR INC Real Estate 1.0 $8.0 NEW $8.00 -4.9%
430 TG TREDEGAR CORP Industrials 1.0 $8.0 NEW $8.00 -0.4%
431 LFVN LIFEVANTAGE CORP Consumer Defensive 1.0 $7.0 NEW $7.00 -2.3%
432 TKNO ALPHA TEKNOVA INC Healthcare 1.0 $6.0 NEW $6.00 +22.3%
433 DBI DESIGNER BRANDS INC Consumer Cyclical 1.0 $6.0 NEW $6.00 -2.5%
434 NXDT NEXPOINT DIVERSIFIED REL ET Financial Services 1.0 $6.0 NEW $6.00 -10.0%
435 SKILLSOFT CORP 1.0 $6.0 NEW $6.00
436 BRCC BRC INC Consumer Defensive 4.0 $5.0 NEW $1.25 +646.4%
437 DCGO DOCGO INC Healthcare 9.0 $5.0 NEW $0.56 -31.3%
438 OPAL OPAL FUELS INC Utilities 2.0 $5.0 NEW $2.50 -16.0%
439 HF FOODS GROUP INC 3.0 $5.0 NEW $1.67
440 KLTR KALTURA INC Technology 3.0 $4.0 NEW $1.33 +22.3%
Page 22 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%