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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 26 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 FFIC FLUSHING FINL CORP Financial Services 449.0 $7K 0.00% NEW $15.36 +0.7%
502 PANW PALO ALTO NETWORKS INC Technology 43.0 $7K 0.00% NEW $160.35 +77.9%
503 HCC WARRIOR MET COAL INC Energy 74.0 $7K 0.00% NEW $93.16 -9.7%
504 PNR PENTAIR PLC Industrials 79.0 $7K 0.00% NEW $87.13 -14.1%
505 G GENPACT LIMITED Technology 184.0 $7K 0.00% NEW $37.26 -23.4%
506 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 163.0 $7K 0.00% NEW $41.28 +40.4%
507 RIO RIO TINTO PLC Basic Materials 72.0 $7K 0.00% NEW $93.31 +0.8%
508 OMF ONEMAIN HLDGS INC Financial Services 125.0 $7K 0.00% NEW $53.50 +9.5%
509 CPRT COPART INC Industrials 201.0 $7K 0.00% NEW $33.20 -8.4%
510 CHWY CHEWY INC Consumer Cyclical 246.0 $7K 0.00% NEW $27.00 -29.6%
511 JBL JABIL INC Technology 25.0 $7K 0.00% NEW $265.68 +39.9%
512 SOFI SOFI TECHNOLOGIES INC Financial Services 416.0 $7K 0.00% NEW $15.88 +9.0%
513 CNC CENTENE CORP DEL Healthcare 201.0 $7K 0.00% NEW $32.74 +92.3%
514 CVBF CVB FINL CORP Financial Services 339.0 $7K 0.00% NEW $19.39 +13.7%
515 NTR NUTRIEN LTD Basic Materials 86.0 $6K 0.00% NEW $75.47 -20.0%
516 DD DUPONT DE NEMOURS INC Basic Materials 141.0 $6K 0.00% NEW $45.81 +200.9%
517 ACWX ISHARES TR 94.0 $6K 0.00% NEW $68.48 +9.3%
518 TGT TARGET CORP Consumer Defensive 53.0 $6K 0.00% NEW $121.21 +16.5%
519 RSP INVESCO EXCHANGE TRADED FD T 33.0 $6K 0.00% NEW $191.94 +9.6%
520 HBNC HORIZON BANCORP IND Financial Services 380.0 $6K 0.00% NEW $16.57 +19.5%
Page 26 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%