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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 28 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 SNA SNAP ON INC Industrials 16.0 $6K 0.00% NEW $363.25 +8.0%
542 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 110.0 $6K 0.00% NEW $51.98 +18.3%
543 LPLA LPL FINL HLDGS INC Financial Services 19.0 $6K 0.00% NEW $300.89 -6.2%
544 MPLX MPLX LP Energy 100.0 $6K 0.00% NEW $57.07 -1.5%
545 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 93.0 $6K 0.00% NEW $61.35 -32.5%
546 EVR EVERCORE INC Financial Services 19.0 $6K 0.00% NEW $298.53 +18.3%
547 INGR INGREDION INC Consumer Defensive 50.0 $6K 0.00% NEW $112.66 -12.9%
548 LITE LUMENTUM HLDGS INC Technology 8.0 $6K 0.00% NEW $703.00 +19.8%
549 PBR PETROLEO BRASILEIRO S A Energy 271.0 $6K 0.00% NEW $20.75 -20.7%
550 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 258.0 $6K 0.00% NEW $21.66 +11.5%
551 RKLB ROCKET LAB CORP Industrials 87.0 $6K 0.00% NEW $64.23 +33.0%
552 BN BROOKFIELD CORP Financial Services 138.0 $6K 0.00% NEW $40.48 +6.1%
553 WYNN WYNN RESORTS LTD Consumer Cyclical 55.0 $6K 0.00% NEW $101.56 +2.5%
554 ANNALY CAPITAL MANAGEMENT IN 264.0 $6K 0.00% NEW $21.15
555 PINS PINTEREST INC Communication Services 304.0 $6K 0.00% NEW $18.34 +8.3%
556 PAGS PAGSEGURO DIGITAL LTD Technology 555.0 $6K 0.00% NEW $10.02 -12.5%
557 OMC OMNICOM GROUP INC Communication Services 73.0 $5K 0.00% NEW $75.32 -2.2%
558 FE FIRSTENERGY CORP Utilities 108.0 $5K 0.00% NEW $50.67 -5.6%
559 KIM KIMCO REALTY CORP Real Estate 243.0 $5K 0.00% NEW $22.47 +13.1%
560 NI NISOURCE INC Utilities 117.0 $5K 0.00% NEW $46.67 +2.1%
Page 28 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%