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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 29 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 BTI BRITISH AMERN TOB PLC Consumer Defensive 93.0 $5K 0.00% NEW $58.48 +6.5%
562 ACM AECOM Industrials 64.0 $5K 0.00% NEW $84.84 -17.9%
563 GSK GSK PLC Healthcare 96.0 $5K 0.00% NEW $55.20 -5.2%
564 GTM ZOOMINFO TECHNOLOGIES INC Technology 886.0 $5K 0.00% NEW $5.98 -56.2%
565 EQT EQT CORP Energy 83.0 $5K 0.00% NEW $63.65 -18.8%
566 CTRA COTERRA ENERGY INC Energy 150.0 $5K 0.00% NEW $35.17 -7.4%
567 CUBI CUSTOMERS BANCORP INC Financial Services 76.0 $5K 0.00% NEW $69.42 +14.4%
568 ALLE ALLEGION PLC Industrials 36.0 $5K 0.00% NEW $145.31 -5.2%
569 FFIV F5 INC Technology 18.0 $5K 0.00% NEW $289.39 +32.5%
570 DOW DOW HLDGS INC Basic Materials 125.0 $5K 0.00% NEW $41.66 -30.8%
571 ATO ATMOS ENERGY CORP Utilities 28.0 $5K 0.00% NEW $184.75 -5.5%
572 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 31.0 $5K 0.00% NEW $165.16 +17.1%
573 NRG NRG ENERGY INC Utilities 35.0 $5K 0.00% NEW $146.17 -1.0%
574 INSM INSMED INC Healthcare 31.0 $5K 0.00% NEW $163.55 -34.9%
575 RF REGIONS FINANCIAL CORP NEW Financial Services 194.0 $5K 0.00% NEW $26.12 +15.0%
576 HSY HERSHEY CO Consumer Defensive 24.0 $5K 0.00% NEW $211.12 -15.7%
577 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 56.0 $5K 0.00% NEW $90.43 +1.9%
578 MKSI MKS INC. Technology 22.0 $5K 0.00% NEW $229.82 +73.6%
579 LYFT LYFT INC Technology 380.0 $5K 0.00% NEW $13.30 +6.7%
580 ILMN ILLUMINA INC Healthcare 41.0 $5K 0.00% NEW $123.27 +47.0%
Page 29 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%