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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 30 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CIEN CIENA CORP Technology 13.0 $5K 0.00% NEW $388.31 +22.2%
582 AYI ACUITY INC Industrials 18.0 $5K 0.00% NEW $280.28 +32.2%
583 SLV ISHARES SILVER TR Financial Services 74.0 $5K 0.00% NEW $68.15 -23.6%
584 ENSG ENSIGN GROUP INC Healthcare 25.0 $5K 0.00% NEW $201.52 -17.7%
585 VIKING HOLDINGS LTD 68.0 $5K 0.00% NEW $73.49
586 PTC PTC INC Technology 35.0 $5K 0.00% NEW $142.51 -20.8%
587 USFD US FOODS HLDG CORP Consumer Defensive 54.0 $5K 0.00% NEW $92.24 +5.8%
588 FOXA FOX CORP Communication Services 84.0 $5K 0.00% NEW $58.40 -16.3%
589 ARW ARROW ELECTRS INC Technology 34.0 $5K 0.00% NEW $143.44 +59.0%
590 HOPE HOPE BANCORP INC Financial Services 434.0 $5K 0.00% NEW $11.17 +20.9%
591 TDY TELEDYNE TECHNOLOGIES INC Technology 8.0 $5K 0.00% NEW $605.25 +3.7%
592 ALK ALASKA AIR GROUP INC Industrials 131.0 $5K 0.00% NEW $36.79 +43.4%
593 UBS UBS GROUP AG Financial Services 123.0 $5K 0.00% NEW $39.08 +28.4%
594 PLMR PALOMAR HLDGS INC Financial Services 40.0 $5K 0.00% NEW $119.53 -1.6%
595 SPHD INVESCO EXCH TRADED FD TR II 96.0 $5K 0.00% NEW $49.61 +3.0%
596 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 55.0 $5K 0.00% NEW $85.67 +26.0%
597 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 105.0 $5K 0.00% NEW $44.85 +14.7%
598 AOS SMITH A O CORP Industrials 71.0 $5K 0.00% NEW $65.94 -6.7%
599 TTC TORO CO Industrials 50.0 $5K 0.00% NEW $93.44 +3.4%
600 EEMV ISHARES INC 72.0 $5K 0.00% NEW $64.60 +15.2%
Page 30 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%