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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 55 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 STGW STAGWELL INC Communication Services 170.0 $1K NEW $6.29 +11.9%
1082 PHG KONINKLIJKE PHILIPS N V Healthcare 39.0 $1K NEW $27.41 -2.9%
1083 TLK TELEKOMUNIKASI IND Communication Services 57.0 $1K NEW $18.68 -22.8%
1084 AR ANTERO RESOURCES CORP Energy 25.0 $1K NEW $42.44 -18.6%
1085 UMC UNITED MICROELECTRONICS CORP Technology 118.0 $1K NEW $8.98 +191.7%
1086 LRN STRIDE INC Consumer Defensive 12.0 $1K NEW $88.25 -6.0%
1087 GHC GRAHAM HLDGS CO Consumer Defensive 1.0 $1K NEW $1058.00 +8.6%
1088 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 46.0 $1K NEW $22.96 +22.4%
1089 OSPN ONESPAN INC Technology 100.0 $1K NEW $10.53 +28.8%
1090 PHI PLDT INC Communication Services 50.0 $1K NEW $21.04 -15.6%
1091 CTS CTS CORP Technology 22.0 $1K NEW $47.77 +37.8%
1092 BVS BIOVENTUS INC Healthcare 115.0 $1K NEW $9.13 +1.7%
1093 MBC MASTERBRAND INC Consumer Cyclical 126.0 $1K NEW $8.32 +0.5%
1094 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 28.0 $1K NEW $37.32 +24.8%
1095 EXTR EXTREME NETWORKS INC Technology 69.0 $1K NEW $15.09 +108.5%
1096 SLAB SILICON LABORATORIES INC Technology 5.0 $1K NEW $208.20 +5.1%
1097 CVSA COVISTA INC Consumer Cyclical 9.0 $1K NEW $115.33 +4.7%
1098 AHR AMERICAN HEALTHCARE REIT INC Real Estate 22.0 $1K NEW $47.18 +3.2%
1099 DAKT DAKTRONICS INC Technology 53.0 $1K NEW $19.57 +2.8%
1100 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 9.0 $1K NEW $114.78 -6.2%
Page 55 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%