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Portfolio (Quarterly) Guide ↗

JPL Wealth Management, LLC

· CIK 0002010710
13F Portfolio $504M AUM 2,530 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 447 New 530 Added 336 Reduced 124 Exited
Page 6 of 23  ·  447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ESLT ELBIT SYS LTD Industrials 2.0 $2K NEW $759.00 -3.8%
102 BCH BANCO DE CHILE Financial Services 38.0 $2K NEW $39.76 +8.2%
103 CBAN COLONY BANKCORP INC Financial Services 74.0 $1K NEW $20.09 +6.4%
104 EMERA INC 28.0 $1K NEW $53.04
105 ASGN EVERFORTH INC Technology 83.0 $1K NEW $17.88 +7.7%
106 ESAB ESAB CORPORATION Industrials 15.0 $1K NEW $98.67 -19.7%
107 ACCO ACCO BRANDS CORP Industrials 353.0 $1K NEW $4.16 +0.7%
108 FNB F N B CORP Financial Services 75.0 $1K NEW $19.08 -3.1%
109 SPSC SPS COMM INC Technology 25.0 $1K NEW $57.20 +42.2%
110 EQR EQUITY RESIDENTIAL Real Estate 20.0 $1K NEW $67.95 -6.3%
111 OZK BANK OZK LITTLE ROCK ARK Financial Services 26.0 $1K NEW $52.12 -5.3%
112 EXPD EXPEDITORS INTL WASH INC Industrials 8.0 $1K NEW $163.00 +15.2%
113 NDSN NORDSON CORP Industrials 4.0 $1K NEW $301.75 +10.7%
114 FMS FRESENIUS MEDICAL CARE AG Healthcare 53.0 $1K NEW $22.62 +4.0%
115 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 88.0 $1K NEW $13.28 -17.4%
116 BNDX VANGUARD CHARLOTTE FDS 24.0 $1K NEW $48.46 -1.6%
117 TFX TELEFLEX INCORPORATED Healthcare 9.0 $1K NEW $126.78 +9.1%
118 LBRDK LIBERTY BROADBAND CORP Communication Services 34.0 $1K NEW $33.26 +8.3%
119 CHRW C H ROBINSON WORLDWIDE IN Industrials 6.0 $1K NEW $188.50 -24.2%
120 SNN SMITH & NEPHEW PLC Healthcare 39.0 $1K NEW $28.82 +2.8%
Page 6 of 23  ·  447 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 22.8%
Healthcare 14.8%
Financial Services 13.9%
Industrials 11.9%
Consumer Cyclical 8.6%
Communication Services 6.8%
Consumer Defensive 6.8%
Energy 6.0%
Real Estate 4.9%
Utilities 3.2%