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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 60 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 SPOK SPOK HLDGS INC Healthcare 55.0 $600.0 NEW $10.91 -1.7%
1182 OIS OIL STS INTL INC Energy 50.0 $582.0 NEW $11.64 -32.1%
1183 STRA STRATEGIC ED INC Consumer Defensive 7.0 $581.0 NEW $83.00 -7.1%
1184 ZM ZOOM COMMUNICATIONS INC Technology 7.0 $563.0 NEW $80.43 +4.9%
1185 BIIB BIOGEN INC Healthcare 3.0 $551.0 NEW $183.67 +7.4%
1186 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 6.0 $549.0 NEW $91.50 -8.0%
1187 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 15.0 $546.0 NEW $36.40 -2.7%
1188 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 20.0 $539.0 NEW $26.95 +40.4%
1189 ACA ARCOSA INC Industrials 5.0 $531.0 NEW $106.20 +36.5%
1190 NTB BANK OF N T BUTTERFIELD & SO Financial Services 10.0 $526.0 NEW $52.60 +12.0%
1191 CNR CORE NATURAL RESOURCES INC Energy 5.0 $524.0 NEW $104.80 -21.5%
1192 FRO FRONTLINE PLC Energy 15.0 $523.0 NEW $34.87 +23.0%
1193 KHC KRAFT HEINZ CO Consumer Defensive 23.0 $518.0 NEW $22.52 -0.2%
1194 NBR NABORS INDUSTRIES LTD Energy 6.0 $517.0 NEW $86.17 +0.4%
1195 PI IMPINJ INC Technology 5.0 $514.0 NEW $102.80 +21.8%
1196 BY BYLINE BANCORP INC Financial Services 16.0 $506.0 NEW $31.62 +13.8%
1197 DINO HF SINCLAIR CORP Energy 8.0 $500.0 NEW $62.50 +5.0%
1198 POST POST HLDGS INC Consumer Defensive 5.0 $495.0 NEW $99.00 -10.2%
1199 APPN APPIAN CORP Technology 20.0 $483.0 NEW $24.15 -15.1%
1200 VICR VICOR CORP Technology 3.0 $483.0 NEW $161.00 +127.0%
Page 60 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%