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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 64 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 RDNT RADNET INC Healthcare 5.0 $280.0 NEW $56.00 +0.4%
1262 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 5.0 $279.0 NEW $55.80 -5.4%
1263 ACADIAN ASSET MANAGEMENT INC 5.0 $273.0 NEW $54.60
1264 PSN PARSONS CORP DEL Industrials 5.0 $271.0 NEW $54.20 -9.2%
1265 NVGS NAVIGATOR HLDGS LTD Energy 14.0 $271.0 NEW $19.36 +15.6%
1266 ASIX ADVANSIX INC Basic Materials 11.0 $269.0 NEW $24.45 -20.9%
1267 RELX RELX PLC Communication Services 8.0 $266.0 NEW $33.25 -6.1%
1268 VLTO VERALTO CORP Industrials 3.0 $266.0 NEW $88.67 -6.4%
1269 ZUMZ ZUMIEZ INC Consumer Cyclical 12.0 $266.0 NEW $22.17 -17.9%
1270 VIRT VIRTU FINL INC Financial Services 6.0 $264.0 NEW $44.00 +41.2%
1271 GXO GXO LOGISTICS INCORPORATED Industrials 5.0 $260.0 NEW $52.00 -6.1%
1272 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 10.0 $259.0 NEW $25.90 +24.2%
1273 RNGR RANGER ENERGY SVCS INC Energy 15.0 $258.0 NEW $17.20 -9.9%
1274 SWBI SMITH & WESSON BRANDS INC Industrials 18.0 $258.0 NEW $14.33 +16.3%
1275 REAL THE REALREAL INC Consumer Cyclical 28.0 $255.0 NEW $9.11 +34.1%
1276 MRNA MODERNA INC Healthcare 5.0 $254.0 NEW $50.80 +20.1%
1277 NATWEST GROUP PLC 17.0 $254.0 NEW $14.94
1278 ERIE ERIE INDTY CO Financial Services 1.0 $252.0 NEW $252.00 -12.3%
1279 HLX HELIX ENERGY SOLUTIONS GRP I Energy 25.0 $248.0 NEW $9.92 -11.0%
1280 INFY INFOSYS LTD Technology 18.0 $244.0 NEW $13.56 -20.4%
Page 64 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%