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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 70 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 CZWI CITIZENS CMNTY BANCORP INC M Financial Services 3.0 $60.0 NEW $20.00 +10.6%
1382 BIOHAVEN LTD 7.0 $60.0 NEW $8.57
1383 QBTS D-WAVE QUANTUM INC Technology 4.0 $58.0 NEW $14.50 +68.6%
1384 CPS COOPER-STANDARD HOLDINGS INC Consumer Cyclical 2.0 $56.0 NEW $28.00 +5.8%
1385 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 5.0 $56.0 NEW $11.20 -26.8%
1386 IBEX IBEX LTD Technology 2.0 $54.0 NEW $27.00 +9.2%
1387 CDNA CAREDX INC Healthcare 3.0 $53.0 NEW $17.67 +41.8%
1388 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 40.0 $53.0 NEW $1.32 -0.4%
1389 TERN TERNS PHARMACEUTICALS INC Healthcare 1.0 $53.0 NEW $53.00 -0.1%
1390 NC NACCO INDS INC Energy 1.0 $52.0 NEW $52.00 -2.9%
1391 LNKB LINKBANCORP INC Financial Services 6.0 $51.0 NEW $8.50 +2.2%
1392 OKLO OKLO INC Utilities 1.0 $50.0 NEW $50.00 +16.8%
1393 LCNB LCNB CORP Financial Services 3.0 $47.0 NEW $15.67 +8.6%
1394 SIRI SIRIUSXM HOLDINGS INC Communication Services 2.0 $47.0 NEW $23.50 +18.9%
1395 LE LANDS END INC NEW Consumer Cyclical 4.0 $45.0 NEW $11.25 -0.4%
1396 ONB OLD NATL BANCORP IND Financial Services 2.0 $45.0 NEW $22.50 +11.2%
1397 FDBC FIDELITY D & D BANCORP INC Financial Services 1.0 $44.0 NEW $44.00 +10.5%
1398 TRUBRIDGE INC 3.0 $44.0 NEW $14.67
1399 MCFT MASTERCRAFT BOAT HLDGS INC Consumer Cyclical 2.0 $42.0 NEW $21.00 +10.0%
1400 KURA KURA ONCOLOGY INC Healthcare 5.0 $41.0 NEW $8.20 +26.3%
Page 70 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%