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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 17 of 17  ·  336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HCSG HEALTHCARE SVCS GROUP INC Healthcare 3.0 $74.0 -4.0 -57.1% $24.67 -7.6%
322 TSCO TRACTOR SUPPLY CO Consumer Cyclical 2.0 $64.0 -404.0 -99.5% $32.00 +12.2%
323 CTRN CITI TRENDS INC Consumer Cyclical 1.0 $58.0 -2.0 -66.7% $58.00 +28.2%
324 ENTA ENANTA PHARMACEUTICALS INC Healthcare 3.0 $44.0 -3.0 -50.0% $14.67 -3.9%
325 REAL THE REALREAL INC Consumer Cyclical 3.0 $36.0 -25.0 -89.3% $12.00 -6.1%
326 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 6.0 $33.0 -240.0 -97.6% $5.50 -10.7%
327 SAFEHOLD INC 2.0 $32.0 -102.0 -98.1% $16.00
328 AMPL AMPLITUDE INC Technology 4.0 $31.0 -366.0 -98.9% $7.75 +69.7%
329 LMNR LIMONEIRA CO Consumer Defensive 2.0 $27.0 -115.0 -98.3% $13.50 +3.8%
330 NUS NU SKIN ENTERPRISES INC Consumer Defensive 5.0 $27.0 -148.0 -96.7% $5.40 -11.7%
331 KELYA KELLY SVCS INC Industrials 2.0 $25.0 -2.0 -50.0% $12.50 +34.3%
332 NLOP NET LEASE OFFICE PROPERTIES Real Estate 2.0 $23.0 -4.0 -66.7% $11.50 +0.3%
333 NAGE NIAGEN BIOSCIENCE INC Healthcare 5.0 $16.0 -28.0 -84.8% $3.20 +0.3%
334 SITE CTRS CORP 3.0 $12.0 -25.0 -89.3% $4.00
335 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 1.0 $6.0 -3.0 -75.0% $6.00 -16.5%
336 RIG TRANSOCEAN LTD Energy 1.0 $5.0 -94.0 -99.0% $5.00 +15.4%
Page 17 of 17  ·  336 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%