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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 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PAYX PAYCHEX INC Industrials 508.0 $47K 0.01% -23K -97.8% $92.03 +6.9%
42 VOT VANGUARD INDEX FDS 68.0 $17K 0.00% -14K -99.5% $256.18 +18.4%
43 ROP ROPER TECHNOLOGIES INC Industrials 28.0 $10K 0.00% -6K -99.5% $353.93 -7.3%
44 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 459.0 $7K 0.00% -10K -95.6% $14.95 +11.7%
Page 3 of 3  ·  44 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%