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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 11 of 94  ·  1,876 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 UBER UBER TECHNOLOGIES INC Technology 1,073.0 $77K 0.01% -84.0 -7.3% $72.16 +10.3%
202 BKNG BOOKING HOLDINGS INC Consumer Cyclical 425.0 $76K 0.01% +407.0 +2261.1% $178.24 +19.6%
203 AJG GALLAGHER ARTHUR J & CO Financial Services 329.0 $76K 0.01% -13.0 -3.8% $229.57 +17.0%
204 KEY KEYCORP Financial Services 3,241.0 $75K 0.01% -51.0 -1.6% $23.05 -5.4%
205 WELL WELLTOWER INC Real Estate 328.0 $74K 0.01% +15.0 +4.8% $226.97 +6.0%
206 DES WISDOMTREE TR 1,785.0 $73K 0.01% $40.68 -0.4%
207 BK BANK OF NY MELLON CORP Financial Services 501.0 $72K 0.01% +9.0 +1.8% $144.61 -1.9%
208 BA BOEING CO Industrials 333.0 $72K 0.01% +36.0 +12.1% $216.47 -2.5%
209 THOMSON REUTERS CORP 882.0 $72K 0.01% NEW $81.67
210 CB CHUBB LIMITED Financial Services 211.0 $72K 0.01% +16.0 +8.2% $340.74 +0.5%
211 APP APPLOVIN CORP Technology 139.0 $72K 0.01% +12.0 +9.4% $515.24 -40.6%
212 PGR PROGRESSIVE CORP Financial Services 326.0 $71K 0.01% -24.0 -6.9% $218.45 +1.3%
213 LOW LOWES COS INC Consumer Cyclical 321.0 $71K 0.01% +8.0 +2.6% $220.49 -2.2%
214 TFC TRUIST FINL CORP Financial Services 1,411.0 $70K 0.01% +70.0 +5.2% $49.82 +1.1%
215 CEG CONSTELLATION ENERGY CORP Utilities 277.0 $69K 0.01% -19.0 -6.4% $248.37 +11.4%
216 PH PARKER-HANNIFIN CORP Industrials 70.0 $68K 0.01% +3.0 +4.5% $978.13 +4.1%
217 C CITIGROUP INC Financial Services 488.0 $68K 0.01% +40.0 +8.9% $139.96 -5.0%
218 LOPE GRAND CANYON ED INC Consumer Defensive 476.0 $68K 0.01% +6.0 +1.3% $143.11 +3.2%
219 FDN FIRST TR EXCHANGE-TRADED FD 250.0 $66K 0.01% $264.72 +8.6%
220 ISHARES TR 3,384.0 $66K 0.01% $19.54
Page 11 of 94  ·  1,876 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%