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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 12 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SANDISK CORP 88.0 $56K 0.01% NEW $635.35
222 ABT ABBOTT LABORATORIES Healthcare 544.0 $56K 0.01% NEW $102.65 -11.6%
223 ES EVERSOURCE ENERGY Utilities 806.0 $56K 0.01% NEW $69.28 +2.1%
224 AMT AMERICAN TOWER CORP Real Estate 321.0 $55K 0.01% NEW $172.58 +0.6%
225 VRTX VERTEX PHARMACEUTICALS INC Healthcare 122.0 $55K 0.01% NEW $447.34 +6.6%
226 KMI KINDER MORGAN INC DEL Energy 1,616.0 $54K 0.01% NEW $33.53 -3.6%
227 UNP UNION PAC CORP Industrials 222.0 $54K 0.01% NEW $242.62 +6.7%
228 SCHG SCHWAB STRATEGIC TR 1,840.0 $54K 0.01% NEW $29.13 +13.3%
229 WEC WEC ENERGY GROUP INC Utilities 458.0 $53K 0.01% NEW $115.68 -0.4%
230 UNM UNUM GROUP Financial Services 716.0 $52K 0.01% NEW $73.03 +21.7%
231 TDG TRANSDIGM GROUP INC Industrials 45.0 $52K 0.01% NEW $1159.00 +13.3%
232 ANET ARISTA NETWORKS INC Technology 424.0 $52K 0.01% NEW $122.78 +33.1%
233 WBD WARNER BROS DISCOVERY INC Communication Services 1,895.0 $52K 0.01% NEW $27.46 -1.6%
234 C CITIGROUP INC Financial Services 448.0 $51K 0.01% NEW $113.41 +26.6%
235 FCX FREEPORT MCMORAN INC Basic Materials 862.0 $51K 0.01% NEW $58.78 +4.4%
236 APP APPLOVIN CORP Technology 127.0 $51K 0.01% NEW $398.00 +17.0%
237 URI UNITED RENTALS INC Industrials 69.0 $50K 0.01% NEW $728.58 +46.7%
238 SHOP SHOPIFY INC Technology 422.0 $50K 0.01% NEW $118.62 -5.6%
239 GS GOLDMAN SACHS GROUP INC Financial Services 59.0 $50K 0.01% NEW $846.00 +27.3%
240 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 5,896.0 $50K 0.01% NEW $8.45 +24.7%
Page 12 of 78  ·  1,554 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%