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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 13 of 94  ·  1,876 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,302.0 $59K 0.01% +12.0 +0.9% $45.12 +18.5%
242 GLW CORNING INC Technology 228.0 $58K 0.01% +3.0 +1.3% $255.43 -42.4%
243 D DOMINION ENERGY INC Utilities 844.0 $58K 0.01% +67.0 +8.6% $68.26 -1.9%
244 NTRS NORTHERN TR CORP Financial Services 330.0 $57K 0.01% +12.0 +3.8% $173.84 +7.5%
245 IEF ISHARES TR 589.0 $56K 0.01% +496.0 +533.3% $94.58 -1.1%
246 DELL DELL TECHNOLOGIES INC Technology 129.0 $56K 0.01% +3.0 +2.4% $430.45 +4.8%
247 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 5,896.0 $55K 0.01% $9.39 +22.6%
248 MCO MOODYS CORP Financial Services 120.0 $54K 0.01% +7.0 +6.2% $453.19 +13.2%
249 SPDW SPDR INDEX SHS FDS 1,075.0 $54K 0.01% NEW $50.39 +3.8%
250 WBD WARNER BROS DISCOVERY INC Communication Services 2,030.0 $54K 0.01% +135.0 +7.1% $26.66 +8.4%
251 WEC WEC ENERGY GROUP INC Utilities 462.0 $54K 0.01% +4.0 +0.9% $116.77 -8.7%
252 HOOD ROBINHOOD MKTS INC Financial Services 534.0 $54K 0.01% +15.0 +2.9% $100.28 +11.8%
253 FIX COMFORT SYS USA INC Industrials 27.0 $54K 0.01% $1982.00 -21.2%
254 VLO VALERO ENERGY CORP Energy 205.0 $53K 0.01% +49.0 +31.4% $260.44 +30.8%
255 BMO BANK MONTREAL MEDIUM Financial Services 301.0 $53K 0.01% +148.0 +96.7% $176.70 -1.9%
256 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 430.0 $53K 0.01% -18.0 -4.0% $123.11 +31.4%
257 XAR SPDR SERIES TRUST 186.0 $53K 0.01% $283.79 -6.7%
258 ADP AUTOMATIC DATA PROCESSING IN Industrials 233.0 $52K 0.01% +52.0 +28.7% $223.95 +26.3%
259 DAL DELTA AIR LINES INC Industrials 552.0 $52K 0.01% +26.0 +4.9% $93.66 -10.7%
260 IDXX IDEXX LABS INC Healthcare 98.0 $52K 0.01% +10.0 +11.4% $526.45 +4.5%
Page 13 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%