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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 94  ·  1,876 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DDOG DATADOG INC Technology 138.0 $36K 0.01% -26.0 -15.8% $260.36 -14.4%
322 KARS KRANESHARES TRUST 1,129.0 $36K 0.01% $31.53 -1.4%
323 IYG ISHARES TR 391.0 $35K 0.01% NEW $90.47 +8.4%
324 EBAY EBAY INC Consumer Cyclical 315.0 $35K 0.01% +13.0 +4.3% $111.77 -5.2%
325 CTAS CINTAS CORP Industrials 206.0 $35K 0.01% +10.0 +5.1% $170.08 +20.4%
326 FANG DIAMONDBACK ENERGY INC Energy 197.0 $35K 0.01% +10.0 +5.3% $175.78 +13.7%
327 CSX CSX CORP Industrials 719.0 $34K 0.01% +62.0 +9.4% $47.53 +8.4%
328 DIS DISNEY WALT CO Communication Services 353.0 $34K 0.01% +103.0 +41.2% $96.29 +15.5%
329 SLB SLB LIMITED Energy 727.0 $34K 0.01% +45.0 +6.6% $46.50 +14.6%
330 MET METLIFE INC Financial Services 399.0 $34K 0.01% +18.0 +4.7% $84.61 +13.3%
331 CTVA CORTEVA INC Basic Materials 396.0 $34K 0.01% $84.69 -1.9%
332 AZN ASTRAZENECA PLC Healthcare 173.0 $33K 0.01% -19.0 -9.9% $189.63 -10.5%
333 VEA VANGUARD TAX-MANAGED FDS 457.0 $33K 0.01% +118.0 +34.8% $71.25 +3.6%
334 LHX L3HARRIS TECHNOLOGIES INC Industrials 112.0 $33K 0.01% +8.0 +7.7% $290.60 -9.8%
335 VRT VERTIV HOLDINGS CO Industrials 97.0 $32K 0.01% +3.0 +3.2% $334.84 -23.6%
336 MDLZ MONDELEZ INTL INC Consumer Defensive 561.0 $32K 0.01% +75.0 +15.4% $57.84 +8.9%
337 DIVO AMPLIFY ETF TR 710.0 $32K 0.01% NEW $45.70 +6.8%
338 FNDF SCHWAB STRATEGIC TR 613.0 $32K 0.01% $52.76 +6.0%
339 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 129.0 $32K 0.01% +5.0 +4.0% $249.98 -6.8%
340 XLK SELECT SECTOR SPDR TR 168.0 $32K 0.01% $190.52 -4.6%
Page 17 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%