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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 19 of 94  ·  1,876 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CDE COEUR MNG INC Basic Materials 1,845.0 $30K 0.01% $16.32 +32.3%
362 JHG JANUS HENDERSON GROUP PLC Financial Services 579.0 $30K 0.01% +108.0 +22.9% $51.91 +0.1%
363 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 1,472.0 $29K 0.01% -423.0 -22.3% $19.89 +11.8%
364 BX BLACKSTONE INC Financial Services 248.0 $29K 0.01% +33.0 +15.3% $117.67 +21.9%
365 TDS TELEPHONE & DATA SYS INC Communication Services 780.0 $29K 0.01% $37.01 -8.6%
366 MRSH MARSH & MCLENNAN COS INC Financial Services 171.0 $29K 0.01% -108.0 -38.7% $166.68 +16.0%
367 F FORD MTR CO Consumer Cyclical 2,025.0 $28K 0.01% +174.0 +9.4% $13.90 +0.3%
368 AMT AMERICAN TOWER CORP Real Estate 171.0 $28K 0.01% -150.0 -46.7% $163.57 +9.2%
369 PANW PALO ALTO NETWORKS INC Technology 82.0 $28K 0.01% +39.0 +90.7% $341.02 -0.3%
370 EWG ISHARES INC 670.0 $28K 0.01% $41.37 +7.4%
371 ACN ACCENTURE PLC IRELAND Technology 222.0 $28K 0.01% -23.0 -9.4% $124.45 +50.2%
372 UPS UNITED PARCEL SVCS INC Industrials 256.0 $27K 0.01% +53.0 +26.1% $107.38 -2.1%
373 AIZ ASSURANT INC Financial Services 102.0 $27K 0.01% $268.54 +6.2%
374 LH LABCORP HOLDINGS INC Healthcare 97.0 $27K 0.01% $280.00 +20.6%
375 BLOCK INC 357.0 $27K 0.01% +225.0 +170.4% $76.00
376 MCHI ISHARES TR 528.0 $27K 0.01% +4.0 +0.8% $51.01 +8.1%
377 SATS ECHOSTAR CORP Technology 264.0 $27K 0.01% NEW $101.50 -15.9%
378 TKR TIMKEN CO Industrials 182.0 $26K 0.01% +66.0 +56.9% $145.43 -15.9%
379 PLD PROLOGIS INC Real Estate 195.0 $26K 0.01% +36.0 +22.6% $135.47 +5.8%
380 HUM HUMANA INC Healthcare 66.0 $26K 0.01% NEW $397.23 -1.9%
Page 19 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%