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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 20 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 LMND LEMONADE INC Financial Services 350.0 $22K 0.01% NEW $62.68 -8.8%
382 VEA VANGUARD TAX-MANAGED FDS 339.0 $22K 0.01% NEW $64.08 +9.7%
383 F FORD MTR CO Consumer Cyclical 1,851.0 $21K 0.01% NEW $11.54 +19.9%
384 VTRS VIATRIS INC Healthcare 1,572.0 $21K 0.01% NEW $13.51 +16.6%
385 SENEA SENECA FOODS CORP NEW Consumer Defensive 140.0 $21K 0.01% NEW $151.13 +10.2%
386 GRMN GARMIN LTD Technology 91.0 $21K 0.01% NEW $232.02 +3.4%
387 AA ALCOA CORP Basic Materials 318.0 $21K 0.01% NEW $66.29 -21.1%
388 PLD PROLOGIS INC. Real Estate 159.0 $21K 0.01% NEW $132.19 +6.6%
389 ADBE ADOBE INC Technology 86.0 $21K 0.01% NEW $243.09 -19.1%
390 CARR CARRIER GLOBAL CORPORATION Industrials 370.0 $21K 0.01% NEW $56.31 +31.5%
391 EA ELECTRONIC ARTS INC Communication Services 102.0 $21K 0.01% NEW $203.88 +0.3%
392 TECK TECK RESOURCES LTD Basic Materials 401.0 $21K 0.01% NEW $51.75 +11.5%
393 BMO BANK MONTREAL MEDIUM Financial Services 153.0 $21K 0.01% NEW $135.35 +27.4%
394 JXN JACKSON FINANCIAL INC Financial Services 195.0 $21K 0.01% NEW $105.72 +1.1%
395 DELL DELL TECHNOLOGIES INC Technology 126.0 $21K 0.01% NEW $163.60 +165.3%
396 HAL HALLIBURTON CO Energy 522.0 $20K 0.01% NEW $38.98 -13.0%
397 UPS UNITED PARCEL SVCS INC Industrials 203.0 $20K 0.01% NEW $98.54 +7.7%
398 EXC EXELON CORP Utilities 406.0 $20K 0.01% NEW $49.02 -4.3%
399 GLD SPDR GOLD TR Financial Services 46.0 $20K 0.01% NEW $430.30 -15.0%
400 NDAQ NASDAQ INC Financial Services 233.0 $20K 0.01% NEW $84.90 -3.9%
Page 20 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%