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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 23 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 BKU BANKUNITED INC Financial Services 338.0 $15K 0.00% NEW $45.16 +10.9%
442 USMV ISHARES TR 164.0 $15K 0.00% NEW $92.74 +2.7%
443 IUSV ISHARES TR 148.0 $15K 0.00% NEW $102.25 +7.7%
444 BHP BHP BILLITON LIMITED Basic Materials 208.0 $15K 0.00% NEW $72.75 +12.2%
445 AEE AMEREN CORP Utilities 137.0 $15K 0.00% NEW $109.93 +3.0%
446 MMM 3M CO Industrials 103.0 $15K 0.00% NEW $145.70 +15.4%
447 MFC MANULIFE FINL CORP Financial Services 435.0 $15K 0.00% NEW $34.44 +17.6%
448 DOC HEALTHPEAK PROPERTIES INC Real Estate 910.0 $15K 0.00% NEW $16.43 +26.8%
449 MTUM ISHARES TR 62.0 $15K 0.00% NEW $240.00 +41.4%
450 GWRE GUIDEWIRE SOFTWARE INC Technology 99.0 $15K 0.00% NEW $149.57 -24.5%
451 TEM TEMPUS AI INC Healthcare 327.0 $15K 0.00% NEW $45.22 +20.8%
452 BKR BAKER HUGHES COMPANY Energy 242.0 $15K 0.00% NEW $61.05 -5.6%
453 INGERSOLL RAND INC 184.0 $15K 0.00% NEW $80.12
454 WWD WOODWARD INC Industrials 41.0 $15K 0.00% NEW $357.93 +23.5%
455 CBRE CBRE GROUP INC Real Estate 108.0 $15K 0.00% NEW $135.47 -0.1%
456 VIG VANGUARD SPECIALIZED FUNDS 68.0 $15K 0.00% NEW $215.07 +9.9%
457 NVO NOVO-NORDISK A S Healthcare 396.0 $15K 0.00% NEW $36.75 +30.1%
458 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 200.0 $15K 0.00% NEW $72.73 +3.5%
459 NWSA NEWS CORP NEW Communication Services 581.0 $14K 0.00% NEW $24.93 +1.5%
460 LBRT LIBERTY ENERGY INC Energy 500.0 $14K 0.00% NEW $28.80 -5.9%
Page 23 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%