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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 25 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 PR PERMIAN RESOURCES CORP Energy 598.0 $13K 0.00% NEW $21.32 -12.3%
482 SILA SILA REALTY TRUST INC Real Estate 529.0 $13K 0.00% NEW $23.68 +28.1%
483 BRO BROWN & BROWN INC Financial Services 192.0 $13K 0.00% NEW $65.22 -6.3%
484 VEEV VEEVA SYS INC Healthcare 71.0 $12K 0.00% NEW $175.68 -9.0%
485 MSTR STRATEGY INC Technology 99.0 $12K 0.00% NEW $124.81 -30.8%
486 STLD STEEL DYNAMICS INC Basic Materials 68.0 $12K 0.00% NEW $180.00 +38.3%
487 AME AMETEK INC Industrials 57.0 $12K 0.00% NEW $214.39 +12.7%
488 HALO HALOZYME THERAPEUTICS INC Healthcare 189.0 $12K 0.00% NEW $64.63 +11.6%
489 VRSN VERISIGN INC Technology 49.0 $12K 0.00% NEW $249.08 +1.2%
490 NUE NUCOR CORP Basic Materials 72.0 $12K 0.00% NEW $169.11 +46.6%
491 WBS WEBSTER FINL CORP Financial Services 173.0 $12K 0.00% NEW $69.43 +8.9%
492 GRNY TIDAL TRUST I 500.0 $12K 0.00% NEW $23.87 +13.0%
493 JLL JONES LANG LASALLE INC Real Estate 39.0 $12K 0.00% NEW $304.33 -1.1%
494 TOV EA SERIES TRUST 430.0 $12K 0.00% NEW $27.34 +13.7%
495 TKR TIMKEN CO Industrials 116.0 $12K 0.00% NEW $100.69 +42.3%
496 GLDM WORLD GOLD TR Financial Services 126.0 $12K 0.00% NEW $92.69 -14.0%
497 DASH DOORDASH INC Communication Services 77.0 $12K 0.00% NEW $150.16 +17.1%
498 AOR ISHARES TR 179.0 $12K 0.00% NEW $64.35 +7.3%
499 RY ROYAL BK CDA Financial Services 71.0 $11K 0.00% NEW $161.80 +26.3%
500 IWM ISHARES TR 46.0 $11K 0.00% NEW $248.00 +20.4%
Page 25 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%