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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 26 of 94  ·  1,876 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 VNQ VANGUARD INDEX FDS 150.0 $14K 0.00% $96.43 +2.3%
502 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 48.0 $14K 0.00% $301.06 -20.6%
503 NWSA NEWS CORP NEW Communication Services 581.0 $14K 0.00% $24.83 +24.7%
504 FEGE RBB FUND TRUST 291.0 $14K 0.00% NEW $48.92 +8.8%
505 PDN INVESCO EXCH TRADED FD TR II 315.0 $14K 0.00% $44.98 +5.7%
506 WTV WISDOMTREE TR 139.0 $14K 0.00% NEW $101.73 +6.6%
507 BKR BAKER HUGHES COMPANY Energy 254.0 $14K 0.00% +12.0 +5.0% $55.50 +11.7%
508 AME AMETEK INC Industrials 58.0 $14K 0.00% +1.0 +1.8% $241.95 +1.3%
509 HDV ISHARES TR 510.0 $14K 0.00% +408.0 +400.0% $27.41 +8.5%
510 HONEYWELL AEROSPACE INC 63.0 $14K 0.00% NEW $221.10
511 PCG PG&E CORP Utilities 827.0 $14K 0.00% -254.0 -23.5% $16.82 +8.3%
512 HST HOST HOTELS & RESORTS INC Real Estate 586.0 $14K 0.00% +75.0 +14.7% $23.71 -5.4%
513 VRSN VERISIGN INC Technology 55.0 $14K 0.00% +6.0 +12.2% $252.35 +16.1%
514 MLM MARTIN MARIETTA MATLS INC Basic Materials 24.0 $14K 0.00% -3.0 -11.1% $576.75 -7.7%
515 UBS UBS GROUP AG Financial Services 279.0 $14K 0.00% +156.0 +126.8% $49.56 +10.0%
516 GRNY TIDAL TRUST I 500.0 $14K 0.00% $27.65 +0.9%
517 IWM ISHARES TR 46.0 $14K 0.00% $300.46 -0.5%
518 PPG PPG INDS INC Basic Materials 113.0 $14K 0.00% +46.0 +68.7% $121.25 -5.6%
519 INGERSOLL RAND INC 167.0 $14K 0.00% -17.0 -9.2% $81.99
520 IRM IRON MTN INC DEL Real Estate 108.0 $14K 0.00% +39.0 +56.5% $126.31 -3.9%
Page 26 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%