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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 27 of 94  ·  1,876 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 TOTALENERGIES SE 175.0 $14K 0.00% -7.0 -3.9% $77.77
522 EQH EQUITABLE HLDGS INC Financial Services 310.0 $14K 0.00% -52K -99.4% $43.88 +13.7%
523 TECK TECK RESOURCES LTD Basic Materials 228.0 $14K 0.00% -173.0 -43.1% $59.46 +19.6%
524 TOV EA SERIES TRUST 430.0 $14K 0.00% $31.51 +2.6%
525 MTCH MATCH GROUP INC NEW Communication Services 356.0 $14K 0.00% $38.05 +10.5%
526 RBC RBC BEARINGS INC Industrials 21.0 $14K 0.00% $644.10 -20.2%
527 ALAB ASTERA LABS INC Technology 28.0 $14K 0.00% +4.0 +16.7% $483.04 -39.9%
528 MSM MSC INDL DIRECT INC Industrials 113.0 $13K 0.00% NEW $118.96 +3.0%
529 SAN BANCO SANTANDER SA Financial Services 968.0 $13K 0.00% +339.0 +53.9% $13.80 +6.4%
530 CBRE CBRE GROUP INC Real Estate 99.0 $13K 0.00% -9.0 -8.3% $134.70 +11.6%
531 BE BLOOM ENERGY CORP Industrials 44.0 $13K 0.00% +36.0 +450.0% $302.73 -27.9%
532 AWK AMERICAN WTR WKS CO INC NEW Utilities 101.0 $13K 0.00% +76.0 +304.0% $131.58 +4.5%
533 DTE DTE ENERGY CO Utilities 87.0 $13K 0.00% +14.0 +19.2% $152.39 -9.7%
534 WAB WABTEC Industrials 49.0 $13K 0.00% +5.0 +11.4% $269.61 +11.5%
535 WWD WOODWARD INC Industrials 31.0 $13K 0.00% -10.0 -24.4% $425.48 -18.7%
536 LBRT LIBERTY ENERGY INC Energy 500.0 $13K 0.00% $26.19 -29.3%
537 SNX TD SYNNEX CORPORATION Technology 48.0 $13K 0.00% -3.0 -5.9% $267.35 -4.5%
538 KMB KIMBERLY-CLARK CORP Consumer Defensive 115.0 $13K 0.00% -3.0 -2.5% $109.78 +0.5%
539 AOR ISHARES TR 179.0 $12K 0.00% $69.50 +0.7%
540 VOOG VANGUARD ADMIRAL FDS INC 150.0 $12K 0.00% +125.0 +500.0% $82.62 +0.8%
Page 27 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%