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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 29 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 XPO XPO INC Industrials 45.0 $9K 0.00% NEW $194.56 +4.4%
562 RBLX ROBLOX CORP Technology 154.0 $9K 0.00% NEW $56.56 -18.0%
563 BBY BEST BUY INC Consumer Cyclical 136.0 $9K 0.00% NEW $64.02 +20.1%
564 SYF SYNCHRONY FINANCIAL Financial Services 127.0 $9K 0.00% NEW $68.03 +15.4%
565 SNX TD SYNNEX CORPORATION Technology 51.0 $9K 0.00% NEW $168.73 +64.5%
566 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 128.0 $9K 0.00% NEW $67.08 +37.4%
567 IT GARTNER INC Technology 54.0 $9K 0.00% NEW $158.35 -20.0%
568 TM TOYOTA MOTOR CORP Consumer Cyclical 41.0 $8K 0.00% NEW $206.10 -19.2%
569 BANC BANC OF CALIFORNIA INC Financial Services 474.0 $8K 0.00% NEW $17.58 +19.7%
570 SBRA SABRA HEALTH CARE REIT INC Real Estate 429.0 $8K 0.00% NEW $19.23 +0.4%
571 RJF RAYMOND JAMES FINL INC Financial Services 57.0 $8K 0.00% NEW $144.18 +4.4%
572 MEDP MEDPACE HLDGS INC Healthcare 17.0 $8K 0.00% NEW $480.24 +8.3%
573 DKNG DRAFTKINGS INC NEW Consumer Cyclical 377.0 $8K 0.00% NEW $21.62 +6.8%
574 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 61.0 $8K 0.00% NEW $131.75 +24.6%
575 STKL SUNOPTA INC Consumer Defensive 1,240.0 $8K 0.00% NEW $6.48 +0.3%
576 CNOB CONNECTONE BANCORP INC Financial Services 300.0 $8K 0.00% NEW $26.77 +24.4%
577 TRGP TARGA RES CORP Energy 32.0 $8K 0.00% NEW $250.78 +9.0%
578 BLOCK INC 132.0 $8K 0.00% NEW $60.19
579 MAIN MAIN STR CAP CORP Financial Services 150.0 $8K 0.00% NEW $52.96 -5.2%
580 HEICO CORP NEW 38.0 $8K 0.00% NEW $208.45
Page 29 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%