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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 30 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 EXLS EXLSERVICE HLDGS INC Technology 260.0 $8K 0.00% NEW $30.45 -17.2%
582 CVNA CARVANA CO Consumer Cyclical 25.0 $8K 0.00% NEW $314.44 -78.9%
583 BBDC BARINGS BDC INC Financial Services 953.0 $8K 0.00% NEW $8.23 -1.1%
584 FR FIRST INDL RLTY TR INC Real Estate 135.0 $8K 0.00% NEW $57.85 +9.1%
585 DG DOLLAR GEN CORP Consumer Defensive 66.0 $8K 0.00% NEW $117.94 -0.3%
586 MLI MUELLER INDS INC Industrials 70.0 $8K 0.00% NEW $110.80 +21.3%
587 LECO LINCOLN ELEC HLDGS INC Industrials 31.0 $8K 0.00% NEW $249.13 +9.9%
588 CINF CINCINNATI FINL CORP Financial Services 49.0 $8K 0.00% NEW $157.37 +12.9%
589 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 13.0 $8K 0.00% NEW $593.00 -8.4%
590 ATR APTARGROUP INC Healthcare 61.0 $8K 0.00% NEW $126.03 +0.3%
591 KVUE KENVUE INC Consumer Defensive 446.0 $8K 0.00% NEW $17.23 +10.0%
592 TD TORONTO DOMINION BK ONT Financial Services 82.0 $8K 0.00% NEW $93.33 +29.1%
593 XYL XYLEM INC Industrials 64.0 $8K 0.00% NEW $119.52 -2.1%
594 PEGA PEGASYSTEMS INC Technology 179.0 $8K 0.00% NEW $42.56 -32.5%
595 HPQ HP INC Technology 393.0 $8K 0.00% NEW $19.21 +19.3%
596 BOH BANK HAWAII CORP Financial Services 100.0 $7K 0.00% NEW $74.25 +10.1%
597 VOOV VANGUARD ADMIRAL FDS INC 36.0 $7K 0.00% NEW $203.81 +7.2%
598 COIN COINBASE GLOBAL INC Financial Services 42.0 $7K 0.00% NEW $174.62 -18.4%
599 BR BROADRIDGE FINL SOLUTIONS IN Technology 45.0 $7K 0.00% NEW $162.49 -16.1%
600 OVV OVINTIV INC Energy 122.0 $7K 0.00% NEW $59.57 -10.1%
Page 30 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%