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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 33 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 EFV ISHARES TR 81.0 $6K 0.00% NEW $74.53 +2.2%
642 VST VISTRA CORP Utilities 40.0 $6K 0.00% NEW $150.35 +11.6%
643 SAP SAP SE Technology 35.0 $6K 0.00% NEW $171.23 -13.5%
644 REGCO REGENCY CTRS CORP Real Estate 79.0 $6K 0.00% NEW $75.67 -70.9%
645 EFX EQUIFAX INC Industrials 33.0 $6K 0.00% NEW $180.09 -15.6%
646 MKTX MARKETAXESS HLDGS INC Financial Services 36.0 $6K 0.00% NEW $165.00 -33.9%
647 LSTR LANDSTAR SYS INC Industrials 37.0 $6K 0.00% NEW $160.32 +31.1%
648 A AGILENT TECHNOLOGIES INC Healthcare 52.0 $6K 0.00% NEW $114.00 +18.9%
649 FIRST HAWAIIAN INC 240.0 $6K 0.00% NEW $24.64
650 BOOT BOOT BARN HLDGS INC Consumer Cyclical 40.0 $6K 0.00% NEW $146.38 +19.7%
651 WTRG ESSENTIAL UTILS INC Utilities 145.0 $6K 0.00% NEW $40.28 -5.8%
652 ARMK ARAMARK Industrials 144.0 $6K 0.00% NEW $40.54 +35.1%
653 DOCS DOXIMITY INC Healthcare 250.0 $6K 0.00% NEW $23.30 -14.8%
654 SNA SNAP ON INC Industrials 16.0 $6K 0.00% NEW $363.25 +10.4%
655 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 110.0 $6K 0.00% NEW $51.98 +18.9%
656 LPLA LPL FINL HLDGS INC Financial Services 19.0 $6K 0.00% NEW $300.89 -7.9%
657 MPLX MPLX LP Energy 100.0 $6K 0.00% NEW $57.07 -1.8%
658 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 93.0 $6K 0.00% NEW $61.35 -36.2%
659 EVR EVERCORE INC Financial Services 19.0 $6K 0.00% NEW $298.53 +16.3%
660 INGR INGREDION INC Consumer Defensive 50.0 $6K 0.00% NEW $112.66 -14.1%
Page 33 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%