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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 34 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 PBR PETROLEO BRASILEIRO S A Energy 271.0 $6K 0.00% NEW $20.75 -20.4%
662 LITE LUMENTUM HLDGS INC Technology 8.0 $6K 0.00% NEW $703.00 +22.6%
663 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 258.0 $6K 0.00% NEW $21.66 +13.2%
664 RKLB ROCKET LAB CORP Industrials 87.0 $6K 0.00% NEW $64.23 +25.6%
665 WYNN WYNN RESORTS LTD Consumer Cyclical 55.0 $6K 0.00% NEW $101.56 -2.2%
666 BN BROOKFIELD CORP Financial Services 138.0 $6K 0.00% NEW $40.48 +6.2%
667 ANNALY CAPITAL MANAGEMENT IN 264.0 $6K 0.00% NEW $21.15
668 PINS PINTEREST INC Communication Services 304.0 $6K 0.00% NEW $18.34 +6.2%
669 PAGS PAGSEGURO DIGITAL LTD Technology 555.0 $6K 0.00% NEW $10.02 -12.8%
670 OMC OMNICOM GROUP INC Communication Services 73.0 $5K 0.00% NEW $75.32 -2.5%
671 FE FIRSTENERGY CORP Utilities 108.0 $5K 0.00% NEW $50.67 -5.2%
672 KIM KIMCO REALTY CORP Real Estate 243.0 $5K 0.00% NEW $22.47 +13.6%
673 NI NISOURCE INC Utilities 117.0 $5K 0.00% NEW $46.67 +2.5%
674 BTI BRITISH AMERN TOB PLC Consumer Defensive 93.0 $5K 0.00% NEW $58.48 +6.8%
675 ACM AECOM Industrials 64.0 $5K 0.00% NEW $84.84 -17.3%
676 GSK GSK PLC Healthcare 96.0 $5K 0.00% NEW $55.20 -6.0%
677 GTM ZOOMINFO TECHNOLOGIES INC Technology 886.0 $5K 0.00% NEW $5.98 -56.4%
678 EQT EQT CORP Energy 83.0 $5K 0.00% NEW $63.65 -18.9%
679 CTRA COTERRA ENERGY INC Energy 150.0 $5K 0.00% NEW $35.17 -7.4%
680 CUBI CUSTOMERS BANCORP INC Financial Services 76.0 $5K 0.00% NEW $69.42 +14.4%
Page 34 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%