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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 38 of 94  ·  1,876 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 CUBI CUSTOMERS BANCORP INC Financial Services 71.0 $6K 0.00% -5.0 -6.6% $79.11 -0.7%
742 NNN NNN REIT INC Real Estate 120.0 $6K 0.00% +16.0 +15.4% $46.53 -1.9%
743 XYL XYLEM INC Industrials 47.0 $6K 0.00% -17.0 -26.6% $118.23 -4.1%
744 LYFT LYFT INC Technology 380.0 $6K 0.00% $14.61 +19.0%
745 WYNN WYNN RESORTS LTD Consumer Cyclical 57.0 $6K 0.00% +2.0 +3.6% $97.11 +0.1%
746 CUZ COUSINS PPTYS INC Real Estate 183.0 $5K 0.00% +63.0 +52.5% $29.98 -1.3%
747 BAND BANDWIDTH INC Technology 86.0 $5K 0.00% $63.30 -25.9%
748 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 63.0 $5K 0.00% +7.0 +12.5% $86.10 +17.8%
749 NTR NUTRIEN LTD Basic Materials 86.0 $5K 0.00% $62.95 +16.9%
750 QRVO QORVO INC Technology 58.0 $5K 0.00% +22.0 +61.1% $93.28 +2.0%
751 EEMV ISHARES INC 72.0 $5K 0.00% $75.12 +0.3%
752 EXLS EXLSERVICE HLDGS INC Technology 209.0 $5K 0.00% -51.0 -19.6% $25.87 +45.0%
753 PB PROSPERITY BANCSHARES INC Financial Services 74.0 $5K 0.00% +18.0 +32.1% $73.04 +0.1%
754 AVT AVNET INC Technology 60.0 $5K 0.00% $88.83 +1.6%
755 RHI ROBERT HALF INC Industrials 173.0 $5K 0.00% +145.0 +517.9% $30.71 +45.1%
756 XLE SELECT SECTOR SPDR TR 100.0 $5K 0.00% -1K -91.8% $53.11 +17.5%
757 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 105.0 $5K 0.00% $50.53 -2.6%
758 DOW DOW HLDGS INC Basic Materials 193.0 $5K 0.00% +68.0 +54.4% $27.36 +10.8%
759 ALRS ALERUS FINL CORP Financial Services 169.0 $5K 0.00% $31.10 +6.8%
760 FISV FISERV INC Technology 107.0 $5K 0.00% -75.0 -41.2% $49.06 +6.9%
Page 38 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%