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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 40 of 94  ·  1,876 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 BNS BANK NOVA SCOTIA B C Financial Services 56.0 $5K 0.00% $86.86 +6.6%
782 OGN ORGANON & CO Healthcare 358.0 $5K 0.00% $13.54 +1.6%
783 CLH CLEAN HARBORS INC Industrials 16.0 $5K 0.00% $298.75 +4.4%
784 LECO LINCOLN ELEC HLDGS INC Industrials 18.0 $5K 0.00% -13.0 -41.9% $265.56 +8.5%
785 ALLE ALLEGION PLC Industrials 34.0 $5K 0.00% -2.0 -5.6% $140.53 +13.3%
786 LEG LEGGETT & PLATT INC Consumer Cyclical 407.0 $5K 0.00% NEW $11.71 -21.4%
787 ASX ASE TECHNOLOGY HLDG CO LTD Technology 105.0 $5K 0.00% $45.12 -14.2%
788 ABM ABM INDS INC Industrials 107.0 $5K 0.00% NEW $44.24 +7.3%
789 PBA PEMBINA PIPELINE CORP Energy 102.0 $5K 0.00% $46.25 +4.4%
790 CSTM CONSTELLIUM SE Basic Materials 148.0 $5K 0.00% +130.0 +722.2% $31.87 -14.9%
791 CNMD CONMED CORP Healthcare 144.0 $5K 0.00% NEW $32.74 +55.0%
792 KHC KRAFT HEINZ CO Consumer Defensive 198.0 $5K 0.00% +175.0 +760.9% $23.63 +6.8%
793 TDY TELEDYNE TECHNOLOGIES INC Technology 7.0 $5K 0.00% -1.0 -12.5% $667.00 -5.7%
794 PBR PETROLEO BRASILEIRO S A Energy 288.0 $5K 0.00% +17.0 +6.3% $16.16 +11.1%
795 HSY HERSHEY CO Consumer Defensive 27.0 $5K 0.00% +3.0 +12.5% $172.30 +5.4%
796 WDFC WD 40 CO Basic Materials 19.0 $5K 0.00% +13.0 +216.7% $243.68 -9.6%
797 CHT CHUNGHWA TELECOM CO LTD Communication Services 104.0 $5K 0.00% $44.27 -3.0%
798 WTRG ESSENTIAL UTILS INC Utilities 120.0 $5K 0.00% -25.0 -17.2% $38.32 +6.5%
799 ST SENSATA TECHNOLOGIES HLDG PL Technology 96.0 $5K 0.00% +6.0 +6.7% $47.75 -11.1%
800 OGE OGE ENERGY CORP Utilities 94.0 $5K 0.00% +4.0 +4.4% $48.67 -5.4%
Page 40 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%