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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 50 of 94  ·  1,876 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 PNR PENTAIR PLC Industrials 35.0 $3K 0.00% -44.0 -55.7% $76.69 -19.0%
982 AXTA AXALTA COATING SYS LTD Basic Materials 78.0 $3K 0.00% +25.0 +47.2% $34.23 +7.2%
983 IVT INVENTRUST PPTYS CORP Real Estate 75.0 $3K 0.00% $35.41 -7.8%
984 HAS HASBRO INC Consumer Cyclical 32.0 $3K 0.00% +1.0 +3.2% $82.59 +14.0%
985 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 48.0 $3K 0.00% NEW $54.92 -17.5%
986 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 10.0 $3K 0.00% NEW $263.30 +37.1%
987 AEIS ADVANCED ENERGY INDS Industrials 7.0 $3K 0.00% +2.0 +40.0% $373.00 -23.0%
988 NWN NORTHWEST NAT HLDG CO Utilities 53.0 $3K 0.00% $49.08 +1.0%
989 SILJ AMPLIFY ETF TR 100.0 $3K 0.00% $25.92 +27.9%
990 INVA INNOVIVA INC Healthcare 114.0 $3K 0.00% +42.0 +58.3% $22.72 -7.7%
991 MUB ISHARES TR 24.0 $3K 0.00% NEW $107.62 -2.1%
992 LXU LSB INDS INC Basic Materials 238.0 $3K 0.00% NEW $10.81 -3.4%
993 RNG RINGCENTRAL INC Technology 66.0 $3K 0.00% $38.98 +75.8%
994 SLVM SYLVAMO CORP Basic Materials 68.0 $3K 0.00% +48.0 +240.0% $37.81 -3.2%
995 MTD METTLER TOLEDO INTERNATIONAL Healthcare 2.0 $3K 0.00% -1.0 -33.3% $1278.00 +10.1%
996 HRB BLOCK H & R INC Consumer Cyclical 67.0 $3K 0.00% +29.0 +76.3% $38.09 +37.9%
997 URBN URBAN OUTFITTERS INC Consumer Cyclical 36.0 $3K 0.00% +6.0 +20.0% $70.89 +11.1%
998 BCPC BALCHEM CORP Basic Materials 15.0 $3K 0.00% $169.00 +5.2%
999 VLYPN VALLEY NATL BANCORP 172.0 $3K 0.00% +46.0 +36.5% $14.65
1000 ENTG ENTEGRIS INC Technology 14.0 $3K $179.93 -19.2%
Page 50 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%