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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 58 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 GPRO GOPRO INC Technology 1,570.0 $1K NEW $0.77 -6.9%
1142 ARKW ARK ETF TR 10.0 $1K NEW $120.70 +14.8%
1143 HRB BLOCK H & R INC Consumer Cyclical 38.0 $1K NEW $31.76 +14.4%
1144 CBT CABOT CORP Basic Materials 16.0 $1K NEW $75.38 +21.9%
1145 NXT NEXTPOWER INC Technology 10.0 $1K NEW $120.60 -3.3%
1146 ORIC ORIC PHARMACEUTICALS INC Healthcare 95.0 $1K NEW $12.67 -25.6%
1147 IVLU ISHARES TR 30.0 $1K NEW $39.87 +4.0%
1148 JJSF J & J SNACK FOODS CORP Consumer Defensive 15.0 $1K NEW $79.33 -5.6%
1149 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 32.0 $1K NEW $37.03 +27.2%
1150 CBZ CBIZ INC Industrials 44.0 $1K NEW $26.89 +16.1%
1151 UDR UDR INC Real Estate 35.0 $1K NEW $33.80 +13.6%
1152 MHK MOHAWK INDS INC Consumer Cyclical 12.0 $1K NEW $98.50 +20.9%
1153 ALX ALEXANDERS INC Real Estate 5.0 $1K NEW $236.20 +12.5%
1154 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 20.0 $1K NEW $59.05 -11.8%
1155 ROG ROGERS CORP Technology 11.0 $1K NEW $107.36 +51.0%
1156 SMA SMARTSTOP SELF STORAG REIT I Real Estate 39.0 $1K NEW $30.28 +8.5%
1157 IIIN INSTEEL INDS INC Industrials 35.0 $1K NEW $33.63 -10.8%
1158 TNDM TANDEM DIABETES CARE INC Healthcare 61.0 $1K NEW $19.18 -21.7%
1159 HLIT HARMONIC INC Technology 130.0 $1K NEW $8.98 +61.8%
1160 TNET TRINET GROUP INC Industrials 32.0 $1K NEW $36.44 +29.6%
Page 58 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%