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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 59 of 94  ·  1,876 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 CRVL CORVEL CORP Financial Services 25.0 $2K +2.0 +8.7% $62.52 +11.1%
1162 RKT ROCKET COS INC Financial Services 99.0 $2K +28.0 +39.4% $15.76 -9.6%
1163 TRN TRINITY INDS INC Industrials 45.0 $2K $34.60 -14.8%
1164 U UNITY SOFTWARE INC Technology 54.0 $2K NEW $28.59 +52.1%
1165 NTST NETSTREIT CORP Real Estate 73.0 $2K $21.14 -2.9%
1166 WHD CACTUS INC Energy 30.0 $2K $51.23 +33.8%
1167 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 52.0 $2K NEW $29.54 +2.3%
1168 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 32.0 $2K $47.81 -10.1%
1169 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 88.0 $2K $17.32 +4.0%
1170 ESLT ELBIT SYS LTD Industrials 2.0 $2K NEW $759.00 -5.3%
1171 BCH BANCO DE CHILE Financial Services 38.0 $2K NEW $39.76 +4.6%
1172 EL LAUDER ESTEE COS INC Consumer Defensive 19.0 $2K +16.0 +533.3% $79.00 +34.4%
1173 AVO MISSION PRODUCE INC Consumer Defensive 127.0 $1K $11.80 +6.1%
1174 TTMI TTM TECHNOLOGIES INC Technology 8.0 $1K $187.12 -33.3%
1175 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 28.0 $1K $53.32 +9.1%
1176 OSPN ONESPAN INC Technology 104.0 $1K +4.0 +4.0% $14.36 +14.7%
1177 VIRT VIRTU FINL INC Financial Services 25.0 $1K +19.0 +316.7% $59.60 +12.5%
1178 CBAN COLONY BANKCORP INC Financial Services 74.0 $1K NEW $20.09 +5.9%
1179 EMERA INC 28.0 $1K NEW $53.04
1180 ASGN EVERFORTH INC Technology 83.0 $1K NEW $17.88 +7.7%
Page 59 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%