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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 73 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 NAGE NIAGEN BIOSCIENCE INC Healthcare 33.0 $146.0 NEW $4.42 -23.7%
1442 SFIX STITCH FIX INC Consumer Cyclical 44.0 $146.0 NEW $3.32 +28.1%
1443 VTS VITESSE ENERGY INC Energy 8.0 $146.0 NEW $18.25 -12.2%
1444 DIOD DIODES INC Technology 2.0 $137.0 NEW $68.50 +62.9%
1445 KROS KEROS THERAPEUTICS INC Healthcare 12.0 $133.0 NEW $11.08 +1.5%
1446 EGHT 8X8 INC NEW Technology 79.0 $132.0 NEW $1.67 -0.1%
1447 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 8.0 $132.0 NEW $16.50 +25.1%
1448 FULC FULCRUM THERAPEUTICS INC Healthcare 17.0 $131.0 NEW $7.71 -50.3%
1449 CTRN CITI TRENDS INC Consumer Cyclical 3.0 $130.0 NEW $43.33 +42.9%
1450 HCSG HEALTHCARE SVCS GROUP INC Healthcare 7.0 $130.0 NEW $18.57 +22.4%
1451 CPRX CATALYST PHARMACEUTICALS INC Healthcare 5.0 $124.0 NEW $24.80 +26.6%
1452 SIGA SIGA TECHNOLOGIES INC Healthcare 23.0 $124.0 NEW $5.39 -19.8%
1453 HBCP HOMEBANCORP INC Financial Services 2.0 $122.0 NEW $61.00 +10.2%
1454 CECO CECO ENVIRONMENTAL CORP Industrials 2.0 $120.0 NEW $60.00 +61.3%
1455 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 5.0 $117.0 NEW $23.40 -16.4%
1456 AIP ARTERIS INC Technology 7.0 $116.0 NEW $16.57 +150.1%
1457 CART MAPLEBEAR INC Consumer Cyclical 3.0 $113.0 NEW $37.67 +22.4%
1458 FRBA FIRST BK WILLIAMSTOWN NEW JE Financial Services 7.0 $112.0 NEW $16.00 +5.0%
1459 NTGR NETGEAR INC Technology 5.0 $110.0 NEW $22.00 +6.4%
1460 PURSUIT ATTRACTIONS AND HOSP 3.0 $110.0 NEW $36.67
Page 73 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%