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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 74 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 2.0 $106.0 NEW $53.00 -8.4%
1462 SHOO MADDEN STEVEN LTD Consumer Cyclical 3.0 $102.0 NEW $34.00 +25.6%
1463 AMER SPORTS INC 3.0 $99.0 NEW $33.00
1464 FVCB FVCBANKCORP INC Financial Services 6.0 $92.0 NEW $15.33 +11.7%
1465 RICK RCI HOSPITALITY HLDGS INC Consumer Cyclical 4.0 $92.0 NEW $23.00 +17.4%
1466 DK DELEK US HLDGS INC NEW Energy 2.0 $91.0 NEW $45.50 -4.9%
1467 ALHC ALIGNMENT HEALTHCARE INC Healthcare 5.0 $89.0 NEW $17.80 +20.4%
1468 FIGS FIGS INC Consumer Cyclical 6.0 $89.0 NEW $14.83 -25.5%
1469 QLYS QUALYS INC Technology 1.0 $88.0 NEW $88.00 +29.5%
1470 HELE HELEN OF TROY LTD Consumer Defensive 6.0 $87.0 NEW $14.50 +80.4%
1471 MCB METROPOLITAN BK HLDG CORP Financial Services 1.0 $84.0 NEW $84.00 +14.9%
1472 CRNC CERENCE INC Technology 13.0 $83.0 NEW $6.38 +60.0%
1473 MTW MANITOWOC CO INC Industrials 7.0 $82.0 NEW $11.71 +12.3%
1474 MLYS MINERALYS THERAPEUTICS INC Healthcare 3.0 $82.0 NEW $27.33 -4.7%
1475 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 12.0 $79.0 NEW $6.58 +73.8%
1476 STRT STRATTEC SEC CORP Consumer Cyclical 1.0 $79.0 NEW $79.00 +1.0%
1477 ABCB AMERIS BANCORP Financial Services 1.0 $78.0 NEW $78.00 +12.9%
1478 INTA INTAPP INC Technology 3.0 $78.0 NEW $26.00 -14.9%
1479 NWPX NWPX INFRASTRUCTURE INC Industrials 1.0 $78.0 NEW $78.00 +79.8%
1480 BLFS BIOLIFE SOLUTIONS INC Healthcare 4.0 $77.0 NEW $19.25 +30.4%
Page 74 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%