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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 75 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 OCUL OCULAR THERAPEUTIX INC Healthcare 9.0 $77.0 NEW $8.56 +18.3%
1482 ENTA ENANTA PHARMACEUTICALS INC Healthcare 6.0 $76.0 NEW $12.67 +11.0%
1483 NGS NATURAL GAS SVCS GROUP INC Energy 2.0 $76.0 NEW $38.00 +16.1%
1484 DIEBOLD NIXDORF INC 1.0 $76.0 NEW $76.00
1485 TNK TEEKAY TANKERS LTD Energy 1.0 $74.0 NEW $74.00 +7.0%
1486 ANNX ANNEXON INC Healthcare 13.0 $73.0 NEW $5.62 -6.0%
1487 NLOP NET LEASE OFFICE PROPERTIES Real Estate 6.0 $71.0 NEW $11.83 -3.2%
1488 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 5.0 $70.0 NEW $14.00 +23.1%
1489 INGN INOGEN INC Healthcare 11.0 $69.0 NEW $6.27 +4.3%
1490 AROW ARROW FINL CORP Financial Services 2.0 $68.0 NEW $34.00 +17.5%
1491 LZB LA Z BOY INC Consumer Cyclical 2.0 $65.0 NEW $32.50 +24.0%
1492 PARR PAR PAC HOLDINGS INC Energy 1.0 $63.0 NEW $63.00 -19.5%
1493 CMDB COSTAMARE BULKERS HLDGS LTD Industrials 4.0 $62.0 NEW $15.50 +13.3%
1494 BIOHAVEN LTD 7.0 $60.0 NEW $8.57
1495 CZWI CITIZENS CMNTY BANCORP INC M Financial Services 3.0 $60.0 NEW $20.00 +14.5%
1496 QBTS D-WAVE QUANTUM INC Technology 4.0 $58.0 NEW $14.50 +72.6%
1497 CPS COOPER-STANDARD HOLDINGS INC Consumer Cyclical 2.0 $56.0 NEW $28.00 +2.9%
1498 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 5.0 $56.0 NEW $11.20 -27.9%
1499 IBEX IBEX LTD Technology 2.0 $54.0 NEW $27.00 +9.7%
1500 CDNA CAREDX INC Healthcare 3.0 $53.0 NEW $17.67 +42.2%
Page 75 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%