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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 76 of 94  ·  1,876 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 GSHD GOOSEHEAD INS INC Financial Services 5.0 $243.0 $48.60 +47.0%
1502 HNI HNI CORP Industrials 6.0 $243.0 $40.50 +22.9%
1503 ASIX ADVANSIX INC Basic Materials 12.0 $239.0 +1.0 +9.1% $19.92 -17.9%
1504 CNI CANADIAN NATL RY CO Industrials 2.0 $239.0 $119.50 +7.3%
1505 NAVI NAVIENT CORPORATION Financial Services 28.0 $239.0 NEW $8.54 +10.1%
1506 KRNY KEARNY FINL CORP MD Financial Services 25.0 $237.0 +1.0 +4.2% $9.48 +4.3%
1507 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 5.0 $237.0 -29.0 -85.3% $47.40 +9.3%
1508 FMNB FARMERS NATIONAL BANC CORP Financial Services 16.0 $234.0 $14.62 +8.2%
1509 CNNE CANNAE HLDGS INC Consumer Cyclical 16.0 $231.0 NEW $14.44 +6.7%
1510 CMS CMS ENERGY CORP Utilities 3.0 $230.0 NEW $76.67 -9.9%
1511 VERASTEM INC 60.0 $230.0 NEW $3.83
1512 SMBC SOUTHERN MO BANCORP INC Financial Services 3.0 $229.0 $76.33 -2.4%
1513 AMN AMN HEALTHCARE SVCS INC Healthcare 7.0 $227.0 NEW $32.43 +2.8%
1514 CIM CHIMERA INVT CORP Real Estate 17.0 $227.0 NEW $13.35 -14.1%
1515 RCKT ROCKET PHARMACEUTICALS INC Healthcare 66.0 $226.0 +22.0 +50.0% $3.42 +5.6%
1516 VOYG VOYAGER TECHNOLOGIES INC Industrials 7.0 $226.0 NEW $32.29 +7.2%
1517 ICHR ICHOR HOLDINGS Technology 2.0 $225.0 NEW $112.50 -49.5%
1518 GOOD GLADSTONE COMMERCIAL CORP Real Estate 18.0 $222.0 +3.0 +20.0% $12.33 +6.5%
1519 RDW REDWIRE CORPORATION Industrials 18.0 $221.0 NEW $12.28 -7.2%
1520 APPS DIGITAL TURBINE INC Technology 17.0 $220.0 NEW $12.94 -16.7%
Page 76 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%