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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 77 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 WASH WASHINGTON TR BANCORP INC Financial Services 1.0 $34.0 NEW $34.00 +4.8%
1522 AVLV AMERICAN CENTY ETF TR $32.0 NEW
1523 OBT ORANGE CNTY BANCORP INC Financial Services 1.0 $32.0 NEW $32.00 +15.2%
1524 RXO RXO INC Industrials 2.0 $30.0 NEW $15.00 +71.2%
1525 RLAY RELAY THERAPEUTICS INC Healthcare 3.0 $30.0 NEW $10.00 +73.6%
1526 TVTX TRAVERE THERAPEUTICS INC Healthcare 1.0 $30.0 NEW $30.00 +85.3%
1527 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 2.0 $28.0 NEW $14.00 -4.1%
1528 MATIV HOLDINGS INC 3.0 $27.0 NEW $9.00
1529 ALDX ALDEYRA THERAPEUTICS INC Healthcare 14.0 $24.0 NEW $1.71 +20.5%
1530 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 1.0 $24.0 NEW $24.00 -13.8%
1531 KRRO KORRO BIO INC Healthcare 2.0 $23.0 NEW $11.50 +22.7%
1532 TUSK MAMMOTH ENERGY SVCS INC Industrials 9.0 $23.0 NEW $2.56 +25.0%
1533 MPAA MOTORCAR PTS AMER INC Consumer Cyclical 2.0 $23.0 NEW $11.50 +30.8%
1534 RBB RBB BANCORP Financial Services 1.0 $22.0 NEW $22.00 +16.6%
1535 PAL PROFICIENT AUTO LOGISTICS IN Industrials 3.0 $21.0 NEW $7.00 +1.7%
1536 JAKK JAKKS PAC INC Consumer Cyclical 1.0 $20.0 NEW $20.00 +11.1%
1537 RCEL AVITA MEDICAL INC Healthcare 5.0 $19.0 NEW $3.80 +2.1%
1538 COUR COURSERA INC Consumer Defensive 3.0 $18.0 NEW $6.00 -12.1%
1539 URGN UROGEN PHARMA LTD Healthcare 1.0 $18.0 NEW $18.00 +94.1%
1540 HLLY HOLLEY INC Consumer Cyclical 5.0 $16.0 NEW $3.20 -23.6%
Page 77 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%