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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 79 of 94  ·  1,876 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 FRMI FERMI INC Utilities 18.0 $165.0 NEW $9.17 -34.4%
1562 LIBERTY GLOBAL LTD 15.0 $165.0 NEW $11.00
1563 FRBA FIRST BK WILLIAMSTOWN NEW JE Financial Services 9.0 $160.0 +2.0 +28.6% $17.78 +1.1%
1564 DRH DIAMONDROCK HOSPITALITY CO Real Estate 13.0 $159.0 NEW $12.23 +5.2%
1565 FLYW FLYWIRE CORPORATION Technology 9.0 $159.0 NEW $17.67 +8.7%
1566 CPRX CATALYST PHARMACEUTICALS INC Healthcare 5.0 $158.0 $31.60 -0.3%
1567 BBNX BETA BIONICS INC Healthcare 10.0 $157.0 NEW $15.70 +23.2%
1568 FTRE FORTREA HLDGS INC Healthcare 9.0 $157.0 -82.0 -90.1% $17.44 +4.7%
1569 OFLX OMEGA FLEX INC Industrials 5.0 $157.0 $31.40 -14.1%
1570 CMP COMPASS MINERALS INTL INC Basic Materials 5.0 $156.0 NEW $31.20 -21.2%
1571 COUR COURSERA INC Consumer Defensive 27.0 $153.0 +24.0 +800.0% $5.67 +9.2%
1572 IIIN INSTEEL INDS INC Industrials 5.0 $151.0 -30.0 -85.7% $30.20 +0.8%
1573 NWPX NWPX INFRASTRUCTURE INC Industrials 1.0 $150.0 $150.00 -26.3%
1574 VVX V2X INC Industrials 2.0 $150.0 NEW $75.00 +1.9%
1575 ARDT ARDENT HEALTH INC Healthcare 15.0 $148.0 NEW $9.87 +14.5%
1576 JJSF J & J SNACK FOODS CORP Consumer Defensive 2.0 $147.0 -13.0 -86.7% $73.50 +21.6%
1577 ASPN ASPEN AEROGELS INC Industrials 23.0 $146.0 NEW $6.35 -17.6%
1578 CART MAPLEBEAR INC Consumer Cyclical 3.0 $143.0 $47.67 +8.1%
1579 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 5.0 $142.0 NEW $28.40 +11.8%
1580 HBCP HOMEBANCORP INC Financial Services 2.0 $138.0 $69.00 -0.0%
Page 79 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%