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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 8 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AIQ GLOBAL X FDS 2,775.0 $130K 0.03% NEW $46.67 +36.9%
142 MCD MCDONALDS CORP Consumer Cyclical 404.0 $126K 0.03% NEW $310.95 -12.2%
143 AMD ADVANCED MICRO DEVICES INC Technology 610.0 $124K 0.03% NEW $203.40 +156.2%
144 SYSB ISHARES TR 1,392.0 $124K 0.03% NEW $89.00 -0.2%
145 BSCR INVESCO EXCH TRD SLF IDX FD 6,223.0 $122K 0.03% NEW $19.63 -0.2%
146 RTX RTX CORPORATION Industrials 627.0 $121K 0.03% NEW $192.98 -3.9%
147 DUK DUKE ENERGY CORP NEW Utilities 913.0 $120K 0.03% NEW $130.94 -4.4%
148 QQQM INVESCO EXCH TRADED FD TR II 501.0 $119K 0.03% NEW $237.44 +24.3%
149 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,961.0 $119K 0.03% NEW $60.64 -8.5%
150 SCHX SCHWAB STRATEGIC TR 4,623.0 $119K 0.03% NEW $25.64 +13.4%
151 AFL AFLAC INC Financial Services 1,079.0 $118K 0.03% NEW $109.71 +7.2%
152 ICVT ISHARES TR 1,153.0 $117K 0.03% NEW $101.79 +19.1%
153 AMAT APPLIED MATLS INC Technology 342.0 $117K 0.03% NEW $341.79 +72.3%
154 NLR VANECK ETF TRUST 841.0 $112K 0.03% NEW $133.24 -9.7%
155 LIN LINDE PLC Basic Materials 224.0 $111K 0.03% NEW $495.40 +5.3%
156 IJR ISHARES TR 891.0 $111K 0.03% NEW $124.27 +16.3%
157 MPC MARATHON PETE CORP Energy 453.0 $111K 0.03% NEW $244.18 +0.7%
158 BSCQ INVESCO EXCH TRD SLF IDX FD 5,593.0 $109K 0.03% NEW $19.53 -0.1%
159 VZ VERIZON COMMUNICATIONS INC Communication Services 2,169.0 $109K 0.03% NEW $50.21 -9.1%
160 TJX TJX COS INC NEW Consumer Cyclical 675.0 $108K 0.03% NEW $159.70 +3.5%
Page 8 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%