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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 82 of 94  ·  1,876 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 SAIL SAILPOINT INC Technology 7.0 $103.0 NEW $14.71 +21.4%
1622 DK DELEK US HLDGS INC NEW Energy 2.0 $102.0 $51.00 +32.5%
1623 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 5.0 $101.0 NEW $20.20 +8.8%
1624 BMBL BUMBLE INC Technology 31.0 $100.0 -27.0 -46.5% $3.23 -12.0%
1625 DECK DECKERS OUTDOOR CORP Consumer Cyclical 1.0 $100.0 -17.0 -94.4% $100.00 -11.3%
1626 MCB METROPOLITAN BK HLDG CORP Financial Services 1.0 $99.0 $99.00 -8.3%
1627 OCUL OCULAR THERAPEUTIX INC Healthcare 10.0 $99.0 +1.0 +11.1% $9.90 +9.9%
1628 REPX RILEY EXPLORATION PERMIAN IN Energy 3.0 $99.0 NEW $33.00 +13.2%
1629 AMC ENTMT HLDGS INC 52.0 $99.0 NEW $1.90
1630 EOLS EVOLUS INC Healthcare 14.0 $98.0 NEW $7.00 +28.3%
1631 RC READY CAPITAL CORP Real Estate 56.0 $98.0 NEW $1.75 +13.7%
1632 UPSTREAM BIO INC 14.0 $97.0 NEW $6.93
1633 CEVA CEVA INC Technology 2.0 $95.0 NEW $47.50 -43.0%
1634 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 8.0 $95.0 -4.0 -33.3% $11.88 -18.7%
1635 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 2.0 $93.0 -33.0 -94.3% $46.50 -1.7%
1636 TRNS TRANSCAT INC Industrials 1.0 $93.0 NEW $93.00 -5.2%
1637 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 2.0 $92.0 $46.00 +32.8%
1638 NAVN NAVAN INC Technology 4.0 $92.0 NEW $23.00 +27.3%
1639 OFIX ORTHOFIX MED INC Healthcare 10.0 $92.0 -113.0 -91.9% $9.20 +4.8%
1640 ABCB AMERIS BANCORP Financial Services 1.0 $91.0 $91.00 -6.0%
Page 82 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%