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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 88 of 94  ·  1,876 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 KRRO KORRO BIO INC Healthcare 3.0 $40.0 +1.0 +50.0% $13.33 -2.0%
1742 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 5.0 $40.0 $8.00 +4.1%
1743 AIOT POWERFLEET INC Technology 10.0 $39.0 NEW $3.90 -22.8%
1744 KRO KRONOS WORLDWIDE INC Basic Materials 6.0 $38.0 NEW $6.33 +37.5%
1745 SGHT SIGHT SCIENCES INC Healthcare 7.0 $38.0 NEW $5.43 +54.4%
1746 TTAM TITAN AMER SA Basic Materials 2.0 $38.0 NEW $19.00 -20.6%
1747 RZLT REZOLUTE INC Healthcare 7.0 $37.0 NEW $5.29 -5.2%
1748 SLP SIMULATIONS PLUS INC Healthcare 2.0 $37.0 NEW $18.50 -0.5%
1749 WASH WASHINGTON TR BANCORP INC Financial Services 1.0 $37.0 $37.00 +7.4%
1750 ALEC ALECTOR INC Healthcare 18.0 $37.0 NEW $2.06 +11.9%
1751 OBT ORANGE CNTY BANCORP INC Financial Services 1.0 $37.0 $37.00 +3.4%
1752 AVLV AMERICAN CENTY ETF TR $36.0 NEW
1753 MYE MYERS INDS INC Consumer Cyclical 1.0 $36.0 NEW $36.00 -7.1%
1754 REAL THE REALREAL INC Consumer Cyclical 3.0 $36.0 -25.0 -89.3% $12.00 -6.1%
1755 TIPT TIPTREE INC Financial Services 2.0 $36.0 NEW $18.00 +3.0%
1756 THRM GENTHERM INC Consumer Cyclical 1.0 $35.0 NEW $35.00 +12.7%
1757 APA APA CORPORATION Energy 1.0 $33.0 NEW $33.00 +30.2%
1758 BCBP BCB BANCORP INC Financial Services 3.0 $33.0 +2.0 +200.0% $11.00 -21.1%
1759 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 6.0 $33.0 -240.0 -97.6% $5.50 -10.7%
1760 FRST PRIMIS FINANCIAL CORP Financial Services 2.0 $33.0 +1.0 +100.0% $16.50 -1.2%
Page 88 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%