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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 91 of 94  ·  1,876 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 NEXXEN INTL LTD 2.0 $19.0 NEW $9.50
1802 CDXS CODEXIS INC Healthcare 8.0 $19.0 NEW $2.38 -30.1%
1803 RLGT RADIANT LOGISTICS INC Industrials 2.0 $19.0 +1.0 +100.0% $9.50 -11.3%
1804 AEYE AUDIOEYE INC Technology 3.0 $18.0 NEW $6.00 +21.8%
1805 OABI OMNIAB INC Healthcare 7.0 $18.0 NEW $2.57 +83.2%
1806 ACH ACCENDRA HEALTH INC Healthcare 5.0 $18.0 NEW $3.60 -67.8%
1807 ZVIA ZEVIA PBC Consumer Defensive 11.0 $18.0 NEW $1.64 -14.4%
1808 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 1.0 $17.0 NEW $17.00 -16.9%
1809 NAGE NIAGEN BIOSCIENCE INC Healthcare 5.0 $16.0 -28.0 -84.8% $3.20 +0.3%
1810 JILL J JILL INC Consumer Cyclical 1.0 $16.0 NEW $16.00 +25.1%
1811 NPCE NEUROPACE INC Healthcare 1.0 $16.0 NEW $16.00 -12.6%
1812 TARA PROTARA THERAPEUTICS INC Healthcare 4.0 $16.0 NEW $4.00 -3.2%
1813 ARQ INC 6.0 $16.0 +4.0 +200.0% $2.67
1814 BIGCOMMERCE HOLDINGS INC 5.0 $15.0 NEW $3.00
1815 GENC GENCOR INDS INC Industrials 1.0 $15.0 $15.00 +27.8%
1816 GWRS GLOBAL WTR RES INC Utilities 2.0 $15.0 NEW $7.50 +24.8%
1817 DERM JOURNEY MED CORP Healthcare 2.0 $15.0 NEW $7.50 +5.5%
1818 MNTK MONTAUK RENEWABLES INC Utilities 9.0 $15.0 NEW $1.67 +11.6%
1819 ACRE ARES COML REAL ESTATE CORP Real Estate 3.0 $14.0 NEW $4.67 +1.4%
1820 CNDT CONDUENT INC Technology 9.0 $14.0 NEW $1.56 +3.5%
Page 91 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%