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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 94 of 94  ·  1,876 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 1.0 $6.0 -3.0 -75.0% $6.00 -15.5%
1862 NXDT NEXPOINT DIVERSIFIED REL ET Financial Services 1.0 $6.0 NEW $6.00 -8.5%
1863 SKILLSOFT CORP 1.0 $6.0 NEW $6.00
1864 RIG TRANSOCEAN LTD Energy 1.0 $5.0 -94.0 -99.0% $5.00 +14.9%
1865 HF FOODS GROUP INC 3.0 $5.0 NEW $1.67
1866 BRCC BRC INC Consumer Defensive 4.0 $5.0 NEW $1.25 +674.4%
1867 DCGO DOCGO INC Healthcare 9.0 $5.0 NEW $0.56 -29.8%
1868 OPAL OPAL FUELS INC Utilities 2.0 $5.0 NEW $2.50 -14.2%
1869 KLTR KALTURA INC Technology 3.0 $4.0 NEW $1.33 +21.9%
1870 TEADS HLDG CO 4.0 $4.0 NEW $1.00
1871 CLPR CLIPPER RLTY INC Real Estate 1.0 $3.0 NEW $3.00 +10.8%
1872 NRDY NERDY INC Technology 3.0 $3.0 NEW $1.00 +940.0%
1873 MYPS PLAYSTUDIOS INC Technology 6.0 $3.0 NEW $0.50 +0.8%
1874 ACTU ACTUATE THERAPEUTICS INC Healthcare 1.0 $2.0 NEW $2.00 -40.0%
1875 SLND SOUTHLAND HLDGS INC Industrials 2.0 $2.0 NEW $1.00 -21.9%
1876 FOLD HLDGS INC 1.0 $1.0 NEW $1.00
Page 94 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%