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Portfolio (Quarterly) Guide ↗

JBR Co Financial Management Inc

· CIK 0002017878
13F Portfolio $274M AUM 133 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 38 Added 64 Reduced 6 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GBAB GUGGENHEIM TAXABLE MUNICP BO Financial Services 69,865.0 $1.0M 0.37% +41K +140.5% $14.46 -5.6%
22 LITE LUMENTUM HLDGS INC Technology 1,133.0 $972K 0.35% +234.0 +26.0% $858.06 +2.7%
23 XLV SELECT SECTOR SPDR TR 5,893.0 $935K 0.34% +3K +89.8% $158.66 +8.1%
24 DIA STATE STR SPDR DOW JONES IND Financial Services 1,713.0 $895K 0.33% +1K +190.8% $522.39 +2.2%
25 XOM EXXON MOBIL CORP Energy 6,373.0 $871K 0.32% +40.0 +0.6% $136.71 +16.6%
26 GLD SPDR GOLD TR Financial Services 2,191.0 $807K 0.29% +312.0 +16.6% $368.38 +10.4%
27 ENB ENBRIDGE INC Energy 14,279.0 $774K 0.28% +7K +91.0% $54.21 -7.6%
28 NLR VANECK ETF TRUST 6,131.0 $711K 0.26% +36.0 +0.6% $115.98 +3.4%
29 ORCL ORACLE CORP Technology 4,165.0 $610K 0.22% +310.0 +8.0% $146.55 +8.4%
30 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 17,308.0 $610K 0.22% +907.0 +5.5% $35.22 +6.0%
31 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 35,850.0 $608K 0.22% +8K +31.1% $16.95 -16.2%
32 IWF ISHARES TR 4,136.0 $514K 0.19% +3K +300.0% $124.17 -0.6%
33 ISPY PROSHARES TR 10,459.0 $504K 0.18% +2K +22.8% $48.19 +0.6%
34 XMHQ INVESCO EXCHANGE TRADED FD T 4,012.0 $453K 0.17% +164.0 +4.3% $112.88 +4.6%
35 PROSHARES TR 8,625.0 $438K 0.16% +2K +29.2% $50.80
36 ANNALY CAPITAL MANAGEMENT IN 16,905.0 $378K 0.14% +7K +73.4% $22.36
37 VWO VANGUARD INTL EQUITY INDEX F 4,733.0 $283K 0.10% +260.0 +5.8% $59.69 +2.9%
38 ROBT FIRST TR EXCHANGE TRADED FD 4,598.0 $259K 0.09% +37.0 +0.8% $56.26 +4.8%
Page 2 of 2  ·  38 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 46.3%
Financial Services 18.8%
Energy 9.1%
Industrials 7.6%
Consumer Cyclical 5.4%
Utilities 4.1%
Communication Services 2.7%
Real Estate 2.2%
Consumer Defensive 2.2%
Healthcare 1.4%