BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 5 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLP SELECT SECTOR SPDR TR 6,760.0 $562K 0.20% NEW $83.07 +1.8%
82 EOG EOG RES INC Energy 4,325.0 $561K 0.20% -2K -28.4% $129.73 +11.9%
83 TOTL SSGA ACTIVE ETF TR 13,767.0 $543K 0.20% NEW $39.47 -2.4%
84 SIVR ABRDN SILVER ETF TRUST Financial Services 9,178.0 $516K 0.19% NEW $56.22 +11.9%
85 IWF ISHARES TR 4,136.0 $514K 0.19% +3K +300.0% $124.17 -0.6%
86 ISPY PROSHARES TR 10,459.0 $504K 0.18% +2K +22.8% $48.19 +0.6%
87 MTUM ISHARES TR 1,357.0 $465K 0.17% -18.0 -1.3% $342.83 -11.1%
88 SBUX STARBUCKS CORP Consumer Cyclical 4,541.0 $464K 0.17% -804.0 -15.0% $102.19 +2.2%
89 XMHQ INVESCO EXCHANGE TRADED FD T 4,012.0 $453K 0.17% +164.0 +4.3% $112.88 +4.6%
90 VFH VANGUARD WORLD FD 3,382.0 $445K 0.16% -1K -29.8% $131.60 +7.9%
91 SPY STATE STR SPDR S&P 500 ETF T Financial Services 590.0 $441K 0.16% -259.0 -30.5% $746.77 +3.1%
92 SPIB SPDR SERIES TRUST 13,100.0 $438K 0.16% NEW $33.46 -1.6%
93 PROSHARES TR 8,625.0 $438K 0.16% +2K +29.2% $50.80
94 VTV VANGUARD INDEX FDS 1,987.0 $433K 0.16% NEW $217.93 +3.9%
95 PKW INVESCO EXCHANGE TRADED FD T 2,955.0 $419K 0.15% -1K -28.4% $141.66 +8.4%
96 ARCC ARES CAPITAL CORP Financial Services 22,410.0 $415K 0.15% -3K -10.3% $18.53 +8.1%
97 F FORD MTR CO Consumer Cyclical 28,692.0 $399K 0.15% -1K -3.4% $13.90 +5.2%
98 PG PROCTER & GAMBLE CO Consumer Defensive 2,696.0 $395K 0.14% $146.64 -0.1%
99 DG DOLLAR GEN CORP Consumer Defensive 3,388.0 $390K 0.14% -458.0 -11.9% $115.11 +15.7%
100 ET ENERGY TRANSFER L P Energy 20,391.0 $390K 0.14% $19.12 +12.4%
Page 5 of 7  ·  133 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%