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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 7 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ROBT FIRST TR EXCHANGE TRADED FD 4,598.0 $259K 0.09% +37.0 +0.8% $56.26 +4.8%
122 GS GOLDMAN SACHS GROUP INC Financial Services 250.0 $253K 0.09% $1011.37 +2.7%
123 MRK MERCK & CO INC Healthcare 1,925.0 $247K 0.09% $128.50 +17.0%
124 BITB BITWISE BITCOIN ETF TR Financial Services 7,281.0 $232K 0.09% -2K -22.8% $31.86 +35.9%
125 CSM PROSHARES TR 2,720.0 $232K 0.09% -60.0 -2.2% $85.22 +4.3%
126 VPL VANGUARD INTL EQUITY INDEX F 1,950.0 $226K 0.08% NEW $115.69 +2.4%
127 SNDK SANDISK CORP Technology 98.0 $223K 0.08% NEW $2273.73 -23.5%
128 FCG FIRST TR EXCHANGE-TRADED FD 8,200.0 $218K 0.08% NEW $26.61 +18.1%
129 VLO VALERO ENERGY CORP Energy 806.0 $210K 0.08% NEW $260.44 +42.3%
130 PFE PFIZER INC Healthcare 8,647.0 $208K 0.08% NEW $24.08 +18.1%
131 HD HOME DEPOT INC Consumer Cyclical 587.0 $207K 0.08% NEW $352.54 -8.9%
132 CMI CUMMINS INC Industrials 281.0 $200K 0.07% NEW $713.21 -21.4%
133 AGNC AGNC INVT CORP Real Estate 14,295.0 $156K 0.06% -6K -30.3% $10.90 -2.3%
Page 7 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%