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Portfolio (Quarterly) Guide ↗

JFS WEALTH ADVISORS, LLC

· CIK 0001568068
13F Portfolio $2.0B AUM 2,257 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2253 New
Page 107 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 DHT DHT HOLDINGS INC Energy 14.0 $232.0 NEW $16.57 +16.2%
2122 SYBT STOCK YDS BANCORP INC Financial Services 3.0 $230.0 NEW $76.67 +9.6%
2123 MZTI MARZETTI COMPANY Consumer Defensive 2.0 $229.0 NEW $114.50 +1.4%
2124 DCH DAUCH CORP Industrials 42.0 $228.0 NEW $5.43 +19.6%
2125 EGBN EAGLE BANCORPORATION INC Financial Services 8.0 $228.0 NEW $28.50 +0.1%
2126 OXLC OXFORD LANE CAP CORP Financial Services 26.0 $228.0 NEW $8.77 +5.8%
2127 CC CHEMOURS CO Basic Materials 11.0 $226.0 NEW $20.55 -25.2%
2128 ONL ORION PROPERTIES INC Real Estate 78.0 $226.0 NEW $2.90 -1.8%
2129 BL BLACKLINE INC Technology 8.0 $225.0 NEW $28.12 +8.2%
2130 EMBC EMBECTA CORP Healthcare 69.0 $225.0 NEW $3.26 +57.9%
2131 SYM SYMBOTIC INC Industrials 5.0 $225.0 NEW $45.00 -9.9%
2132 AAT AMERICAN ASSETS TR INC Real Estate 9.0 $223.0 NEW $24.78 -8.3%
2133 DIGITALBRIDGE GROUP INC 14.0 $222.0 NEW $15.86
2134 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 6.0 $218.0 NEW $36.33 -21.9%
2135 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 4.0 $214.0 NEW $53.50 +8.9%
2136 PCTY PAYLOCITY HLDG CORP Technology 2.0 $210.0 NEW $105.00 +40.5%
2137 RES RPC INC Energy 36.0 $210.0 NEW $5.83 +8.3%
2138 UFCS UNITED FIRE GROUP INC Financial Services 4.0 $210.0 NEW $52.50 +2.0%
2139 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 4.0 $209.0 NEW $52.25 +2.6%
2140 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 4.0 $209.0 NEW $52.25 -14.8%
Page 107 of 113  ·  2,253 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
Financial Services 26.4%
Technology 26.1%
Communication Services 9.8%
Healthcare 8.0%
Industrials 7.6%
Consumer Defensive 6.7%
Consumer Cyclical 6.4%
Energy 5.9%
Utilities 1.8%
Basic Materials 0.9%