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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 110 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 OMCL OMNICELL COM Healthcare 4.0 $167.0 NEW $41.75 -13.7%
2182 FA FIRST ADVANTAGE CORP NEW Industrials 9.0 $163.0 NEW $18.11 +12.1%
2183 CUBI CUSTOMERS BANCORP INC Financial Services 2.0 $159.0 NEW $79.50 +3.3%
2184 UTL UNITIL CORP Utilities 3.0 $159.0 NEW $53.00 +2.0%
2185 FSK FS KKR CAP CORP Financial Services 15.0 $158.0 NEW $10.53 +14.0%
2186 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 4.0 $154.0 NEW $38.50 +2.6%
2187 PTBD PACER FDS TR 8.0 $154.0 NEW $19.25 -0.4%
2188 PCRX PACIRA BIOSCIENCES INC Healthcare 6.0 $153.0 NEW $25.50 -8.9%
2189 VIR VIR BIOTECHNOLOGY INC Healthcare 15.0 $153.0 NEW $10.20 -7.9%
2190 WSR WHITESTONE REIT Real Estate 8.0 $152.0 NEW $19.00 -0.1%
2191 SABR SABRE CORP Consumer Cyclical 72.0 $151.0 NEW $2.10 +2.5%
2192 PZZA PAPA JOHNS INTL INC Consumer Cyclical 4.0 $148.0 NEW $37.00 -37.2%
2193 JJSF J & J SNACK FOODS CORP Consumer Defensive 2.0 $147.0 NEW $73.50 +19.0%
2194 HZO MARINEMAX INC Consumer Cyclical 4.0 $147.0 NEW $36.75 +42.2%
2195 CNA CNA FINL CORP Financial Services 3.0 $146.0 NEW $48.67 +2.7%
2196 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 4.0 $146.0 NEW $36.50 +4.5%
2197 CHTR CHARTER COMMUNICATIONS INC Communication Services 1.0 $143.0 NEW $143.00 +0.8%
2198 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 3.0 $142.0 NEW $47.33 -34.4%
2199 EZPW EZCORP INC Financial Services 4.0 $139.0 NEW $34.75 -15.7%
2200 RWT REDWOOD TRUST INC Real Estate 29.0 $138.0 NEW $4.76 +0.9%
Page 110 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%