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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 113 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 AVTR AVANTOR INC Healthcare 2.0 $20.0 NEW $10.00 +35.0%
2242 NCNO NCINO INC Technology 1.0 $17.0 NEW $17.00 +19.0%
2243 AMRN AMARIN CORP PLC Healthcare 1.0 $16.0 NEW $16.00 -12.4%
2244 IGR CBRE GBL REAL ESTATE INC FD Financial Services 3.0 $14.0 NEW $4.67 +0.9%
2245 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 1.0 $14.0 NEW $14.00 -8.9%
2246 AMC ENTMT HLDGS INC 7.0 $14.0 NEW $2.00
2247 NLOP NET LEASE OFFICE PROPERTIES Real Estate 1.0 $12.0 NEW $12.00 -4.8%
2248 CCC CCC INTELLIGENT SOLUTIONS HL Technology 2.0 $11.0 NEW $5.50 +21.6%
2249 FVRR FIVERR INTL LTD Communication Services 1.0 $11.0 NEW $11.00 -20.5%
2250 DNA GINKGO BIOWORKS HOLDINGS INC Healthcare 1.0 $10.0 NEW $10.00 -30.8%
2251 STGW STAGWELL INC Communication Services 1.0 $8.0 NEW $8.00 +8.8%
2252 COHEN & STEERS QUALITY INCOM 78.0 $2.0 NEW $0.03
2253 MCTA CHARMING MEDICAL LTD Healthcare 5,850.0 NEW
Page 113 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%