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Portfolio (Quarterly) Guide ↗

Jackson Hole Capital Partners, LLC

· CIK 0001767049
13F Portfolio $585M AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 305 New
Page 11 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CSCO CISCO SYS INC Technology 3,344.0 $229K 0.04% NEW $68.42 +73.1%
202 APA APA CORPORATION Energy 9,250.0 $225K 0.04% NEW $24.28 +41.1%
203 VGT VANGUARD WORLD FD 300.0 $224K 0.04% NEW $746.63 -84.1%
204 TJX TJX COS INC NEW Consumer Cyclical 1,547.0 $224K 0.04% NEW $144.54 +14.8%
205 WELL WELLTOWER INC Real Estate 1,235.0 $220K 0.04% NEW $178.14 +17.4%
206 ACN ACCENTURE PLC IRELAND Technology 882.0 $218K 0.04% NEW $246.60 -35.3%
207 AMGN AMGEN INC Healthcare 747.0 $211K 0.04% NEW $282.20 +22.1%
208 HON HONEYWELL INTL INC Industrials 995.0 $209K 0.04% NEW $210.50 +10.5%
209 PH PARKER-HANNIFIN CORP Industrials 274.0 $208K 0.04% NEW $758.15 +26.1%
210 ITW ILLINOIS TOOL WKS INC Industrials 784.0 $204K 0.04% NEW $260.76 +2.5%
211 WM WASTE MGMT INC DEL Industrials 912.0 $201K 0.03% NEW $220.83 -1.6%
212 VFH VANGUARD WORLD FD 1,530.0 $201K 0.03% NEW $131.24 +2.0%
213 SIRIUSPOINT LTD 10,475.0 $189K 0.03% NEW $18.09
214 SPYD SPDR SERIES TRUST 3,460.0 $152K 0.03% NEW $44.00 +9.3%
215 PCYO PURE CYCLE CORP Utilities 13,703.0 $152K 0.03% NEW $11.07 -0.9%
216 XLC SELECT SECTOR SPDR TR 1,266.0 $150K 0.03% NEW $118.39 -7.0%
217 GNR SPDR INDEX SHS FDS 2,502.0 $148K 0.03% NEW $59.21 +22.0%
218 LQD ISHARES TR 1,280.0 $143K 0.02% NEW $111.45 -2.2%
219 VOO VANGUARD INDEX FDS 230.0 $141K 0.02% NEW $612.38 +12.4%
220 F FORD MTR CO Consumer Cyclical 11,725.0 $140K 0.02% NEW $11.96 +19.6%
Page 11 of 16  ·  305 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
Energy 26.8%
Technology 18.1%
Financial Services 14.6%
Communication Services 9.5%
Healthcare 7.2%
Industrials 6.0%
Consumer Defensive 5.2%
Utilities 4.8%
Consumer Cyclical 4.3%
Basic Materials 2.7%