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Portfolio (Quarterly) Guide ↗

Jackson Hole Capital Partners, LLC

· CIK 0001767049
13F Portfolio $584M AUM 310 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 40 Added 66 Reduced 6 Exited
Page 9 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CWEN CLEARWAY ENERGY INC Utilities 12,813.0 $426K 0.07% +2K +14.2% $33.26 +10.6%
162 MKL MARKEL GROUP INC Financial Services 190.0 $408K 0.07% $2149.65 -13.1%
163 OXY OCCIDENTAL PETE CORP Energy 9,474.0 $390K 0.07% +170.0 +1.8% $41.12 +29.0%
164 KVUE KENVUE INC Consumer Defensive 22,200.0 $383K 0.07% $17.25 +4.4%
165 IEMG ISHARES INC 5,675.0 $381K 0.07% $67.22 +23.5%
166 BLW BLACKROCK LTD DURATION INCOM Financial Services 27,688.0 $380K 0.07% +2K +9.6% $13.74 -11.2%
167 AMAT APPLIED MATLS INC Technology 1,424.0 $366K 0.06% -40.0 -2.7% $257.06 +130.7%
168 PDI PIMCO DYNAMIC INCOME FD Financial Services 20,616.0 $365K 0.06% -6K -21.1% $17.71 -7.6%
169 TS TENARIS S A Energy 9,239.0 $355K 0.06% $38.45 +53.7%
170 SBUX STARBUCKS CORP Consumer Cyclical 4,174.0 $351K 0.06% $84.21 +18.5%
171 JD JD.COM INC Consumer Cyclical 12,100.0 $347K 0.06% $28.70 -2.8%
172 CME CME GROUP INC Financial Services 1,252.0 $342K 0.06% $273.08 -7.5%
173 DHR DANAHER CORPORATION Healthcare 1,464.0 $335K 0.06% -100.0 -6.4% $228.92 -22.3%
174 JNJ JOHNSON & JOHNSON Healthcare 1,609.0 $333K 0.06% -296.0 -15.5% $206.95 +13.2%
175 HNDL STRATEGY SHS 15,000.0 $330K 0.06% NEW $22.02 +2.5%
176 ENTERGY CORP NEW 3,540.0 $327K 0.06% $92.43
177 DFAC DIMENSIONAL ETF TRUST 8,143.0 $322K 0.06% $39.59 +10.5%
178 KHC KRAFT HEINZ CO Consumer Defensive 13,128.0 $318K 0.06% +3K +34.0% $24.25 -4.3%
179 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 523.0 $316K 0.05% $603.28 +13.7%
180 CAG CONAGRA BRANDS INC Consumer Defensive 17,960.0 $311K 0.05% +701.0 +4.1% $17.31 -24.0%
Page 9 of 16  ·  310 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 26.3%
Technology 16.6%
Financial Services 15.4%
Communication Services 10.7%
Healthcare 7.3%
Industrials 6.1%
Consumer Defensive 5.6%
Utilities 4.6%
Consumer Cyclical 4.3%
Basic Materials 2.6%