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Portfolio (Quarterly) Guide ↗

JACKSON THORNTON WEALTH MANAGEMENT, LLC

· CIK 0001903880
13F Portfolio $1.1B AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 302 New
Page 9 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HII HUNTINGTON INGALLS INDS INC Industrials 968.0 $356K 0.03% NEW $367.60 -12.7%
162 VNQ VANGUARD INDEX FDS 3,978.0 $356K 0.03% NEW $89.37 +8.0%
163 DKNG DRAFTKINGS INC NEW Consumer Cyclical 10,142.0 $354K 0.03% NEW $34.95 -29.8%
164 PG PROCTER AND GAMBLE CO Consumer Defensive 2,504.0 $350K 0.03% NEW $139.91 +4.3%
165 CVS CVS HEALTH CORP Healthcare 4,333.0 $350K 0.03% NEW $80.70 +15.2%
166 VUG VANGUARD INDEX FDS 712.0 $349K 0.03% NEW $490.23 -81.8%
167 CVX CHEVRON CORP NEW Energy 2,192.0 $343K 0.03% NEW $156.54 +17.0%
168 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 842.0 $342K 0.03% NEW $406.40 -24.9%
169 HD HOME DEPOT INC Consumer Cyclical 978.0 $341K 0.03% NEW $349.15 -8.0%
170 IBM INTERNATIONAL BUSINESS MACHS Technology 1,127.0 $341K 0.03% NEW $302.47 -12.6%
171 IVZ INVESCO LTD Financial Services 11,964.0 $338K 0.03% NEW $28.25 -0.7%
172 UNIT UNITI GROUP LLC Real Estate 47,350.0 $338K 0.03% NEW $7.13 +60.9%
173 RL RALPH LAUREN CORP Consumer Cyclical 926.0 $336K 0.03% NEW $363.22 +2.1%
174 DHI D R HORTON INC Consumer Cyclical 2,297.0 $332K 0.03% NEW $144.50 +1.7%
175 TMO THERMO FISHER SCIENTIFIC INC Healthcare 533.0 $331K 0.03% NEW $620.72 -21.5%
176 ASML ASML HOLDING N V Technology 266.0 $330K 0.03% NEW $1242.19 +29.3%
177 FORTINET INC 4,162.0 $326K 0.03% NEW $78.44
178 GS GOLDMAN SACHS GROUP INC Financial Services 340.0 $325K 0.03% NEW $955.47 +5.5%
179 PFE PFIZER INC Healthcare 12,715.0 $323K 0.03% NEW $25.43 +2.8%
180 AMP AMERIPRISE FINL INC Financial Services 633.0 $323K 0.03% NEW $510.24 -13.8%
Page 9 of 16  ·  302 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
Technology 29.9%
Healthcare 13.8%
Financial Services 12.4%
Consumer Cyclical 12.0%
Industrials 10.7%
Communication Services 5.5%
Consumer Defensive 5.2%
Real Estate 3.7%
Utilities 3.0%
Energy 2.4%