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Portfolio (Quarterly) Guide ↗

jvl associates llc

· CIK 0001915765
13F Portfolio $298M AUM 63 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 23 Added 16 Reduced 3 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WMT WALMART INC Consumer Defensive 2,236.0 $278K 0.09% +187.0 +9.1% $124.28 -4.6%
22 EFA ISHARES TR 2,795.0 $271K 0.09% +356.0 +14.6% $97.13 +8.2%
23 ABBV ABBVIE INC Healthcare 1,200.0 $261K 0.09% +54.0 +4.7% $217.51 -2.0%
Page 2 of 2  ·  23 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 50.4%
Technology 26.3%
Communication Services 12.0%
Consumer Cyclical 6.5%
Healthcare 1.9%
Industrials 1.7%
Consumer Defensive 0.7%
Energy 0.5%