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Portfolio (Quarterly) Guide ↗

jvl associates llc

· CIK 0001915765
13F Portfolio $307M AUM 63 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New
Page 4 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XOM EXXON MOBIL CORP Energy 1,815.0 $218K 0.07% NEW $120.33 +24.7%
62 VBR VANGUARD INDEX FDS 963.0 $204K 0.07% NEW $211.79 +11.1%
63 ORCL ORACLE CORP Technology 1,037.0 $202K 0.07% NEW $194.91 -1.5%
Page 4 of 4  ·  63 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 49.4%
Technology 27.4%
Communication Services 11.9%
Consumer Cyclical 6.9%
Healthcare 1.9%
Industrials 1.9%
Energy 0.3%
Consumer Defensive 0.3%