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Portfolio (Quarterly) Guide ↗

JPL Wealth Management, LLC

· CIK 0002010710
13F Portfolio $435M AUM 2,172 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1441 New 41 Added 44 Reduced
Page 10 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BDX BECTON DICKINSON & CO Healthcare 225.0 $35K 0.01% NEW $157.40 +15.2%
182 SLB SLB LIMITED Energy 682.0 $35K 0.01% NEW $51.39 +1.3%
183 DAL DELTA AIR LINES INC Industrials 526.0 $35K 0.01% NEW $66.48 +19.5%
184 SCHW SCHWAB CHARLES CORP Financial Services 370.0 $35K 0.01% NEW $94.04 +11.3%
185 RL RALPH LAUREN CORP Consumer Cyclical 101.0 $35K 0.01% NEW $344.00 -3.2%
186 GD GENERAL DYNAMICS CORP Industrials 101.0 $35K 0.01% NEW $343.23 +3.7%
187 CDE COEUR MNG INC Basic Materials 1,845.0 $35K 0.01% NEW $18.77 +6.4%
188 SPOT SPOTIFY TECHNOLOGY S A Communication Services 71.0 $35K 0.01% NEW $487.04 +8.6%
189 JCI JOHNSON CONTROLS INTERNATION Industrials 261.0 $34K 0.01% NEW $130.95 +7.7%
190 VO VANGUARD INDEX FDS 119.0 $34K 0.01% NEW $287.18 -72.1%
191 USB US BANCORP Financial Services 654.0 $34K 0.01% NEW $52.01 +15.8%
192 DVN DEVON ENERGY CORP NEW Energy 669.0 $34K 0.01% NEW $50.31 -3.2%
193 HCA HCA HEALTHCARE INC Healthcare 71.0 $34K 0.01% NEW $473.25 -9.3%
194 ED CONSOLIDATED EDISON INC Utilities 295.0 $33K 0.01% NEW $113.18 -5.4%
195 AEP AMERICAN ELEC PWR CO INC Utilities 253.0 $33K 0.01% NEW $131.23 -7.3%
196 AIG AMERICAN INTL GROUP INC Financial Services 441.0 $33K 0.01% NEW $75.25 +0.6%
197 CTAS CINTAS CORP Industrials 196.0 $33K 0.01% NEW $169.15 +17.0%
198 KR KROGER CO Consumer Defensive 457.0 $33K 0.01% NEW $72.36 -16.0%
199 CTVA CORTEVA INC Basic Materials 395.0 $33K 0.01% NEW $83.71 -2.6%
200 EW EDWARDS LIFESCIENCES CORP Healthcare 411.0 $33K 0.01% NEW $80.08 +10.2%
Page 10 of 73  ·  1,441 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 20.7%
Financial Services 16.4%
Healthcare 13.8%
Industrials 10.6%
Consumer Cyclical 8.2%
Energy 8.0%
Consumer Defensive 7.8%
Communication Services 6.3%
Real Estate 4.6%
Utilities 3.4%