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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 12 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SNPS SYNOPSYS INC Technology 72.0 $29K 0.01% NEW $396.50 -3.7%
222 STT STATE STR CORP Financial Services 223.0 $28K 0.01% NEW $126.56 +43.7%
223 MDLZ MONDELEZ INTL INC Consumer Defensive 486.0 $28K 0.01% NEW $57.64 +5.6%
224 UAL UNITED AIRLS HLDGS INC Industrials 304.0 $28K 0.01% NEW $92.07 +17.0%
225 MASI MASIMO CORP Healthcare 156.0 $28K 0.01% NEW $177.88 +1.2%
226 EWJ ISHARES INC 328.0 $28K 0.01% NEW $84.44 +14.5%
227 VGIT VANGUARD SCOTTSDALE FDS 462.0 $28K 0.01% NEW $59.55 -3.9%
228 EBAY EBAY INC. Consumer Cyclical 302.0 $27K 0.01% NEW $90.98 +23.7%
229 PODD INSULET CORP Healthcare 130.0 $27K 0.01% NEW $209.85 -32.8%
230 ROST ROSS STORES INC Consumer Cyclical 125.0 $27K 0.01% NEW $216.64 +5.7%
231 SCHV SCHWAB STRATEGIC TR 885.0 $27K 0.01% NEW $30.50 +11.3%
232 CSX CSX CORP Industrials 657.0 $27K 0.01% NEW $41.05 +15.0%
233 MET METLIFE INC Financial Services 381.0 $27K 0.01% NEW $70.72 +37.1%
234 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 1,352.0 $27K 0.01% NEW $19.75 +32.2%
235 SNOW SNOWFLAKE INC Technology 177.0 $27K 0.01% NEW $150.82 +121.5%
236 FICO FAIR ISAAC CORP Technology 25.0 $27K 0.01% NEW $1067.56 -10.1%
237 EWG ISHARES INC 670.0 $27K 0.01% NEW $39.67 +6.1%
238 MTB M & T BK CORP Financial Services 128.0 $26K 0.01% NEW $206.73 +9.9%
239 MRVL MARVELL TECHNOLOGY INC Technology 264.0 $26K 0.01% NEW $99.05 +140.8%
240 LH LABCORP HOLDINGS INC Healthcare 97.0 $26K 0.01% NEW $266.82 +20.8%
Page 12 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%