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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 71 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 MYGN MYRIAD GENETICS INC Healthcare 9.0 $41.0 NEW $4.56 -15.3%
1402 COGT COGENT BIOSCIENCES INC Healthcare 1.0 $39.0 NEW $39.00 -16.6%
1403 KELYA KELLY SVCS INC Industrials 4.0 $36.0 NEW $9.00 +81.1%
1404 NX QUANEX BLDG PRODS CORP Industrials 2.0 $36.0 NEW $18.00 +15.4%
1405 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 1.0 $35.0 NEW $35.00 +21.9%
1406 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 6.0 $35.0 NEW $5.83 +33.4%
1407 DCOM DIME CMNTY BANCSHARES INC Financial Services 1.0 $34.0 NEW $34.00 +19.2%
1408 WASH WASHINGTON TR BANCORP INC Financial Services 1.0 $34.0 NEW $34.00 +15.4%
1409 AVLV AMERICAN CENTY ETF TR $32.0 NEW
1410 OBT ORANGE CNTY BANCORP INC Financial Services 1.0 $32.0 NEW $32.00 +19.5%
1411 RXO RXO INC Industrials 2.0 $30.0 NEW $15.00 +27.2%
1412 RLAY RELAY THERAPEUTICS INC Healthcare 3.0 $30.0 NEW $10.00 +88.4%
1413 TVTX TRAVERE THERAPEUTICS INC Healthcare 1.0 $30.0 NEW $30.00 +111.6%
1414 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 2.0 $28.0 NEW $14.00 +14.4%
1415 MATIV HOLDINGS INC 3.0 $27.0 NEW $9.00
1416 ALDX ALDEYRA THERAPEUTICS INC Healthcare 14.0 $24.0 NEW $1.71 -20.1%
1417 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 1.0 $24.0 NEW $24.00 -45.5%
1418 KRRO KORRO BIO INC Healthcare 2.0 $23.0 NEW $11.50 +20.3%
1419 TUSK MAMMOTH ENERGY SVCS INC Industrials 9.0 $23.0 NEW $2.56 +18.2%
1420 MPAA MOTORCAR PTS AMER INC Consumer Cyclical 2.0 $23.0 NEW $11.50 -7.4%
Page 71 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%