Fund HoldingsJB Capital LLC

Total Portfolio Value
$1.81B
Total Bought
$365.85M
Total Sold
$301.59M
Net Transaction
+$64.26M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BLACKROCK ETF TRUST
ISHARES US EQUIT
02,128,805+2,128,8050103,8015.72%+103,801
ISHARES TR0122,284+122,284033,1181.83%+33,118
ISHARES TR322,652482,375+159,72361,58891,9315.07%+30,343
ISHARES TR0223,502+223,502023,1881.28%+23,188
ISHARES TR
MSCI USA QLT FCT
617,549776,355+158,806109,973132,6717.31%+22,698
ISHARES TR
HDG MSCI EAFE
0529,422+529,422019,2131.06%+19,213
ISHARES INC
CORE MSCI EMKT
0715,623+715,623038,6222.13%+38,622
BLACKROCK ETF TRUST II0297,491+297,491015,5830.86%+15,583
ISHARES GOLD TR(IAU)185,598348,318+162,7209,18920,5371.13%+11,348
BLACKROCK INC(BLK)08,288+8,28807,8440.43%+7,844
ISHARES TR
CORE UNIVRSL USD
02,947,966+2,947,9660135,8427.49%+135,842
LAM RESEARCH CORP(LRCX)050,345+50,34503,6600.20%+3,660
NETAPP INC(NTAP)040,523+40,52303,5600.20%+3,560
UNITED PARCEL SERVICE INC(UPS)030,105+30,10503,3110.18%+3,311
ADVANCED MICRO DEVICES INC(AMD)031,784+31,78403,2650.18%+3,265
AIR PRODS & CHEMS INC020,164+20,16405,9470.33%+5,947
LITHIA MTRS INC(LAD)09,818+9,81802,8820.16%+2,882
APTIV PLC(APTV)046,373+46,37302,7590.15%+2,759
ISHARES TR065,313+65,31305,9170.33%+5,917
ISHARES TR
A RATE CP BD ETF
37,61977,025+39,4061,7603,6610.20%+1,901
MEDTRONIC PLC(MDT)0120,948+120,948010,8690.60%+10,869
BLACKROCK ETF TRUST
ISHARES INTL DIV
058,646+58,64601,5180.08%+1,518
RTX CORPORATION(RTX)084,333+84,333011,1710.62%+11,171
EBAY INC.(EBAY)0195,595+195,595013,2480.73%+13,248
NEWMONT CORP(NEM)094,038+94,03804,5400.25%+4,540
COMCAST CORP NEW(CCZ)0475,211+475,211017,5350.97%+17,535
PROLOGIS INC.(PLD)086,921+86,92109,7170.54%+9,717
BLACKROCK ETF TRUST
ISHARES US LARG
029,246+29,24608420.05%+842
WNS HLDGS LTD037,240+37,24002,2900.13%+2,290
DEVON ENERGY CORP NEW(DVN)075,494+75,49402,8240.16%+2,824
ELEVANCE HEALTH INC(ELV)9,3849,679+2953,4624,2100.23%+749
ISHARES TR
CORE DIV GRWTH
29,29340,917+11,6241,7972,5280.14%+731
TEXAS PACIFIC LAND CORPORATI(TPL)3,2223,22203,5644,2690.24%+706
SCHWAB STRATEGIC TR018,473+18,47306680.04%+668
BLACKROCK ETF TRUST II012,420+12,42006430.04%+643
THE CIGNA GROUP(CI)09,739+9,73903,2040.18%+3,204
ISHARES TR
INTL DIV GRWTH
026,165+26,16501,8950.10%+1,895
AMERICAN TOWER CORP NEW(AMT)017,740+17,74003,8600.21%+3,860
AMGEN INC(AMGN)011,883+11,88303,7020.20%+3,702
TYSON FOODS INC(TSN)61,38463,952+2,5683,5264,0810.22%+555
JPMORGAN CHASE & CO.(JPM)73,09173,577+48617,52118,0490.99%+528
ISHARES TR11,80415,655+3,8511,2611,7010.09%+440
PEPSICO INC(PEP)067,348+67,348010,0980.56%+10,098
QUALCOMM INC(QCOM)058,532+58,53208,9910.50%+8,991
VISA INC(V)15,14514,882-2634,7875,2150.29%+428
CARPENTER TECHNOLOGY CORP(CRS)14,26515,613+1,3482,4212,8290.16%+408
ISHARES TR34,13947,293+13,1541,0851,4870.08%+403
KEURIG DR PEPPER INC(KDP)0103,357+103,35703,5370.19%+3,537
PFIZER INC(PFE)0184,799+184,79904,6830.26%+4,683
CROCS INC(CROX)015,798+15,79801,6780.09%+1,678
YUM CHINA HLDGS INC(YUMC)67,04367,798+7553,2293,5300.19%+300
CYBERARK SOFTWARE LTD6,4977,278+7812,1642,4600.14%+295
BAKER HUGHES COMPANY(BKR)80,60281,867+1,2653,3063,5980.20%+292
ISHARES TR02,841+2,84102910.02%+291
SPDR DOW JONES INDL AVERAGE(DIA)0690+69002890.02%+289
VANGUARD WHITEHALL FDS07,711+7,71109940.05%+994
ISHARES TR
MSCI USA MIN ETF
02,765+2,76502590.01%+259
MICRON TECHNOLOGY INC(MU)32,98934,854+1,8652,7763,0290.17%+252
ISHARES TR
CORE HIGH DV ETF
6,7218,265+1,5447541,0010.06%+246
BERKSHIRE HATHAWAY INC DEL8,5507,739-8113,8754,1210.23%+246
ENTERPRISE PRODS PARTNERS L(EPD)126,253123,054-3,1993,9594,2010.23%+242
CVS HEALTH CORP(CVS)010,413+10,41307060.04%+706
DEERE & CO(DE)0507+50702390.01%+239
ISHARES TR097,291+97,29105,1100.28%+5,110
YUM BRANDS INC(YUM)01,491+1,49102350.01%+235
EXXON MOBIL CORP024,976+24,97602,9700.16%+2,970
US FOODS HLDG CORP(USFD)29,06533,472+4,4071,9612,1910.12%+230
WEBSTER FINL CORP(WBS)04,326+4,32602230.01%+223
AUTONATION INC(AN)9,57011,371+1,8011,6251,8410.10%+216
ABBVIE INC(ABBV)04,604+4,60409650.05%+965
AMERICAN EXPRESS CO(AXP)0790+79002130.01%+213
PHILIP MORRIS INTL INC(PM)05,460+5,46008670.05%+867
WASTE MGMT INC DEL(WM)0903+90302090.01%+209
WELLS FARGO CO NEW(WFC)02,791+2,79102000.01%+200
EVERSOURCE ENERGY(ES)021,337+21,33701,3250.07%+1,325
MCDONALDS CORP(MCD)07,417+7,41702,3170.13%+2,317
ISHARES TR4,6386,423+1,7854296130.03%+184
AT&T INC(T)027,513+27,51307780.04%+778
JOHNSON & JOHNSON(JNJ)08,651+8,65101,4350.08%+1,435
CLEVELAND-CLIFFS INC NEW(CLF)0137,297+137,29701,1290.06%+1,129
SPDR GOLD TR(GLD)02,833+2,83308160.04%+816
LOWES COS INC(LOW)03,376+3,37607870.04%+787
OTIS WORLDWIDE CORP(OTIS)023,381+23,38102,4130.13%+2,413
INTERNATIONAL BUSINESS MACHS(IBM)03,836+3,83609540.05%+954
FIDELITY WISE ORIGIN BITCOIN(FBTC)8,36111,396+3,0356828200.05%+138
ITT INC(ITT)014,308+14,30801,8480.10%+1,848
COCA COLA CO(KO)012,469+12,46908930.05%+893
SCHWAB CHARLES CORP(SCHW)49,51348,409-1,1043,6643,7890.21%+125
VERIZON COMMUNICATIONS INC(VZ)020,797+20,79709430.05%+943
CHEVRON CORP NEW(CVX)04,281+4,28107160.04%+716
ISHARES TR
ESG AWR US AGRGT
7,2819,169+1,8883384350.02%+97
UNITEDHEALTH GROUP INC(UNH)01,337+1,33707000.04%+700
FEDERAL RLTY INVT TR NEW(FRT)15,79818,991+3,1931,7691,8580.10%+89
TRAVELERS COMPANIES INC(TRV)03,817+3,81701,0100.06%+1,010
ISHARES TR
ESG AWR MSCI USA
6,3757,458+1,0838219090.05%+88
COGNEX CORP(CGNX)046,176+46,17601,3770.08%+1,377
HARTFORD INSURANCE GROUP INC(HIG)05,887+5,88707280.04%+728
SCHWAB STRATEGIC TR013,396+13,39603750.02%+375
DUKE ENERGY CORP NEW(DUK)03,003+3,00303660.02%+366
ELI LILLY & CO(LLY)01,102+1,10209100.05%+910
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