Fund Holdings

JB Capital LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
ISHARES TR191,196361,498+170,30258,190,414120,321,0015.19%+62,130,587
BLACKROCK ETF TRUST2,231,7282,809,823+578,095121,539,905166,341,5517.17%+44,801,646
BLACKROCK ETF TRUST790,7201,903,468+1,112,74822,812,27265,022,4712.80%+42,210,199
ISHARES TR0158,190+158,190033,102,8401.43%+33,102,840
ISHARES TR251,153272,479+21,326155,940,630182,370,3487.87%+26,429,718
ISHARES INC1,482,4881,715,500+233,01288,993,762113,085,7524.88%+24,091,990
ISHARES TR592,200646,210+54,010115,727,805133,448,7555.76%+17,720,950
ISHARES GOLD TR(IAU)245,980420,181+174,20115,339,31330,576,5711.32%+15,237,258
ISHARES TR321,706459,459+137,75332,685,35747,319,7312.04%+14,634,374
ISHARES TR1,201,8671,204,563+2,696132,325,516145,414,8266.27%+13,089,310
BLACKROCK ETF TRUST1,613,2211,708,700+95,47957,398,40264,691,3632.79%+7,292,961
TAIWAN SEMICONDUCTOR MFG LTD(TSM)96,45198,387+1,93621,845,09227,478,4081.19%+5,633,316
FISERV INC(FISV)1,52942,624+41,095263,6175,495,5140.24%+5,231,897
BROADCOM INC(AVGO)108,978106,472-2,50630,039,67535,126,1741.51%+5,086,499
ISHARES TR158,024167,577+9,55337,976,41142,975,0981.85%+4,998,687
APPLE INC(AAPL)154,594143,697-10,89731,718,01736,589,6841.58%+4,871,667
SEMTECH CORP(SMTC)063,383+63,38304,528,7150.20%+4,528,715
MARSH & MCLENNAN COS INC(MRSH)020,742+20,74204,180,1320.18%+4,180,132
ADOBE INC(ADBE)57911,872+11,293224,0044,187,8480.18%+3,963,844
EBAY INC.(EBAY)200,848206,910+6,06214,955,13918,818,4320.81%+3,863,293
GLOBANT S A066,173+66,17303,797,0070.16%+3,797,007
EVEREST GROUP LTD(EG)09,622+9,62203,369,8940.15%+3,369,894
PEGASYSTEMS INC(PEGA)056,361+56,36103,240,7580.14%+3,240,758
ISHARES TR478,563536,083+57,52024,449,78227,463,5301.18%+3,013,748
LUMENTUM HLDGS INC(LITE)37,88939,644+1,7553,601,7286,450,4750.28%+2,848,747
ALPHABET INC(GOOG)49,80047,779-2,0218,776,33011,615,0050.50%+2,838,675
JPMORGAN CHASE & CO.(JPM)74,59176,885+2,29421,624,53424,251,9361.05%+2,627,402
ISHARES TR286,448308,304+21,85626,894,56029,335,1611.27%+2,440,601
INVESCO QQQ TR29,97631,535+1,55916,536,17918,932,7500.82%+2,396,571
RTX CORPORATION(RTX)84,12587,703+3,57812,283,88714,675,3150.63%+2,391,428
PNC FINL SVCS GROUP INC(PNC)80,97185,367+4,39615,094,59217,152,7230.74%+2,058,131
MEDTRONIC PLC(MDT)127,463137,615+10,15211,110,96813,106,4420.57%+1,995,474
PROLOGIS INC.(PLD)92,703101,802+9,0999,744,95911,658,3700.50%+1,913,411
WALMART INC(WMT)195,806203,150+7,34419,145,93420,936,5890.90%+1,790,655
BLACKROCK ETF TRUST II313,862344,623+30,76116,584,49018,347,7090.79%+1,763,219
MERCK & CO INC(MRK)114,764127,915+13,1519,084,68010,735,9200.46%+1,651,240
PEPSICO INC(PEP)72,88179,903+7,0229,623,22511,221,5860.48%+1,598,361
QUALCOMM INC(QCOM)63,33369,838+6,50510,086,47411,618,2450.50%+1,531,771
NVIDIA CORPORATION(NVDA)62,66960,693-1,9769,901,14911,324,0930.49%+1,422,944
CLEVELAND-CLIFFS INC NEW(CLF)157,389197,945+40,5561,196,1582,414,9320.10%+1,218,774
COGNEX CORP(CGNX)50,27761,367+11,0901,594,7752,779,9250.12%+1,185,150
ISHARES TR94,447117,373+22,9264,518,3525,689,0610.25%+1,170,709
CHART INDS INC(GTLS)12,70914,938+2,2292,092,5372,989,8410.13%+897,304
AKAMAI TECHNOLOGIES INC(AKAM)59,65573,487+13,8324,758,0835,567,3750.24%+809,292
APTIV PLC(APTV)47,48346,574-9093,239,3164,015,6430.17%+776,327
BAKER HUGHES COMPANY(BKR)82,31480,527-1,7873,155,9223,923,2990.17%+767,377
ITT INC(ITT)14,98917,386+2,3972,350,7363,107,9440.13%+757,208
THERMO FISHER SCIENTIFIC INC(TMO)11,90311,463-4404,826,2285,559,8820.24%+733,654
EMERSON ELEC CO(EMR)100,471107,407+6,93613,395,73314,089,6320.61%+693,899
ISHARES TR38,20446,029+7,8252,442,7793,133,6770.14%+690,898
INCYTE CORP(INCY)49,37347,757-1,6163,362,3014,050,2710.17%+687,970
AUTONATION INC(AN)11,87513,805+1,9302,358,9693,020,1200.13%+661,151
EAST WEST BANCORP INC(EWBC)59,44562,380+2,9356,002,7236,640,3430.29%+637,620
PALANTIR TECHNOLOGIES INC(PLTR)2,3165,004+2,688315,742912,8620.04%+597,120
CITIGROUP INC(C)46,61544,953-1,6623,967,9024,562,7630.20%+594,861
GENTEX CORP(GNTX)107,294104,299-2,9952,359,4032,951,6540.13%+592,251
VANGUARD INDEX FDS2,1863,824+1,638664,3271,254,8620.05%+590,535
FEDERAL RLTY INVT TR NEW(FRT)20,53025,044+4,5141,950,1012,537,2040.11%+587,103
SCHWAB STRATEGIC TR48,00258,335+10,3331,921,0262,506,0680.11%+585,042
BLACKROCK ETF TRUST62,62677,362+14,7361,885,6742,455,4810.11%+569,807
EXACT SCIENCES CORP(EXK)21,91431,642+9,7281,164,5101,731,1500.07%+566,640
MICROSOFT CORP(MSFT)27,18527,190+513,522,12014,083,2610.61%+561,141
TESLA INC(TSLA)4,4204,384-361,403,9211,949,5610.08%+545,640
ISHARES TR105,852113,827+7,9755,640,8796,156,8870.27%+516,008
BLACKROCK ETF TRUST69,78786,091+16,3041,903,7862,409,2770.10%+505,491
ISHARES TR60,69376,755+16,0621,857,8212,331,0410.10%+473,220
ADVANCED MICRO DEVICES INC(AMD)31,68430,638-1,0464,495,9464,956,9070.21%+460,961
BLACKROCK ETF TRUST II5,51714,785+9,268268,294727,2770.03%+458,983
ISHARES TR22,40426,247+3,8432,340,7982,795,0290.12%+454,231
ISHARES TR67,29170,199+2,9086,232,4906,682,2410.29%+449,751
ISHARES BITCOIN TRUST ETF(IBIT)06,114+6,1140397,3790.02%+397,379
VANGUARD WHITEHALL FDS9,98512,221+2,2361,331,1421,722,6090.07%+391,467
ISHARES TR32,96040,998+8,0381,497,6911,887,7680.08%+390,077
ISHARES TR19,42524,023+4,5981,532,4311,913,9050.08%+381,474
CULLEN FROST BANKERS INC(CFR)20,70723,971+3,2642,661,6333,038,8220.13%+377,189
BLACKROCK ETF TRUST II29,30236,471+7,1691,521,3601,895,2000.08%+373,840
NETAPP INC(NTAP)40,57339,480-1,0934,323,0034,676,8230.20%+353,820
GENERAL DYNAMICS CORP(GD)6,9296,939+102,020,7882,366,0510.10%+345,263
BERKSHIRE HATHAWAY INC DEL8,3218,719+3984,042,0174,383,3840.19%+341,367
ISHARES TR7,6789,284+1,6061,038,8641,351,8140.06%+312,950
DELL TECHNOLOGIES INC(DELL)02,158+2,1580305,9920.01%+305,992
ALPHABET INC(GOOG)3,1073,497+390551,082851,6320.04%+300,550
SELECT SECTOR SPDR TR01,051+1,0510296,1900.01%+296,190
JOHNSON & JOHNSON(JNJ)9,0118,998-131,376,5011,668,3550.07%+291,854
HOME DEPOT INC(HD)7,6657,612-532,810,3723,084,4300.13%+274,058
MICRON TECHNOLOGY INC(MU)35,37227,617-7,7554,359,5714,620,7960.20%+261,225
DEVON ENERGY CORP NEW(DVN)94,46292,921-1,5413,004,8233,257,8240.14%+253,001
UBIQUITI INC(UI)0380+3800251,1560.01%+251,156
VANGUARD WORLD FD1,9252,045+1201,276,6651,527,0460.07%+250,381
UNITEDHEALTH GROUP INC(UNH)7,2717,276+52,268,3362,512,2450.11%+243,909
VANGUARD INDEX FDS4,1824,273+912,375,6722,616,8360.11%+241,164
EVERSOURCE ENERGY(ES)21,48622,477+9911,366,9511,599,0040.07%+232,053
DELTA AIR LINES INC DEL(DAL)04,070+4,0700230,9770.01%+230,977
ISHARES TR01,115+1,1150227,0320.01%+227,032
ISHARES INC05,149+5,1490223,5700.01%+223,570
VANGUARD WORLD FD0543+5430218,6110.01%+218,611
ABBVIE INC(ABBV)4,5554,575+20845,5231,059,2030.05%+213,680
TJX COS INC NEW(TJX)01,462+1,4620211,3260.01%+211,326
SIMON PPTY GROUP INC NEW(SPG)01,122+1,1220210,4790.01%+210,479
ISHARES TR02,377+2,3770201,9530.01%+201,953
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