JBR Co Financial Management Inc: 13F holdings
CIK 20178782026Q2
| Positions | 133 |
|---|
| Reported value | $274.1m |
|---|
| Filed | 2026-07-09 |
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Change since last quarter
| Positions | 133 (+13 vs prior quarter) |
|---|
| Reported value | $274.1m (+14.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 180,166 | $36.0m | 13.2% |
| VGT VANGUARD WORLD FD | 147,030 | $17.6m | 6.4% |
| VBIL VANGUARD INSTL INDEX FD | 196,853 | $14.9m | 5.4% |
| SPYM SPDR SERIES TRUST | 159,875 | $14.0m | 5.1% |
| QQQM INVESCO EXCH TRADED FD TR II | 43,848 | $13.3m | 4.8% |
| AAPL APPLE INC | 31,005 | $9.0m | 3.3% |
| CAT CATERPILLAR INC | 6,205 | $6.6m | 2.4% |
| QQQ INVESCO QQQ TR | 8,220 | $6.1m | 2.2% |
| UTG REAVES UTIL INCOME FD | 142,777 | $5.8m | 2.1% |
| AIRR FIRST TR EXCHANGE TRADED FD | 40,880 | $5.4m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2017878")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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