JB Capital
Latest statistics and disclosures from JB Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IUSB, IVW, QUAL, DYNF, and represent 44.65% of JB Capital's stock portfolio.
- Added to shares of these 10 stocks: EFV (+$56M), IUSB (+$30M), AVGO (+$18M), EMXC (+$14M), QUAL, AHR, BINC, NKE, DYNF, QLTA.
- Started 14 new stock positions in VEA, HIG, NKE, RSP, IEFA, FBTC, QLTA, BMI, YUM, MS. AHR, BBUS, BBAG, FDLO.
- Reduced shares in these 10 stocks: IVV (-$21M), HEFA (-$16M), IEMG (-$15M), TLT (-$7.0M), EFG (-$5.6M), IVW, IYW, TMO, DGRO, MBB.
- Sold out of its positions in ALGT, CACI, DAL, FLS, TIP, HEFA, TFLO, LULU, TAP, NEE. PAYC, TMUS, UAL, WBS, ALTM, AER.
- JB Capital was a net buyer of stock by $76M.
- JB Capital has $1.7B in assets under management (AUM), dropping by 9.10%.
- Central Index Key (CIK): 0001879371
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Portfolio Holdings for JB Capital
JB Capital holds 217 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 16.7 | $291M | -6% | 504k | 576.82 |
|
| Ishares Tr Core Total Usd (IUSB) | 9.0 | $157M | +23% | 3.3M | 47.12 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 7.0 | $122M | -3% | 1.3M | 95.75 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 6.2 | $107M | +4% | 599k | 179.30 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 5.8 | $100M | +3% | 2.0M | 49.47 |
|
| Ishares Tr Eafe Value Etf (EFV) | 5.2 | $90M | +165% | 1.6M | 57.53 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 4.8 | $83M | -6% | 771k | 107.65 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 3.4 | $60M | 304k | 197.17 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 2.7 | $47M | +43% | 767k | 61.11 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 2.4 | $41M | -9% | 270k | 151.62 |
|
| Apple (AAPL) | 2.0 | $35M | 152k | 233.00 |
|
|
| Ishares Tr Mbs Etf (MBB) | 1.8 | $32M | 336k | 95.81 |
|
|
| Ishares Core Msci Emkt (IEMG) | 1.2 | $20M | -42% | 353k | 57.41 |
|
| Broadcom (AVGO) | 1.1 | $20M | +885% | 115k | 172.50 |
|
| Comcast Corp Cl A (CMCSA) | 1.0 | $17M | +5% | 417k | 41.77 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $17M | 96k | 173.66 |
|
|
| Wal-Mart Stores (WMT) | 0.9 | $15M | 190k | 80.75 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $15M | 72k | 210.86 |
|
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.9 | $15M | +39% | 281k | 53.53 |
|
| PNC Financial Services (PNC) | 0.8 | $14M | 76k | 184.85 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.8 | $14M | -33% | 140k | 98.10 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $13M | 27k | 488.11 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.8 | $13M | +3% | 55k | 240.00 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.7 | $12M | +3% | 258k | 46.97 |
|
| eBay (EBAY) | 0.7 | $12M | +3% | 184k | 65.11 |
|
| Microsoft Corporation (MSFT) | 0.7 | $12M | +4% | 28k | 430.32 |
|
| Merck & Co (MRK) | 0.6 | $11M | +3% | 95k | 113.56 |
|
| Raytheon Technologies Corp (RTX) | 0.6 | $10M | 86k | 121.16 |
|
|
| Pepsi (PEP) | 0.6 | $10M | +4% | 60k | 170.05 |
|
| Medtronic SHS (MDT) | 0.6 | $9.9M | +4% | 111k | 90.03 |
|
| Prologis (PLD) | 0.6 | $9.9M | +4% | 78k | 126.28 |
|
| Emerson Electric (EMR) | 0.6 | $9.7M | +5% | 89k | 109.37 |
|
| Qualcomm (QCOM) | 0.5 | $8.8M | +5% | 52k | 170.06 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $8.2M | 49k | 165.85 |
|
|
| BlackRock (BLK) | 0.4 | $7.8M | +6% | 8.2k | 949.56 |
|
| Meta Platforms Cl A (META) | 0.4 | $6.7M | +2% | 12k | 572.32 |
|
| Amazon (AMZN) | 0.4 | $6.3M | 34k | 186.33 |
|
|
| Walt Disney Company (DIS) | 0.3 | $5.2M | +3% | 54k | 96.19 |
|
| Pfizer (PFE) | 0.3 | $5.0M | -3% | 172k | 28.94 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $4.9M | -9% | 91k | 53.72 |
|
| Carrier Global Corporation (CARR) | 0.3 | $4.5M | 56k | 80.49 |
|
|
| NVIDIA Corporation (NVDA) | 0.3 | $4.5M | +5% | 37k | 121.44 |
|
| American Healthcare Reit Com Shs (AHR) | 0.3 | $4.4M | NEW | 170k | 26.10 |
|
| East West Ban (EWBC) | 0.3 | $4.4M | 54k | 82.74 |
|
|
| Fiserv (FI) | 0.3 | $4.4M | 24k | 179.65 |
|
|
| Pulte (PHM) | 0.2 | $4.3M | 30k | 143.54 |
|
|
| Visa Com Cl A (V) | 0.2 | $4.2M | +8% | 15k | 274.94 |
|
| UnitedHealth (UNH) | 0.2 | $4.2M | +2% | 7.1k | 584.64 |
|
| American Tower Reit (AMT) | 0.2 | $4.0M | +8% | 17k | 232.57 |
|
| Newmont Mining Corporation (NEM) | 0.2 | $4.0M | 75k | 53.45 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $3.9M | 42k | 93.58 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $3.8M | +13% | 12k | 331.43 |
|
| Lamar Advertising Cl A (LAMR) | 0.2 | $3.7M | +2% | 28k | 133.60 |
|
| Amgen (AMGN) | 0.2 | $3.7M | +9% | 12k | 322.20 |
|
| General Mills (GIS) | 0.2 | $3.6M | 49k | 73.85 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.6M | +14% | 7.9k | 460.21 |
|
| Keurig Dr Pepper (KDP) | 0.2 | $3.6M | +2% | 95k | 37.48 |
|
| Ball Corporation (BALL) | 0.2 | $3.6M | +11% | 52k | 67.91 |
|
| Enterprise Products Partners (EPD) | 0.2 | $3.5M | +11% | 122k | 29.11 |
|
| Starbucks Corporation (SBUX) | 0.2 | $3.5M | +2% | 36k | 97.50 |
|
| Tyson Foods Cl A (TSN) | 0.2 | $3.4M | +3% | 58k | 59.56 |
|
| Avery Dennison Corporation (AVY) | 0.2 | $3.4M | +11% | 15k | 220.74 |
|
| Paypal Holdings (PYPL) | 0.2 | $3.3M | +2% | 42k | 78.03 |
|
| Cigna Corp (CI) | 0.2 | $3.2M | 9.4k | 346.41 |
|
|
| Target Corporation (TGT) | 0.2 | $3.2M | +3% | 21k | 155.87 |
|
| Kla Corp Com New (KLAC) | 0.2 | $3.2M | +12% | 4.1k | 774.61 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $3.1M | +13% | 48k | 64.81 |
|
| Electronic Arts (EA) | 0.2 | $3.1M | +2% | 22k | 143.45 |
|
| Incyte Corporation (INCY) | 0.2 | $3.1M | +2% | 47k | 66.10 |
|
| Gentex Corporation (GNTX) | 0.2 | $3.1M | +12% | 103k | 29.69 |
|
| Nike CL B (NKE) | 0.2 | $3.0M | NEW | 35k | 88.40 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $3.0M | +13% | 7.8k | 389.12 |
|
| Air Products & Chemicals (APD) | 0.2 | $3.0M | +3% | 10k | 297.76 |
|
| Texas Pacific Land Corp (TPL) | 0.2 | $3.0M | 3.4k | 884.72 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $3.0M | 25k | 117.22 |
|
|
| Lam Research Corporation (LRCX) | 0.2 | $3.0M | +2% | 3.6k | 816.27 |
|
| Yum China Holdings (YUMC) | 0.2 | $2.9M | +3% | 65k | 45.02 |
|
| Citigroup Com New (C) | 0.2 | $2.9M | +2% | 47k | 62.60 |
|
| Aptiv SHS (APTV) | 0.2 | $2.8M | +5% | 40k | 72.01 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.2 | $2.8M | +2% | 191k | 14.70 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $2.8M | -22% | 4.5k | 618.41 |
|
| Baker Hughes Company Cl A (BKR) | 0.2 | $2.8M | +3% | 77k | 36.15 |
|
| Home Depot (HD) | 0.2 | $2.7M | 6.8k | 405.20 |
|
|
| Kenvue (KVUE) | 0.2 | $2.7M | +2% | 117k | 23.13 |
|
| Devon Energy Corporation (DVN) | 0.1 | $2.6M | +5% | 66k | 39.12 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $2.5M | 25k | 103.93 |
|
|
| Akamai Technologies (AKAM) | 0.1 | $2.5M | +4% | 25k | 100.95 |
|
| EOG Resources (EOG) | 0.1 | $2.4M | +4% | 20k | 122.93 |
|
| McDonald's Corporation (MCD) | 0.1 | $2.3M | -4% | 7.4k | 304.50 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.1 | $2.2M | -4% | 353k | 6.35 |
|
| Carpenter Technology Corporation (CRS) | 0.1 | $2.2M | +5% | 14k | 159.58 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.1M | +7% | 4.0k | 527.76 |
|
| Lumentum Hldgs (LITE) | 0.1 | $2.1M | +5% | 33k | 63.38 |
|
| Cyberark Software SHS (CYBR) | 0.1 | $1.8M | +5% | 6.1k | 291.61 |
|
| Us Foods Hldg Corp call (USFD) | 0.1 | $1.7M | +7% | 27k | 61.50 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.1 | $1.7M | +7% | 15k | 114.98 |
|
| Itt (ITT) | 0.1 | $1.7M | +4% | 11k | 149.51 |
|
| Crocs (CROX) | 0.1 | $1.6M | -5% | 11k | 144.81 |
|
| AutoNation (AN) | 0.1 | $1.6M | -13% | 8.7k | 178.92 |
|
| WNS HLDGS Com Shs (WNS) | 0.1 | $1.5M | +6% | 29k | 52.71 |
|
| Johnson & Johnson (JNJ) | 0.1 | $1.5M | 9.1k | 162.08 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $1.5M | -30% | 24k | 62.69 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.5M | -7% | 8.5k | 173.20 |
|
| Tandem Diabetes Care Com New (TNDM) | 0.1 | $1.4M | +7% | 34k | 42.41 |
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.1 | $1.4M | NEW | 29k | 49.15 |
|
| Tesla Motors (TSLA) | 0.1 | $1.4M | +12% | 5.4k | 261.60 |
|
| Eversource Energy (ES) | 0.1 | $1.4M | +3% | 21k | 68.05 |
|
| Blackrock Etf Trust Ii Aaa Clo Etf (CLOA) | 0.1 | $1.4M | +44% | 27k | 51.97 |
|
| Sila Realty Trust Common Stock (SILA) | 0.1 | $1.3M | -4% | 53k | 25.29 |
|
| Pure Storage Cl A (PSTG) | 0.1 | $1.3M | +7% | 26k | 50.24 |
|
| Cognex Corporation (CGNX) | 0.1 | $1.3M | +7% | 32k | 40.50 |
|
| Ishares Tr Intl Div Grwth (IGRO) | 0.1 | $1.2M | +100% | 17k | 74.59 |
|
| Chart Industries (GTLS) | 0.1 | $1.2M | +8% | 9.5k | 124.14 |
|
| Cleveland-cliffs (CLF) | 0.1 | $1.1M | -12% | 87k | 12.77 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.1M | 1.9k | 586.35 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.1M | 8.4k | 128.18 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.0M | -2% | 30k | 34.29 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $1.0M | +13% | 1.1k | 886.12 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $1.0M | -9% | 8.9k | 113.00 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $976k | 42k | 23.45 |
|
|
| Verizon Communications (VZ) | 0.1 | $923k | +6% | 21k | 44.91 |
|
| Coca-Cola Company (KO) | 0.1 | $897k | -5% | 13k | 71.86 |
|
| Travelers Companies (TRV) | 0.1 | $892k | 3.8k | 234.08 |
|
|
| Abbvie (ABBV) | 0.0 | $855k | -11% | 4.3k | 197.50 |
|
| International Business Machines (IBM) | 0.0 | $814k | 3.7k | 221.09 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $801k | +3% | 2.1k | 388.86 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $769k | +3% | 2.7k | 283.04 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $754k | +2% | 849.00 | 887.53 |
|
| Ishares Tr Investment Grade (IGEB) | 0.0 | $746k | -3% | 16k | 46.47 |
|
| Hartford Financial Services (HIG) | 0.0 | $704k | NEW | 6.0k | 117.60 |
|
| Lowe's Companies (LOW) | 0.0 | $701k | 2.6k | 270.83 |
|
|
| Anthem (ELV) | 0.0 | $700k | +19% | 1.3k | 519.96 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $696k | 11k | 62.89 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $676k | 2.7k | 248.63 |
|
|
| Philip Morris International (PM) | 0.0 | $674k | -5% | 5.6k | 121.39 |
|
| Union Pacific Corporation (UNP) | 0.0 | $669k | -19% | 2.7k | 246.63 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $660k | -21% | 5.6k | 117.59 |
|
| Chevron Corporation (CVX) | 0.0 | $655k | -2% | 4.4k | 147.30 |
|
| Honeywell International (HON) | 0.0 | $647k | 3.1k | 206.75 |
|
|
| Stanley Black & Decker (SWK) | 0.0 | $635k | 5.8k | 110.14 |
|
|
| At&t (T) | 0.0 | $610k | +2% | 28k | 22.00 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $598k | 2.5k | 243.06 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $595k | +17% | 1.0k | 573.87 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $589k | 3.0k | 198.08 |
|
|
| Crane Company Common Stock (CR) | 0.0 | $587k | 3.7k | 158.26 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $560k | +2% | 3.0k | 188.61 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $547k | +33% | 1.5k | 375.77 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $532k | -6% | 4.2k | 126.15 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $527k | +24% | 1.4k | 384.11 |
|
| American Financial (AFG) | 0.0 | $526k | 3.9k | 134.59 |
|
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $521k | -3% | 6.2k | 83.67 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $517k | +22% | 4.4k | 116.95 |
|
| Bank of America Corporation (BAC) | 0.0 | $516k | +7% | 13k | 39.68 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $511k | -21% | 3.1k | 167.19 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $505k | -4% | 19k | 27.01 |
|
| M&T Bank Corporation (MTB) | 0.0 | $480k | 2.7k | 178.11 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $479k | +2% | 5.8k | 83.03 |
|
| salesforce (CRM) | 0.0 | $470k | -32% | 1.7k | 273.73 |
|
| Oge Energy Corp (OGE) | 0.0 | $463k | 11k | 41.02 |
|
|
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $460k | -45% | 17k | 27.34 |
|
| Southern Company (SO) | 0.0 | $452k | -8% | 5.0k | 90.20 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $434k | +18% | 7.0k | 62.32 |
|
| Cisco Systems (CSCO) | 0.0 | $428k | -4% | 8.1k | 53.21 |
|
| Advanced Micro Devices (AMD) | 0.0 | $404k | +3% | 2.5k | 164.07 |
|
| Block Cl A (SQ) | 0.0 | $399k | -2% | 5.9k | 67.13 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $394k | +48% | 1.3k | 314.39 |
|
| Caterpillar (CAT) | 0.0 | $394k | 1.0k | 391.07 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $393k | -26% | 673.00 | 584.42 |
|
| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.0 | $386k | 25k | 15.76 |
|
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $384k | 5.4k | 71.59 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $378k | -15% | 3.3k | 115.28 |
|
| Netflix (NFLX) | 0.0 | $366k | +14% | 516.00 | 709.42 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $357k | +2% | 4.3k | 82.53 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $353k | +8% | 4.2k | 84.53 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $351k | +25% | 677.00 | 517.78 |
|
| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.0 | $349k | -12% | 5.6k | 62.74 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $349k | 332.00 | 1050.32 |
|
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.0 | $325k | NEW | 3.1k | 103.58 |
|
| General Dynamics Corporation (GD) | 0.0 | $322k | -8% | 1.1k | 302.08 |
|
| Intuit (INTU) | 0.0 | $321k | +4% | 516.00 | 621.80 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $309k | 1.1k | 282.32 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $304k | 6.1k | 49.70 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $295k | 5.7k | 51.74 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $294k | +6% | 1.2k | 245.45 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $292k | NEW | 1.6k | 179.11 |
|
| Cummins (CMI) | 0.0 | $287k | +8% | 885.00 | 324.01 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $287k | NEW | 5.2k | 55.53 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $286k | -2% | 12k | 23.79 |
|
| J P Morgan Exchange Traded F Betabuilders Us (BBAG) | 0.0 | $285k | NEW | 6.0k | 47.32 |
|
| Advanced Drain Sys Inc Del (WMS) | 0.0 | $284k | 1.8k | 157.16 |
|
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| Abbott Laboratories (ABT) | 0.0 | $281k | 2.5k | 114.00 |
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| American Electric Power Company (AEP) | 0.0 | $274k | -16% | 2.7k | 102.60 |
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| Danaher Corporation (DHR) | 0.0 | $271k | 975.00 | 278.36 |
|
|
| Altria (MO) | 0.0 | $256k | -7% | 5.0k | 51.04 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $256k | -14% | 2.3k | 108.84 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $254k | -2% | 5.2k | 48.59 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $245k | -45% | 4.9k | 49.91 |
|
| United Sts Oil Units (USO) | 0.0 | $236k | 3.4k | 69.92 |
|
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.0 | $236k | 4.8k | 49.07 |
|
|
| Boeing Company (BA) | 0.0 | $232k | -5% | 1.5k | 151.99 |
|
| ConocoPhillips (COP) | 0.0 | $222k | 2.1k | 105.28 |
|
|
| Badger Meter (BMI) | 0.0 | $218k | NEW | 999.00 | 218.49 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $218k | 3.1k | 70.07 |
|
|
| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.0 | $213k | NEW | 3.5k | 61.34 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $213k | -13% | 433.00 | 491.89 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $213k | NEW | 4.0k | 52.81 |
|
| Crane Holdings (CXT) | 0.0 | $211k | 3.8k | 56.10 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $210k | -20% | 2.7k | 78.06 |
|
| Yum! Brands (YUM) | 0.0 | $208k | NEW | 1.5k | 139.75 |
|
| Intel Corporation (INTC) | 0.0 | $206k | -2% | 8.8k | 23.46 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $205k | NEW | 2.6k | 78.05 |
|
| Morgan Stanley Com New (MS) | 0.0 | $202k | NEW | 1.9k | 104.18 |
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $200k | 11k | 18.15 |
|
|
| Quantumscape Corp Com Cl A (QS) | 0.0 | $109k | 19k | 5.75 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $106k | -3% | 13k | 8.25 |
|
| Sachem Cap (SACH) | 0.0 | $51k | +32% | 20k | 2.52 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $48k | 15k | 3.12 |
|
Past Filings by JB Capital
SEC 13F filings are viewable for JB Capital going back to 2021
- JB Capital 2024 Q3 filed Oct. 31, 2024
- JB Capital 2024 Q2 filed July 24, 2024
- JB Capital 2024 Q1 filed April 30, 2024
- JB Capital 2023 Q4 filed Jan. 22, 2024
- JB Capital 2023 Q3 filed Oct. 25, 2023
- JB Capital 2023 Q2 filed July 25, 2023
- JB Capital 2023 Q1 filed April 25, 2023
- JB Capital 2022 Q4 filed Jan. 23, 2023
- JB Capital 2022 Q3 filed Oct. 14, 2022
- JB Capital 2022 Q2 filed July 28, 2022
- JB Capital 2022 Q1 filed April 19, 2022
- JB Capital 2021 Q4 filed Feb. 2, 2022
- JB Capital 2021 Q3 filed Dec. 8, 2021