JB Capital
Latest statistics and disclosures from JB Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IVE, IVW, DYNF, IEMG, and represent 34.39% of JB Capital's stock portfolio.
- Added to shares of these 10 stocks: EFG (+$76M), IVV (+$71M), IDEF (+$52M), BLCR (+$52M), GOVT (+$31M), QCOM (+$11M), IVW (+$9.4M), IUSB (+$6.0M), NXPI (+$5.7M), PEP (+$5.3M).
- Started 20 new stock positions in CHWY, LMUB, WAT, J, EUHY, PSX, Bny Mellon Etf Trust Ii, INTC, COP, FDX. FNDX, ORCL, BP, TAXE, BLCR, IDEF, ATO, HPE, OMC, AMAT.
- Reduced shares in these 10 stocks: OEF (-$116M), ITA (-$34M), IEMG (-$24M), IVE (-$24M), DYNF (-$23M), IAU (-$23M), LITE (-$20M), TSM (-$13M), AVGO (-$11M), EMB (-$6.9M).
- Sold out of its positions in ADBE, HIMU, BX, DHR, EXACT Sciences Corporation, BOTZ, GS, INTU, ISRG, EMB. NKE, SPGI, XLK, MMM, UAL, USO, BSV, VWO, VHT, YUMC.
- JB Capital was a net buyer of stock by $57M.
- JB Capital has $2.5B in assets under management (AUM), dropping by 1.07%.
- Central Index Key (CIK): 0001879371
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Portfolio Holdings for JB Capital
JB Capital holds 259 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 10.3 | $254M | +38% | 389k | 653.21 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 6.9 | $171M | -12% | 809k | 211.15 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 6.1 | $151M | +6% | 1.3M | 113.11 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 5.9 | $145M | -13% | 2.5M | 58.18 |
|
| Ishares Core Msci Emkt (IEMG) | 5.3 | $131M | -15% | 1.9M | 69.75 |
|
| Ishares Tr Eafe Value Etf (EFV) | 4.8 | $120M | -3% | 1.6M | 74.35 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 4.7 | $116M | +5% | 2.5M | 46.19 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 3.1 | $78M | +4150% | 699k | 111.37 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.9 | $71M | +3% | 371k | 191.81 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 2.8 | $70M | +2% | 2.1M | 32.95 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 2.8 | $69M | +3% | 286k | 239.99 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 2.8 | $69M | +6% | 1.9M | 36.22 |
|
| Blackrock Etf Trust Ishares Defense (IDEF) | 2.1 | $52M | NEW | 1.6M | 32.72 |
|
| Blackrock Etf Trust Ishares Large Ca (BLCR) | 2.1 | $52M | NEW | 1.3M | 41.06 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 2.0 | $50M | +3% | 498k | 100.72 |
|
| Apple (AAPL) | 1.4 | $34M | 133k | 253.79 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 1.3 | $32M | +3764% | 1.4M | 22.91 |
|
| Ishares Tr Mbs Etf (MBB) | 1.3 | $32M | +4% | 333k | 94.95 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 1.2 | $30M | +6% | 597k | 50.04 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $22M | -5% | 73k | 294.16 |
|
| Wal-Mart Stores (WMT) | 0.9 | $21M | -17% | 170k | 124.28 |
|
| Qualcomm (QCOM) | 0.8 | $21M | +117% | 162k | 128.78 |
|
| Target Corporation (TGT) | 0.8 | $21M | +22% | 171k | 121.20 |
|
| Broadcom (AVGO) | 0.8 | $20M | -35% | 64k | 309.51 |
|
| Merck & Co (MRK) | 0.8 | $20M | +18% | 162k | 120.29 |
|
| PNC Financial Services (PNC) | 0.8 | $19M | +3% | 93k | 208.09 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.8 | $19M | -41% | 57k | 337.95 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $19M | +2% | 33k | 577.18 |
|
| Pepsi (PEP) | 0.8 | $19M | +40% | 120k | 155.29 |
|
| Prologis (PLD) | 0.7 | $18M | +25% | 137k | 132.18 |
|
| Amgen (AMGN) | 0.7 | $18M | -4% | 50k | 351.85 |
|
| Emerson Electric (EMR) | 0.7 | $17M | +16% | 132k | 131.02 |
|
| Medtronic SHS (MDT) | 0.7 | $17M | +35% | 199k | 86.65 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.7 | $17M | -9% | 329k | 51.93 |
|
| Nxp Semiconductors N V (NXPI) | 0.7 | $17M | +51% | 85k | 196.86 |
|
| Raytheon Technologies Corp (RTX) | 0.7 | $17M | 87k | 192.90 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $13M | 46k | 287.56 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.5 | $12M | -65% | 136k | 88.16 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $12M | +9% | 68k | 174.40 |
|
| Microsoft Corporation (MSFT) | 0.5 | $12M | +13% | 31k | 370.17 |
|
| East West Ban (EWBC) | 0.3 | $8.4M | +21% | 79k | 106.76 |
|
| Micron Technology (MU) | 0.3 | $8.3M | -5% | 25k | 337.84 |
|
| Akamai Technologies (AKAM) | 0.3 | $8.2M | 72k | 114.85 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $7.3M | +2% | 13k | 572.15 |
|
| Amazon (AMZN) | 0.3 | $7.2M | 35k | 208.27 |
|
|
| Lumentum Hldgs (LITE) | 0.3 | $6.8M | -74% | 9.7k | 702.76 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $6.3M | -2% | 119k | 53.22 |
|
| Dell Technologies CL C (DELL) | 0.2 | $5.6M | +1478% | 34k | 164.13 |
|
| Carpenter Technology Corporation (CRS) | 0.2 | $5.3M | -22% | 13k | 394.15 |
|
| Tyson Foods Cl A (TSN) | 0.2 | $5.2M | +2% | 81k | 64.07 |
|
| Regeneron Pharmaceuticals (REGN) | 0.2 | $5.1M | 6.7k | 772.61 |
|
|
| Cullen/Frost Bankers (CFR) | 0.2 | $5.1M | +37% | 37k | 137.08 |
|
| Chart Industries (GTLS) | 0.2 | $5.0M | +46% | 24k | 206.75 |
|
| AutoNation (AN) | 0.2 | $5.0M | +64% | 26k | 195.26 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.2 | $5.0M | +61% | 47k | 106.21 |
|
| Marsh & McLennan Companies (MRSH) | 0.2 | $4.9M | +4% | 29k | 173.45 |
|
| Chewy Cl A (CHWY) | 0.2 | $4.9M | NEW | 182k | 27.00 |
|
| Itt (ITT) | 0.2 | $4.9M | +32% | 26k | 190.53 |
|
| Baker Hughes Company Cl A (BKR) | 0.2 | $4.9M | 80k | 61.05 |
|
|
| Pegasystems (PEGA) | 0.2 | $4.8M | +81% | 112k | 42.56 |
|
| Cognex Corporation (CGNX) | 0.2 | $4.7M | +37% | 97k | 48.99 |
|
| Crocs (CROX) | 0.2 | $4.6M | +113% | 56k | 83.02 |
|
| Texas Pacific Land Corp (TPL) | 0.2 | $4.6M | 9.7k | 474.54 |
|
|
| Globant S A (GLOB) | 0.2 | $4.6M | +41% | 99k | 46.11 |
|
| Semtech Corporation (SMTC) | 0.2 | $4.5M | -12% | 59k | 76.89 |
|
| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 0.2 | $4.5M | +36% | 87k | 51.83 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $4.4M | 9.3k | 479.22 |
|
|
| Walt Disney Company (DIS) | 0.2 | $4.4M | +5% | 46k | 96.38 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $4.3M | 22k | 194.14 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $4.3M | 25k | 169.66 |
|
|
| Jacobs Engineering Group (J) | 0.2 | $4.2M | NEW | 33k | 127.28 |
|
| Hewlett Packard Enterprise (HPE) | 0.2 | $4.2M | NEW | 176k | 23.81 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $4.2M | +24% | 40k | 106.15 |
|
| NetApp (NTAP) | 0.2 | $4.1M | +4% | 41k | 102.39 |
|
| Honeywell International (HON) | 0.2 | $4.1M | +6% | 18k | 226.03 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $4.1M | +225% | 30k | 135.72 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.2 | $3.9M | +5% | 81k | 48.93 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $3.9M | +12% | 56k | 70.18 |
|
| Cleveland-cliffs (CLF) | 0.2 | $3.9M | +105% | 463k | 8.45 |
|
| Advanced Micro Devices (AMD) | 0.2 | $3.9M | +3% | 19k | 203.43 |
|
| Lamar Advertising Cl A (LAMR) | 0.2 | $3.8M | +3% | 30k | 126.66 |
|
| Fiserv (FISV) | 0.2 | $3.8M | +3% | 68k | 55.80 |
|
| Paypal Holdings (PYPL) | 0.1 | $3.7M | +84% | 82k | 45.23 |
|
| Devon Energy Corporation (DVN) | 0.1 | $3.6M | -22% | 72k | 50.32 |
|
| Anthem (ELV) | 0.1 | $3.6M | +3% | 12k | 292.76 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $3.6M | +3% | 36k | 98.38 |
|
| General Mills (GIS) | 0.1 | $3.4M | +1069% | 92k | 37.22 |
|
| Aptiv Com Shs (APTV) | 0.1 | $3.4M | +5% | 48k | 69.44 |
|
| Citigroup Com New (C) | 0.1 | $3.3M | -31% | 29k | 113.41 |
|
| Everest Re Group (EG) | 0.1 | $3.3M | +5% | 10k | 326.85 |
|
| Ishares Tr Long Term Muni (LMUB) | 0.1 | $3.2M | NEW | 64k | 49.93 |
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.1 | $3.2M | -15% | 67k | 47.59 |
|
| Blackrock Etf Trust Ishares Us Larg (BALI) | 0.1 | $3.1M | +17% | 100k | 30.81 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $3.1M | +2% | 197k | 15.65 |
|
| Becton, Dickinson and (BDX) | 0.1 | $2.9M | +3% | 19k | 157.23 |
|
| Carrier Global Corporation (CARR) | 0.1 | $2.9M | -3% | 52k | 56.31 |
|
| Home Depot (HD) | 0.1 | $2.6M | +5% | 8.0k | 328.89 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.6M | 4.3k | 597.59 |
|
|
| Ishares Tr Investment Grade (IGEB) | 0.1 | $2.5M | +18% | 56k | 45.06 |
|
| Visa Com Cl A (V) | 0.1 | $2.5M | -37% | 8.2k | 302.25 |
|
| Abbvie (ABBV) | 0.1 | $2.5M | -33% | 11k | 217.49 |
|
| McDonald's Corporation (MCD) | 0.1 | $2.5M | 7.9k | 310.78 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $2.4M | 7.0k | 343.21 |
|
|
| Cigna Corp (CI) | 0.1 | $2.4M | -5% | 8.8k | 266.75 |
|
| UnitedHealth (UNH) | 0.1 | $2.3M | +11% | 8.4k | 270.60 |
|
| Johnson & Johnson (JNJ) | 0.1 | $2.2M | 9.1k | 244.43 |
|
|
| Blackrock (BLK) | 0.1 | $2.2M | -44% | 2.3k | 961.65 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $2.1M | +99% | 5.6k | 383.41 |
|
| Eaton Corp SHS (ETN) | 0.1 | $2.0M | -45% | 5.7k | 357.69 |
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.1 | $1.9M | +15% | 75k | 25.11 |
|
| Ishares Euro High Yield (EUHY) | 0.1 | $1.9M | NEW | 36k | 52.46 |
|
| Enterprise Products Partners (EPD) | 0.1 | $1.9M | -54% | 49k | 37.84 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $1.8M | 23k | 77.08 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $1.7M | -53% | 19k | 93.98 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.7M | +8% | 2.5k | 697.67 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.7M | -22% | 8.6k | 198.28 |
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| Eversource Energy (ES) | 0.1 | $1.6M | +4% | 24k | 69.28 |
|
| Tesla Motors (TSLA) | 0.1 | $1.6M | +4% | 4.3k | 371.79 |
|
| American Tower Reit (AMT) | 0.1 | $1.5M | -42% | 8.7k | 172.57 |
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| Gentex Corporation (GNTX) | 0.1 | $1.5M | -26% | 69k | 21.85 |
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| Allegion Ord Shs (ALLE) | 0.1 | $1.5M | -39% | 10k | 145.29 |
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| Lithia Motors (LAD) | 0.1 | $1.4M | -31% | 5.8k | 249.73 |
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| Aptar (ATR) | 0.1 | $1.4M | +16% | 11k | 126.02 |
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| Omni (OMC) | 0.1 | $1.4M | NEW | 19k | 75.31 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.4M | 4.4k | 320.80 |
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| Pfizer (PFE) | 0.1 | $1.3M | 48k | 28.08 |
|
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.3M | +17% | 13k | 95.44 |
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| Ishares Tr High Yld Corp Bd (HYGW) | 0.1 | $1.3M | -52% | 43k | 29.50 |
|
| Travelers Companies (TRV) | 0.0 | $1.2M | 4.2k | 291.67 |
|
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| Procter & Gamble Company (PG) | 0.0 | $1.2M | 8.4k | 144.43 |
|
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.1M | -9% | 2.6k | 430.36 |
|
| Chevron Corporation (CVX) | 0.0 | $1.1M | +14% | 5.5k | 206.90 |
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| Caterpillar (CAT) | 0.0 | $1.1M | +14% | 1.6k | 708.61 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $1.1M | -7% | 7.9k | 141.42 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $1.1M | 29k | 38.86 |
|
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| Verizon Communications (VZ) | 0.0 | $1.1M | -10% | 22k | 50.20 |
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| Eli Lilly & Co. (LLY) | 0.0 | $1.1M | 1.2k | 919.81 |
|
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| Philip Morris International (PM) | 0.0 | $1.1M | 6.6k | 165.34 |
|
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| Coca-Cola Company (KO) | 0.0 | $1.0M | 14k | 76.05 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $981k | -2% | 3.4k | 286.87 |
|
| International Business Machines (IBM) | 0.0 | $965k | 4.0k | 242.42 |
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| At&t (T) | 0.0 | $954k | 33k | 28.99 |
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| Ge Aerospace Com New (GE) | 0.0 | $951k | -3% | 3.4k | 283.73 |
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| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $926k | -16% | 74k | 12.51 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $897k | -8% | 1.4k | 650.19 |
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| Marriott Intl Cl A (MAR) | 0.0 | $890k | 2.7k | 327.12 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $885k | -5% | 6.0k | 146.28 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $841k | -97% | 3.8k | 218.75 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $823k | -2% | 1.9k | 426.29 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $809k | +15% | 8.7k | 92.75 |
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| Costco Wholesale Corporation (COST) | 0.0 | $804k | -11% | 807.00 | 995.96 |
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| Hartford Financial Services (HIG) | 0.0 | $798k | 5.9k | 135.22 |
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| Ge Vernova (GEV) | 0.0 | $793k | +9% | 909.00 | 872.84 |
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| CVS Caremark Corporation (CVS) | 0.0 | $760k | 11k | 71.82 |
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| Ishares Tr Systematic Bd Et (SYSB) | 0.0 | $735k | +2% | 8.3k | 89.00 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $733k | +5% | 12k | 59.03 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $710k | -3% | 5.7k | 124.32 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $701k | +20% | 15k | 45.89 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $694k | 1.6k | 436.75 |
|
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| Bank of America Corporation (BAC) | 0.0 | $686k | 14k | 48.75 |
|
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $671k | +15% | 10k | 67.00 |
|
| Trane Technologies SHS (TT) | 0.0 | $665k | 1.6k | 416.87 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $654k | 1.8k | 356.55 |
|
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| Waters Corporation (WAT) | 0.0 | $652k | NEW | 2.2k | 297.80 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $647k | -54% | 3.6k | 181.44 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $646k | 19k | 33.97 |
|
|
| Stanley Black & Decker (SWK) | 0.0 | $644k | +70% | 9.1k | 71.06 |
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| Crane Company Common Stock (CR) | 0.0 | $639k | 3.7k | 171.02 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $624k | +17% | 13k | 49.37 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $596k | +12% | 8.8k | 67.53 |
|
| M&T Bank Corporation (MTB) | 0.0 | $579k | +2% | 2.8k | 206.69 |
|
| Cummins (CMI) | 0.0 | $561k | 1.0k | 538.10 |
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| Lowe's Companies (LOW) | 0.0 | $557k | -8% | 2.4k | 236.31 |
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| American Financial (AFG) | 0.0 | $555k | 4.3k | 127.71 |
|
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $551k | 24k | 23.14 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $550k | +8% | 12k | 47.55 |
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| Cisco Systems (CSCO) | 0.0 | $549k | -2% | 7.1k | 77.59 |
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| Oge Energy Corp (OGE) | 0.0 | $541k | 11k | 47.96 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $525k | -21% | 2.4k | 215.06 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $488k | 2.3k | 213.62 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $482k | +5% | 5.7k | 84.91 |
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| Iron Mountain (IRM) | 0.0 | $473k | 4.6k | 102.14 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $466k | +4% | 770.00 | 604.68 |
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| Blackrock Etf Trust Ishares Us Carbo (LCTU) | 0.0 | $453k | -13% | 6.5k | 70.14 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $446k | +33% | 963.00 | 463.20 |
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| eBay (EBAY) | 0.0 | $428k | 4.7k | 91.02 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $414k | +83% | 1.1k | 367.55 |
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| Bny Mellon Etf Trust Ii Active Core Bond | 0.0 | $406k | NEW | 17k | 24.01 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $404k | -19% | 3.1k | 130.96 |
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| Union Pacific Corporation (UNP) | 0.0 | $404k | 1.7k | 242.62 |
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| Southern Company (SO) | 0.0 | $397k | 4.1k | 96.52 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $388k | +2% | 14k | 27.46 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $380k | +5% | 2.0k | 191.93 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $367k | -5% | 2.4k | 151.42 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $365k | -2% | 9.5k | 38.42 |
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| Netflix (NFLX) | 0.0 | $363k | -20% | 3.8k | 96.15 |
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| Ishares Tr Global Tech Etf (IXN) | 0.0 | $360k | 3.6k | 99.96 |
|
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| Listed Fds Tr Roundhill Magnif (MAGS) | 0.0 | $354k | 6.1k | 57.94 |
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| Webster Financial Corporation (WBS) | 0.0 | $349k | 5.0k | 69.42 |
|
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $346k | -99% | 1.1k | 318.09 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $346k | -4% | 11k | 30.68 |
|
| American Electric Power Company (AEP) | 0.0 | $345k | 2.6k | 131.07 |
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| SYSCO Corporation (SYY) | 0.0 | $344k | 4.8k | 71.33 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $340k | -94% | 3.1k | 108.25 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $339k | 5.6k | 60.65 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $338k | +2% | 1.6k | 213.61 |
|
| Deere & Company (DE) | 0.0 | $322k | 571.00 | 563.04 |
|
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $321k | -16% | 3.9k | 81.99 |
|
| Morgan Stanley Com New (MS) | 0.0 | $319k | +2% | 1.9k | 164.55 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $318k | -49% | 3.1k | 101.78 |
|
| Applied Materials (AMAT) | 0.0 | $314k | NEW | 919.00 | 341.78 |
|
| Block Cl A (XYZ) | 0.0 | $314k | 5.2k | 60.18 |
|
|
| T Rowe Price Etf Intermediate Mun (TAXE) | 0.0 | $314k | NEW | 6.2k | 50.73 |
|
| Altria (MO) | 0.0 | $312k | 4.7k | 65.99 |
|
|
| Soundhound Ai Class A Com (SOUN) | 0.0 | $311k | +74% | 45k | 6.87 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $310k | -14% | 2.6k | 121.21 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $310k | 13k | 24.75 |
|
|
| Boeing Company (BA) | 0.0 | $308k | +21% | 1.5k | 199.07 |
|
| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.0 | $287k | 26k | 11.02 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $284k | 2.8k | 102.65 |
|
|
| Cibc Cad (CM) | 0.0 | $277k | 2.9k | 94.75 |
|
|
| Advanced Drain Sys Inc Del (WMS) | 0.0 | $275k | 2.0k | 137.10 |
|
|
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $274k | 12k | 23.08 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $272k | -86% | 1.8k | 148.09 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $269k | 819.00 | 328.64 |
|
|
| ConocoPhillips (COP) | 0.0 | $264k | NEW | 2.0k | 131.97 |
|
| Ubiquiti (UI) | 0.0 | $261k | -13% | 330.00 | 791.28 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $259k | -7% | 5.7k | 45.47 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $252k | +5% | 1.0k | 247.93 |
|
| Starbucks Corporation (SBUX) | 0.0 | $252k | 2.8k | 89.58 |
|
|
| Phillips 66 (PSX) | 0.0 | $251k | NEW | 1.4k | 182.12 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $251k | 3.9k | 64.07 |
|
|
| Yum! Brands (YUM) | 0.0 | $248k | 1.6k | 155.45 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $244k | -91% | 8.5k | 28.71 |
|
| FedEx Corporation (FDX) | 0.0 | $241k | NEW | 677.00 | 356.22 |
|
| Linde SHS (LIN) | 0.0 | $239k | 481.00 | 495.98 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $236k | NEW | 1.6k | 147.11 |
|
| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.0 | $234k | 3.6k | 64.59 |
|
|
| TJX Companies (TJX) | 0.0 | $232k | -3% | 1.5k | 159.73 |
|
| Intel Corporation (INTC) | 0.0 | $232k | NEW | 5.2k | 44.13 |
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.0 | $232k | 2.0k | 117.18 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $224k | 862.00 | 260.19 |
|
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $221k | 4.2k | 52.85 |
|
|
| American Express Company (AXP) | 0.0 | $219k | -18% | 725.00 | 302.59 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.0 | $218k | -3% | 4.0k | 55.20 |
|
| Wells Fargo & Company (WFC) | 0.0 | $216k | 2.7k | 79.62 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $212k | -8% | 343.00 | 617.38 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $211k | 2.3k | 90.53 |
|
|
| Atmos Energy Corporation (ATO) | 0.0 | $209k | NEW | 1.1k | 184.76 |
|
| salesforce (CRM) | 0.0 | $207k | 1.1k | 186.74 |
|
|
| Simon Property (SPG) | 0.0 | $203k | 1.1k | 186.53 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $203k | NEW | 7.3k | 27.85 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $203k | -93% | 412.00 | 492.07 |
|
| BP Sponsored Adr (BP) | 0.0 | $200k | NEW | 4.3k | 47.00 |
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $182k | 11k | 16.99 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $160k | 16k | 10.18 |
|
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $133k | 18k | 7.54 |
|
|
| Gold Resource Corporation (GORO) | 0.0 | $26k | 22k | 1.20 |
|
|
| Sachem Cap (SACH) | 0.0 | $14k | +5% | 13k | 1.01 |
|
Past Filings by JB Capital
SEC 13F filings are viewable for JB Capital going back to 2021
- JB Capital 2026 Q1 filed April 27, 2026
- JB Capital 2025 Q4 filed Jan. 20, 2026
- JB Capital 2025 Q3 filed Oct. 20, 2025
- JB Capital 2025 Q2 filed July 24, 2025
- JB Capital 2025 Q1 filed April 23, 2025
- JB Capital 2024 Q4 filed Jan. 24, 2025
- 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