Latest JBR Co Financial Management Inc Stock Portfolio
About JBR Co Financial Management Inc and 13F Hedge Fund Stock Holdings
On 2026-04-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, JBR Co Financial Management Inc reported an equity portfolio of $238.9 Millions as of 31 Mar, 2026.
The top stock holdings of JBR Co Financial Management Inc are NVDA, BIL, VAW. The fund has invested 14.6% of it's portfolio in NVIDIA CORPORATION and 5.1% of portfolio in SPDR SERIES TRUST.
The top stock holdings of JBR Co Financial Management Inc are NVDA, BIL, VAW. The fund has invested 14.6% of it's portfolio in NVIDIA CORPORATION and 5.1% of portfolio in SPDR SERIES TRUST.
JBR Co Financial Management Inc Annual Return Estimates Vs S&P 500
- Performance
New Buys
Additions
Reductions
Sold off
Sector Distribution
- Others
- Technology
- Energy
- Communication Services
- Consumer Cyclical
- Industrials
- Utilities
- Financial Services
- Real Estate
| Sector | % |
|---|---|
| Others | 56.6 |
| Technology | 22 |
| Energy | 4.6 |
| Communication Services | 3.5 |
| Consumer Cyclical | 3.3 |
| Industrials | 2.4 |
| Utilities | 2.3 |
| Financial Services | 2.2 |
| Real Estate | 1.2 |
Market Cap. Distribution
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 56.6 |
| MEGA-CAP | 33.8 |
| LARGE-CAP | 7.5 |
| MID-CAP | 2.1 |
Stocks belong to which Index?
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 60.2 |
| S&P 500 | 39.2 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
JBR Co Financial Management Inc Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of JBR Co Financial Management Inc
Last Reported on: 08 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.72 | 32,655 | 8,877,590 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 1.00 | 11,182 | 2,400,660 | unchanged | 0.00 | ||
| AB | alliancebernstein hldg l p | 0.26 | 16,401 | 631,110 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.48 | 5,054 | 1,154,790 | unchanged | 0.00 | ||
| ABT | abbott laboratories | 0.11 | 2,155 | 270,000 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 1.10 | 10,523 | 2,625,500 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.32 | 6,095 | 756,999 | unchanged | 0.00 | ||
| AFTY | pacer fds tr | 1.63 | 64,568 | 3,885,060 | unchanged | 0.00 | ||
| AFTY | pacer fds tr | 1.31 | 82,013 | 3,128,800 | unchanged | 0.00 | ||
| AFTY | pacer fds tr | 0.67 | 20,422 | 1,606,190 | unchanged | 0.00 | ||
| AFTY | pacer fds tr | 0.67 | 35,987 | 1,596,760 | unchanged | 0.00 | ||
| AFTY | pacer fds tr | 0.59 | 39,855 | 1,403,300 | unchanged | 0.00 | ||
| AFTY | pacer fds tr | 0.48 | 27,939 | 1,151,650 | unchanged | 0.00 | ||
| AFTY | pacer fds tr | 0.28 | 11,894 | 661,069 | unchanged | 0.00 | ||
| AGNC | agnc invt corp | 0.09 | 20,502 | 219,781 | unchanged | 0.00 | ||
| AIRR | first tr exchange traded fd | 1.41 | 34,345 | 3,376,800 | unchanged | 0.00 | ||
| AIRR | first tr exchange traded fd | 0.10 | 4,561 | 236,563 | unchanged | 0.00 | ||
| AMD | advanced micro devices inc | 0.76 | 8,442 | 1,807,940 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 1.75 | 18,089 | 4,175,300 | unchanged | 0.00 | ||
| ANEW | proshares tr | 0.16 | 8,520 | 388,768 | unchanged | 0.00 | ||