Arkolith/Funds/JBR Co Financial Management Inc

JBR Co Financial Management Inc

CIK 2017878
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

JBR Co Financial Management Inc holds a focused book of 133 stocks worth $274.1M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Ftse Developed ETF and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 13% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
19
new positions
Added to
39
existing
Trimmed
65
reduced
Sold out
6
exited

Concentration

Top-heavy: focused book

Top 5 holdings
35%
Top 10 holdings
47%
Top 20 holdings
62%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

43% mapped to company sectors

ETF / fund or unclassified
57%
Information Technology
25%
Utilities
3%
Consumer Discretionary
3%
Industrials
3%
Energy
3%
Financials
2%
Real Estate
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

133 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$36.0M180.2K
13.2%
−3.4%
Reduced · −6K sh
2Vanguard World FD
INF TECH ETF
$17.6M147.0K
6.4%
+841%
Added · +131K sh
3Vanguard Instl Index FD
0 3 MO TR BI ETF
$14.9M196.9K
5.4%
+181%
Added · +127K sh
4SPDR Series Trust
ST STR P500ETF
$14.0M159.9K
5.1%
+18%
Added · +24K sh
5Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$13.3M43.8K
4.8%
+16%
Added · +6K sh
6Apple Inc
COM
$9.0M31.0K
3.3%
−5.0%
Reduced · −2K sh
7Caterpillar Inc
COM
$6.6M6.2K
2.4%
−0.8%
Reduced · −47 sh
8Invesco QQQ TR
UNIT SER 1
$6.1M8.2K
2.2%
−7.0%
Reduced · −619 sh
9Reaves Util Income FD
COM SH BEN INT
$5.8M142.8K
2.1%
+0.5%
Added · +665 sh
10First TR Exchange Traded FD
RBA INDL ETF
$5.4M40.9K
2.0%
+19%
Added · +7K sh
11Advanced Micro Devices Inc
COM
$4.7M8.1K
1.7%
−3.8%
Reduced · −325 sh
12Chevron Corporation
COM
$4.7M28.2K
1.7%
−2.5%
Reduced · −712 sh
13Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$4.6M28.4K
1.7%
+67%
Added · +11K sh
14Amazon Com Inc
COM
$4.3M18.2K
1.6%
+0.8%
Added · +153 sh
15Alphabet Inc
CAP STK CL C
$4.3M12.2K
1.6%
−5.1%
Reduced · −650 sh
16Profesionally Managed Portfo
AKRE FOCUS ETF
$4.3M79.9K
1.6%
−27%
Reduced · −29K sh
17Invesco Exchange Traded FD T
DORS WRI MOM ETF
$4.1M27.0K
1.5%
−7.5%
Reduced · −2K sh
18Pacer FDS TR
AMERICAN ENERGY
$3.8M83.8K
1.4%
+2.1%
Added · +2K sh
19Invesco Exchange Traded FD T
S&P SMLCP MOMENT
$3.7M39.9K
1.4%
+32%
Added · +10K sh
20SPDR Series Trust
ST STR BLO 1 ETF
$3.6M39.2K
1.3%
−70%
Reduced · −93K sh
21SPDR Series Trust
ST STR AGGRE ETF
$3.4M133.4K
1.2%
+32%
Added · +32K sh
22Eaton Vance Enhanced Equity
COM
$3.3M148.7K
1.2%
+8.6%
Added · +12K sh
23Oge Energy Corp
COM
$3.1M63.3K
1.1%
−4.5%
Reduced · −3K sh
24Select Sector SPDR TR
ST STR ENERG ETF
$2.8M52.9K
1.0%
−5.1%
Reduced · −3K sh
25Fidelity Covington Trust
MSCI INFO TECH I
$2.7M9.6K
1.0%
−45%
Reduced · −8K sh
26Invesco Exchange Traded FD T
S&P MDCP MOMNTUM
$2.6M15.5K
1.0%
+24%
Added · +3K sh
27Ishares TR
US AER DEF ETF
$2.6M10.8K
1.0%
−3.8%
Reduced · −430 sh
28Pacer FDS TR
US CASH COWS 100
$2.5M40.5K
0.9%
−37%
Reduced · −24K sh
29Vaneck ETF Trust
RETAIL ETF
$2.4M9.4K
0.9%
−10%
Reduced · −1K sh
30Oneok Inc New
COM
$2.3M26.1K
0.8%
+14%
Added · +3K sh
31Realty Income Corp
COM
$2.1M34.2K
0.8%
−3.5%
Reduced · −1K sh
32Micron Technology Inc
COM
$2.1M1.8K
0.8%
+55%
Added · +641 sh
33Vertiv Holdings Co
COM CL A
$2.1M6.2K
0.8%
−20%
Reduced · −2K sh
34Meta Platforms Inc
CL A
$2.1M3.7K
0.8%
−6.0%
Reduced · −237 sh
35Ishares TR
US INDUSTRIALS
$1.9M11.4K
0.7%
−3.6%
Reduced · −424 sh
36Blackstone Inc
COM
$1.9M16.1K
0.7%
−11%
Reduced · −2K sh
37Tesla Inc
COM
$1.6M3.9K
0.6%
−36%
Reduced · −2K sh
38International Business Machs
COM
$1.6M5.8K
0.6%
−6.8%
Reduced · −422 sh
39Phillips 66
COM
$1.6M9.3K
0.6%
+13%
Added · +1K sh
40Pacer FDS TR
TRENDPILOT 100
$1.5M16.7K
0.5%
−18%
Reduced · −4K sh
41Microsoft Corp
COM
$1.5M4.0K
0.5%
+6.0%
Added · +223 sh
42Pacer FDS TR
US LRG CP CASH
$1.4M35.2K
0.5%
−12%
Reduced · −5K sh
43Schwab Strategic TR
US LCAP GR ETF
$1.4M40.3K
0.5%
−23%
Reduced · −12K sh
44SPDR Series Trust
ST STR R1K LOWV
$1.3M7.4K
0.5%
+69%
Added · +3K sh
45Pacer FDS TR
GLOBL CASH ETF
$1.3M30.3K
0.5%
+8.6%
Added · +2K sh
46World Gold TR
SPDR GLD MINIS
$1.3M16.4K
0.5%
+46%
Added · +5K sh
47Bluerock PVT Real Estate FD
COM
$1.3M99.8K
0.5%
−26%
Reduced · −35K sh
48Select Sector SPDR TR
ST STR FINL ETF
$1.3M23.8K
0.5%
−36%
Reduced · −13K sh
49Verizon Communications Inc
COM
$1.2M28.3K
0.4%
−12%
Reduced · −4K sh
50Duke Energy Corp New
COM NEW
$1.2M9.3K
0.4%
+4.8%
Added · +427 sh
Showing 50 of 133 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 2026133$274.1M13F-HR
Q1 2026Mar 31, 2026Apr 8, 2026120$238.9M13F-HR
Q4 2025Dec 31, 2025Jan 6, 2026120$238.9M13F-HR
Q3 2025Sep 30, 2025Oct 14, 2025116$236.3M13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025114$202.6M13F-HR
Q1 2025Mar 31, 2025Apr 21, 2025114$170.9M13F-HR
Q4 2024Dec 31, 2024Feb 4, 202599$164.0M13F-HR
Q3 2024Sep 30, 2024Oct 10, 2024105$152.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.