Sponsored

The Analysis of JBR Co Financial Management Inc's Holdings & P&L

Currently, JBR Co Financial Management Inc holds 120 types of securities in its portfolio with a total value $238.9M.

1M P&L

+8.8M+3.87%

3M P&L

-59.4M-20.13%

HY P&L

-51.8M-18.02%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A119.4M

55.5%

2Semiconductors37.5M

17.4%

3Consumer Electronics8.9M

4.1%

Top Industries by Stock Count

1N/A58 stocks

52.3%

2Semiconductors4 stocks

3.6%

3Oil & Gas Midstream4 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION186.6K shares0.00%2026-03-312026-04-08

BIL SPDR SERIES TRUST132.4K shares0.00%2026-03-312026-04-08

VGT VANGUARD WORLD FD15.6K shares0.00%2026-03-312026-04-08

SPYM SPDR SERIES TRUST135.4K shares0.00%2026-03-312026-04-08

QQQM INVESCO EXCH TRADED FD TR II37.6K shares0.00%2026-03-312026-04-08

AAPL APPLE INC32.7K shares0.00%2026-03-312026-04-08

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO108.8K shares0.00%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR8.8K shares0.00%2026-03-312026-04-08

Sponsored

VBIL VANGUARD INSTL INDEX FD70.2K shares0.00%2026-03-312026-04-08

UTG REAVES UTIL INCOME FD142.1K shares0.00%2026-03-312026-04-08

CVX CHEVRON CORPORATION28.9K shares0.00%2026-03-312026-04-08

AMZN AMAZON COM INC18.1K shares0.00%2026-03-312026-04-08

ALPHABET INC ALPHABET INC12.8K shares0.00%2026-03-312026-04-08

FTEC FIDELITY COVINGTON TRUST17.4K shares0.00%2026-03-312026-04-08

COWZ PACER FDS TR64.6K shares0.00%2026-03-312026-04-08

CAT CATERPILLAR INC6.3K shares0.00%2026-03-312026-04-08

Sponsored

PDP INVESCO EXCHANGE TRADED FD T29.2K shares0.00%2026-03-312026-04-08

AIRR FIRST TR EXCHANGE TRADED FD34.3K shares0.00%2026-03-312026-04-08

EOS EATON VANCE ENHANCED EQUITY136.9K shares0.00%2026-03-312026-04-08

USAI PACER FDS TR82.0K shares0.00%2026-03-312026-04-08

OGE OGE ENERGY CORP66.3K shares0.00%2026-03-312026-04-08

BLACKSTONE INC BLACKSTONE INC18.0K shares0.00%2026-03-312026-04-08

TSLA TESLA INC6.1K shares0.00%2026-03-312026-04-08

RTH VANECK ETF TRUST10.5K shares0.00%2026-03-312026-04-08

Sponsored

SPAB SPDR SERIES TRUST100.9K shares0.00%2026-03-312026-04-08

META META PLATFORMS INC3.9K shares0.00%2026-03-312026-04-08

XLE SELECT SECTOR SPDR TR55.8K shares0.00%2026-03-312026-04-08

ITA ISHARES TR11.2K shares0.00%2026-03-312026-04-08

XSMO INVESCO EXCHANGE TRADED FD T30.2K shares0.00%2026-03-312026-04-08

XLF SELECT SECTOR SPDR TR37.2K shares0.00%2026-03-312026-04-08

SPMO INVESCO EXCH TRADED FD TR II17.0K shares0.00%2026-03-312026-04-08

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD135.1K shares0.00%2026-03-312026-04-08

Sponsored

O REALTY INCOME CORP35.4K shares0.00%2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS6.2K shares0.00%2026-03-312026-04-08

MSFT MICROSOFT CORP3.7K shares0.00%2026-03-312026-04-08

AMD ADVANCED MICRO DEVICES INC8.4K shares0.00%2026-03-312026-04-08

IYJ ISHARES TR11.8K shares0.00%2026-03-312026-04-08

XMMO INVESCO EXCHANGE TRADED FD T12.5K shares0.00%2026-03-312026-04-08

SCHG SCHWAB STRATEGIC TR52.1K shares0.00%2026-03-312026-04-08

OKE ONEOK INC NEW23.0K shares0.00%2026-03-312026-04-08

Sponsored

PTNQ PACER FDS TR20.4K shares0.00%2026-03-312026-04-08

CALF PACER FDS TR36.0K shares0.00%2026-03-312026-04-08

COWG PACER FDS TR39.9K shares0.00%2026-03-312026-04-08

VZ VERIZON COMMUNICATIONS INC32.1K shares0.00%2026-03-312026-04-08

VRT VERTIV HOLDINGS CO7.8K shares0.00%2026-03-312026-04-08

COST COSTCO WHOLESALE CORPORATION1.4K shares0.00%2026-03-312026-04-08

PLTR PALANTIR TECHNOLOGIES INC6.8K shares0.00%2026-03-312026-04-08

XLU SELECT SECTOR SPDR TR27.7K shares0.00%2026-03-312026-04-08

Sponsored

ABBV ABBVIE INC5.1K shares0.00%2026-03-312026-04-08

GCOW PACER FDS TR27.9K shares0.00%2026-03-312026-04-08

BANF BANCFIRST CORP10.1K shares0.00%2026-03-312026-04-08

PSX PHILLIPS 668.2K shares0.00%2026-03-312026-04-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW8.9K shares0.00%2026-03-312026-04-08

EPD ENTERPRISE PRODS PARTNERS L31.6K shares0.00%2026-03-312026-04-08

GLDM WORLD GOLD TR11.2K shares0.00%2026-03-312026-04-08

SCHD SCHWAB STRATEGIC TR33.2K shares0.00%2026-03-312026-04-08

Sponsored

BROADCOM INC BROADCOM INC2.4K shares0.00%2026-03-312026-04-08

PPA INVESCO EXCHANGE TRADED FD T5.0K shares0.00%2026-03-312026-04-08

LGLV SPDR SERIES TRUST4.4K shares0.00%2026-03-312026-04-08

XOM EXXON MOBIL CORP6.3K shares0.00%2026-03-312026-04-08

NLR VANECK ETF TRUST6.1K shares0.00%2026-03-312026-04-08

ORCL ORACLE CORP3.9K shares0.00%2026-03-312026-04-08

GLD SPDR GOLD TR1.9K shares0.00%2026-03-312026-04-08

ATO ATMOS ENERGY CORP4.4K shares0.00%2026-03-312026-04-08

Sponsored

PSCT INVESCO EXCH TRADED FD TR II12.7K shares0.00%2026-03-312026-04-08

PTLC PACER FDS TR11.9K shares0.00%2026-03-312026-04-08

SCHM SCHWAB STRATEGIC TR21.8K shares0.00%2026-03-312026-04-08

VFH VANGUARD WORLD FD4.8K shares0.00%2026-03-312026-04-08

EOG EOG RES INC6.0K shares0.00%2026-03-312026-04-08

AB ALLIANCEBERNSTEIN HLDG L P16.4K shares0.00%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS2.9K shares0.00%2026-03-312026-04-08

TSM TAIWAN SEMICONDUCTOR MANUFAC1.9K shares0.00%2026-03-312026-04-08

Sponsored

SPY STATE STR SPDR S&P 500 ETF T849 shares0.00%2026-03-312026-04-08

PKW INVESCO EXCHANGE TRADED FD T4.1K shares0.00%2026-03-312026-04-08

FANG DIAMONDBACK ENERGY INC3.6K shares0.00%2026-03-312026-04-08

BXMT BLACKSTONE MORTGAGE TRUST IN27.4K shares0.00%2026-03-312026-04-08

DG DOLLAR GEN CORP3.8K shares0.00%2026-03-312026-04-08

ARCC ARES CAPITAL CORP25.0K shares0.00%2026-03-312026-04-08

V VISA INC1.4K shares0.00%2026-03-312026-04-08

IWF ISHARES TR1.0K shares0.00%2026-03-312026-04-08

Sponsored

XLV SELECT SECTOR SPDR TR3.1K shares0.00%2026-03-312026-04-08

SBUX STARBUCKS CORP5.3K shares0.00%2026-03-312026-04-08

BITB BITWISE BITCOIN ETF TR9.4K shares0.00%2026-03-312026-04-08

PAYX PAYCHEX INC3.9K shares0.00%2026-03-312026-04-08

GBAB GUGGENHEIM TAXABLE MUNICP BO29.1K shares0.00%2026-03-312026-04-08

XMHQ INVESCO EXCHANGE TRADED FD T3.8K shares0.00%2026-03-312026-04-08

F FORD MTR CO29.7K shares0.00%2026-03-312026-04-08

ISPY PROSHARES TR8.5K shares0.00%2026-03-312026-04-08

Sponsored

PG PROCTER & GAMBLE CO2.7K shares0.00%2026-03-312026-04-08

NFLX NETFLIX INC.4.1K shares0.00%2026-03-312026-04-08

IWM ISHARES TR1.5K shares0.00%2026-03-312026-04-08

WMT WALMART INC3.2K shares0.00%2026-03-312026-04-08

ENB ENBRIDGE INC7.5K shares0.00%2026-03-312026-04-08

SRE SEMPRA4.0K shares0.00%2026-03-312026-04-08

RTX RTX CORPORATION1.9K shares0.00%2026-03-312026-04-08

D DOMINION ENERGY INC5.9K shares0.00%2026-03-312026-04-08

Sponsored

MTUM ISHARES TR1.4K shares0.00%2026-03-312026-04-08

ET ENERGY TRANSFER L P20.4K shares0.00%2026-03-312026-04-08

MU MICRON TECHNOLOGY INC1.2K shares0.00%2026-03-312026-04-08

LITE LUMENTUM HLDGS INC899 shares0.00%2026-03-312026-04-08

IQQQ PROSHARES TR6.7K shares0.00%2026-03-312026-04-08

VXUS VANGUARD STAR FDS3.9K shares0.00%2026-03-312026-04-08

FXN FIRST TR EXCHANGE-TRADED FD17.5K shares0.00%2026-03-312026-04-08

DIA STATE STR SPDR DOW JONES IND589 shares0.00%2026-03-312026-04-08

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD3.8K shares0.00%2026-03-312026-04-08

ABT ABBOTT LABORATORIES2.2K shares0.00%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F4.5K shares0.00%2026-03-312026-04-08

ROBT FIRST TR EXCHANGE TRADED FD4.6K shares0.00%2026-03-312026-04-08

AR ANTERO RESOURCES CORP6.7K shares0.00%2026-03-312026-04-08

IWO ISHARES TR692 shares0.00%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON1.1K shares0.00%2026-03-312026-04-08

CSM PROSHARES TR2.8K shares0.00%2026-03-312026-04-08

Sponsored

PWR QUANTA SVCS INC524 shares0.00%2026-03-312026-04-08

AGNC AGNC INVT CORP20.5K shares0.00%2026-03-312026-04-08

GS GOLDMAN SACHS GROUP INC250 shares0.00%2026-03-312026-04-08

PNW PINNACLE WEST CAP CORP2.5K shares0.00%2026-03-312026-04-08

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN9.8K shares0.00%2026-03-312026-04-08

VIS VANGUARD WORLD FD725 shares0.00%2026-03-312026-04-08

ULTA ULTA BEAUTY INC335 shares0.00%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC1.9K shares0.00%2026-03-312026-04-08

Sponsored

NVDA

NVIDIA CORPORATION

0.00%

Shares186.6K

Event2026-03-31

Filed2026-04-08

BIL

SPDR SERIES TRUST

0.00%

Shares132.4K

Event2026-03-31

Filed2026-04-08

VGT

VANGUARD WORLD FD

0.00%

Shares15.6K

Event2026-03-31

Filed2026-04-08

SPYM

SPDR SERIES TRUST

0.00%

Shares135.4K

Event2026-03-31

Filed2026-04-08

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares37.6K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

0.00%

Shares32.7K

Event2026-03-31

Filed2026-04-08

PROFESIONALLY MANAGED PORTFO

0.00%

Shares108.8K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-08

VBIL

VANGUARD INSTL INDEX FD

0.00%

Shares70.2K

Event2026-03-31

Filed2026-04-08

UTG

REAVES UTIL INCOME FD

0.00%

Shares142.1K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

0.00%

Shares28.9K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

0.00%

Shares18.1K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

0.00%

Shares12.8K

Event2026-03-31

Filed2026-04-08

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares17.4K

Event2026-03-31

Filed2026-04-08

COWZ

PACER FDS TR

0.00%

Shares64.6K

Event2026-03-31

Filed2026-04-08

CAT

CATERPILLAR INC

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-08

PDP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares29.2K

Event2026-03-31

Filed2026-04-08

AIRR

FIRST TR EXCHANGE TRADED FD

0.00%

Shares34.3K

Event2026-03-31

Filed2026-04-08

EOS

EATON VANCE ENHANCED EQUITY

0.00%

Shares136.9K

Event2026-03-31

Filed2026-04-08

USAI

PACER FDS TR

0.00%

Shares82.0K

Event2026-03-31

Filed2026-04-08

OGE

OGE ENERGY CORP

0.00%

Shares66.3K

Event2026-03-31

Filed2026-04-08

BLACKSTONE INC

0.00%

Shares18.0K

Event2026-03-31

Filed2026-04-08

TSLA

TESLA INC

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-08

RTH

VANECK ETF TRUST

0.00%

Shares10.5K

Event2026-03-31

Filed2026-04-08

SPAB

SPDR SERIES TRUST

0.00%

Shares100.9K

Event2026-03-31

Filed2026-04-08