Top 50 Jbr Co Financial Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 14.57% | 186.6K | $34.8M | +0.00%(+0) | $52.91(+271.42%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 5.07% | 132.4K | $12.1M | +0.00%(+0) | $91.68(-0.27%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 4.93% | 15.6K | $11.8M | +0.00%(+0) | $56.92(+87.63%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 4.55% | 135.4K | $10.9M | +0.00%(+0) | $65.79(+29.48%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.99% | 37.6K | $9.5M | +0.00%(+0) | $174.78(+60.55%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.72% | 32.7K | $8.9M | +0.00%(+0) | $185.18(+53.46%) | 2026-03-31 | |
| AKRE | PROFESIONALLY MANAGED PORTFO | 2.98% | 108.8K | $7.1M | +0.00%(+0) | $65.51(-17.26%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.27% | 8.8K | $5.4M | +0.00%(+0) | $388.12(+75.62%) | 2026-03-31 | |
| VBIL | VANGUARD INSTL INDEX FD | 2.22% | 70.2K | $5.3M | +0.00%(+0) | $75.52(-0.06%) | 2026-03-31 | |
| UTG | REAVES UTIL INCOME FD | 2.18% | 142.1K | $5.2M | +0.00%(+0) | $27.67(+56.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.01% | +104.87% |
| Top 20 Holdings Unweighted | +17.44% | +61.99% |
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