StockDriftsStockDriftsTop 50 JBR Co Financial Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 13.15% | 180.2K | $36.0M | -3.43%(-6.39K) | $52.91(+316.71%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 6.41% | 147.0K | $17.6M | +17.56%(+21.97K) | $56.92(+111.63%) | 2026-06-30 | |
| VBIL | VANGUARD INSTL INDEX FD | 5.44% | 196.9K | $14.9M | +180.57%(+126.69K) | $75.61(-0.06%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 5.13% | 159.9K | $14.0M | +18.04%(+24.43K) | $68.14(+33.61%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.85% | 43.8K | $13.3M | +16.49%(+6.21K) | $187.75(+58.00%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.27% | 31.0K | $9.0M | -5.05%(-1.65K) | $185.28(+65.52%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 2.41% | 6.2K | $6.6M | -0.75%(-47) | $284.34(+200.98%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.21% | 8.2K | $6.1M | -7.00%(-619) | $388.12(+85.72%) | 2026-06-30 | |
| UTG | REAVES UTIL INCOME FD | 2.12% | 142.8K | $5.8M | +0.47%(+665) | $27.73(+41.70%) | 2026-06-30 | |
| AIRR | FIRST TR EXCHANGE TRADED FD | 1.99% | 40.9K | $5.4M | +19.03%(+6.54K) | $84.33(+46.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +86.92% |
| Top 20 Holdings Unweighted | — | — | — | — | +67.59% |
JBR Co Financial Management Inc reports $274.09M in US-listed equity holdings across 133 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (13.2%), VGT (6.4%) and VBIL (5.4%). The top 20 holdings account for 62.34% of reported assets. Its disclosed equity book has returned +86.92% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from JBR Co Financial Management Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2017878). View JBR Co Financial Management Inc’s 13F filings on SEC