JB Capital LLC Q2 2025 Filing

Filed July 24, 2025

Portfolio Value

$2.1T

Holdings

243

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (243 positions)

#StockSharesValue% PortfolioType
101
GTLSCHART INDS INC
12,709$2.1B0.10%
102
PSTGPURE STORAGE INC
36,127$2.1B0.10%
103
GDGENERAL DYNAMICS CORP
6,929$2.0B0.10%
104
FRTFEDERAL RLTY INVT TR NEW
20,530$2.0B0.09%
105
FNDFSCHWAB STRATEGIC TR
48,002$1.9B0.09%
106
BIDDBLACKROCK ETF TRUST
69,787$1.9B0.09%
107
BALIBLACKROCK ETF TRUST
62,626$1.9B0.09%
108
HYGWISHARES TR
60,693$1.9B0.09%
109
CROXCROCS INC
16,393$1.7B0.08%
110
CGNXCOGNEX CORP
50,277$1.6B0.08%
111
IGROISHARES TR
19,425$1.5B0.07%
112
CLOABLACKROCK ETF TRUST II
29,302$1.5B0.07%
113
IGEBISHARES TR
32,960$1.5B0.07%
114
TSLATESLA INC
4,420$1.4B0.07%
115
JNJJOHNSON & JOHNSON
9,011$1.4B0.07%
116
ESEVERSOURCE ENERGY
21,486$1.4B0.07%
117
PGPROCTER AND GAMBLE CO
8,537$1.4B0.07%
118
VYMVANGUARD WHITEHALL FDS
9,985$1.3B0.06%
119
VGTVANGUARD WORLD FD
1,925$1.3B0.06%
120
CLFCLEVELAND-CLIFFS INC NEW
157,389$1.2B0.06%
121
PFEPFIZER INC
48,115$1.2B0.06%
122
EXASEXACT SCIENCES CORP
21,914$1.2B0.06%
123
IBMINTERNATIONAL BUSINESS MACHS
3,891$1.1B0.06%
124
TRVTRAVELERS COMPANIES INC
4,102$1.1B0.05%
125
FBTCFIDELITY WISE ORIGIN BITCOIN
11,656$1.1B0.05%
126
DFACDIMENSIONAL ETF TRUST
29,062$1.0B0.05%
127
4I1PHILIP MORRIS INTL INC
5,719$1.0B0.05%
128
ESGUISHARES TR
7,678$1.0B0.05%
129
HDVISHARES TR
8,639$1.0B0.05%
130
TTTRANE TECHNOLOGIES PLC
2,306$1.0B0.05%
131
BACVERIZON COMMUNICATIONS INC
22,619$978.7M0.05%
132
KOCOCA COLA CO
12,935$915.1M0.04%
133
AQLTISHARES TR
38,878$893.4M0.04%
134
TAT&T INC
30,222$874.6M0.04%
135
LLYELI LILLY & CO
1,096$854.1M0.04%
136
ABBVABBVIE INC
4,555$845.5M0.04%
137
GQ9SPDR GOLD TR
2,702$823.7M0.04%
138
COSTCOSTCO WHSL CORP NEW
811$803.0M0.04%
139
SPYSPDR S&P 500 ETF TR
1,231$760.5M0.04%
140
HIGHARTFORD INSURANCE GROUP INC
5,891$747.4M0.04%
141
MARMARRIOTT INTL INC NEW
2,720$743.1M0.04%
142
IEFISHARES TR
7,750$742.2M0.04%
143
CVSCVS HEALTH CORP
10,365$715.0M0.03%
144
CRCRANE COMPANY
3,721$706.6M0.03%
145
IWFISHARES TR
1,656$703.0M0.03%
146
HONHONEYWELL INTL INC
2,894$674.0M0.03%
147
VTIVANGUARD INDEX FDS
2,186$664.3M0.03%
148
EMXCISHARES INC
10,342$653.0M0.03%
149
GEGE AEROSPACE
2,502$644.1M0.03%
150
CVXCHEVRON CORP NEW
4,421$633.1M0.03%
151
NFLXNETFLIX INC
470$629.5M0.03%
152
LOWLOWES COS INC
2,717$602.7M0.03%
153
VUGVANGUARD INDEX FDS
1,367$599.5M0.03%
154
STIPISHARES TR
5,818$598.8M0.03%
155
VIGVANGUARD SPECIALIZED FUNDS
2,896$592.6M0.03%
156
DFAXDIMENSIONAL ETF TRUST
19,157$562.7M0.03%
157
GOOGALPHABET INC
3,107$551.1M0.03%
158
USMVISHARES TR
5,862$550.2M0.03%
159
BACBANK AMERICA CORP
11,533$545.7M0.03%
160
CATCATERPILLAR INC
1,380$535.8M0.03%
161
AFGAMERICAN FINL GROUP INC OHIO
4,153$524.2M0.03%
162
MTBM & T BK CORP
2,694$522.6M0.03%
163
IJRISHARES TR
4,742$518.3M0.03%
164
IWBISHARES TR
1,500$509.4M0.02%
165
OGEOGE ENERGY CORP
11,287$500.9M0.02%
166
LCTUBLACKROCK ETF TRUST
7,283$490.0M0.02%
167
EAGGISHARES TR
10,070$478.7M0.02%
168
CSCOCISCO SYS INC
6,730$467.0M0.02%
169
SOSOUTHERN CO
5,059$464.6M0.02%
170
SWKSTANLEY BLACK & DECKER INC
6,571$445.2M0.02%
171
XYZBLOCK INC
6,498$441.4M0.02%
172
SUSCISHARES TR
18,806$436.9M0.02%
173
ONEQFIDELITY COMWLTH TR
5,387$431.5M0.02%
174
SCHDSCHWAB STRATEGIC TR
16,036$424.9M0.02%
175
CRMSALESFORCE INC
1,554$423.7M0.02%
176
IXNISHARES TR
4,567$421.7M0.02%
177
IJHISHARES TR
6,686$414.7M0.02%
178
XLFSELECT SECTOR SPDR TR
7,779$407.4M0.02%
179
XLUSELECT SECTOR SPDR TR
4,874$398.0M0.02%
180
ABTABBOTT LABS
2,867$389.9M0.02%
181
XLFISELECT SECTOR SPDR TR
4,816$389.9M0.02%
182
UNPUNION PAC CORP
1,687$388.2M0.02%
183
LMTLOCKHEED MARTIN CORP
832$385.5M0.02%
184
ICVTISHARES TR
4,279$385.5M0.02%
185
IGFISHARES TR
6,338$375.2M0.02%
186
GOFGUGGENHEIM STRATEGIC OPPORTU
24,819$369.6M0.02%
187
INTUINTUIT
457$359.9M0.02%
188
DUKDUKE ENERGY CORP NEW
3,044$359.2M0.02%
189
DONSPDR DOW JONES INDL AVERAGE
811$357.2M0.02%
190
SMHVANECK ETF TRUST
1,269$353.9M0.02%
191
HEFAISHARES TR
9,102$345.5M0.02%
192
SOUNSOUNDHOUND AI INC
32,181$345.3M0.02%
193
DSIISHARES TR
2,933$340.7M0.02%
194
CMICUMMINS INC
1,036$339.4M0.02%
195
RSPINVESCO EXCHANGE TRADED FD T
1,770$321.7M0.02%
196
GEVGE VERNOVA INC
599$316.9M0.02%
197
PLTRPALANTIR TECHNOLOGIES INC
2,316$315.7M0.02%
198
DEDEERE & CO
610$310.0M0.02%
199
ORCLORACLE CORP
1,339$292.7M0.01%
200
AQLTISHARES TR
2,180$289.5M0.01%
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