JB Capital LLC Q4 2023 Filing

Filed January 22, 2024

Portfolio Value

$1.4B

Holdings

215

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (215 positions)

#StockSharesValue% PortfolioType
101
PSTGPURE STORAGE INC
31,847$1.1T83837.36%
102
HDVISHARES TR
9,730$992.3B73255.44%
103
VGTVANGUARD WORLD FDS
1,913$926.6B68399.81%
104
CROXCROCS INC
9,506$887.9B65548.51%
105
TSLATESLA INC
3,530$877.1B64751.53%
106
FRTFEDERAL RLTY INVT TR NEW
8,427$868.4B64104.63%
107
UNPUNION PAC CORP
3,494$858.1B63347.95%
108
VYMVANGUARD WHITEHALL FDS
7,296$814.4B60117.88%
109
DFACDIMENSIONAL ETF TRUST
27,830$813.5B60050.85%
110
TRVTRAVELERS COMPANIES INC
4,098$780.7B57635.54%
111
ALKALASKA AIR GROUP INC
19,898$777.4B57390.53%
112
AQLTISHARES TR
33,646$775.2B57223.62%
113
XLFISELECT SECTOR SPDR TR
10,611$764.4B56425.90%
114
LITELUMENTUM HLDGS INC
14,043$736.1B54343.97%
115
ABBVABBVIE INC
4,733$733.3B54135.28%
116
CVXCHEVRON CORP NEW
4,882$728.3B53761.74%
117
KOCOCA COLA CO
12,331$726.7B53644.00%
118
TNDMTANDEM DIABETES CARE INC
24,063$711.8B52544.57%
119
FALNISHARES TR
26,022$687.0B50716.00%
120
SWKSTANLEY BLACK & DECKER INC
6,598$647.2B47779.95%
121
SCHDSCHWAB STRATEGIC TR
8,287$630.9B46572.67%
122
MARMARRIOTT INTL INC NEW
2,709$610.9B45094.61%
123
TIPISHARES TR
5,523$593.6B43821.04%
124
LOWLOWES COS INC
2,561$570.1B42082.90%
125
ELVELEVANCE HEALTH INC
1,195$563.8B41623.65%
126
LLYELI LILLY & CO
966$562.9B41556.55%
127
GOOGALPHABET INC
3,979$560.8B41396.28%
128
4I1PHILIP MORRIS INTL INC
5,816$547.1B40389.06%
129
VTIVANGUARD INDEX FDS
2,270$538.7B39767.48%
130
INTCINTEL CORP
10,527$529.0B39051.99%
131
IBMINTERNATIONAL BUSINESS MACHS
3,186$521.1B38470.94%
132
CRMSALESFORCE INC
1,973$519.2B38326.62%
133
XLISELECT SECTOR SPDR TR
4,452$507.5B37462.61%
134
COSTCOSTCO WHSL CORP NEW
746$493.0B36391.08%
135
VIGVANGUARD SPECIALIZED FUNDS
2,889$492.1B36328.48%
136
TTTRANE TECHNOLOGIES PLC
1,969$480.2B35447.86%
137
XLYSELECT SECTOR SPDR TR
2,672$477.8B35270.39%
138
GISGENERAL MLS INC
7,310$476.2B35153.98%
139
MTBM & T BK CORP
3,434$470.7B34750.32%
140
IGROISHARES TR
7,253$468.3B34568.50%
141
WBSWEBSTER FINL CORP
9,080$460.9B34025.24%
142
GQ9SPDR GOLD TR
2,379$454.8B33573.82%
143
AFGAMERICAN FINL GROUP INC OHIO
3,769$448.1B33081.21%
144
TAT&T INC
26,620$446.7B32975.57%
145
BACBANK AMERICA CORP
13,007$438.0B32332.36%
146
ITOTISHARES TR
4,047$425.9B31441.18%
147
DFAXDIMENSIONAL ETF TRUST
17,171$419.3B30954.69%
148
XLVSELECT SECTOR SPDR TR
3,039$414.3B30587.73%
149
BABOEING CO
1,569$408.7B30171.81%
150
OGEOGE ENERGY CORP
11,287$394.3B29105.23%
151
SOSOUTHERN CO
5,415$379.7B28032.90%
152
VUGVANGUARD INDEX FDS
1,216$378.5B27943.50%
153
XLFSELECT SECTOR SPDR TR
10,034$377.3B27849.52%
154
IWFISHARES TR
1,237$375.2B27695.68%
155
ABTABBOTT LABS
3,353$369.1B27245.51%
156
GEGENERAL ELECTRIC CO
2,890$369.0B27240.49%
157
DUKDUKE ENERGY CORP NEW
3,671$356.2B26291.81%
158
BMYBRISTOL-MYERS SQUIBB CO
6,905$354.3B26157.90%
159
PFFISHARES TR
11,294$352.3B26007.00%
160
IJHISHARES TR
1,269$351.9B25980.87%
161
CATCATERPILLAR INC
1,142$337.7B24932.97%
162
LCTUBLACKROCK ETF TRUST
6,221$325.6B24037.44%
163
INTUINTUIT
520$325.5B24029.83%
164
ADBEADOBE INC
542$323.4B23870.89%
165
XYZBLOCK INC
4,104$317.4B23434.39%
166
ONEQFIDELITY COMWLTH TR
5,349$316.9B23396.66%
167
IJRISHARES TR
2,863$310.1B22890.10%
168
GOFGUGGENHEIM STRATEGIC OPPORTU
24,201$309.8B22867.80%
169
HYDBISHARES TR
6,245$288.5B21294.66%
170
REGNREGENERON PHARMACEUTICALS
325$285.4B21072.01%
171
HOGHARLEY DAVIDSON INC
7,589$279.6B20637.13%
172
VHTVANGUARD WORLD FDS
1,096$274.7B20278.72%
173
SBUXSTARBUCKS CORP
2,857$274.3B20248.09%
174
GDGENERAL DYNAMICS CORP
1,056$273.9B20216.93%
175
DALDELTA AIR LINES INC DEL
6,647$267.4B19742.11%
176
IXNISHARES TR
3,898$265.8B19619.20%
177
EAGGISHARES TR
5,455$260.4B19225.73%
178
TDYTELEDYNE TECHNOLOGIES INC
583$260.2B19207.49%
179
NKENIKE INC
2,387$259.1B19126.44%
180
WMSADVANCED DRAIN SYS INC DEL
1,805$253.9B18740.05%
181
TMUST-MOBILE US INC
1,539$246.9B18227.73%
182
DSIISHARES TR
2,648$241.1B17796.09%
183
AMGNAMGEN INC
827$238.1B17576.92%
184
IAU*ISHARES GOLD TR
6,075$237.1B17503.76%
185
FLSFLOWSERVE CORP
5,657$233.2B17214.67%
186
AERAERCAP HOLDINGS NV
3,136$233.1B17205.59%
187
LTHM1EURLIVENT CORP
12,928$232.4B17159.60%
188
OLNOLIN CORP
4,298$231.9B17120.03%
189
NFLXNETFLIX INC
475$231.3B17072.56%
190
COPCONOCOPHILLIPS
1,988$230.7B17029.60%
191
PHMPULTE GROUP INC
2,234$230.6B17022.88%
192
SPYSPDR S&P 500 ETF TR
485$230.5B17014.54%
193
PAYCPAYCOM SOFTWARE INC
1,109$229.5B16939.09%
194
AWIARMSTRONG WORLD INDS INC NEW
2,329$228.9B16899.97%
195
YUMYUM BRANDS INC
1,746$228.1B16835.15%
196
MPMP MATERIALS CORP
11,468$227.6B16804.89%
197
AEPAMERICAN ELEC PWR CO INC
2,782$226.0B16680.94%
198
USOUNITED STS OIL FD LP
3,378$225.1B16620.55%
199
OCOWENS CORNING NEW
1,518$225.0B16610.88%
200
MTCHMATCH GROUP INC NEW
6,144$224.3B16555.22%
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