JBR Co Financial Management Inc - Portfolio overview

JBR Co Financial Management Inc has 129 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 13.86%
2. BIL - SPDR SERIES TRUST, 4.82%
3. VGT - VANGUARD WORLD FD, 4.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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