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JBR Co Financial Management Inc

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002017878

$274.1M

disclosed book value

133

positions

13.2%

largest position share

Positions, as of 2026-06-30

top 100 of 133 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION180,166$36.0M13.2%
2VGTVANGUARD WORLD FD147,030$17.6M6.4%
3VBILVANGUARD INSTL INDEX FD196,853$14.9M5.4%
4SPYMSPDR SERIES TRUST159,875$14.0M5.1%
5QQQMINVESCO EXCH TRADED FD TR II43,848$13.3M4.8%
6AAPLAPPLE INC31,005$9.0M3.3%
7CATCATERPILLAR INC6,205$6.6M2.4%
8QQQINVESCO QQQ TR8,220$6.1M2.2%
9UTGREAVES UTIL INCOME FD142,777$5.8M2.1%
10AIRRFIRST TR EXCHANGE TRADED FD40,880$5.4M2%
11AMDADVANCED MICRO DEVICES INC8,117$4.7M1.7%
12CVXCHEVRON CORPORATION28,201$4.7M1.7%
13SPMOINVESCO EXCH TRADED FD TR II28,395$4.6M1.7%
14AMZNAMAZON COM INC18,242$4.3M1.6%
15GOOGALPHABET INC12,176$4.3M1.6%
16AKREPROFESIONALLY MANAGED PORTFO79,927$4.3M1.6%
17PDPINVESCO EXCHANGE TRADED FD T26,974$4.1M1.5%
18USAIPACER FDS TR83,777$3.8M1.4%
19XSMOINVESCO EXCHANGE TRADED FD T39,904$3.7M1.4%
20BILSPDR SERIES TRUST39,166$3.6M1.3%
21SPABSPDR SERIES TRUST133,412$3.4M1.2%
22EOSEATON VANCE ENHANCED EQUITY148,654$3.3M1.2%
23OGEOGE ENERGY CORP63,257$3.1M1.1%
24XLESELECT SECTOR SPDR TR52,903$2.8M1%
25FTECFIDELITY COVINGTON TRUST9,620$2.7M1%
26XMMOINVESCO EXCHANGE TRADED FD T15,475$2.6M1%
27ITAISHARES TR10,752$2.6M1%
28COWZPACER FDS TR40,454$2.5M0.9%
29RTHVANECK ETF TRUST9,448$2.4M0.9%
30OKEONEOK INC NEW26,144$2.3M0.8%
31OREALTY INCOME CORP34,158$2.1M0.8%
32MUMICRON TECHNOLOGY INC1,806$2.1M0.8%
33VRTVERTIV HOLDINGS CO6,221$2.1M0.8%
34METAMETA PLATFORMS INC3,688$2.1M0.8%
35IYJISHARES TR11,423$1.9M0.7%
36BXBLACKSTONE INC16,127$1.9M0.7%
37TSLATESLA INC3,905$1.6M0.6%
38IBMINTERNATIONAL BUSINESS MACHS5,821$1.6M0.6%
39PSXPHILLIPS 669,293$1.6M0.6%
40PTNQPACER FDS TR16,704$1.5M0.5%
41MSFTMICROSOFT CORP3,967$1.5M0.5%
42COWGPACER FDS TR35,232$1.4M0.5%
43SCHGSCHWAB STRATEGIC TR40,284$1.4M0.5%
44LGLVSPDR SERIES TRUST7,434$1.3M0.5%
45GCOWPACER FDS TR30,332$1.3M0.5%
46GLDMWORLD GOLD TR16,379$1.3M0.5%
47BPREBLUEROCK PVT REAL ESTATE FD99,765$1.3M0.5%
48XLFSELECT SECTOR SPDR TR23,765$1.3M0.5%
49VZVERIZON COMMUNICATIONS INC28,303$1.2M0.4%
50DUKDUKE ENERGY CORP NEW9,338$1.2M0.4%
51XLUSELECT SECTOR SPDR TR26,007$1.2M0.4%
52ABBVABBVIE INC4,629$1.2M0.4%
53PSCTINVESCO EXCH TRADED FD TR II12,423$1.1M0.4%
54EPDENTERPRISE PRODS PARTNERS L31,025$1.1M0.4%
55COSTCOSTCO WHOLESALE CORPORATION1,179$1.1M0.4%
56GBABGUGGENHEIM TAXABLE MUNICP BO69,865$1.0M0.4%
57LITELUMENTUM HLDGS INC1,133$972,1820.4%
58CALFPACER FDS TR18,842$953,5940.3%
59XLVSELECT SECTOR SPDR TR5,893$934,9830.3%
60TSMTAIWAN SEMICONDUCTOR MANUFAC1,883$899,2640.3%
61DIASTATE STR SPDR DOW JONES IND1,713$894,8540.3%
62EXMOCEXXON MOBIL CORP6,373$871,2740.3%
63AVGOBROADCOM INC2,278$860,5150.3%
64PPAINVESCO EXCHANGE TRADED FD T4,753$839,6170.3%
65SCHDSCHWAB STRATEGIC TR26,252$832,4510.3%
66GLDSPDR GOLD TR2,191$807,1210.3%
67SCHMSCHWAB STRATEGIC TR21,401$789,0550.3%
68VEAVANGUARD TAX-MANAGED FDS10,930$778,7630.3%
69ENBENBRIDGE INC14,279$774,0650.3%
70NLRVANECK ETF TRUST6,131$711,0730.3%
71PLTRPALANTIR TECHNOLOGIES INC6,063$707,3700.3%
72ALABASTERA LABS INC1,448$699,4130.3%
73BANFBANCFIRST CORP6,273$697,1180.3%
74VIGVANGUARD SPECIALIZED FUNDS2,867$678,3900.2%
75PTLCPACER FDS TR11,381$663,0570.2%
76ATOATMOS ENERGY CORP3,845$662,3780.2%
77ORCLORACLE CORP4,165$610,3810.2%
78ABALLIANCEBERNSTEIN HLDG L P17,308$609,5880.2%
79BXMTBLACKSTONE MORTGAGE TRUST IN35,850$607,6580.2%
80FANGDIAMONDBACK ENERGY INC3,392$596,2980.2%
81XLPSELECT SECTOR SPDR TR6,760$561,5530.2%
82EOGEOG RES INC4,325$561,0820.2%
83TOTLSSGA ACTIVE ETF TR13,767$543,3830.2%
84SIVRABRDN SILVER ETF TRUST9,178$515,9870.2%
85IWFISHARES TR4,136$513,5670.2%
86ISPYPROSHARES TR10,459$504,0190.2%
87MTUMISHARES TR1,357$465,2200.2%
88SBUXSTARBUCKS CORP4,541$464,0450.2%
89XMHQINVESCO EXCHANGE TRADED FD T4,012$452,8750.2%
90VFHVANGUARD WORLD FD3,382$445,0710.2%
91SPYSTATE STR SPDR S&P 500 ETF T590$440,5940.2%
92SPIBSPDR SERIES TRUST13,100$438,3260.2%
93IQQQPROSHARES TR8,625$438,1590.2%
94VTVVANGUARD INDEX FDS1,987$433,0270.2%
95PKWINVESCO EXCHANGE TRADED FD T2,955$418,6050.2%
96ARCCARES CAPITAL CORP22,410$415,2570.2%
97FFORD MTR CO28,692$398,8190.1%
98PGPROCTER & GAMBLE CO2,696$395,3410.1%
99DGDOLLAR GEN CORP3,388$389,9930.1%
100ETENERGY TRANSFER L P20,391$389,8760.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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