JBR Co Financial Management Inc
Sector Allocation
- Other46.4%$121.1M
- Technology25.9%$67.6M
- Financials13.1%$34.3M
- Energy4.0%$10.5M
- Consumer Discretionary2.6%$6.8M
- Industrials2.6%$6.8M
- Utilities1.7%$4.5M
- Real Estate1.2%$3.2M
- Consumer Staples1.1%$2.9M
- Healthcare0.7%$1.9M
AUM History
13fpro.ai/research/fund/jbr-co-financial-management-inc-2017878
Conviction and streaks
Stable · top 10 = 47.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$35.5M- VANGUARD$16.9M
- VANGUARD$14.6M
- SPDR$13.2M
IVZ
$12.4MAAPL
$9.0MCAT
$6.1MQQQ
$6.0MUTG
$5.6M- FIRST$5.1M
CVX
$4.7MAMD
$4.4MAMZN
$4.3M- PROFESIONALLY$4.3M
GOOG
$4.2M- $4.1M
- $4.0M
- PACER$3.7M
- SPDR$3.5M
- $3.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/jbr-co-financial-management-inc-2017878
JBR Co Financial Management Inc 13F holdings — Q3 2026
$261.3M portfolio (-4.7% QoQ) · 126 holdings · Q3 2026 13F · top 10 are 48% of the stock portfolio
$35.5M
13.6% of stocks
-0.2%This quarter-5.5%Since filed8+ qtrsHeld- 2
VANGUARD WORLD FD - INF TECH ETF
$16.9M
6.5% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF
$14.6M
5.6% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SPDR SERIES TRUST - ST STR P500ETF
$13.2M
5.1% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— $12.4M
4.7% of stocks
-5%This quarter-1.4%Since filed8+ qtrsHeld$9.0M
3.5% of stocks
-0.9%This quarter+0.8%Since filed8+ qtrsHeld$6.1M
2.3% of stocks
-0.5%This quarter-10.4%Since filed8+ qtrsHeld$6.0M
2.3% of stocks
-0.1%This quarter-4.2%Since filed8+ qtrsHeld$5.6M
2.2% of stocks
-1%This quarter-6.8%Since filed8+ qtrsHeld- 10
FIRST TR EXCHANGE TRADED FD - RBA INDL ETF
$5.1M
2.0% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $35.5M | 13.6% | -0.2% | -5.5% | 8+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | VANGUARD WORLD FD - INF TECH ETF | $16.9M | 6.5% | -2% | — | — | — | — | |
| 3 | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | $14.6M | 5.6% | -1% | — | — | — | — | |
| 4 | SPDR SERIES TRUST - ST STR P500ETF | $13.2M | 5.1% | -6% | — | — | — | — | |
| 5 | $12.4M | 4.7% | -5% | -1.4% | 8+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $9.0M | 3.5% | -0.9% | +0.8% | 8+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $6.1M | 2.3% | -0.5% | -10.4% | 8+ qtrs | 66.6#398 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $6.0M | 2.3% | -0.1% | -4.2% | 8+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $5.6M | 2.2% | -1% | -6.8% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $5.1M | 2.0% | -3% | — | — | — | — |
All holdings — JBR Co Financial Management Inc (Q3 2026)
126 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | CHEVRON CORP | Energy | $4.7M | 1.8% | 28K | -0.1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ADVANCED MICRO DEVICES INC | Technology | $4.4M | 1.7% | 8,069 | -0.6% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AMAZON COM INC | Consumer Discretionary | $4.3M | 1.7% | 18K | -1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETFetf/fund | — | $4.3M | 1.6% | 80K | -0.1% | — | — | 13F |
| 15 | Alphabet Inc. | Technology | $4.2M | 1.6% | 12K | -3% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Invesco Ltd. | Financials | $4.1M | 1.6% | 27K | -6% | 8+ qtrs | — | 13F | |
| 17 | Invesco Ltd.etf/fund | Financials | $4.0M | 1.5% | 27K | -0.2% | 8+ qtrs | — | 13F | |
| 18 | — | PACER FDS TR - AMERICAN ENERGY | — | $3.7M | 1.4% | 82K | -2% | — | — | 13F |
| 19 | — | SPDR SERIES TRUST - ST STR BLO 1 ETFetf/fund | — | $3.5M | 1.3% | 38K | -2% | — | — | 13F |
| 20 | Invesco Ltd. | Financials | $3.5M | 1.3% | 38K | -6% | 8+ qtrs | — | 13F | |
| 21 | Eaton Vance Enhanced Equity Income Fund II | Other | $3.3M | 1.3% | 148K | -0.5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | SPDR SERIES TRUST - ST STR AGGRE ETFetf/fund | — | $3.1M | 1.2% | 123K | -8% | — | — | 13F |
| 23 | OGE ENERGY CORP. | Utilities | $3.0M | 1.1% | 62K | -2% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETFetf/fund | — | $2.7M | 1.0% | 52K | -2% | — | — | 13F |
| 25 | — | ISHARES TR - US AER DEF ETFetf/fund | — | $2.6M | 1.0% | 11K | — | — | — | 13F |
| 26 | — | PACER FDS TR - US CASH COWS 100 | — | $2.5M | 0.9% | 40K | -2% | |||
| 27 | $IVZ | Invesco Ltd. | Financials | $2.4M | 0.9% | 14K | -8% | |||
| 28 | — | VANECK ETF TRUST - RETAIL ETF | — | $2.3M | 0.9% | 8,851 | -6% | |||
| 29 | $META | Meta Platforms, Inc. | Technology | $2.2M | 0.8% | 3,613 | -2% | |||
| 30 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $2.2M | 0.8% | 7,787 | -19% | |||
| 31 | $O | REALTY INCOME CORP | Real Estate | $2.1M | 0.8% | 34K | -0.2% | |||
| 32 | $MU | MICRON TECHNOLOGY INC | Technology | $1.9M | 0.7% | 1,869 | +3% | |||
| 33 | $BX | Blackstone Inc. | Financials | $1.9M | 0.7% | 16K | — | |||
| 34 | $VRT | Vertiv Holdings Co | Technology | $1.9M | 0.7% | 6,156 | -1% | |||
| 35 | — | ISHARES TR - US INDUSTRIALS | — | $1.9M | 0.7% | 11K | — | |||
| 36 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.6M | 0.6% | 5,736 | -1% | |||
| 37 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.6M | 0.6% | 3,827 | -2% | |||
| 38 | $PSX | Phillips 66 | Energy | $1.6M | 0.6% | 9,043 | -3% | |||
| 39 | $MSFT | MICROSOFT CORP | Technology | $1.5M | 0.6% | 3,921 | -1% | |||
| 40 | — | PACER FDS TR - TRENDPILOT 100 | — | $1.4M | 0.6% | 16K | -2% | |||
| 41 | — | PACER FDS TR - US LRG CP CASH | — | $1.4M | 0.5% | 35K | -0.8% | |||
| 42 | — | SPDR SERIES TRUST - ST STR R1K LOWV | — | $1.3M | 0.5% | 7,166 | -4% | |||
| 43 | — | PACER FDS TR - GLOBL CASH ETF | — | $1.3M | 0.5% | 30K | — | |||
| 44 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $1.3M | 0.5% | 24K | — | |||
| 45 | $BPRE | Bluerock Private Real Estate Fund | Other | $1.3M | 0.5% | 100K | -0.1% | |||
| 46 | $GLDM | World Gold Trust | Financials | $1.2M | 0.5% | 15K | -8% | |||
| 47 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.2M | 0.5% | 28K | — | |||
| 48 | $DUK | Duke Energy CORP | Utilities | $1.2M | 0.5% | 9,338 | — | |||
| 49 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $1.2M | 0.5% | 26K | — | |||
| 50 | $ABBV | AbbVie Inc. | Healthcare | $1.2M | 0.4% | 4,629 | — | |||
| 51 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $1.1M | 0.4% | 31K | — | |||
| 52 | — | INVESCO EXCH TRADED FD TR II - S&P SMLCP INFO | — | $1.1M | 0.4% | 12K | — | |||
| 53 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.1M | 0.4% | 1,179 | — | |||
| 54 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $1.1M | 0.4% | 31K | -22% | |||
| 55 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.0M | 0.4% | 15K | +33% | |||
| 56 | $GBAB | Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | — | $1.0M | 0.4% | 70K | — | |||
| 57 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $935K | 0.4% | 5,863 | -0.5% | |||
| 58 | — | PACER FDS TR - US SM CAP CA ETF | — | $924K | 0.3% | 18K | -4% | |||
| 59 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $867K | 0.3% | 1,659 | -3% | |||
| 60 | $LITE | Lumentum Holdings Inc. | Technology | $854K | 0.3% | 1,066 | -6% | |||
| 61 | $AVGO | Broadcom Inc. | Technology | $814K | 0.3% | 2,203 | -3% | |||
| 62 | $GLD | SPDR GOLD TRUST | Financials | $809K | 0.3% | 2,184 | -0.3% | |||
| 63 | $IVZ | Invesco Ltd. | Financials | $789K | 0.3% | 4,444 | -7% | |||
| 64 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $778K | 0.3% | 21K | — | |||
| 65 | $ENB | ENBRIDGE INC | Energy | $761K | 0.3% | 14K | — | |||
| 66 | $PLTR | Palantir Technologies Inc. | Technology | $752K | 0.3% | 5,983 | -1% | |||
| 67 | $BANF | BANCFIRST CORP /OK/ | Financials | $720K | 0.3% | 6,273 | — | |||
| 68 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $695K | 0.3% | 22K | -17% | |||
| 69 | — | VANECK ETF TRUST - URANI NUCLE ETF | — | $692K | 0.3% | 6,021 | -2% | |||
| 70 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $687K | 0.3% | 1,547 | -18% | |||
| 71 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $678K | 0.3% | 2,867 | — | |||
| 72 | $ATO | ATMOS ENERGY CORP | Energy | $665K | 0.3% | 3,845 | — | |||
| 73 | — | PACER FDS TR - TRENDP US LAR CP | — | $650K | 0.3% | 11K | -2% | |||
| 74 | $AB | ALLIANCEBERNSTEIN HOLDING L.P. | Financials | $622K | 0.2% | 17K | — | |||
| 75 | $BXMT | BLACKSTONE MORTGAGE TRUST, INC. | Real Estate | $608K | 0.2% | 36K | — | |||
| 76 | $ALAB | Astera Labs, Inc. | Technology | $602K | 0.2% | 1,398 | -3% | |||
| 77 | $FANG | Diamondback Energy, Inc. | Energy | $583K | 0.2% | 3,392 | — | |||
| 78 | $ORCL | ORACLE CORP | Technology | $566K | 0.2% | 3,974 | -5% | |||
| 79 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $563K | 0.2% | 6,760 | — | |||
| 80 | $EOG | EOG RESOURCES INC | Energy | $553K | 0.2% | 4,303 | -0.5% | |||
| 81 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | — | $540K | 0.2% | 14K | — | |||
| 82 | — | ISHARES TR - RUS 1000 GRW ETF | — | $509K | 0.2% | 4,136 | — | |||
| 83 | — | PROSHARES TR - S&P 500 HIGH ETF | — | $501K | 0.2% | 10K | — | |||
| 84 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $469K | 0.2% | 4,541 | — | |||
| 85 | — | VANGUARD WORLD FD - FINANCIALS ETF | — | $454K | 0.2% | 3,382 | — | |||
| 86 | $IVZ | Invesco Ltd. | Financials | $453K | 0.2% | 4,012 | — | |||
| 87 | — | ISHARES TR - MSCI USA MMENTM | — | $445K | 0.2% | 1,357 | — | |||
| 88 | $SPY | SPDR S&P 500 ETF TRUST | — | $440K | 0.2% | 590 | — | |||
| 89 | — | SPDR SERIES TRUST - ST INTER BD ETF | — | $436K | 0.2% | 13K | — | |||
| 90 | — | PROSHARES TR - NASDAQ 100 HIGH | — | $427K | 0.2% | 8,625 | — | |||
| 91 | $IVZ | Invesco Ltd. | Financials | $420K | 0.2% | 2,955 | — | |||
| 92 | $ARCC | ARES CAPITAL CORP | Other | $418K | 0.2% | 22K | — | |||
| 93 | $SIVR | abrdn Silver ETF Trust | Financials | $414K | 0.2% | 7,349 | -20% | |||
| 94 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $413K | 0.2% | 1,902 | -4% | |||
| 95 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $397K | 0.1% | 2,696 | — | |||
| 96 | $PAYX | PAYCHEX INC | Technology | $392K | 0.1% | 3,814 | — | |||
| 97 | $F | FORD MOTOR CO | Consumer Discretionary | $391K | 0.1% | 29K | — | |||
| 98 | $ET | Energy Transfer LP | Energy | $388K | 0.1% | 20K | — | |||
| 99 | $V | VISA INC. | Financials | $388K | 0.1% | 1,104 | — | |||
| 100 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $386K | 0.1% | 5,393 | — | |||
| 101 | $DG | DOLLAR GENERAL CORP | Consumer Staples | $380K | 0.1% | 3,298 | -3% | |||
| 102 | $NLY | ANNALY CAPITAL MANAGEMENT INC | Real Estate | $375K | 0.1% | 17K | — | |||
| 103 | $SRE | SEMPRA | Utilities | $365K | 0.1% | 4,000 | — | |||
| 104 | $PWR | QUANTA SERVICES, INC. | Industrials | $362K | 0.1% | 523 | — | |||
| 105 | $WMT | Walmart Inc. | Consumer Staples | $351K | 0.1% | 3,222 | — | |||
| 106 | $RTX | RTX Corp | Industrials | $344K | 0.1% | 1,795 | — | |||
| 107 | — | ISHARES U S ETF TR - IT RT HDG HGYL | — | $333K | 0.1% | 3,835 | — | |||
| 108 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $329K | 0.1% | 3,890 | — | |||
| 109 | $APP | AppLovin Corp | Technology | $312K | 0.1% | 552 | -7% | |||
| 110 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $311K | 0.1% | 3,417 | — | |||
| 111 | $NFLX | NETFLIX INC | Communication Services | $283K | 0.1% | 3,815 | -4% | |||
| 112 | — | FIRST TR EXCHANGE-TRADED FD - ENERGY ALPHADX | — | $282K | 0.1% | 14K | -2% | |||
| 113 | $CRDO | Credo Technology Group Holding Ltd | Technology | $276K | 0.1% | 1,065 | -6% | |||
| 114 | — | ISHARES TR - RUSSELL 2000 ETF | — | $274K | 0.1% | 915 | -20% | |||
| 115 | $JNJ | JOHNSON & JOHNSON | Healthcare | $272K | 0.1% | 1,072 | — | |||
| 116 | $KO | COCA COLA CO | Consumer Staples | $263K | 0.1% | 3,241 | — | |||
| 117 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $263K | 0.1% | 4,448 | -6% | |||
| 118 | — | FIRST TR EXCHANGE TRADED FD - NASDQ ARTFCIAL | — | $261K | 0.1% | 4,598 | — | |||
| 119 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | — | $258K | 0.1% | 725 | — | |||
| 120 | $GS | GOLDMAN SACHS GROUP INC | Financials | $255K | 0.1% | 250 | — | |||
| 121 | $MRK | Merck & Co., Inc. | Healthcare | $241K | 0.1% | 1,925 | — | |||
| 122 | — | PROSHARES TR - LARGE CAP CRE | — | $232K | 0.1% | 2,720 | — | |||
| 123 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | — | $220K | 0.1% | 1,950 | — | |||
| 124 | $VLO | VALERO ENERGY CORP/TX | Energy | $217K | 0.1% | 806 | — | |||
| 125 | $PFE | PFIZER INC | Healthcare | $206K | 0.1% | 8,647 | — | |||
| 126 | $AGNC | AGNC Investment Corp. | Real Estate | $154K | 0.1% | 14K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 0 new, 2 added to, 65 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (0)
No new positions this quarter.
Added to (2)
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT+33%
now $1.0M
$MUMICRON TECHNOLOGY INC+3%
now $1.9M · held 4 qtrs, 2 adds in a row
Trimmed (65)
- SPDR SERIES TRUST - ST STR P500ETF-6%
now $13.2M
now $12.4M · held 8+ qtrs
- FIDELITY COVINGTON TRUST - MSCI INFO TECH I-19%
now $2.2M
- SCHWAB STRATEGIC TR - US LCAP GR ETF-22%
now $1.1M
- VANGUARD WORLD FD - INF TECH ETF-2%
now $16.9M
- SPDR SERIES TRUST - ST STR AGGRE ETF-8%
now $3.1M
+59 more in the Excel export
Sold out (7)
$OKEONEOK INC /NEW/was $2.3M
held 7+ qtrs
$XOM.R34088EXXON MOBIL CORPwas $871K
held 7+ qtrs
$BITBBitwise Bitcoin ETFwas $232K
held 7+ qtrs
$SNDKSandisk Corpwas $223K
held 1 qtr
- FIRST TR EXCHANGE-TRADED FD - NAT GAS ETFwas $218K
$HDHOME DEPOT, INC.was $207K
+1 more in the Excel export
Holdings by quarter
Every 13F JBR Co Financial Management Inc has filed, 11 earlier quarters. Pick one to see what it held then.
Is it too late to follow JBR Financial Management?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of JBR Financial Management's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-4.0%
Value-weighted move of the 10 largest stock positions
Turnover
0%
Last quarter; 19% over the last 4
Top 10 weight
48%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
JBR Co Financial Management Inc disclosed 126 positions worth $261.3M in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 13.6% of the equity portfolio. During the quarter the fund opened 0 new positions and exited 7 and a full exit from $OKE. The portfolio is most concentrated in Other (46.4% of disclosed assets). All figures are sourced directly from JBR Co Financial Management Inc’s Form 13F-HR filing with the SEC under CIK 2017878.
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AI-Powered Hedge Fund Analysis: JBR Co Financial Management Inc
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Every holding in JBR Co Financial Management Inc's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.