Jbr Co Financial Management Inc Top Holdings and 13F Report (2026)

About Jbr Co Financial Management Inc

Investment Activity

Jbr Co Financial Management Inc has $238.86 million in total holdings as of March 31, 2026.
Jbr Co Financial Management Inc owns shares of 120 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
This quarter, Jbr Co Financial Management Inc has purchased 120 new stocks and bought additional shares in 0 stocks.
Jbr Co Financial Management Inc sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

NVIDIA: $34,793,172
SPDR Bloomberg 1-3 Month T-Bill ETF: $12,102,800
Vanguard Information Technology ETF: $11,783,843
SPDR Portfolio S&P 500 ETF: $10,865,506
Invesco NASDAQ 100 ETF: $9,520,423

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$34,793,172	0.0%	186,559	14.6%	Computer and Technology
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$12,102,800	0.0%	132,445	5.1%	ETF
VGT Vanguard Information Technology ETF	$11,783,843	0.0%	15,633	4.9%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$10,865,506	0.0%	135,446	4.5%	ETF
QQQM Invesco NASDAQ 100 ETF	$9,520,423	0.0%	37,642	4.0%	ETF
AAPL Apple	$8,877,588	0.0%	32,655	3.7%	Computer and Technology
PROFESIONALLY MANAGED PORTFO	$7,127,029	0.0%	108,793	3.0%	AKRE FOCUS ETF
QQQ Invesco QQQ	$5,429,886	0.0%	8,839	2.3%	Finance
VANGUARD INSTL INDEX FD	$5,292,395	0.0%	70,163	2.2%	0-3 MO TREAS BIL
REAVES UTIL INCOME FD	$5,198,457	0.0%	142,112	2.2%	COM SH BEN INT
CVX Chevron	$4,406,643	0.0%	28,913	1.8%	Energy
AMZN Amazon.com	$4,175,303	0.0%	18,089	1.7%	Retail/Wholesale
GOOG Alphabet	$4,024,799	0.0%	12,826	1.7%	Computer and Technology
FTEC Fidelity MSCI Information Technology Index ETF	$3,900,950	0.0%	17,363	1.6%	ETF
COWZ Pacer US Cash Cows 100 ETF	$3,885,057	0.0%	64,568	1.6%	ETF
CAT Caterpillar	$3,581,583	0.0%	6,252	1.5%	Industrials
PDP Invesco Dorsey Wright Momentum ETF	$3,393,535	0.0%	29,153	1.4%	ETF
AIRR First Trust RBA American Industrial Renaissance ETF	$3,376,800	0.0%	34,345	1.4%	Manufacturing
EATON VANCE ENHANCED EQUITY	$3,204,969	0.0%	136,906	1.3%	COM
USAI Pacer American Energy Independence ETF	$3,128,796	0.0%	82,013	1.3%	ETF
OGE OGE Energy	$2,829,857	0.0%	66,273	1.2%	Utilities
BX Blackstone	$2,781,148	0.0%	18,043	1.2%	Finance
TSLA Tesla	$2,756,334	0.0%	6,129	1.2%	Auto/Tires/Trucks
RTH VanEck Retail ETF	$2,625,501	0.0%	10,523	1.1%	Manufacturing
SPAB SPDR Portfolio Aggregate Bond ETF	$2,598,561	0.0%	100,915	1.1%	ETF
META Meta Platforms	$2,590,853	0.0%	3,925	1.1%	Computer and Technology
XLE Energy Select Sector SPDR Fund	$2,493,477	0.0%	55,770	1.0%	ETF
ITA iShares U.S. Aerospace & Defense ETF	$2,400,664	0.0%	11,182	1.0%	ETF
XSMO Invesco S&P SmallCap Momentum ETF	$2,175,422	0.0%	30,210	0.9%	ETF
XLF Financial Select Sector SPDR Fund	$2,039,032	0.0%	37,229	0.9%	ETF
SPMO Invesco S&P 500 Momentum ETF	$2,034,048	0.0%	17,047	0.9%	ETF
BLUEROCK PVT REAL ESTATE FD	$2,026,290	0.0%	135,086	0.8%	COM
O Realty Income	$1,996,231	0.0%	35,413	0.8%	Finance
IBM International Business Machines	$1,849,239	0.0%	6,243	0.8%	Computer and Technology
MSFT Microsoft	$1,810,661	0.0%	3,744	0.8%	Computer and Technology
AMD Advanced Micro Devices	$1,807,939	0.0%	8,442	0.8%	Computer and Technology
IYJ iShares U.S. Industrials ETF	$1,755,370	0.0%	11,847	0.7%	ETF
XMMO Invesco S&P MidCap Momentum ETF	$1,733,935	0.0%	12,523	0.7%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$1,698,882	0.0%	52,081	0.7%	ETF
OKE ONEOK	$1,691,414	0.0%	23,012	0.7%	Energy
PTNQ Pacer Trendpilot 100 ETF	$1,606,190	0.0%	20,422	0.7%	ETF
CALF Pacer US Small Cap Cash Cows ETF	$1,596,765	0.0%	35,987	0.7%	ETF
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF	$1,403,295	0.0%	39,855	0.6%	ETF
VZ Verizon Communications	$1,307,555	0.0%	32,103	0.5%	Computer and Technology
VRT Vertiv	$1,266,432	0.0%	7,817	0.5%	Computer and Technology
COST Costco Wholesale	$1,206,414	0.0%	1,399	0.5%	Retail/Wholesale
PALANTIR TECHNOLOGIES INC	$1,206,389	0.0%	6,787	0.5%	CL A
XLU Utilities Select Sector SPDR Fund	$1,183,025	0.0%	27,712	0.5%	ETF
ABBV AbbVie	$1,154,788	0.0%	5,054	0.5%	Medical
GCOW Pacer Global Cash Cows Dividend ETF	$1,151,646	0.0%	27,939	0.5%	ETF
BANF BancFirst	$1,067,409	0.0%	10,068	0.4%	Finance
PSX Phillips 66	$1,064,322	0.0%	8,248	0.4%	Energy
DUK Duke Energy	$1,044,458	0.0%	8,911	0.4%	Utilities
EPD Enterprise Products Partners	$1,013,449	0.0%	31,611	0.4%	Energy
GLDM SPDR Gold MiniShares Trust	$955,290	0.0%	11,190	0.4%	Finance
SCHD Schwab US Dividend Equity ETF	$910,265	0.0%	33,185	0.4%	ETF
AVGO Broadcom	$843,792	0.0%	2,438	0.4%	Computer and Technology
PPA Invesco Aerospace & Defense ETF	$784,246	0.0%	5,007	0.3%	ETF
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF	$770,577	0.0%	4,389	0.3%	ETF
XOM ExxonMobil	$762,076	0.0%	6,333	0.3%	Energy
NLR VanEck Uranium and Nuclear ETF	$756,999	0.0%	6,095	0.3%	ETF
ORCL Oracle	$751,378	0.0%	3,855	0.3%	Computer and Technology
GLD SPDR Gold Shares	$744,666	0.0%	1,879	0.3%	Finance
ATO Atmos Energy	$738,410	0.0%	4,405	0.3%	Utilities
PSCT Invesco S&P SmallCap Information Technology ETF	$719,916	0.0%	12,718	0.3%	ETF
PTLC Pacer Trendpilot US Large Cap ETF	$661,069	0.0%	11,894	0.3%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$656,157	0.0%	21,821	0.3%	ETF
VFH Vanguard Financials ETF	$642,888	0.0%	4,816	0.3%	ETF
EOG EOG Resources	$634,050	0.0%	6,038	0.3%	Energy
AB AllianceBernstein	$631,110	0.0%	16,401	0.3%	Finance
VIG Vanguard Dividend Appreciation ETF	$630,109	0.0%	2,867	0.3%	ETF
TSM Taiwan Semiconductor Manufacturing	$579,214	0.0%	1,906	0.2%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$578,950	0.0%	849	0.2%	Finance
PKW Invesco BuyBack Achievers ETF	$554,340	0.0%	4,127	0.2%	ETF
FANG Diamondback Energy	$534,468	0.0%	3,555	0.2%	Energy
BXMT Blackstone Mortgage Trust	$523,206	0.0%	27,350	0.2%	Finance
DG Dollar General	$510,633	0.0%	3,846	0.2%	Retail/Wholesale
ARCC Ares Capital	$505,447	0.0%	24,985	0.2%	Finance
V Visa	$491,345	0.0%	1,401	0.2%	Business Services
IWF iShares Russell 1000 Growth ETF	$489,392	0.0%	1,034	0.2%	ETF
XLV Health Care Select Sector SPDR Fund	$480,654	0.0%	3,105	0.2%	ETF
SBUX Starbucks	$450,102	0.0%	5,345	0.2%	Retail/Wholesale
BITWISE BITCOIN ETF TR	$448,586	0.0%	9,432	0.2%	SHS BEN INT
PAYX Paychex	$434,585	0.0%	3,874	0.2%	Computer and Technology
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$433,456	0.0%	29,052	0.2%	Financial Services
XMHQ Invesco S&P MidCap Quality ETF	$394,112	0.0%	3,848	0.2%	ETF
F Ford Motor	$389,559	0.0%	29,692	0.2%	Auto/Tires/Trucks
PROSHARES TR	$388,768	0.0%	8,520	0.2%	S&P 500 HIGH INC
PG Procter & Gamble	$386,364	0.0%	2,696	0.2%	Consumer Staples
NFLX Netflix	$382,072	0.0%	4,075	0.2%	Consumer Discretionary
IWM iShares Russell 2000 ETF	$366,778	0.0%	1,490	0.2%	Finance
WALMART INC	$358,963	0.0%	3,222	0.2%	COM
ENB Enbridge	$357,673	0.0%	7,478	0.1%	Energy
SRE Sempra Energy	$353,160	0.0%	4,000	0.1%	Utilities
RTX RTX	$348,093	0.0%	1,898	0.1%	Aerospace
D Dominion Energy	$347,556	0.0%	5,932	0.1%	Utilities
MTUM iShares MSCI USA Momentum Factor ETF	$344,176	0.0%	1,375	0.1%	ETF
ET Energy Transfer	$336,248	0.0%	20,391	0.1%	Energy
MU Micron Technology	$332,503	0.0%	1,165	0.1%	Computer and Technology
LITE Lumentum	$331,362	0.0%	899	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Jbr Co Financial Management Inc Top Holdings and 13F Report (2026)

About Jbr Co Financial Management Inc

Investment Activity

Largest Holdings

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Jbr Co Financial Management Inc Top Holdings and 13F Report (2026)

About Jbr Co Financial Management Inc

Investment Activity

Largest Holdings

Sector Allocation Over Time

Map of 500 Largest Holdings ofJbr Co Financial Management Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools