JBR Co Financial Management Inc - Portfolio Stock Holdings
JBR Co Financial Management Inc disclosed 120 stock positions in a recent SEC 13F filing. $235,668,261 of stock holdings were filed, with the largest holdings including NVDA, BIL, and VGT. This filing represented positions held on March 31, 2026, and was filed on April 8, 2026.We estimate the fund has a total AUM of $318,309,587 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
120Est. Stock Holding Value:
$235,668,261Top Stock Holdings By Sector
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Portfolio Stock Holdings - JBR Co Financial Management Inc
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