Institutional Fund
Jbr Co Financial Management Inc
Ardmore, OKCIK 20178785 filings on record
Portfolio Value
$238.86M
Q1 2026
Holdings
120
Reported positions
New Buys
0
Opened this quarter
QoQ Change
0.0%
from $238.86M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation14.6%
- Spdr Series Trust5.1%
- Vanguard World Fd4.9%
- Spdr Series Trust4.5%
- Invesco Exch Traded Fd Tr II4.0%
- Apple Inc3.7%
- Other63.2%
Portfolio Holdings
120 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 186.6K | $34.79M | 14.6% | 0 | Held |
| 2 | Spdr Series Trust | 132.4K | $12.10M | 5.1% | 0 | Held |
| 3 | Vanguard World Fd | 15.6K | $11.78M | 4.9% | 0 | Held |
| 4 | Spdr Series Trust | 135.4K | $10.87M | 4.5% | 0 | Held |
| 5 | Invesco Exch Traded Fd Tr II | 37.6K | $9.52M | 4.0% | 0 | Held |
| 6 | Apple Inc | 32.7K | $8.88M | 3.7% | 0 | Held |
| 7 | Profesionally Managed Portfo | 108.8K | $7.13M | 3.0% | 0 | Held |
| 8 | Invesco Qqq Tr | 8.8K | $5.43M | 2.3% | 0 | Held |
| 9 | Vanguard Instl Index Fd | 70.2K | $5.29M | 2.2% | 0 | Held |
| 10 | Reaves Util Income Fd | 142.1K | $5.20M | 2.2% | 0 | Held |
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