JB Capital LLC Q2 2023 Filing

Filed July 25, 2023

Portfolio Value

$1.2B

Holdings

172

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (172 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
539,368$240.4T20286395.05%
2
IUSBISHARES TR
2,199,994$100.0T8441380.33%
3
QUALISHARES TR
685,384$92.4T7800385.22%
4
EFGISHARES TR
788,138$75.2T6345463.40%
5
EFVISHARES TR
1,000,985$49.0T4133892.30%
6
ESGUISHARES TR
460,916$44.9T3790676.34%
7
IEMGISHARES INC
899,916$44.4T3743079.26%
8
IYWISHARES TR
373,953$40.7T3435518.32%
9
MBBISHARES TR
396,043$36.9T3116936.83%
10
AQLTISHARES TR
1,507,454$34.5T2913042.27%
11
USMVISHARES TR
335,036$24.9T2101464.76%
12
AAPLAPPLE INC
111,541$21.6T1825719.91%
13
RTXRAYTHEON TECHNOLOGIES CORP
139,782$13.7T1155485.01%
14
MSFTMICROSOFT CORP
39,345$13.4T1130672.66%
15
CMCSACOMCAST CORP NEW
316,513$13.2T1109771.07%
16
JPMJPMORGAN CHASE & CO
81,002$11.8T994129.81%
17
TLHISHARES TR
105,942$11.7T990282.35%
18
TJXTJX COS INC NEW
125,974$10.7T901357.93%
19
AVGOBROADCOM INC
10,586$9.2T774880.15%
20
IFRAISHARES TR
221,286$8.6T729750.50%
21
NDQINVESCO QQQ TR
22,796$8.4T710616.28%
22
MRKMERCK & CO INC
65,853$7.6T641229.28%
23
DISDISNEY WALT CO
85,055$7.6T640802.37%
24
TSMTAIWAN SEMICONDUCTOR MFG LTD
71,749$7.2T611037.70%
25
LOWLOWES COS INC
31,701$7.2T603756.84%
26
TMOTHERMO FISHER SCIENTIFIC INC
13,709$7.2T603594.65%
27
WMTWALMART INC
45,417$7.1T602396.97%
28
PGPROCTER AND GAMBLE CO
46,365$7.0T593693.79%
29
CSCOCISCO SYS INC
134,220$6.9T586014.22%
30
TELTE CONNECTIVITY LTD
45,654$6.4T539952.52%
31
AMZNAMAZON COM INC
47,738$6.2T525140.86%
32
VVISA INC
25,844$6.1T517954.68%
33
GOOGLALPHABET INC
49,586$5.9T500864.95%
34
PLDPROLOGIS INC.
47,750$5.9T494146.61%
35
MDTMEDTRONIC PLC
65,412$5.8T486293.53%
36
RHIROBERT HALF INTL INC
73,376$5.5T465758.93%
37
BLKCHFBLACKROCK INC
7,912$5.5T461408.53%
38
BALLBALL CORP
87,524$5.1T429923.23%
39
UNHUNITEDHEALTH GROUP INC
10,561$5.1T428407.93%
40
METMETLIFE INC
88,067$5.0T420105.58%
41
JNJJOHNSON & JOHNSON
28,974$4.8T404676.55%
42
NOCNORTHROP GRUMMAN CORP
10,202$4.6T392354.94%
43
PFEPFIZER INC
126,672$4.6T392086.34%
44
IFFINTERNATIONAL FLAVORS&FRAGRA
55,230$4.4T370935.81%
45
HONHONEYWELL INTL INC
20,690$4.3T362296.43%
46
CVSCVS HEALTH CORP
59,770$4.1T348666.16%
47
FCXFREEPORT-MCMORAN INC
103,011$4.1T347703.07%
48
SBUXSTARBUCKS CORP
40,090$4.0T335128.04%
49
SCHWSCHWAB CHARLES CORP
69,150$3.9T330734.60%
50
INTUINTUIT
8,412$3.9T325225.08%
51
BACVERIZON COMMUNICATIONS INC
101,722$3.8T319234.22%
52
FALNISHARES TR
145,111$3.7T310662.27%
53
EMBISHARES TR
42,198$3.7T308176.10%
54
INTCINTEL CORP
109,207$3.7T308164.54%
55
CLCOLGATE PALMOLIVE CO
46,261$3.6T300741.33%
56
NXPINXP SEMICONDUCTORS N V
14,921$3.1T257716.08%
57
ECLECOLAB INC
16,274$3.0T256388.27%
58
IGIBISHARES TR
58,806$3.0T250942.12%
59
CARRCARRIER GLOBAL CORPORATION
58,577$2.9T245717.40%
60
USBUS BANCORP DEL
83,857$2.8T233797.12%
61
MMM3M CO
27,480$2.8T232099.79%
62
AKAMAKAMAI TECHNOLOGIES INC
28,871$2.6T218949.59%
63
DVNDEVON ENERGY CORP NEW
50,342$2.4T205355.01%
64
FSCOFS CREDIT OPPORTUNITIES CORP
503,082$2.4T201650.58%
65
CITHE CIGNA GROUP
8,382$2.4T198490.26%
66
OTISOTIS WORLDWIDE CORP
26,083$2.3T195916.67%
67
LAMRLAMAR ADVERTISING CO NEW
23,375$2.3T195766.30%
68
BKRBAKER HUGHES COMPANY
73,212$2.3T195288.17%
69
TSNTYSON FOODS INC
45,043$2.3T194006.19%
70
MCDMCDONALDS CORP
7,695$2.3T193772.36%
71
XOMEXXON MOBIL CORP
21,229$2.3T192118.91%
72
NEMNEWMONT CORP
50,827$2.2T182975.58%
73
APTVAPTIV PLC
20,048$2.0T172711.62%
74
HDHOME DEPOT INC
6,527$2.0T171075.97%
75
PYPLPAYPAL HLDGS INC
29,965$2.0T168733.94%
76
HDVISHARES TR
14,165$1.4T120472.58%
77
BRK/BBERKSHIRE HATHAWAY INC DEL
3,960$1.4T113950.68%
78
ESEVERSOURCE ENERGY
18,985$1.3T113608.83%
79
RMBS*RAMBUS INC DEL
20,808$1.3T112675.53%
80
DGROISHARES TR
24,481$1.3T106454.98%
81
VOOVANGUARD INDEX FDS
2,982$1.2T102487.43%
82
LQDISHARES TR
10,802$1.2T98585.28%
83
METAMETA PLATFORMS INC
3,552$1.0T86018.52%
84
PEPPEPSICO INC
5,239$970.3B81878.49%
85
ANAUTONATION INC
5,710$939.9B79315.79%
86
TSLATESLA INC
3,581$937.4B79102.80%
87
CRSCARPENTER TECHNOLOGY CORP
16,657$935.0B78899.93%
88
PSTGPURE STORAGE INC
25,168$926.7B78198.86%
89
NVDANVIDIA CORPORATION
2,137$904.4B76318.67%
90
VGTVANGUARD WORLD FDS
1,954$864.0B72906.38%
91
USFDUS FOODS HLDG CORP
19,258$847.4B71504.14%
92
WBSWEBSTER FINL CORP
21,940$828.2B69891.03%
93
MPWRMONOLITHIC PWR SYS INC
1,512$817.1B68949.63%
94
CVXCHEVRON CORP NEW
4,617$726.3B61287.69%
95
KOCOCA COLA CO
11,966$720.5B60802.39%
96
UNPUNION PAC CORP
3,489$713.8B60233.46%
97
ALKALASKA AIR GROUP INC
13,382$711.7B60053.30%
98
CVLTCOMMVAULT SYS INC
9,498$689.7B58204.24%
99
TRVTRAVELERS COMPANIES INC
3,875$672.7B56766.91%
100
VYMVANGUARD WHITEHALL FDS
6,022$638.8B53901.94%
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