JBR Co Financial Management Inc
Filing Date
Global Rank
#4,948
/ 8,232
▲ 312
Top Industry
Semiconductors
32.1%
3Y Alpha vs SPY
+4.8%
Period ended 2 months ago
Filed Apr 8, 2026 · 2mo
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+67.4%
SPY
+52.9%
Annualised alpha
+4.8%
Max drawdown
−23.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
68 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
27.0%
−1.9 pts
Top 5
47.8%
−1.1 pts
Top 10
61.4%
−1.2 pts
HHI
922
Diversified−103
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 41.4% | $49,780,777 |
| Financial Services | 13.2% | $15,914,646 |
| Energy | 12.0% | $14,495,682 |
| Unclassified | 6.7% | $8,119,556 |
| Consumer Cyclical | 5.9% | $7,042,461 |
| Industrials | 5.9% | $7,041,884 |
| Utilities | 5.1% | $6,163,198 |
| Communication Services | 3.5% | $4,248,991 |
| Real Estate | 2.6% | $3,102,187 |
| Consumer Defensive | 2.2% | $2,640,480 |
| Healthcare | 1.5% | $1,814,044 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
6 positions ·
$6,163,198 total
· Utilities only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| OGE |
Oge Energy Corp.
Utilities
|
Held | 66,273 | $3,178,453 | 51.57% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 8,911 | $1,166,806 | 18.93% | |
| ATO |
Atmos Energy Corp
Utilities
|
Held | 4,405 | $813,691 | 13.20% | |
| SRE |
Sempra
Utilities
|
Held | 4,000 | $388,680 | 6.31% | |
| D |
Dominion Energy, Inc
Utilities
|
Held | 5,932 | $366,716 | 5.95% | |
| PNW |
Pinnacle West Capital Corp
Utilities
|
Held | 2,470 | $248,852 | 4.04% |