JBR Co Financial Management Inc
Top Portfolio Positions
68 positions ·
$120,363,906 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
186,559 | $32,535,889 | 27.03% |
| AAPL |
Apple Inc.
Technology
|
32,655 | $8,287,512 | 6.89% |
| CVX |
Chevron Corp
Energy
|
28,913 | $5,982,099 | 4.97% |
| UTG |
Reaves Utility Income Fund
Financial Services
|
142,112 | $5,582,159 | 4.64% |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,839 | $5,101,694 | 4.24% |
| CAT |
Caterpillar Inc
Industrials
|
6,252 | $4,429,291 | 3.68% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,089 | $3,767,396 | 3.13% |
| OGE |
Oge Energy Corp.
Utilities
|
66,273 | $3,178,453 | 2.64% |
| EOS |
Eaton Vance Enhanced Equity Income Fund II
Financial Services
|
136,906 | $2,801,096 | 2.33% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
6,129 | $2,278,455 | 1.89% |
Holdings in BPRE
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,243,778 | 135,086 | Shares | Sole | 2026-04-08 | |
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