Position in JBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$447,881,499
+$152,659,789 QoQ
Shares Held
1,161,880
+4.5% QoQ
Ownership
1.11%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#19
of 1,118 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in JBL Over Time
Shares Held
Position Value (USD)
Derivatives in JBL
reported options exposure · as of Sep 30, 2025CallValue
$14,181,201
CallShares
65,300
PutValue
$9,794,367
PutShares
45,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electronic Components
Technology · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $13,909,669,123 across 29 Electronic Components names. JBL ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APH |
Amphenol Corp /De/
|
64,804,924 | $5,713,202,099 | |
| 2 | GLW |
Corning Inc /Ny
|
18,730,616 | $4,784,361,242 | |
| 3 | TEL |
TE Connectivity plc
|
5,593,891 | $1,127,784,360 | |
| 4 | FLEX |
Flex Ltd.
|
4,111,877 | $666,411,903 | |
| 5 | JBL |
Jabil Inc
This page
|
1,161,880 | $447,881,499 | |
| 6 | CLS |
Celestica Inc
|
1,219,570 | $444,899,133 | |
| 7 | SANM |
Sanmina Corp
|
746,848 | $189,012,289 | |
| 8 | LFUS |
Littelfuse Inc /De
|
253,237 | $115,306,401 |
All Filings in JBL
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,881,499 | 1,161,880 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $295,221,710 | 1,111,402 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $199,244,556 | 873,803 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $9,794,367 | 45,100 | Put | Defined | 2026-02-03 | |
| 2025-09-30 | $14,181,201 | 65,300 | Call | Defined | 2026-02-03 | |
| 2025-09-30 | $253,829,160 | 1,168,804 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $8,004,270 | 36,700 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $193,351,100 | 886,525 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $12,453,510 | 57,100 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $5,606,084 | 41,200 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $97,617,294 | 717,405 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $8,232,235 | 60,500 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $849,010 | 5,900 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $96,653,741 | 671,673 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $706,997 | 5,900 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $106,823,648 | 891,460 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $120,280,940 | 1,105,625 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $168,935,861 | 1,261,186 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $164,260,766 | 1,289,331 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $188,949,103 | 1,489,078 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $159,586,913 | 1,478,615 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $153,877,282 | 1,745,432 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $3,570,480 | 40,500 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $117,620,376 | 1,724,639 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $84,767,965 | 1,468,861 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $70,944,384 | 1,385,362 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $80,481,533 | 1,303,767 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $97,975,669 | 1,392,689 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $68,076,869 | 1,166,299 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $71,532,466 | 1,230,772 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $68,406,898 | 1,311,482 | Shares | Defined | 2021-05-14 | |
| 2021-03-31 | $130,400 | 2,500 | Call | Defined | 2021-05-14 | |
| 2020-12-31 | $35,320,778 | 830,491 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $27,965,921 | 816,285 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $19,112,460 | 595,775 | Shares | Defined | 2020-08-14 | |
| 2020-06-30 | $7,089,680 | 221,000 | Call | Defined | 2020-08-14 | |
| 2020-03-31 | $11,242,398 | 457,380 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||