Jbr CO Financial Management Inc Portfolio Holdings

Jbr CO Financial Management Inc

  • $203 Billion
  • Q2 2025

Jbr CO Financial Management Inc has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $203 Billion distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $32.7B, Spdr Bloomberg 1 3 Month T Bil with a value of $14.8B, Vanguard Information Technolog with a value of $10.5B, Spdr Portfolio S&P 500 ETF (Ma with a value of $8.11B, and Invesco Exchange Traded Fd Tr with a value of $7.31B.

Examining the 13F form we can see an increase of $31.6B in the current position value, from $171B to 203B.

Jbr CO Financial Management Inc is based out at Ardmore, OK

Below you can find more details about Jbr CO Financial Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $203 Billion
ETFs: $96.1 Billion
Technology: $46.8 Billion
Financial Services: $14.6 Billion
Energy: $11.2 Billion
Communication Services: $6.89 Billion
Consumer Cyclical: $6.46 Billion
Utilities: $5.86 Billion
Industrials: $4.83 Billion
Other: $6.08 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.8 Billion 7.3% of portfolio
161,188
Q2 2025 Added 108.42%
$0
$10.5 Billion 5.2% of portfolio
15,875
Q2 2025 Reduced 6.26%
$0
$8.11 Billion 4.01% of portfolio
111,605
Q2 2025 Added 8.2%
$0
$7.31 Billion 3.61% of portfolio
32,176
Q2 2025 Added 7.34%
$0
$5.05 Billion 2.49% of portfolio
9,161
Q2 2025 Added 0.02%
$0
$4.09 Billion 2.02% of portfolio
74,167
Q2 2025 Reduced 0.56%
$0
$3.36 Billion 1.66% of portfolio
82,497
Q2 2025 Reduced 0.58%
$0
$3.26 Billion 1.61% of portfolio
30,012
Q2 2025 Reduced 3.07%
$0
$2.73 Billion 1.35% of portfolio
13,825
Q2 2025 Added 28.93%
$0
$2.57 Billion 1.27% of portfolio
30,301
Q2 2025 Reduced 3.66%
$0
$2.17 Billion 1.07% of portfolio
26,652
Q2 2025 Added 2.92%
$0
$2.15 Billion 1.06% of portfolio
11,407
Q2 2025 Reduced 9.05%
$0
$2.04 Billion 1.01% of portfolio
30,053
Q2 2025 Added 16.5%
$0
$1.94 Billion 0.96% of portfolio
8,141
Q2 2025 Added 6.81%
$0
$1.82 Billion 0.9% of portfolio
12,777
Q4 2024 Added 2.11%
$0
$1.79 Billion 0.89% of portfolio
34,258
Q2 2025 Reduced 13.1%
$0
$1.54 Billion 0.76% of portfolio
21,571
Q2 2025 Reduced 19.06%
$0
$1.52 Billion 0.75% of portfolio
59,328
Q2 2025 Added 87.21%
$0
$1.41 Billion 0.7% of portfolio
48,310
Q2 2025 Reduced 16.8%
$0
$1.43 Billion 0.7% of portfolio
17,486
Q2 2025 Added 1.01%
$0
$1.34 Billion 0.66% of portfolio
10,397
Q2 2025 Added 9.64%
$0
$1.27 Billion 0.63% of portfolio
33,493
Q2 2025 Added 38.26%
$0
$1.02 Billion 0.51% of portfolio
38,625
Q2 2025 Reduced 23.05%
$0
$890 Million 0.44% of portfolio
6,281
Q2 2025 Reduced 4.31%
$0
$707 Million 0.35% of portfolio
25,200
Q2 2025 Reduced 1.0%
$0
$676 Million 0.33% of portfolio
14,623
Q2 2025 Reduced 1.77%
$0
$650 Million 0.32% of portfolio
12,815
Q2 2025 Reduced 25.38%
$0
$643 Million 0.32% of portfolio
6,542
Q2 2025 Added 30.42%
$0
$629 Million 0.31% of portfolio
4,940
Q1 2025 Reduced 11.47%
$0
$622 Million 0.31% of portfolio
3,038
Q4 2023 New
$0
$552 Million 0.27% of portfolio
4,463
Q2 2025 Reduced 3.06%
$106B
$533 Million 0.26% of portfolio
1,749
Q2 2025 Added 0.46%
$0
$508 Million 0.25% of portfolio
822
Q2 2025 Reduced 5.52%
$0
$494 Million 0.24% of portfolio
3,665
Q2 2025 Reduced 8.76%
$0
$440 Million 0.22% of portfolio
1,037
Q3 2024 Reduced 0.96%
$0
$442 Million 0.22% of portfolio
2,531
Q2 2025 New
$0
$366 Million 0.18% of portfolio
15,829
Q2 2025 Reduced 4.49%
$0
$344 Million 0.17% of portfolio
3,059
Q2 2025 New
$0
$338 Million 0.17% of portfolio
22,235
Q2 2025 Reduced 2.9%
$0
$320 Million 0.16% of portfolio
2,877
Q2 2025 New
$0
$330 Million 0.16% of portfolio
1,375
Q2 2025 Reduced 5.56%
$0
$312 Million 0.15% of portfolio
6,317
Q2 2025 Reduced 4.32%
$0
$267 Million 0.13% of portfolio
1,239
Q2 2025 Reduced 14.49%
$0
$269 Million 0.13% of portfolio
3,890
Q3 2024 Reduced 1.27%
$0
$249 Million 0.12% of portfolio
6,260
Q2 2025 Reduced 41.23%
$0
$226 Million 0.11% of portfolio
2,994
Q2 2025 Reduced 7.71%
$0
$200 Million 0.1% of portfolio
2,845
Q2 2025 New
$0
$208 Million 0.1% of portfolio
743
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $203 Billion
  • Prior Value $171 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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