Jbr CO Financial Management Inc Portfolio Holdings

Jbr CO Financial Management Inc

  • $171 Billion
  • Q1 2025

Jbr CO Financial Management Inc has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $171 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 $21.7B, Vanguard Information Technolog with a value of $9.19B, Spdr Bloomberg 1 3 Month T Bil with a value of $7.09B, Apple Inc. with a value of $6.92B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $6.78B.

Examining the 13F form we can see an increase of $6.89B in the current position value, from $164B to 171B.

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 $171 Billion
ETFs: $80.1 Billion
Technology: $34.3 Billion
Energy: $13.5 Billion
Financial Services: $13.4 Billion
Utilities: $6.66 Billion
Consumer Cyclical: $5.34 Billion
Communication Services: $4.9 Billion
Industrials: $4.3 Billion
Other: $5.59 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$232 Million 0.14% of portfolio
6,287
Q1 2025 Reduced 27.75%
$0
$242 Million 0.14% of portfolio
3,890
Q3 2024 Reduced 1.27%
$20.6B
$224 Million 0.13% of portfolio
7,736
Q1 2025 New
$0
$229 Million 0.13% of portfolio
6,000
Q1 2025 New
$0
$204 Million 0.12% of portfolio
3,244
Q1 2025 New
$98.2B
$204 Million 0.12% of portfolio
2,215
Q1 2025 New
$124B
$201 Million 0.12% of portfolio
7,917
Q1 2025 New
Arm Holdings PLC
-
$208 Million 0.12% of portfolio
-
Q1 2025 Reduced 8.63%
Bitwise Bitcoin ETF Tr
-
$209 Million 0.12% of portfolio
-
Q1 2025 Added 8.83%
$2.03B
$203 Million 0.12% of portfolio
9,650
Q1 2025 New
$111B
$203 Million 0.12% of portfolio
1,934
Q1 2025 New
$4.6B
$146 Million 0.09% of portfolio
15,252
Q1 2025 New
$0
$143 Million 0.08% of portfolio
12,785
Q1 2025 New
$3.58B
$61.8 Million 0.04% of portfolio
10,265
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $171 Billion
  • Prior Value $164 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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