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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$409B
$21.7 Billion 12.71% of portfolio
200,385
Q1 2025 Added 0.91%
$3.35T
$6.92 Billion 4.05% of portfolio
31,150
Q1 2025 Added 2.33%
$297B
$5.13 Billion 3.0% of portfolio
30,665
Q1 2025 Added 2.08%
$0
$4.43 Billion 2.59% of portfolio
136,114
Q1 2025 Added 10.51%
$8.91B
$3.47 Billion 2.03% of portfolio
75,396
Q1 2025 Added 1.35%
$0
$2.92 Billion 1.71% of portfolio
138,277
Q1 2025 Added 22.72%
$2.3T
$2.74 Billion 1.6% of portfolio
14,393
Q1 2025 Added 12.36%
$214B
$2.51 Billion 1.47% of portfolio
7,612
Q4 2024 Reduced 0.13%
$116B
$2.49 Billion 1.46% of portfolio
17,846
Q4 2024 Reduced 1.79%
$36.5B
$2.45 Billion 1.44% of portfolio
24,738
Q1 2025 Reduced 3.34%
$1.62T
$2.35 Billion 1.37% of portfolio
4,071
Q1 2025 Added 1.5%
$475B
$1.8 Billion 1.05% of portfolio
15,148
Q1 2025 Added 1.49%
$1.11T
$1.78 Billion 1.04% of portfolio
11,378
Q1 2025 Added 36.04%
$254B
$1.62 Billion 0.95% of portfolio
6,530
Q1 2025 Added 2.19%
$1T
$1.51 Billion 0.88% of portfolio
5,812
Q1 2025 Added 23.87%
$3.75T
$1.46 Billion 0.86% of portfolio
3,894
Q1 2025 Added 13.99%
$434B
$1.34 Billion 0.79% of portfolio
1,420
Q4 2024 Added 0.07%
$90.8B
$1.22 Billion 0.72% of portfolio
10,028
Q1 2025 Added 5.25%
$62.1B
$1.12 Billion 0.66% of portfolio
9,070
Q1 2025 Reduced 4.73%
$339B
$1.11 Billion 0.65% of portfolio
5,298
Q4 2024 Reduced 17.71%
$0
$1.06 Billion 0.62% of portfolio
47,670
Q1 2025 Added 22.24%
$4.3B
$1.01 Billion 0.59% of portfolio
9,162
Q1 2025 Reduced 2.64%
$236B
$890 Million 0.52% of portfolio
8,666
Q1 2025 Added 22.9%
$71.8B
$865 Million 0.51% of portfolio
6,746
Q1 2025 Reduced 6.25%
$21.7B
$779 Million 0.46% of portfolio
5,038
Q4 2023 New
$25.2B
$689 Million 0.4% of portfolio
4,312
Q1 2025 Added 113.15%
$52B
$621 Million 0.36% of portfolio
4,024
Q4 2024 Reduced 4.17%
$0
$581 Million 0.34% of portfolio
37,357
Q1 2025 Added 14.96%
$32.7B
$542 Million 0.32% of portfolio
7,508
Q1 2025 Added 56.16%
$108B
$543 Million 0.32% of portfolio
5,535
Q1 2025 Reduced 1.91%
$573B
$491 Million 0.29% of portfolio
1,401
Q1 2025 Reduced 17.64%
$364B
$459 Million 0.27% of portfolio
2,696
Q4 2023 New
$293B
$463 Million 0.27% of portfolio
5,487
Q1 2025 New
$4B
$461 Million 0.27% of portfolio
12,033
Q1 2025 Added 3.99%
$47.6B
$430 Million 0.25% of portfolio
7,675
Q3 2024 Added 0.77%
$562B
$404 Million 0.24% of portfolio
433
Q4 2024 Added 3.59%
$260B
$388 Million 0.23% of portfolio
4,422
Q4 2024 Reduced 0.23%
$11.2B
$393 Million 0.23% of portfolio
9,726
Q1 2025 Reduced 14.5%
$175B
$370 Million 0.22% of portfolio
8,150
Q1 2025 New
$112B
$377 Million 0.22% of portfolio
2,249
Q1 2025 Added 16.11%
-
$360 Million 0.21% of portfolio
-
Q1 2025 New
$260B
$328 Million 0.19% of portfolio
1,222
Q4 2024 Added 0.83%
$91.5B
$330 Million 0.19% of portfolio
7,454
Q1 2025 New
$1.19T
$309 Million 0.18% of portfolio
1,864
Q1 2025 Added 34.49%
$231B
$287 Million 0.17% of portfolio
2,160
Q4 2024 Reduced 9.05%
$23.4B
$285 Million 0.17% of portfolio
4,000
Q4 2023 New
$46.9B
$298 Million 0.17% of portfolio
29,691
Q4 2024 Reduced 23.26%
$25.8B
$287 Million 0.17% of portfolio
3,262
Q1 2025 Reduced 3.41%
$73B
$292 Million 0.17% of portfolio
2,658
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
Track This Portfolio

Track Jbr CO Financial Management Inc Portfolio

Follow Jbr CO Financial Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jbr CO Financial Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Jbr CO Financial Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email