Jlb & Associates Inc has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $699 Million distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mastercard Inc with a value of $31.4M, Apple Inc. with a value of $30.7M, Microsoft Corp with a value of $29.8M, Novo Nordisk A S with a value of $29.4M, and Copart Inc with a value of $28M.

Examining the 13F form we can see an increase of $50.8M in the current position value, from $648M to 699M.

Below you can find more details about Jlb & Associates Inc portfolio as well as his latest detailed transactions.

Portfolio value $699 Million
Consumer Cyclical: $148 Million
Technology: $145 Million
Healthcare: $119 Million
Industrials: $109 Million
Financial Services: $104 Million
Consumer Defensive: $54.4 Million
Basic Materials: $12.4 Million
Real Estate: $3.2 Million
Other: $2.75 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 79
  • Current Value $699 Million
  • Prior Value $648 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 30, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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