Jlb & Associates Inc Incresed Positions in Q2 2025

Jlb & Associates Inc

Stock	Shares change	Price Range	Shares Held
CASY Caseys General Stores Inc Consumer Cyclical	1.82K + 4.05%	$415.82 - $510.91 $758K - $931K	46.8K $23.9M
META Meta Platforms, Inc. Communication Services	1.05K + 28.08%	$484.66 - $738.09 $506K - $771K	4.77K $3.52M
AXP American Express CO Financial Services	465 + 2.5%	$231.39 - $318.98 $108K - $148K	19.1K $6.09M
ALLE Allegion PLC Industrials	1.84K + 5.94%	$118.52 - $145.64 $218K - $268K	32.8K $4.73M
CSCO Cisco Systems, Inc. Technology	367 + 1.05%	$53.19 - $69.38 $19.5K - $25.5K	35.2K $2.44M
EXP Eagle Materials Inc Basic Materials	1.83K + 42.79%	$193.68 - $241.95 $354K - $442K	6.1K $1.23M
V Visa Inc. Financial Services	81 + 0.51%	$308.27 - $373.31 $25K - $30.2K	16.1K $5.71M
A Agilent Technologies, Inc. Healthcare	540 + 1.85%	$99.29 - $120.52 $53.6K - $65.1K	29.7K $3.5M
SHW Sherwin Williams CO Basic Materials	854 + 2.28%	$313.51 - $363.51 $268K - $310K	38.3K $13.2M
LOW Lowes Companies Inc Consumer Cyclical	990 + 6.55%	$210.83 - $235.28 $209K - $233K	16.1K $3.57M
Service Corp Intl	326 + 0.85%	N/A	38.6K $0
CHDN Churchill Downs Inc Consumer Cyclical	105 + 3.8%	$87.99 - $111.79 $9.24K - $11.7K	2.87K $289K
G Genpact LTD Technology	518 + 1.41%	$40.65 - $50.56 $21.1K - $26.2K	37.4K $1.64M
NOC Northrop Grumman Corp Industrials	137 + 0.46%	$456.3 - $540.39 $62.5K - $74K	29.8K $14.9M
ORLY O Reilly Automotive Inc Consumer Cyclical	216K + 1410.82%	$87.84 - $1441.89 $19M - $312M	232K $20.9M

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