Jlb & Associates Inc has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $693 Million distributed in 81 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $37.2M, Novo Nordisk A S with a value of $31.5M, Microsoft Corp with a value of $31.3M, Mastercard Inc with a value of $28.5M, and Oracle Corp with a value of $27.9M.
Examining the 13F form we can see an decrease of $5.64M in the current position value, from $699M to 693M.
Below you can find more details about Jlb & Associates Inc portfolio as well as his latest detailed transactions.
Portfolio value
$693 Million
Technology: $162 Million
Consumer Cyclical: $146 Million
Healthcare: $121 Million
Industrials: $101 Million
Financial Services: $98.2 Million
Consumer Defensive: $47.3 Million
Basic Materials: $10.7 Million
Communication Services: $4.63 Million
Other: $2.78 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions