Jlb & Associates Inc Portfolio Holdings
Jlb & Associates Inc
- $667 Million
- Q1 2025
Jlb & Associates Inc has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $667 Million distributed in 75 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $36.6M, Mastercard Inc with a value of $32.6M, Tjx Companies Inc with a value of $28.1M, Oracle Corp with a value of $25.7M, and Microsoft Corp with a value of $24.7M.
Examining the 13F form we can see an decrease of $19.1M in the current position value, from $686M to 667M.
Below you can find more details about Jlb & Associates Inc portfolio as well as his latest detailed transactions.
Portfolio value
$667 Million
Consumer Cyclical: $157 Million
Technology: $143 Million
Financial Services: $118 Million
Healthcare: $98.8 Million
Industrials: $96.3 Million
Consumer Defensive: $28 Million
Basic Materials: $14.7 Million
Communication Services: $6.66 Million
Other: $3.41 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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