§ 13F · FUND PROFILE
JBR Co Financial Management Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $202.6T (13F)Positions · 114Turnover · — · Q4Filed · Jan 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$17.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 187K | $34.8T | 14.6% | −10% |
| 2 | BIL | SPDR SERIES TRUST | 132K | $12.1T | 5.1% | −35% |
| 3 | VGT | VANGUARD WORLD FD | 16K | $11.8T | 4.9% | −3% |
| 4 | SPYM | SPDR SERIES TRUST | 135K | $10.9T | 4.5% | +3% |
| 5 | QQQM | INVESCO EXCH TRADED FD TR | 38K | $9.5T | 4.0% | +2% |
| 6 | AAPL | APPLE INC | 33K | $8.9T | 3.7% | −2% |
| 7 | AKRE | PROFESIONALLY MANAGED | 109K | $7.1T | 3.0% | NEW |
| 8 | QQQ | INVESCO QQQ TR | 9K | $5.4T | 2.3% | −4% |
| 9 | VBIL | VANGUARD INSTL INDEX FD | 70K | $5.3T | 2.2% | NEW |
| 10 | UTG | REAVES UTIL INCOME FD | 142K | $5.2T | 2.2% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JBR SIGNAL
AC read
JBR Co Financial Management Inc is a Other fund managing $202554.6 trillion in assets. The fund runs a portfolio of 114 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed