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JBR Co Financial Management Inc

Q2 2026 13F Holdings

  • Location
    ardmore, OK
  • Num holdings

    133

  • Value ($000)

    $274,091

  • Date Filed
    07/09/2026
  • Form type
    13F-HR
  • CIK
    0002017878
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$36.05M
13 %

180,166

---

VANGUARD WORLD FD

INF TECH ETF
92204A702
$17.57M
6 %

147,030

---

VANGUARD INSTL INDEX FD

0 3 MO TR BI ETF
922040845
$14.9M
5 %

196,853

K
KRE

SPDR SERIES TRUST

ST STR P500ETF
78464A854
$14.05M
5 %

159,875

Q
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
46138G649
$13.28M
5 %

43,848

A
AAPL

APPLE INC

COM
037833100
$8.97M
3 %

31,005

C
CAT

CATERPILLAR INC

COM
149123101
$6.61M
2 %

6,205

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$6.05M
2 %

8,220

U
UTG

REAVES UTIL INCOME FD

COM SH BEN INT
756158101
$5.81M
2 %

142,777

A
AIRR

FIRST TR EXCHANGE TRADED FD

RBA INDL ETF
33738R704
$5.45M
2 %

40,880

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