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Kayla Tweedy

Jbr Co Financial Management Inc

Assets Managed
$274.091M
Holdings
133
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
14.75%(2Q avg: 7.38%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Jbr Co Financial Management Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 133 positions.

Assets under management

The assets under management (AUM) of Jbr Co Financial Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 274.091M in assets, with a quarterly growth rate of 14.75% and a 2-quarter average growth rate of 7.38%. The portfolio is managed by Kayla Tweedy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -3.42%
13.16%
$36.049M
180,166 shares@ $200.09 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 840.52%
6.42%
$17.573M
147,030 shares@ $119.53 avg price
VBIL
Vanguard 0-3m T-bill Etf
Recent Activity
Increased 180.57%
5.44%
$14.898M
196,853 shares@ $75.68 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 18.04%
5.13%
$14.05M
159,875 shares@ $87.88 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 16.49%
4.85%
$13.285M
43,848 shares@ $302.98 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.05%
3.28%
$8.972M
31,005 shares@ $289.37 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -0.75%
2.42%
$6.608M
6,205 shares@ $1064.91 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -7%
2.21%
$6.053M
8,220 shares@ $736.4 avg price
UTG
Reaves Utility Income Fund
Recent Activity
Increased 0.47%
2.13%
$5.814M
142,777 shares@ $40.72 avg price
AIRR
First Trust Rba American Ind
Recent Activity
Increased 19.03%
1.99%
$5.447M
40,880 shares@ $133.25 avg price

1-10 of 133