CIK 2017878
JBR Co Financial Management Inc
Institutional 13F holdings & portfolio
Holdings
120
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 120
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BANF | BANCFIRST CORP | 10K | $1M+ | SH |
| PSX | PHILLIPS 66 | 8K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 9K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 32K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 11K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 33K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD | 5K | $500K+ | SH |
| LGLV | SPDR SERIES TRUST | 4K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| NLR | VANECK ETF TRUST | 6K | $500K+ | SH |
| ORCL | ORACLE CORP | 4K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| ATO | ATMOS ENERGY CORP | 4K | $500K+ | SH |
| PSCT | INVESCO EXCH TRADED FD TR | 13K | $500K+ | SH |
| PTLC | PACER FDS TR | 12K | $500K+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 22K | $500K+ | SH |
| VFH | VANGUARD WORLD FD | 5K | $500K+ | SH |
| EOG | EOG RES INC | 6K | $500K+ | SH |
| AB | ALLIANCEBERNSTEIN HLDG L P | 16K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG | 2K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 849 | $500K+ | SH |
| PKW | INVESCO EXCHANGE TRADED FD | 4K | $500K+ | SH |
| FANG | DIAMONDBACK ENERGY INC | 4K | $500K+ | SH |
| BXMT | BLACKSTONE MTG TR INC | 27K | $500K+ | SH |
| DG | DOLLAR GEN CORP NEW | 4K | $500K+ | SH |
| ARCC | ARES CAPITAL CORP | 25K | $500K+ | SH |
| V | VISA INC | 1K | $100K–$500K | SH |
| IWF | ISHARES TR | 1K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 5K | $100K–$500K | SH |
| BITB | BITWISE BITCOIN ETF TR | 9K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 4K | $100K–$500K | SH |
| GBAB | GUGGENHEIM TAXABLE MUNICP | 29K | $100K–$500K | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD | 4K | $100K–$500K | SH |
| F | FORD MTR CO | 30K | $100K–$500K | SH |
| ISPY | PROSHARES TR | 9K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 4K | $100K–$500K | SH |
| IWM | ISHARES TR | 1K | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 7K | $100K–$500K | SH |
| SRE | SEMPRA | 4K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 6K | $100K–$500K | SH |
| MTUM | ISHARES TR | 1K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 20K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 1K | $100K–$500K | SH |
| LITE | LUMENTUM HLDGS INC | 899 | $100K–$500K | SH |