JBR Co Financial Management Inc

Q4 2025 13F Holdings

  • Location
    ardmore, OK
  • Num holdings

    120

  • Value ($000)

    $238,860

  • Date Filed
    01/06/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
$34.79M
15 %

186,559

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
$12.1M
5 %

132,445

---

VANGUARD WORLD FD

INF TECH ETF
$11.78M
5 %

15,633

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
$10.87M
5 %

135,446

Q
QQQM

INVESCO EXCH TRADED FD TR

NASDAQ 100 ETF
$9.52M
4 %

37,642

A
AAPL

APPLE INC

COM
$8.88M
4 %

32,655

---

PROFESIONALLY MANAGED

AKRE FOCUS ETF
$7.13M
3 %

108,793

N
NDQ

INVESCO QQQ TR

UNIT SER 1
$5.43M
2 %

8,839

---

VANGUARD INSTL INDEX FD

0-3 MO TREAS BIL
$5.29M
2 %

70,163

U
UTG

REAVES UTIL INCOME FD

COM SH BEN INT
$5.2M
2 %

142,112

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