JBR Co Financial Management Inc has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing, signed by Partner Kayla Tweedy, lists 126 separate securities held by the firm.
The portfolio is predominantly composed of exchange-traded funds (ETFs), with a significant allocation to technology equities and energy companies. The largest individual stock holding is NVIDIA Corporation, for which the firm reported ownership of 17,972,979 shares. Other major technology positions include Apple Inc. (30,728 shares), Microsoft Corporation (3,921 shares), and Broadcom Inc. (2,203 shares).
Energy exposure is also a notable component of the portfolio. OGE Energy Corp is listed with 62,257 shares, while Enterprise Products Partners L.P. holds 31,025 shares. Additionally, the firm holds stakes in several other energy-related entities, including Phillips 66 and Valero Energy Corp.
The filing also details significant positions in real estate investment trusts (REITs), including Realty Income Corp (34,073 shares) and BluRock Private Real Estate Fund (99,665 shares). The portfolio includes a mix of ETFs tracking various indices, such as the Invesco S&P 500 Momentum ETF and the iShares Core S&P 500 ETF, as well as sector-specific funds covering utilities, financials, and industrials.
