JB CAPITAL LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CLF | 225K | $2.99M |
 | WMT | 206K | $22.90M |
 | HBAN | 191K | $3.32M |
 | MDT | 146K | $14.05M |
 | TGT | 139K | $13.59M |
 | MRK | 137K | $14.45M |
 | AAPL | 132K | $35.86M |
 | EMR | 113K | $15.04M |
 | PLD | 109K | $13.92M |
 | EPD | 108K | $3.46M |
 | CMCSA | 104K | $3.11M |
 | AVGO | 100K | $34.57M |
 | TSM | 96K | $29.20M |
 | GNTX | 94K | $2.18M |
 | DVN | 93K | $3.39M |
 | PNC | 89K | $18.63M |
 | RTX | 88K | $16.11M |
 | PEP | 86K | $12.30M |
 | TSN | 79K | $4.66M |
 | BKR | 79K | $3.60M |
Cleveland-Cliffs Inc.
CLF
Shares Held
225K
Value
$2.99M
Walmart Inc.
WMT
Shares Held
206K
Value
$22.90M
Huntington Bancshares Incorporated
HBAN
Shares Held
191K
Value
$3.32M
Medtronic plc
MDT
Shares Held
146K
Value
$14.05M
Target Corporation
TGT
Shares Held
139K
Value
$13.59M
Merck & Co., Inc.
MRK
Shares Held
137K
Value
$14.45M
Apple Inc.
AAPL
Shares Held
132K
Value
$35.86M
Emerson Electric Co.
EMR
Shares Held
113K
Value
$15.04M
Prologis, Inc.
PLD
Shares Held
109K
Value
$13.92M
Enterprise Products Partners L.P.
EPD
Shares Held
108K
Value
$3.46M
Comcast Corporation
CMCSA
Shares Held
104K
Value
$3.11M
Broadcom Inc.
AVGO
Shares Held
100K
Value
$34.57M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
96K
Value
$29.20M
Gentex Corporation
GNTX
Shares Held
94K
Value
$2.18M
Devon Energy Corporation
DVN
Shares Held
93K
Value
$3.39M
The PNC Financial Services Group, Inc.
PNC
Shares Held
89K
Value
$18.63M
RTX Corporation
RTX
Shares Held
88K
Value
$16.11M
PepsiCo, Inc.
PEP
Shares Held
86K
Value
$12.30M
Tyson Foods, Inc.
TSN
Shares Held
79K
Value
$4.66M
Baker Hughes Company
BKR
Shares Held
79K
Value
$3.60M