
JB CAPITAL LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | CLF | 463K | $3.91M |
![]() | MDT | 199K | $17.22M |
![]() | HBAN | 197K | $3.08M |
![]() | CHWY | 182K | $4.92M |
![]() | HPE | 176K | $4.20M |
![]() | TGT | 171K | $20.68M |
![]() | WMT | 169K | $21.07M |
![]() | MRK | 162K | $19.54M |
![]() | QCOM | 162K | $20.80M |
![]() | PLD | 137K | $18.08M |
![]() | AAPL | 133K | $33.81M |
![]() | EMR | 132K | $17.33M |
![]() | PEP | 120K | $18.64M |
![]() | PEGA | 112K | $4.78M |
![]() | GLOB | 99K | $4.58M |
![]() | CGNX | 97K | $4.74M |
![]() | PNC | 93K | $19.26M |
![]() | GIS | 92K | $3.43M |
![]() | RTX | 87K | $16.80M |
![]() | NXPI | 85K | $16.82M |

Cleveland-Cliffs Inc.
CLF
Shares Held
463K
Value
$3.91M

Medtronic plc
MDT
Shares Held
199K
Value
$17.22M

Huntington Bancshares Incorporated
HBAN
Shares Held
197K
Value
$3.08M

Chewy, Inc.
CHWY
Shares Held
182K
Value
$4.92M

Hewlett Packard Enterprise Company
HPE
Shares Held
176K
Value
$4.20M

Target Corporation
TGT
Shares Held
171K
Value
$20.68M

Walmart Inc.
WMT
Shares Held
169K
Value
$21.07M

Merck & Co., Inc.
MRK
Shares Held
162K
Value
$19.54M

QUALCOMM Incorporated
QCOM
Shares Held
162K
Value
$20.80M

Prologis, Inc.
PLD
Shares Held
137K
Value
$18.08M

Apple Inc.
AAPL
Shares Held
133K
Value
$33.81M

Emerson Electric Co.
EMR
Shares Held
132K
Value
$17.33M

PepsiCo, Inc.
PEP
Shares Held
120K
Value
$18.64M

Pegasystems Inc.
PEGA
Shares Held
112K
Value
$4.78M

Globant S.A.
GLOB
Shares Held
99K
Value
$4.58M

Cognex Corporation
CGNX
Shares Held
97K
Value
$4.74M

The PNC Financial Services Group, Inc.
PNC
Shares Held
93K
Value
$19.26M

General Mills, Inc.
GIS
Shares Held
92K
Value
$3.43M

RTX Corporation
RTX
Shares Held
87K
Value
$16.80M

NXP Semiconductors N.V.
NXPI
Shares Held
85K
Value
$16.82M
