Equal-WT
WhaleScore 2.0
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JBF Capital is based out of Aspen. JBF Capital is a hedge fund Their last reported 13F filing for Q2 2024 included $646,679,189 in managed 13F securities
and a top 10 holdings concentration of 77.97%. JBF Capital's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 509,121. Whalewisdom has at least 61 13F filings, and 2 13G filings
2024-06-30
Top Buys (13F)
| Name | % Change |
|---|---|
| IBIT iShares Bitcoin Trus | 1.06% |
| GOOGL Alphabet Inc. Class | 0.85% |
| FBTC Fidelity Wise Origin | 0.77% |
| VST Vistra Energy Corp | 0.73% |
| DELL Dell Technologies In | 0.62% |
2024-06-30
Top Sells (13F)
| Name | % Change |
|---|---|
| PBR Petroleo Brasileiro | 0.78% |
| INTC Intel Corp. | 0.72% |
| CRBG Corebridge Financial | 0.56% |
| BHF Brighthouse Financia | 0.38% |
| VAL Valaris Ltd | 0.3% |
2024-06-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| VOO VANGUARD 500 INDEX F | 39.37% |
| MSFT Microsoft Corp. | 12.37% |
| AMZN Amazon.com Inc. | 8.13% |
| GRBK Green Brick Partners | 5.63% |
| MU Micron Technology, I | 3.36% |
2024-06-30
13F Activity
| Market Value | $0.65b, Prior: $0.61b |
| Inflows (Outflows) as % of Total MV | +3.0556% |
| New Purchases | 18 stocks |
| Added To | 7 stocks |
| Sold out of | 11 stocks |
| Reduced holdings in | 9 stocks |
| Top 10 Holdings % | 77.97% |
| Turnover %[1] | 30.85% |
| Turnover Alt %[2] | 3.33% |
| Time Held Top 20 | 9.9 quarters |
| Time Held Top 10 | 14.5 quarters |
| Time Held All | 8.18 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-06-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-06-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-06-30