Long-term investor
Jlb & Associates Inc. @jlbassociatesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001085227).
Record
- Tracked since 2025-06-30 (446 days), 82 trades recorded
- Returns: week n/a · month n/a · 90 days +4.8% · 6 months n/a · 1 year +9.0% · all +9.0%
- Max drawdown n/a · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- KLAC · 7.1% · long · since 2025-06-30
- APH · 6.1% · long · since 2025-06-30
- 147528103 · 5.4% · long · since 2025-06-30
- AAPL · 4.8% · long · since 2025-06-30
- TJX · 4.5% · long · since 2025-06-30
- MA · 3.7% · long · since 2025-06-30
- ROST · 3.4% · long · since 2025-06-30
- AMGN · 3.1% · long · since 2025-06-30
- 784117103 · 3.1% · long · since 2025-06-30
- ORCL · 3.0% · long · since 2025-06-30
- MSFT · 2.8% · long · since 2025-06-30
- ORLY · 2.6% · long · since 2025-06-30