Institutions / Jlb & Associates Inc / Activity
Activity — Jlb & Associates Inc
37 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | Kla Corp Common stock | $47.73M | +158K +902.56% | 175,739 7.09% of portfolio | medium |
| Q2 2026 as of | Add | Broadcom Inc. Common stock | $5.45M | +14K +77.52% | 33,064 1.67% of portfolio | medium |
| Q1 2026 as of | Add | Mueller Industries Inc Common stock | $4.79M | +43K +92.98% | 89,799 1.33% of portfolio | low |
| Q2 2026 as of | Add | Ensign Group Inc/The Common stock | $3.89M | +24K +50.75% | 72,090 1.54% of portfolio | low |
| Q2 2026 as of | Add | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $3.81M | +8K +23.91% | 41,380 2.64% of portfolio | low |
| Q2 2026 as of | Add | Hubbell Inc Common stock | $3.51M | +7K +211.96% | 9,861 0.69% of portfolio | low |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $3.37M | +11K +140.60% | 18,625 0.77% of portfolio | low |
| Q2 2026 as of | Add | ELI LILLY & Co Common stock | $2.97M | +2K +19.43% | 15,214 2.44% of portfolio | low |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $2.72M | +9K +33.40% | 37,911 1.45% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $2.25M | +4K +36.53% | 14,722 1.13% of portfolio | low |
| Q2 2026 as of | Add | Laureate Education, Inc. Common stock | $1.81M | +50K +319.68% | 65,419 0.32% of portfolio | low |
| Q1 2026 as of | Add | ELI LILLY & Co Common stock | $1.81M | +2K +18.24% | 12,739 1.57% of portfolio | low |
| Q2 2026 as of | Add | Amphenol Corp /De Common stock | $1.33M | +8K +2.98% | 260,640 6.14% of portfolio | low |
| Q1 2026 as of | Add | Hubbell Inc Common stock | $1.27M | +3K +459.47% | 3,161 0.21% of portfolio | low |
| Q1 2026 as of | Add | Williams Sonoma Inc Common stock | $979.8K | +5K +30.40% | 23,050 0.56% of portfolio | low |
| Q2 2026 as of | Add | Mueller Industries Inc Common stock | $940.4K | +8K +8.52% | 97,449 1.60% of portfolio | low |
| Q2 2026 as of | Add | Cboe Global Markets Inc Common stock | $860.8K | +4K +77.60% | 8,118 0.26% of portfolio | low |
| Q2 2026 as of | Add | Williams Sonoma Inc Common stock | $538.5K | +2K +10.02% | 25,360 0.79% of portfolio | low |
| Q1 2026 as of | Add | Newmarket Corp Common stock | $522.4K | +815 +113.99% | 1,530 0.13% of portfolio | low |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $494.2K | +2K +34.08% | 9,717 0.26% of portfolio | low |
| Q1 2026 as of | Add | Allegion plc Common stock | $441.0K | +3K +8.45% | 38,958 0.76% of portfolio | low |
| Q2 2026 as of | Add | TJX Cos Inc/The Common stock | $420.6K | +3K +1.26% | 222,503 4.50% of portfolio | low |
| Q1 2026 as of | Add | American Express Co Common stock | $399.9K | +1K +6.21% | 22,616 0.91% of portfolio | low |
| Q2 2026 as of | Add | Northrop Grumman Corp Common stock | $302.0K | +593 +2.03% | 29,857 2.03% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $288.8K | +2K +29.62% | 7,247 0.17% of portfolio | low |
| Q2 2026 as of | Add | Sei Investments Co Common stock | $209.9K | +2K +0.92% | 261,576 3.07% of portfolio | low |
| Q2 2026 as of | Add | Visa Inc Common stock | $201.7K | +588 +3.30% | 18,403 0.84% of portfolio | low |
| Q2 2026 as of | Add | American Express Co Common stock | $157.3K | +465 +2.06% | 23,081 1.04% of portfolio | low |
| Q1 2026 as of | Add | Caseys General Stores Inc Common stock | $141.9K | +195 +0.38% | 51,318 4.99% of portfolio | low |
| Q2 2026 as of | Add | Cadence Design Systems Inc Common stock | $138.9K | +370 +37.72% | 1,351 0.07% of portfolio | low |
| Q1 2026 as of | Add | Visa Inc Common stock | $84.3K | +279 +1.59% | 17,815 0.72% of portfolio | low |
| Q1 2026 as of | Add | Pepsico Inc Common stock | $74.5K | +480 +0.69% | 70,351 1.46% of portfolio | low |
| Q1 2026 as of | Add | Maximus Inc Common stock | $64.3K | +1K +16.16% | 7,210 0.06% of portfolio | low |
| Q2 2026 as of | Add | Primerica, Inc. Common stock | $57.1K | +201 +1.15% | 17,644 0.67% of portfolio | low |
| Q2 2026 as of | Add | Cisco Systems, Inc. Common stock | $28.5K | +243 +0.66% | 37,037 0.58% of portfolio | low |
| Q2 2026 as of | Add | Pepsico Inc Common stock | $11.8K | +87 +0.12% | 70,438 1.27% of portfolio | low |
| Q1 2026 as of | Add | Cisco Systems, Inc. Common stock | $8.6K | +111 +0.30% | 36,794 0.38% of portfolio | low |