Institutions / Jlb & Associates Inc / Activity
Activity — Jlb & Associates Inc
154 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 | New | Alphabet Inc. Common stock | $19.01M | +54K | 53,802 2.54% of portfolio | medium |
| Q2 2026 as of | Exit | Alphabet Inc. Common stock | $-10.88M | -38K -100.00% | 0 | medium |
| Q1 2026 as of | New | Ensign Group Inc/The Common stock | $9.64M | +48K | 47,821 1.29% of portfolio | medium |
| Q1 2026 as of | Trim | Toro Co Common stock | $-8.64M | -93K -56.52% | 71,177 0.89% of portfolio | medium |
| Q2 2026 as of | Exit | Hershey Co Common stock | $-8.21M | -40K -100.00% | 0 | medium |
| Q2 2026 as of | Trim | Sherwin Williams Co Common stock | $-6.46M | -19K -46.39% | 21,696 1.00% of portfolio | medium |
| Q1 2026 as of | Trim | Unitedhealth Group Inc Common stock | $-5.50M | -20K -61.77% | 12,579 0.45% 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 | Trim | Amphenol Corp /De Common stock | $-5.18M | -41K -13.95% | 253,092 4.27% 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 | Trim | Toro Co Common stock | $-4.70M | -48K -67.81% | 22,915 0.30% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-4.64M | -16K -11.49% | 123,528 4.78% of portfolio | low |
| Q2 2026 as of | New | Netflix Inc Common stock | $4.16M | +58K | 58,274 0.56% 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 |
| Q1 2026 as of | Trim | Kla Corp Common stock | $-3.54M | -2K -12.06% | 17,529 3.45% of portfolio | low |
| Q2 2026 as of | Add | Hubbell Inc Common stock | $3.51M | +7K +211.96% | 9,861 0.69% of portfolio | low |
| Q2 2026 as of | Exit | Unitedhealth Group Inc Common stock | $-3.40M | -13K -100.00% | 0 | 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 | New | Ituran Location & Control Ltd Common stock | $3.29M | +54K | 53,844 0.44% of portfolio | low |
| Q2 2026 as of | Trim | Paccar Inc Common stock | $-3.24M | -27K -59.69% | 18,233 0.29% of portfolio | low |
| Q2 2026 as of | Trim | Lowes Companies Inc Common stock | $-2.99M | -14K -84.88% | 2,414 0.07% 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 | Exit | FactSet Research Systems Inc Common stock | $-2.79M | -10K -100.00% | 0 | low |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $2.72M | +9K +33.40% | 37,911 1.45% of portfolio | low |
| Q2 2026 as of | New | Exelixis, Inc. Common stock | $2.66M | +49K | 48,849 0.36% of portfolio | low |
| Q2 2026 as of | Trim | Accenture plc Common stock | $-2.62M | -21K -49.91% | 21,118 0.35% of portfolio | low |
| Q1 2026 as of | Trim | Agilent Technologies Inc Common stock | $-2.52M | -22K -78.89% | 5,907 0.09% of portfolio | low |
| Q2 2026 as of | New | Eaton Corp plc Common stock | $2.31M | +5K | 5,418 0.31% 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 |
| Q1 2026 as of | Trim | Hershey Co Common stock | $-2.16M | -10K -20.85% | 39,511 1.10% of portfolio | low |
| Q2 2026 as of | New | Ebay Inc Common stock | $2.09M | +19K | 18,668 0.28% of portfolio | low |
| Q1 2026 as of | Trim | Accenture plc Common stock | $-2.02M | -10K -19.46% | 42,162 1.12% of portfolio | low |
| Q2 2026 as of | Trim | Packaging Corp of America Common stock | $-1.89M | -8K -10.45% | 67,916 2.16% 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 |
| Q1 2026 as of | Exit | Genpact Ltd Common stock | $-1.76M | -38K -100.00% | 0 | low |
| Q1 2026 as of | New | Gildan Activewear Inc Common stock | $1.59M | +29K | 28,578 0.21% of portfolio | low |
| Q2 2026 as of | New | Costco Wholesale Corp /New Common stock | $1.57M | +2K | 1,677 0.21% of portfolio | low |
| Q2 2026 as of | Trim | Stryker Corp Common stock | $-1.57M | -5K -18.65% | 21,723 0.91% of portfolio | low |
| Q2 2026 as of | Exit | Henry Schein Inc Common stock | $-1.39M | -19K -100.00% | 0 | 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 | New | Cboe Global Markets Inc Common stock | $1.28M | +5K | 4,571 0.17% 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 | Trim | Apple Inc. Common stock | $-1.27M | -5K -3.46% | 139,559 4.73% of portfolio | low |
| Q2 2026 as of | Exit | T Rowe Price Group Inc Common stock | $-1.17M | -13K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Aon plc Common stock | $-1.15M | -3K -5.60% | 58,493 2.59% of portfolio | low |
| Q1 2026 as of | Trim | TJX Cos Inc/The Common stock | $-1.12M | -7K -3.09% | 219,727 4.69% of portfolio | low |
| Q1 2026 as of | Trim | Progressive CORP/OH Common stock | $-1.07M | -5K -6.72% | 75,093 1.99% of portfolio | low |