EdgeMarket › What Jlb & Associates Inc reported owning
What Jlb & Associates Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
696.4MPositions
70Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| CASY CASEYS GENERAL STORES INC | 37.4M | 5.4% | 51.3K | 835.74 | +62.8% |
| AAPL Apple Inc. | 35.4M | 5.1% | 139.6K | 309.35 | +36.9% |
| TJX TJX COMPANIES INC /DE/ | 35.1M | 5.0% | 219.7K | 140.53 | +1.6% |
| APH AMPHENOL CORP /DE/ | 32.0M | 4.6% | 253.1K | 157.01 | +44.5% |
| MA Mastercard Inc | 27.2M | 3.9% | 54.5K | 580.63 | -2.0% |
| ROST ROSS STORES, INC. | 27.1M | 3.9% | 125.0K | 239.04 | +63.3% |
| KLAC KLA CORP | 25.8M | 3.7% | 17.5K | 183.99 | +109.5% |
| AMGN AMGEN INC | 22.9M | 3.3% | 65.0K | 439.33 | +48.2% |
| ORCL ORACLE CORP | 22.5M | 3.2% | 153.2K | 146.47 | -37.7% |
| MSFT MICROSOFT CORP | 20.8M | 3.0% | 56.1K | 483.24 | -4.4% |
| SEIC SEI INVESTMENTS CO | 20.3M | 2.9% | 259.2K | 109.53 | +23.9% |
| ORLY O REILLY AUTOMOTIVE INC | 20.3M | 2.9% | 219.8K | 89.11 | -14.3% |
| AON Aon plc | 20.0M | 2.9% | 62.0K | 355.11 | -5.1% |
| NOC NORTHROP GRUMMAN CORP /DE/ | 20.0M | 2.9% | 29.3K | 551.03 | -7.0% |
| ROL ROLLINS INC | 17.6M | 2.5% | 328.7K | 36.91 | -36.8% |
| GGG GRACO INC | 16.5M | 2.4% | 194.5K | 80.64 | -5.5% |
| PKG PACKAGING CORP OF AMERICA | 16.1M | 2.3% | 75.8K | 252.79 | +27.6% |
| EXPD EXPEDITORS INTERNATIONAL OF WASHINGTON INC | 15.6M | 2.2% | 108.7K | 187.81 | +57.4% |
| PGR PROGRESSIVE CORP/OH/ | 14.9M | 2.1% | 75.1K | 219.28 | -13.2% |
| SHW SHERWIN WILLIAMS CO | 13.0M | 1.9% | 40.5K | 346.59 | -5.6% |
| CPRT COPART INC | 12.5M | 1.8% | 375.5K | 33.80 | -29.0% |
| AME AMETEK INC/ | 12.2M | 1.8% | 57.0K | 239.55 | +30.7% |
| LLY ELI LILLY & Co | 11.7M | 1.7% | 12.7K | 1,255.40 | +78.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 11.3M | 1.6% | 33.4K | 418.95 | +83.3% |
| PEP PEPSICO INC | 10.9M | 1.6% | 70.4K | 143.48 | -4.8% |
| GOOGL Alphabet Inc. | 10.9M | 1.6% | 37.9K | 344.82 | +73.0% |
| MLI MUELLER INDUSTRIES INC | 9.9M | 1.4% | 89.8K | 63.22 | +37.9% |
| ENSG ENSIGN GROUP, INC | 9.6M | 1.4% | 47.8K | 179.48 | +6.2% |
| MRSH MARSH & MCLENNAN COMPANIES, INC. | 9.1M | 1.3% | 52.4K | 192.01 | -9.1% |
| SYK STRYKER CORP | 8.8M | 1.3% | 26.7K | 329.45 | -15.9% |
| META Meta Platforms, Inc. | 8.4M | 1.2% | 14.7K | 549.90 | -26.5% |
| ACN Accenture plc | 8.4M | 1.2% | 42.2K | 185.28 | -27.4% |
| ABBV AbbVie Inc. | 8.3M | 1.2% | 38.3K | 264.96 | +26.7% |
| HSY HERSHEY CO | 8.2M | 1.2% | 39.5K | 186.46 | +2.7% |
| NVO NOVO NORDISK A S | 7.7M | 1.1% | 209.5K | 46.74 | -13.9% |
| AXP AMERICAN EXPRESS CO | 6.8M | 1.0% | 22.6K | 336.00 | +8.9% |
| TTC TORO CO | 6.7M | 1.0% | 71.2K | 99.44 | +30.8% |
| AVGO Broadcom Inc. | 5.8M | 0.8% | 18.6K | 368.45 | +26.5% |
| ALLE Allegion plc | 5.7M | 0.8% | 39.0K | 162.31 | -3.7% |
| CNI CANADIAN NATIONAL RAILWAY CO | 5.4M | 0.8% | 52.5K | 129.84 | +38.4% |
| V VISA INC. | 5.4M | 0.8% | 17.8K | 371.04 | +7.9% |
| PCAR PACCAR INC | 5.2M | 0.8% | 45.2K | 131.03 | +33.5% |
| SCI SERVICE CORP INTERNATIONAL | 4.4M | 0.6% | 53.0K | 83.29 | +2.9% |
| PRI Primerica, Inc. | 4.4M | 0.6% | 17.4K | 295.82 | +10.6% |
| WSM WILLIAMS SONOMA INC | 4.2M | 0.6% | 23.1K | 237.58 | +19.2% |
| LOW LOWES COMPANIES INC | 3.8M | 0.5% | 16.0K | 216.09 | -16.0% |
| UNH UNITEDHEALTH GROUP INC | 3.4M | 0.5% | 12.6K | 390.11 | +30.1% |
| CBRE CBRE GROUP, INC. | 3.0M | 0.4% | 21.9K | 152.10 | -5.4% |
| CSCO CISCO SYSTEMS, INC. | 2.9M | 0.4% | 36.8K | 111.04 | +65.5% |
| CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP | 2.5M | 0.4% | 40.0K | 61.87 | -12.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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