jvl associates llc – Q2 2026 PF Holdings AUM: $352.50M NEWLY BOUGHT Top-25: #AMD #UNH #COST #LIN #PG #ADP #INTC #GS #GEV #QUAL #FTNT #PH #CSCO #MRK #GE #LRCX #KLAC #SNDK INCREASED Top-25: #VO #VOO #AAPL #IWF #VB #MBWM #NVDA #XLK #IWO #MSFT #AMZN #VUG #AVGO #MA #CTAS #JPM #META #LLY #CAT #SYK #TSLA #IJT #GNTX #MU #HD NO-CHANGE Top-25: #MDY #IWV #XLY #IWM #IWD #BABA #ICF #SPY #GLD #XLC #BRK.A #VTV #QTEC #IWR #VBR REDUCED Top-25: #ITOT #VTI #IJH #IJR #QQQ #IVV #ONEQ #GOOGL #GOOG #QQQM #ACN #AMAT #BRK.B #V #EFA #SBUX #WMT #ABBV #BRKB SOLD-OFF Top-15: #COKE #NFLX Positive Returns (YTD): #COKE:+29% Negative Returns (YTD): #NFLX:-18% Note: - Newly bought + Increased + Reduced + Sold-Off – highest invested first - Descending order based on Q2 net investment value - Returns are presented on a YTD basis