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JBR Co. Financial Management Inc.
JBR Co Financial Management Inc is an SEC-registered investment adviser headquartered in Ardmore, Oklahoma. It was founded in 1997 by Jack Riley to serve the investment needs of his accounting clients. The firm manages assets for individuals, high net worth individuals, and some corporations and charitable organizations. With a team of 6 employees, the firm provides tailored investment advice, primarily focused on serving local and regional clients.
Investment Strategy
The firm's investment strategy involves discretionary portfolio management for individuals and select organizations. JBR Co Financial Management Inc emphasizes a client-focused approach, customizing asset allocation and security selection to fit individual risk profiles and objectives. The firm manages diversified portfolios, including holdings in high-quality equities and income-focused securities, aiming to balance growth and preservation of capital for long-term investors.
Latest 13F Filing Activity
JBR Co. Financial Management Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 116 equity positions with a total 13F market value of $236M. The fund increased holdings in Nvidia Corporation, SPDR Series Trust, SPDR Series Trust among other positions. JBR Co. Financial Management Inc. reduced exposure to Salesforce Inc., Ares Capital Corp., C3 Ai Inc. among others.
Top Holdings
Equity Positions (116)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 16.38% | $38.7M | 207,464 | $56.68 | $186.58 | +$6.0M |
B BIL | SPDR SERIES TRUST | 7.97% | $18.8M | 205,251 | $91.72 | $91.75 | +$4.0M |
V VGT | VANGUARD WORLD FD | 5.11% | $12.1M | 16,170 | $494.13 | $746.63 | +$1.5M |
S SPLG | SPDR SERIES TRUST | 4.35% | $10.3M | 131,128 | $67.06 | $78.34 | +$2.2M |
Q QQQM | INVESCO EXCH TRADED FD TR II | 3.88% | $9.2M | 37,070 | $196.41 | $247.12 | +$1.9M |
Industry Allocation
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