JLB & Associates - Home

https://www.jlbinvest.com/
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JLB & Associates is a registered investment advisor located in Plymouth, Michigan. We have provided investment management services to our clients for over ... JLB & Associates is a registered investment advisor located in Plymouth, Michigan. We have provided investment management services to our clients for over thirty-five years.  We construct portfolios that meet our clients’ objectives by investing in bonds, common stocks or a combination thereof. Within our website you will find more detail regarding the client services we offer and our investment approach. Our Mission is to satisfy our clients’ investment needs by producing superior investment performance through a practical investment philosophy. It is our commitment to provide complete and timely communications to our clients as well as personal service beyond the expectations of all. Phone:(734)454-9191       Fax: (734) 454-9194       Email: Info@jlbinvest.com




Investment Adviser Firm Summary - JLB & ASSOCIATES INC - IAPD

https://adviserinfo.sec.gov/Firm/104655
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JLB & ASSOCIATES INC has information available on Investment Adviser Public Disclosure (IAPD). IAPD provides information on Investment Adviser firms ...---



JLB & Associates, Inc. Investment Counsel 44670 Ann Arbor Road ...

www.lexissecuritiesmosaic.com/uploaded/.../ADV2B/JLB_Associates.pdf
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Jan 1, 2011 ... JLB & Associates is a registered investment advisor. Registration of an investment advisor does not imply any level of skill or training. The oral ...---



Jlb & Associates Inc - 13F Holdings - Fintel.io

https://fintel.io/i/jlb-associates
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Jlb & Associates Inc's top holdings are MasterCard Incorporated (NYSE:MA) , McCormick & Co., Inc. (NYSE:MKC) , Apple, Inc. (NASDAQ:AAPL) , Microsoft Corp. Jlb & Associates Inc - Latest 13F Holdings, Performance, AUM Discover High Conviction Stocks by Combining Portfolios of Leading Funds Create your own high-conviction portfolio by combining the positions of leading funds and identifying the stocks held between them. Achieve better returns by mirroring the trades of leading hedge funds Avoid buying into positions that institutions are selling Latest Holdings, Performance, AUM (from 13F, 13D) Jlb & Associates Inc has disclosed 73 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 544,300,000 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Jlb & Associates Inc's top holdings are MasterCard Incorporated (NYSE:MA) , McCormick & Co., Inc. (NYSE:MKC) , Apple, Inc. (NASDAQ:AAPL) , Microsoft Corp. (NASDAQ:MSFT) , and Copart, Inc. (NASDAQ:CPRT) . All Jlb & Associates Inc holdings are listed in the following tables. Data is sourced from 13D/13G, 13F, and N-Q filings. Green rows indicate new positions. Red rows indicate closed positions. This form was filed on February 10, 2020. Click the link icon to see the full transaction history. Upgrade to unlock premium data. Period Form Security Avg Share Price Shares Shares Changed 2019-12-31 13F 891092108 / Toro Co/The 199,401 -0.09 15,886 8.59 2019-12-31 13F AAPL / Apple, Inc. 79,074 -0.42 23,220 30.57 2019-12-31 13F ABBV / AbbVie Inc. 61,433 -0.53 5,439 16.32 2019-12-31 13F ACN / Accenture plc 80,982 -1.30 17,052 8.05




JLB & Associates Inc. Top Holdings 13F Filings

https://www.holdingschannel.com/13f/jlb-associates-inc-top-holdings/
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JLB & Associates Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from JLB & Associates Inc. 13F  ... BDCsCanadaCEFsDividendsEnergyETFsHoldingsMetalsOptionsPreferredsTAOLIForum HOME ARTICLES LATEST FILINGS ALL FUNDS STOCKS BEING BOUGHT STOCKS BEING SOLD INSIDER BUYING JLB & Associates Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from JLB & Associates Inc. 13F filings. Link to 13F filings: SEC filings  09/30/2019 to 12/31/2019 Position Size MASTERCARD 89,488 -4,368 $26,720 MC CORMICK 141,055 -2,155 $23,941 MICROSOFT 123,185 -4,649 $19,426      SHS CL A 80,982 -1,067 $17,052 S E I INVESTMENTS 249,034 -1,339 $16,306 AMPHENOL 139,756 -1,174 $15,125 TJX COMPANIES 238,732 +7,051 $14,576 ROSS STORES 124,290 -2,373 $14,469 GLOBAL PAYMENTS 75,462 -5,663 $13,776 VARIAN MEDICAL SYSTEMS 79,390 -1,029 $11,274 PACKAGING CORP 97,973 -1,030 $10,971 MARSH & MC LENNAN 96,933 -267 $10,799 EATON VANCE 210,646 +808 $9,835 O REILLY AUTOMOTIVE 22,293 -329 $9,770 NOVO NORDISK ADR 161,018 -2,140 $9,319 COGNIZANT TECH 146,031 -1,133 $9,056 DIAGEO PLC ADR 53,577 +171 $9,023 CRACKER BARREL 54,024 +728 $8,305 EXPEDITORS INTL 104,633 +867 $8,163 CANADIAN NATL RAILWAY 88,703 +654 $8,023 POLARIS INDUSTRIES 66,052 -389 $6,717 UNITEDHEALTH GROUP 20,991 -120 $6,170 DOLLAR TREE STORES 62,078 -2,340 $5,838 HENRY SCHEIN 79,570 -184 $5,308 LILLY ELI & CO 32,306 +233 $4,245 SHERWIN WILLIAMS 6,439 -41 $3,757 CREDIT ACCEPTANCE 8,003 +373 $3,539 FACTSET RESEARCH SYSTEMS 11,630 -265 $3,120 ROBERT HALF INTL 48,016 -210 $3,032 KIMBERLY CLARK 20,625 -465 $2,836





Jorge L. Bouza & Associates LLC ***** JLB and Associates has more than 25 years of experience in development and construction of large and medium size projects serving both the North and South  ...

www.jlbouza.com/

JLB and Associates has more than 25 years of experience in development and
construction of large and medium size projects serving both the North and South
 ...



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