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JPB Foundation

SEC CIK
0002002798
Latest filing
Aug 3, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only.

Institution overview
Positions
26
No filing for Q3 2023
Portfolio value
$932.8M
No filing for Q3 2023
Filed
Feb 14, 2024
SEC

JPB Foundation did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of JPB Foundation in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock1,163,737$224.1M24.0%––History
UNHUnitedHealth Group IncStock241,755$127.3M13.6%––History
LLYEli Lilly & CoStock151,268$88.2M9.5%––History
ADPAutomatic Data Processing IncStock271,487$63.2M6.8%––History
TXNTexas Instruments IncStock364,325$62.1M6.7%––History
JPMJPMorgan Chase & CoStock299,855$51.0M5.5%––History
AAgilent Technologies, Inc.COM306,357$42.6M4.6%––History
CMCSAComcast CorpStock867,043$38.0M4.1%––History
ORCLOracle CorpStock346,444$36.5M3.9%––History
CSCOCisco Systems, Inc.Stock684,958$34.6M3.7%––History
MDLZMondelez International, Inc.Stock440,911$31.9M3.4%––History
KEYSKeysight Technologies, Inc.Stock182,187$29.0M3.1%––History
AXPAmerican Express CoStock133,851$25.1M2.7%––History
MRKMerck & Co., Inc.Stock207,317$22.6M2.4%––History
PFEPfizer IncStock602,293$17.3M1.9%––History
DFSDiscover Financial ServicesCOM119,629$13.4M1.4%––History
TAT&T Inc.Stock337,668$5.67M0.6%––History
BNYBank of New York Mellon CorpStock96,680$5.03M0.5%––History
VZVerizon Communications IncStock105,087$3.96M0.4%––History
DELLDell Technologies Inc.Stock40,187$3.07M0.3%––History
AVGOBroadcom Inc.Stock2,324$2.59M0.3%––History
PYPLPayPal Holdings, Inc.Stock32,893$2.02M0.2%––History
EBAYeBay IncCOM32,566$1.42M0.2%––History
WBDWarner Bros. Discovery, Inc.Stock81,687$929.6K0.1%––History
VTRSViatris IncStock75,556$818.3K0.1%––History
OGNOrganon & Co.Stock22,204$320.2K<0.1%––History