JLB & ASSOCIATES INC Diversified Active

Location: Plymouth, MI

CIK: 0001085227 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 4, 2026

Total Value: $696M (100.0% shares, 0.0% debt)

Holdings (70)

CASY CASEY'S GENERAL STORES 5.4%
Value $37.35M Shares 51,318 Est. Cost $325.64 Unrealized +93.8%
AAPL APPLE 5.1%
Value $35.42M Shares 139,559 Est. Cost $84.35 Unrealized +211.6%
TJX TJX COMPANIES 5.0%
Value $35.09M Shares 219,727 Est. Cost $45.23 Unrealized +241.0%
APH AMPHENOL 4.6%
Value $31.98M Shares 253,092 Est. Cost $40.65 Unrealized +260.1%
MA MASTERCARD 3.9%
Value $27.21M Shares 54,460 Est. Cost $79.19 Unrealized +580.7%
ROST ROSS STORES 3.9%
Value $27.08M Shares 124,994 Est. Cost $56.61 Unrealized +239.8%
KLAC KLA CORP 3.7%
Value $25.81M Shares 17,529 Est. Cost $344.96 Unrealized +323.8%
AMGN AMGEN 3.3%
Value $22.86M Shares 64,975 Est. Cost $139.55 Unrealized +150.6%
ORCL ORACLE 3.2%
Value $22.54M Shares 153,250 Est. Cost $31.58 Unrealized +437.0%
MSFT MICROSOFT 3.0%
Value $20.75M Shares 56,066 Est. Cost $35.52 Unrealized +1123.4%
SEIC SEI INVESTMENTS 2.9%
Value $20.34M Shares 259,183 Est. Cost $36.15 Unrealized +132.9%
ORLY O'REILLY AUTOMOTIVE 2.9%
Value $20.29M Shares 219,817 Est. Cost $86.50 Unrealized +9.8%
AON AON PLC 2.9%
Value $20M Shares 61,966 Est. Cost $349.16 Unrealized -3.8%
NOC NORTHROP GRUMMAN 2.9%
Value $19.96M Shares 29,264 Est. Cost $309.98 Unrealized +117.3%
ROL ROLLINS 2.5%
Value $17.55M Shares 328,675 Est. Cost $20.65 Unrealized +199.4%
GGG GRACO 2.4%
Value $16.46M Shares 194,454 Est. Cost $33.35 Unrealized +167.4%
PKG PACKAGING CORP 2.3%
Value $16.1M Shares 75,843 Est. Cost $61.37 Unrealized +268.8%
EXPD EXPEDITORS INTL 2.2%
Value $15.57M Shares 108,675 Est. Cost $55.51 Unrealized +182.5%
PGR PROGRESSIVE 2.1%
Value $14.89M Shares 75,093 Est. Cost $99.03 Unrealized +108.7%
SHW SHERWIN WILLIAMS 1.9%
Value $12.97M Shares 40,471 Est. Cost $262.34 Unrealized +35.4%
CPRT COPART 1.8%
Value $12.47M Shares 375,474 Est. Cost $30.06 Unrealized +30.3%
AME AMETEK 1.8%
Value $12.21M Shares 56,980 Est. Cost $44.09 Unrealized +406.4%
LLY ELI LILLY & CO 1.7%
Value $11.72M Shares 12,739 Est. Cost $251.75 Unrealized +315.9%
TSM TAIWAN SEMICONDUCTOR ADR 1.6%
Value $11.29M Shares 33,394 Est. Cost $55.29 Unrealized
PEP PEPSICO 1.6%
Value $10.92M Shares 70,351 Est. Cost $71.86 Unrealized +115.3%
GOOGL ALPHABET INC CL C 1.6%
Value $10.88M Shares 37,911 Est. Cost $187.55 Unrealized +72.4%
MLI MUELLER INDUSTRIES INC 1.4%
Value $9.95M Shares 89,799 Est. Cost $115.56 Unrealized +7.6%
ENSG ENSIGN GROUP INC 1.4%
Value $9.636M Shares 47,821 Est. Cost $188.72 Unrealized 0.0%
MRSH MARSH 1.3%
Value $9.095M Shares 52,435 Est. Cost $78.59 Unrealized +130.8%
SYK STRYKER 1.3%
Value $8.774M Shares 26,702 Est. Cost $91.07 Unrealized +300.4%
META META PLATFORMS 1.2%
Value $8.423M Shares 14,722 Est. Cost $642.85 Unrealized +2.0%
ACN ACCENTURE PLC 1.2%
Value $8.36M Shares 42,162 Est. Cost $254.06 Unrealized -0.3%
ABBV ABBVIE 1.2%
Value $8.341M Shares 38,349 Est. Cost $31.60 Unrealized +604.3%
HSY HERSHEY CO 1.2%
Value $8.214M Shares 39,511 Est. Cost $181.47 Unrealized +12.8%
NVO NOVO-NORDISK ADR 1.1%
Value $7.699M Shares 209,507 Est. Cost $72.96 Unrealized
AXP AMERICAN EXPRESS 1.0%
Value $6.841M Shares 22,616 Est. Cost $218.95 Unrealized +62.7%
TTC TORO 1.0%
Value $6.651M Shares 71,177 Est. Cost $45.76 Unrealized +103.4%
AVGO BROADCOM INC 0.8%
Value $5.765M Shares 18,625 Est. Cost $263.72 Unrealized +26.7%
ALLE ALLEGION 0.8%
Value $5.66M Shares 38,958 Est. Cost $125.61 Unrealized +32.4%
CNI CANADIAN NATL RAILWAY 0.8%
Value $5.395M Shares 52,494 Est. Cost $52.12 Unrealized +95.9%
V VISA 0.8%
Value $5.384M Shares 17,815 Est. Cost $231.24 Unrealized +42.3%
PCAR PACCAR INC 0.8%
Value $5.225M Shares 45,235 Est. Cost $97.91 Unrealized +25.6%
SCI SERVICE CORP INTL 0.6%
Value $4.37M Shares 52,968 Est. Cost $79.99 Unrealized +1.2%
PRI PRIMERICA INC 0.6%
Value $4.369M Shares 17,443 Est. Cost $233.56 Unrealized +11.8%
WSM WILLIAMS SONOMA INC 0.6%
Value $4.203M Shares 23,050 Est. Cost $192.38 Unrealized +8.0%
LOW LOWES 0.5%
Value $3.773M Shares 15,969 Est. Cost $108.12 Unrealized +151.1%
UNH UNITEDHEALTH GROUP 0.5%
Value $3.404M Shares 12,579 Est. Cost $265.22 Unrealized +16.4%
CBRE CBRE GROUP 0.4%
Value $2.968M Shares 21,910 Est. Cost $56.25 Unrealized +186.9%
CSCO CISCO SYSTEMS 0.4%
Value $2.855M Shares 36,794 Est. Cost $47.97 Unrealized +62.4%
CTSH COGNIZANT TECH 0.4%
Value $2.456M Shares 40,027 Est. Cost $42.07 Unrealized +82.5%
MTD METTLER-TOLEDO 0.2%
Value $1.653M Shares 1,311 Est. Cost $411.11 Unrealized +243.8%
GIL GILDAN ACTIVEWEAR 0.2%
Value $1.59M Shares 28,578 Est. Cost $67.39 Unrealized 0.0%
HUBB HUBBELL INC CL B 0.2%
Value $1.551M Shares 3,161 Est. Cost $484.94 Unrealized +2.1%
STX SEAGATE TECHNOLOGY 0.2%
Value $1.403M Shares 3,581 Est. Cost $258.92 Unrealized +45.4%
HSIC HENRY SCHEIN 0.2%
Value $1.388M Shares 18,839 Est. Cost $65.74 Unrealized +18.7%
CBOE CBOE GLOBAL MARKETS 0.2%
Value $1.285M Shares 4,571 Est. Cost $272.00 Unrealized 0.0%
NVDA NVIDIA CORP 0.2%
Value $1.264M Shares 7,247 Est. Cost $168.24 Unrealized +10.9%
TROW T ROWE PRICE 0.2%
Value $1.166M Shares 12,935 Est. Cost $108.91 Unrealized -7.1%
NEU NEWMARKET 0.1%
Value $981K Shares 1,530 Est. Cost $669.71 Unrealized -0.7%
EXP EAGLE MATERIALS INC 0.1%
Value $961K Shares 5,074 Est. Cost $229.69 Unrealized -2.0%
NKE NIKE 0.1%
Value $948K Shares 17,948 Est. Cost $43.54 Unrealized +46.9%
KMB KIMBERLY-CLARK 0.1%
Value $890K Shares 9,226 Est. Cost $68.22 Unrealized +51.1%
A AGILENT TECHNOLOGIES 0.1%
Value $673K Shares 5,907 Est. Cost $126.20 Unrealized +6.8%
COSTCO WHSL 0.1%
Value $654K Shares 656 Est. Cost $996.43 Unrealized
MKC MC CORMICK 0.1%
Value $568K Shares 11,264 Est. Cost $58.91 Unrealized +13.2%
LAUR LAUREATE ED INC 0.1%
Value $543K Shares 15,588 Est. Cost $34.59 Unrealized 0.0%
MMS MAXIMUS 0.1%
Value $462K Shares 7,210 Est. Cost $83.74 Unrealized +4.0%
SLGN SILGAN HOLDINGS 0.1%
Value $420K Shares 10,825 Est. Cost $27.41 Unrealized +64.3%
CDNS CADENCE DESIGN SYSTEM 0.0%
Value $273K Shares 981 Est. Cost $46.31 Unrealized +555.0%
BKE BUCKLE 0.0%
Value $252K Shares 5,000 Est. Cost $36.58 Unrealized +41.5%