JLB & Associates Inc. has filed its latest 13F-HR, revealing a total of $739.9 million in assets under management. This filing, dated October 27, 2026, provides insights into the company's investment strategy and positions it within the competitive landscape of asset management.

The firm’s portfolio includes significant holdings in major companies such as Apple Inc., Microsoft Corp., and Alphabet Inc. This diverse array of investments indicates a strategic approach to asset management, aiming to capitalize on growth across various sectors.

Background

JLB & Associates Inc., based in Plymouth, Michigan, is an asset management firm that specializes in managing investments for clients. The company has been active in filing its 13F reports, with the latest submission being part of a series of filings that showcase its investment activities. The firm’s Central Index Key (CIK) is 0001085227, and it has consistently reported its holdings through the 13F-HR forms.

What the Filing Says

The filing states, "Total value of holdings reported is $739,876,067." This figure reflects the market value of the securities held by the firm as of September 30, 2026. The filing also notes that there are 68 total entries in the firm’s investment table, indicating a broad range of investments.

Impact

This update may affect various stakeholders, including clients of JLB & Associates who rely on the firm’s investment decisions. Additionally, competitors in the asset management industry will be observing these developments closely, as they may influence their own strategies and client offerings.

What's Next

The filing does not say what happens next.