JNL/Mellon Industrials Sector Fund
JNL Series Trust
Index fund

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

No positions in this category.

No positions in this category.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
CATERPILLAR INC 33,257 45,720 12,463 5.67% $13.34M
GENERAL ELECTRIC CO 74,842 102,853 28,011 5.11% $6.13M
RTX CORP 94,617 131,528 36,911 4.44% $8.02M
GE VERNOVA LLC 19,293 26,485 7,192 4.05% $10.51M
BOEING CO/THE 54,943 76,966 22,023 2.68% $3.39M
UNION PACIFIC CORP 41,878 58,193 16,315 2.47% $4.43M
HONEYWELL INTL INC 44,879 62,362 17,483 2.47% $5.34M
DEERE & CO 17,631 24,499 6,868 2.42% $5.59M
EATON CORP PLC 27,660 38,148 10,488 2.39% $4.83M
LOCKHEED MARTIN CORP 14,044 19,227 5,183 2.03% $4.83M
PARKER HANNIFIN CORP 8,563 11,893 3,330 1.86% $3.12M
NORTHROP GRUMMAN CORP 9,744 13,904 4,160 1.66% $3.93M
VERTIV HOLDINGS CO 26,458 36,841 10,383 1.62% $4.95M
TRANE TECHNOLOGIES PLC 15,757 21,703 5,946 1.58% $2.91M
HOWMET AEROSPACE INC 27,421 38,083 10,662 1.54% $3.15M
WASTE MANAGEMENT INC 25,998 36,052 10,054 1.45% $2.57M
GENERAL DYNAMICS CORPORATION 17,158 23,875 6,717 1.43% $2.42M
QUANTA SVCS INC 10,410 14,457 4,047 1.39% $3.54M
JOHNSON CONTROLS INTERNATIONAL PLC 43,168 59,969 16,801 1.38% $2.68M
FEDEX CORP 15,593 21,691 6,098 1.35% $3.22M
3M CO 37,646 52,379 14,733 1.33% $1.58M
CSX CORP 131,680 182,919 51,239 1.31% $2.74M
ILLINOIS TOOL WORKS INC 20,441 28,443 8,002 1.30% $2.37M
CUMMINS INC 9,710 13,519 3,809 1.27% $2.32M
EMERSON ELECTRIC CO 39,805 55,265 15,460 1.27% $1.96M
UNITED PARCEL SERVICE INC CL B 52,229 72,499 20,270 1.25% $1.95M
TRANSDIGM GROUP INC 3,783 5,548 1,765 1.13% $1.40M
NORFOLK SOUTHERN CORP 16,010 22,238 6,228 1.12% $1.76M
L3HARRIS TECHNOLOGIES INC 13,160 18,329 5,169 1.11% $2.46M
PACCAR INC 36,311 50,565 14,254 1.02% $1.86M
CINTAS CORP 24,463 33,683 9,220 1.00% $1.10M
FASTENAL CO 80,655 112,311 31,656 0.91% $1.97M
AMETEK INC NEW 16,282 22,652 6,370 0.85% $1.51M
WW GRAINGER INC 3,161 4,391 1,230 0.84% $1.60M
COMFORT SYSTEMS USA INC 2,486 3,462 976 0.84% $2.45M
FERGUSON ENTERPRISES INC 14,198 19,716 5,518 0.81% $1.44M
UNITED RENTALS INC 4,495 6,234 1,739 0.80% $903.95K
CARRIER GLOBAL CORP 55,673 77,357 21,684 0.76% $1.41M
REPUBLIC SVCS 14,367 19,718 5,351 0.76% $1.27M
DELTA AIR LI 46,000 64,019 18,019 0.75% $1.06M
WESTINGHOUSE AIR BRAKE TECH CORP 12,099 16,802 4,703 0.74% $1.62M
ROCKWELL AUTOMATION INC 7,984 11,120 3,136 0.70% $884.41K
OLD DOMINION FRT 12,950 17,972 5,022 0.61% $1.48M
BLOOM ENERGY CORP CL A 15,447 25,777 10,330 0.61% $2.15M
EMCOR GROUP INC 3,148 4,374 1,226 0.57% $1.30M
AXON ENTERPRISE INC 5,239 7,437 2,198 0.55% $183.03K
INGERSOLL RAND INC 27,910 38,779 10,869 0.54% $895.94K
ROCKET LAB CORP 29,623 48,012 18,389 0.54% $1.02M
UNITED AIRLINES HOLDINGS INC 23,149 32,128 8,979 0.52% $369.50K
OTIS WORLDWIDE CORP 27,937 38,227 10,290 0.52% $506.24K
XYLEM INC 17,056 23,684 6,628 0.50% $507.55K
DOVER CORP 9,728 13,501 3,773 0.49% $914.99K
COPART INC 59,471 82,626 23,155 0.48% $414.89K
VERISK ANALYTICS INC 9,938 13,795 3,857 0.46% $394.57K
HUBBELL INC 3,792 5,257 1,465 0.45% $895.76K
CURTISS WRIGHT CORPORATION 2,663 3,619 956 0.43% $996.94K
XPO LOGISTICS INC 8,327 11,572 3,245 0.39% $1.12M
EQUIFAX INC 8,718 12,105 3,387 0.38% $288.12K
WOODWARD INC 4,184 5,797 1,613 0.36% $809.96K
VERALTO CORP 16,754 23,252 6,498 0.36% $384.23K
MASTEC INC 4,331 6,015 1,684 0.34% $993.84K
CH ROBINSON WORLDWIDE INC 8,342 11,580 3,238 0.34% $582.03K
ATI INC 9,514 13,201 3,687 0.34% $828.39K
EXPEDITORS INTL OF WASH INC 9,442 13,114 3,672 0.33% $471.37K
NVENT ELECTRIC PLC 11,366 15,789 4,423 0.33% $708.53K
CARPENTER TECHNOLOGY CORP 3,341 4,669 1,328 0.32% $788.41K
BWX TECHNOLOGIES INC 6,482 8,990 2,508 0.32% $718.02K
SNAP-ON INCORPORATED 3,602 5,004 1,402 0.32% $576.30K
SOUTHWEST AIRLINES CO 32,466 45,088 12,622 0.30% $352.14K
RBC BEARINGS INC 2,187 3,040 853 0.29% $670.37K
ITT INC 6,121 8,516 2,395 0.28% $560.50K
HUNT J B TRANSPORT SERVICES IN 5,435 7,547 2,112 0.28% $542.97K
HEICO CORP CL A 5,439 7,569 2,130 0.28% $224.77K
GLOBAL PAYMENTS INC 17,256 23,103 5,847 0.27% $219.22K
TEXTRON INC 12,766 17,737 4,971 0.27% $440.24K
JNL Government Money Market Fund - Class SL 353,144 1,544,960 1,191,816 0.27% $1.19M
API GROUP CORP 21,984 37,183 15,199 0.26% $665.55K
LENNOX INTL INC 2,316 3,212 896 0.26% $366.18K
JACOBS SOLUTIONS INC 8,669 11,538 2,869 0.26% $320.26K
HUNTINGTON INGALLS INDUSTRIES INC 2,756 3,851 1,095 0.26% $525.76K
CLEAN HARBORS INC 3,627 5,010 1,383 0.25% $586.06K
PENTAIR PLC 11,695 16,239 4,544 0.25% $196.66K
GRACO INC 11,929 16,566 4,637 0.25% $424.49K
LINCOLN ELECTRIC HLDGS INC 3,968 5,505 1,537 0.24% $420.29K
NORDSON CORP 3,678 5,108 1,430 0.24% $474.73K
CARLISLE COS INC 3,061 4,032 971 0.24% $366.06K
IDEX CORPORATION 5,045 7,058 2,013 0.23% $440.14K
WESCO INTL 3,406 4,708 1,302 0.23% $454.96K
QXO INC 41,586 65,975 24,389 0.22% $479.04K
KRATOS DEFENSE and SEC SOLTN INC 11,714 17,812 6,098 0.22% $366.71K
MASCO CORPORATION 14,978 20,723 5,745 0.22% $300.54K
WATSCO INC 2,470 3,417 947 0.22% $410.80K
ALLEGION PLC 6,087 8,454 2,367 0.22% $259.11K
REGAL REXNORD CORP 4,685 6,512 1,827 0.21% $562.04K
STERLING INFRASTRUCTURE INC 2,157 2,991 834 0.21% $557.61K
MUELLER INDUSTRIES INC 7,784 10,871 3,087 0.21% $310.90K
ADV ENERGY INDS 2,668 3,710 1,042 0.21% $638.65K
GENERAC HOLDINGS INC 4,219 5,857 1,638 0.20% $568.70K
HEICO CORP 2,988 4,165 1,177 0.20% $175.16K
STANLEY BLACK and DECKER INC 10,818 15,031 4,213 0.19% $264.54K
AECOM 9,087 12,579 3,492 0.19% $200.69K
ARAMARK 18,534 25,732 7,198 0.18% $360.01K
APPLIED INDU TEC 2,732 3,800 1,068 0.18% $306.72K
SPX TECHNOLOGIES INC 3,511 4,843 1,332 0.17% $265.90K
TOPBUILD CORP 1,972 2,741 769 0.17% $140.21K
DONALDSON CO INC 8,538 11,331 2,793 0.17% $204.68K
CNH INDUSTRIAL NV 62,222 86,563 24,341 0.17% $378.51K
FLOWSERVE CORP 9,279 12,890 3,611 0.17% $303.77K
BOOZ ALLEN HAMILTON HLDG CL A 8,669 11,991 3,322 0.16% $204.34K
ADVANCED DRAINAGE SYSTEMS INC 4,879 6,780 1,901 0.16% $223.12K
DYCOM INDUSTRIES INC 1,972 2,725 753 0.16% $256.95K
BUILDERS FIRSTSOURCE 8,056 11,141 3,085 0.16% $88.36K
TORO CO 7,008 9,807 2,799 0.16% $364.70K
SAIA INC 1,860 2,606 746 0.16% $308.11K
CHART INDUSTRIES INC 3,193 4,415 1,222 0.16% $254.31K
OWENS CORNING INC 6,041 8,395 2,354 0.16% $232.46K
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC 11,109 15,425 4,316 0.16% $307.39K
OSHKOSH CORP 4,283 5,898 1,615 0.15% $330.17K
CRANE CO 3,485 4,845 1,360 0.15% $185.76K
ACUITY INC 2,118 2,946 828 0.14% $62.96K
RYDER SYSTEM INC 2,878 3,992 1,114 0.14% $266.38K
CORE & MAIN IN-A 11,931 16,511 4,580 0.14% $195.59K
MOOG INC-CLASS A 1,993 2,768 775 0.14% $324.63K
VALMONT INDUSTRIES INC 1,432 1,972 540 0.14% $211.83K
WATTS WATER TECH INC CL A 1,943 2,683 740 0.14% $242.54K
PRIMORIS SVCS CORP 3,774 5,238 1,464 0.13% $280.74K
TETRA TECH INC 17,623 24,637 7,014 0.13% $150.99K
SMITH (AO) CORP 8,113 11,200 3,087 0.13% $195.93K
POOL CORP 2,599 3,616 1,017 0.13% $137.10K
FLUOR CORP 11,205 15,515 4,310 0.13% $279.72K
KIRBY CORP 3,877 5,360 1,483 0.12% $285.07K
ARMSTRONG WORLD INDUSTRIES INC 3,083 4,262 1,179 0.12% $113.22K
ARGAN INC 916 1,274 358 0.12% $406.88K
AMERICAN AIRLINES GROUP INC 46,045 63,563 17,518 0.12% -$23.20K
AGCO CORP 4,214 5,854 1,640 0.12% $238.70K
AEROVIRONMENT INC 2,617 3,667 1,050 0.12% $38.22K
ZURN ELKAY WATER SOLUTIONS CORP 10,605 14,875 4,270 0.12% $173.97K
MIDDLEBY CORP 3,562 4,944 1,382 0.11% $125.91K
JOHN BEAN TECHNOLOGIES CORP 3,613 5,069 1,456 0.11% $103.80K
FED SIGNAL CORP 4,270 5,986 1,716 0.11% $183.65K
TIMKEN CO 4,540 6,300 1,760 0.11% $251.64K
UL SOLUTIONS INC CL A 4,258 7,296 3,038 0.11% $289.55K
ENERSYS INC 2,712 3,572 860 0.11% $222.54K
AIR LEASE CORP CL A 6,600 9,292 2,692 0.11% $179.50K
HEXCEL CORPORATION 5,688 7,436 1,748 0.11% $181.45K
MSA SAFETY INC 2,648 3,649 1,001 0.10% $174.20K
GXO LOGISTICS INC 8,267 11,478 3,211 0.10% $159.96K
EVERUS CONSTRUCTION GROUP INC 3,584 4,986 1,402 0.10% $282.00K
SITEONE LANDSCAPE SUPPLY INC 3,169 4,375 1,206 0.10% $187.63K
GATX CORP 2,503 3,405 902 0.10% $156.86K
AAON INC 4,721 6,729 2,008 0.10% $196.85K
FTI CONSULTING INC 2,303 3,140 837 0.10% $161.64K
GATES INDUSTRIAL CORP PLC 17,437 24,393 6,956 0.10% $177.15K
ESAB CORP 4,024 5,644 1,620 0.10% $95.99K
LANDSTAR SYSTEM INC 2,477 3,389 912 0.10% $187.35K
CONSTRUCTION PARTNERS INC CL A 3,333 4,670 1,337 0.09% $157.13K
JOBY AVIATION INC 39,822 60,940 21,118 0.09% -$22.29K
ENPRO INDUSTRIES INC 1,378 1,942 564 0.09% $191.69K
POWELL INDUSTRIES INC 653 895 242 0.08% $276.10K
GRANITE CONSTRUCTION INC 2,872 3,993 1,121 0.08% $147.40K
CASELLA WASTE SYS INC CL A 4,425 6,022 1,597 0.08% $44.40K
VSE CORP 1,487 2,565 1,078 0.08% $216.08K
ARCOSA INC 3,291 4,447 1,156 0.08% $122.11K
KBR INC 9,357 12,785 3,428 0.08% $95.10K
LOUISIANA PACIFIC CORP 4,509 6,391 1,882 0.08% $100.80K
FORTUNE BRANDS INNOVATIONS INC 8,225 11,665 3,440 0.08% $43.17K
U-HAUL HOLDING CO 6,844 9,370 2,526 0.07% $98.67K
MUELLER WATER PRODUCTS INC A 10,893 15,145 4,252 0.07% $156.86K
CSW INDUSTRI INC 1,185 1,592 407 0.07% $67.01K
MIRION TECHNOLOGIES INC-A 16,059 22,310 6,251 0.07% $38.64K
BRINK'S CO/THE 2,877 3,999 1,122 0.07% $78.58K
ALASKA AIR GROUP INC 7,786 10,557 2,771 0.07% -$3.35K
IES HOLDINGS INC 593 811 218 0.07% $155.73K
MERCURY SYSTEMS INC 3,645 5,180 1,535 0.07% $111.55K
TREX CO INC 7,609 10,348 2,739 0.07% $109.95K
MSC INDUSTRIAL DIRECT CO CL A 2,759 3,907 1,148 0.06% $128.47K
DOLBY LABORATORIES INC CL A 4,349 5,919 1,570 0.06% $76.20K
MAXIMUS INC 3,977 5,535 1,558 0.06% $11.50K
FRANKLIN ELECTRIC CO. INC. 2,750 3,842 1,092 0.06% $91.41K
SKYWEST INC 2,705 3,767 1,062 0.06% $74.31K
AMENTUM HOLDINGS INC 9,330 12,701 3,371 0.06% $60.67K
LEONARDO DRS INC 5,203 7,293 2,090 0.06% $147.31K
EXPONENT INC 3,592 4,926 1,334 0.06% $71.92K
WILLSCOT MOBILE MINI HOLDINGS CORP 12,957 17,698 4,741 0.05% $63.26K
HERC HOLDINGS INC 2,184 3,038 854 0.05% -$21.63K
KORN FERRY 3,464 4,794 1,330 0.05% $73.09K
NUSCALE POWER CORP 11,033 27,265 16,232 0.05% $139.21K
GRIFFON CORP 2,829 3,888 1,059 0.05% $74.22K
STANDARDAERO INC 7,855 10,909 3,054 0.05% $56.50K
KARMAN HOLDINGS INC 2,475 3,419 944 0.05% $92.60K
AVIS BUDGET GROUP 1,232 1,759 527 0.04% $98.46K
ARCHER AVIATION INC A 35,423 49,043 13,620 0.04% -$12.83K
ADT INC 25,007 33,003 7,996 0.04% $15.02K
EOS ENERGY ENTERPRISES INC 17,780 31,050 13,270 0.03% -$49.75K
LOAR HOLDINGS INC 1,635 2,289 654 0.02% $19.96K
U-HAUL HOLDING CO 526 787 261 0.01% $11.09K
ZCS BRL 14.0087 05/12/25-01/04/27 CME 12 28 16 -0.01% -$61.77K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
JNL Government Money Market Fund 1,550,350 662,165 -888,185 0.12% -$888.18K

No positions in this category.

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