UFPI UFP INDUSTRIES

Ownership history in JLB & ASSOCIATES INC  ·  9 quarters on record

AI Ownership Summary

JLB & ASSOCIATES INC reported UFP INDUSTRIES (UFPI) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.11% in 2024 Q3. The latest visible filing shows UFPI at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UFPI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JLB & ASSOCIATES INC's position in UFP INDUSTRIES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

UFPI was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JLB & ASSOCIATES INC held UFPI — position size vs. price
% of Fund (quarterly)    UFPI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 5,410 -433 -7.4% 0.07% $506K 2025-10-30 $91.13
2025 Q2 REDUCED 5,843 -782 -11.8% 0.08% $581K 2025-07-17 $101.27
2025 Q1 ADDED 6,625 +70 +1.1% 0.10% $709K 2025-04-17 $103.29
2024 Q4 ADDED 6,555 +5 +0.1% 0.10% $738K 2025-02-03 $113.31
2024 Q3 ADDED 6,550 +195 +3.1% 0.11% $859K 2024-10-02 $127.42
2024 Q2 REDUCED 6,355 -104 -1.6% 0.10% $712K 2024-07-18 $118.84
2024 Q1 ADDED 6,459 +1,888 +41.3% 0.11% $795K 2024-04-30 $109.86
2023 Q4 ADDED 4,571 +1,460 +46.9% 0.08% $574K 2024-01-22 $114.39
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About JLB & ASSOCIATES INC and UFPI

These are the practical questions this page is built to answer before you even open the full history table.

How long has JLB & ASSOCIATES INC reported owning UFPI?

JLB & ASSOCIATES INC reported UFPI across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported UFPI position in JLB & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for UFPI was 0.11% in 2024 Q3.

What is the latest reported UFPI position on this page?

The most recent filing on this page is 2025 Q3, when JLB & ASSOCIATES INC reported 5,410 shares, equal to 0.07% of portfolio, with an estimated market value of $506K.

What does the chart on this UFPI ownership page compare?

The chart compares JLB & ASSOCIATES INC's quarterly UFPI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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