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Portfolio (Quarterly) Guide ↗

SJBENEN ADVISORY, LLC

· CIK 0001813225
13F Portfolio $176M AUM 34 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 12 Added 6 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TMV PUT DIREXION SHARES ETF TRUST 32,000.0 $1.2M 0.67% NEW $37.06 +12.8%
2 WELLS FARGO & CO 532.0 $619K 0.35% NEW $1162.79
3 GLD SPDR GOLD TR Financial Services 1,500.0 $553K 0.31% NEW $368.38 +11.0%
4 DIA STATE STR SPDR DOW JONES IND Financial Services 590.0 $310K 0.18% NEW $525.03 +1.9%
5 CSCO CISCO SYS INC Technology 2,231.0 $251K 0.14% NEW $112.49 -2.3%
6 VBK VANGUARD INDEX FDS 650.0 $232K 0.13% NEW $357.00 -1.4%
7 VIS VANGUARD WORLD FD 646.0 $229K 0.13% NEW $354.31 -4.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 86.3%
Technology 10.2%
Consumer Cyclical 3.4%
Healthcare 0.1%