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Portfolio (Quarterly) Guide ↗

SJBENEN ADVISORY, LLC

· CIK 0001813225
13F Portfolio $107M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 1,112.0 $559K 0.52% NEW $502.65
22 TLT PUT ISHARES TR 5,600.0 $488K 0.46% NEW $87.16 -3.4%
23 TSLA TESLA INC Consumer Cyclical 8,100.0 $450K 0.42% NEW $55.52 +651.5%
24 SGOV ISHARES TR 43,160.0 $375K 0.35% NEW $8.70 +1056.6%
25 IEF PUT ISHARES TR 3,500.0 $337K 0.31% NEW $96.16 -2.5%
26 BANK AMERICA CORP 264.0 $331K 0.31% NEW $1252.00
27 VEU VANGUARD INTL EQUITY INDEX F 27,543.0 $298K 0.28% NEW $10.82 +663.3%
28 DIA SPDR DOW JONES INDL AVERAGE Financial Services 590.0 $284K 0.27% NEW $480.57 +4.7%
29 WELLS FARGO CO NEW 468.0 $264K 0.25% NEW $564.56
30 NRXP NRX PHARMACEUTICALS INC Healthcare 15,000.0 $41K 0.04% NEW $2.71 +12.9%
Page 2 of 2  ·  30 positions

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 80.3%
Technology 18.9%
Consumer Cyclical 0.8%
Healthcare 0.1%