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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
Page 1 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 86,012.0 $64.2M 36.36% +23K +37.3% $745.98 +3.1%
2 ITOT ISHARES TR 107,979.0 $17.7M 10.03% +46K +75.6% $163.86 +2.8%
3 VTI VANGUARD INDEX FDS 47,687.0 $17.6M 9.97% +23K +94.2% $368.97 +2.8%
4 TLT ISHARES TR 179,700.0 $15.5M 8.76% +67K +59.9% $86.03 -3.7%
5 COIN COINBASE GLOBAL INC Financial Services 50,300.0 $7.9M 4.49% -7K -11.6% $157.66 +13.3%
6 IBIT ISHARES BITCOIN TRUST ETF Financial Services 222,000.0 $7.4M 4.20% -64K -22.3% $33.38 +31.5%
7 AAPL APPLE INC Technology 19,221.0 $5.9M 3.35% $307.76 +3.9%
8 PLTR PALANTIR TECHNOLOGIES INC Technology 29,426.0 $3.8M 2.17% $129.87 +43.4%
9 TSLA TESLA INC Consumer Cyclical 8,000.0 $3.3M 1.89% -100.0 -1.2% $417.06 -16.4%
10 LTPZ PIMCO ETF TR 66,474.0 $3.3M 1.89% +17K +35.4% $50.10 -3.7%
11 JPM JPMORGAN CHASE & CO Financial Services 9,700.0 $3.2M 1.82% $330.94 +8.1%
12 SCHB SCHWAB STRATEGIC TR 105,153.0 $3.0M 1.72% +29K +37.6% $28.92 +2.7%
13 IXUS ISHARES TR 31,690.0 $3.0M 1.71% +9K +36.7% $95.19 +2.7%
14 SGOV ISHARES TR 27,935.0 $2.8M 1.59% -7K -20.9% $100.65 +0.0%
15 IBIT PUT ISHARES BITCOIN TRUST ETF Financial Services 79,200.0 $2.6M 1.49% $33.29 +31.9%
16 VEU VANGUARD INTL EQUITY INDEX F 27,418.0 $2.3M 1.30% +4K +16.7% $83.61 +2.2%
17 TIP PUT ISHARES TR 15,400.0 $1.7M 0.95% $109.43 -2.3%
18 BERKSHIRE HATHAWAY INC DEL 3,137.0 $1.6M 0.89% -100.0 -3.1% $502.02
19 VOO VANGUARD INDEX FDS 1,940.0 $1.3M 0.76% +40.0 +2.1% $686.73 +3.0%
20 TMV PUT DIREXION SHARES ETF TRUST 32,000.0 $1.2M 0.67% NEW $37.06 +12.8%
Page 1 of 2  ·  34 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 86.3%
Technology 10.2%
Consumer Cyclical 3.4%
Healthcare 0.1%