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Portfolio (Quarterly) Guide ↗

Glass Jacobson Investment Advisors llc

· CIK 0001964394
13F Portfolio $290M AUM 607 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 41 New 155 Added 86 Reduced 16 Exited
Page 5 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LQD ISHARES TR 1,899.0 $207K 0.07% +10.0 +0.5% $109.02 +0.4%
82 EMB ISHARES TR 2,192.0 $206K 0.07% +19.0 +0.9% $93.92 +2.8%
83 IAU ISHARES GOLD TR Financial Services 2,329.0 $205K 0.07% +25.0 +1.1% $88.16 -13.2%
84 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 585.0 $198K 0.07% +575.0 +5750.0% $337.95 +27.9%
85 DVY ISHARES TR 1,160.0 $176K 0.06% +9.0 +0.8% $151.39 +4.5%
86 BE BLOOM ENERGY CORP Industrials 1,276.0 $173K 0.06% +156.0 +13.9% $135.49 +86.0%
87 LITE LUMENTUM HLDGS INC Technology 242.0 $170K 0.06% +241.0 +10000.0% $702.76 +16.3%
88 TPR TAPESTRY INC Consumer Cyclical 1,194.0 $168K 0.06% +558.0 +87.7% $141.11 +3.5%
89 DIA STATE STR SPDR DOW JONES IND Financial Services 360.0 $167K 0.06% +180.0 +100.0% $462.73 +11.9%
90 FNDE SCHWAB STRATEGIC TR 4,231.0 $162K 0.06% +2K +83.0% $38.26 +2.7%
91 PSX PHILLIPS 66 Energy 872.0 $159K 0.06% +7.0 +0.8% $182.08 -5.7%
92 GOOGL ALPHABET INC Communication Services 533.0 $153K 0.05% +5.0 +0.9% $287.56 +17.3%
93 NLR VANECK ETF TRUST 1,025.0 $136K 0.05% +349.0 +51.6% $133.13 -12.6%
94 EXC EXELON CORP Utilities 2,714.0 $133K 0.05% +20.0 +0.7% $49.02 -3.3%
95 FENI FIDELITY COVINGTON TRUST 3,471.0 $129K 0.04% +25.0 +0.7% $37.20 +6.2%
96 IUSV ISHARES TR 1,238.0 $127K 0.04% +293.0 +31.0% $102.25 +7.4%
97 FDVV FIDELITY COVINGTON TRUST 2,218.0 $123K 0.04% +858.0 +63.1% $55.23 +8.8%
98 VEU VANGUARD INTL EQUITY INDEX F 1,490.0 $112K 0.04% +127.0 +9.3% $75.09 +10.1%
99 JCPB J P MORGAN EXCHANGE TRADED F 2,205.0 $104K 0.04% +13.0 +0.6% $47.09 +0.0%
100 V VISA INC Financial Services 338.0 $102K 0.04% +68.0 +25.2% $302.24 +11.2%
Page 5 of 8  ·  155 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
Technology 34.8%
Financial Services 21.3%
Industrials 10.8%
Real Estate 8.1%
Healthcare 6.0%
Consumer Cyclical 5.0%
Communication Services 3.8%
Utilities 3.4%
Consumer Defensive 3.1%
Energy 2.5%