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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 8 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 QCOM QUALCOMM INC Technology 193.0 $25K 0.01% +3.0 +1.6% $128.82 +47.0%
142 SHLD GLOBAL X FDS 264.0 $19K 0.01% +13.0 +5.2% $70.85 -17.6%
143 DIVI FRANKLIN TEMPLETON ETF TR 469.0 $19K 0.01% +40.0 +9.3% $39.82 +6.1%
144 VIOG VANGUARD ADMIRAL FDS INC 138.0 $17K 0.01% +1.0 +0.7% $124.14 +22.0%
145 KHC KRAFT HEINZ CO Consumer Defensive 714.0 $16K 0.01% +6.0 +0.8% $22.49 +5.4%
146 IDHQ INVESCO EXCH TRADED FD TR II 418.0 $15K 0.01% +121.0 +40.7% $35.37 +21.0%
147 FDEM FIDELITY COVINGTON TRUST 403.0 $13K 0.00% +123.0 +43.9% $31.61 +13.3%
148 F FORD MTR CO Consumer Cyclical 1,040.0 $12K 0.00% +10.0 +1.0% $11.54 +22.4%
149 ETHA ISHARES ETHEREUM TR Financial Services 670.0 $11K 0.00% +200.0 +42.5% $15.83 -24.9%
150 M MACYS INC Consumer Cyclical 523.0 $9K 0.00% +4.0 +0.8% $18.08 +43.6%
151 ADT ADT INC DEL Industrials 1,015.0 $7K 0.00% +7.0 +0.7% $6.57 -2.8%
152 WFC WELLS FARGO & CO Financial Services 76.0 $6K 0.00% +1.0 +1.3% $79.21 +5.9%
153 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 850.0 $6K 0.00% +150.0 +21.4% $6.63 +3.2%
154 MET METLIFE INC Financial Services 43.0 $3K 0.00% +1.0 +2.4% $70.23 +22.4%
155 GOOD GLADSTONE COMMERCIAL CORP Real Estate 166.0 $2K 0.00% +4.0 +2.5% $11.46 +9.0%
Page 8 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%