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Portfolio (Quarterly) Guide ↗

Glass Jacobson Investment Advisors llc

· CIK 0001964394
13F Portfolio $321M AUM 618 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 37 New 150 Added 111 Reduced 26 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 FNDC SCHWAB STRATEGIC TR 76 $4K 0.00% SOLD
22 DXYZ DESTINY TECH100 INC 100 $3K 0.00% SOLD
23 MSGE SPHERE ENTERTAINMENT CO Communication Services 5 $587.0 SOLD
24 SLB SLB LIMITED Energy 11 $566.0 SOLD
25 HON HONEYWELL INTL INC Industrials 2 $453.0 SOLD
26 OKLO OKLO INC Utilities 8 $397.0 SOLD
Page 2 of 2  ·  26 positions
Sector Allocation
Technology 39.3%
Financial Services 17.9%
Industrials 13.1%
Real Estate 7.4%
Healthcare 6.8%
Consumer Cyclical 4.9%
Utilities 3.5%
Consumer Defensive 3.0%
Energy 2.1%
Communication Services 1.6%