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Portfolio (Quarterly) Guide ↗

Glass Jacobson Investment Advisors llc

· CIK 0001964394
13F Portfolio $278M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 582 New
Page 21 of 30  ·  582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 AIQ GLOBAL X FDS 407.0 $21K 0.01% NEW $50.82 +24.3%
402 IBB ISHARES TR 122.0 $21K 0.01% NEW $168.77 +11.0%
403 BAC BANK AMERICA CORP Financial Services 367.0 $20K 0.01% NEW $54.95 +5.3%
404 CIEN CIENA CORP Technology 86.0 $20K 0.01% NEW $233.87 +105.0%
405 VFMO VANGUARD WELLINGTON FD 105.0 $20K 0.01% NEW $191.54 +25.8%
406 INDA ISHARES TR 361.0 $20K 0.01% NEW $54.03 -8.5%
407 SOLZ VOLATILITY SHS TR 1,526.0 $19K 0.01% NEW $12.74 -42.6%
408 TRGP TARGA RES CORP Energy 104.0 $19K 0.01% NEW $184.16 +48.0%
409 CL COLGATE PALMOLIVE CO Consumer Defensive 237.0 $19K 0.01% NEW $79.02 +16.5%
410 INTC INTEL CORP Technology 500.0 $18K 0.01% NEW $36.90 +247.8%
411 SBUX STARBUCKS CORP Consumer Cyclical 217.0 $18K 0.01% NEW $84.25 +24.1%
412 VFH VANGUARD WORLD FD 135.0 $18K 0.01% NEW $133.24 -1.3%
413 AXIL AXIL BRANDS INC Consumer Defensive 2,501.0 $17K 0.01% NEW $6.93 -10.2%
414 DEO DIAGEO PLC Consumer Defensive 200.0 $17K 0.01% NEW $86.27 -3.2%
415 TAN INVESCO EXCH TRADED FD TR II 350.0 $17K 0.01% NEW $49.12 +15.7%
416 KHC KRAFT HEINZ CO Consumer Defensive 708.0 $17K 0.01% NEW $24.24 -2.2%
417 DIVI FRANKLIN TEMPLETON ETF TR 429.0 $17K 0.01% NEW $38.92 +8.6%
418 VIOG VANGUARD ADMIRAL FDS INC 137.0 $17K 0.01% NEW $121.64 +24.6%
419 SHLD GLOBAL X FDS 251.0 $16K 0.01% NEW $64.70 -9.7%
420 SIZE ISHARES TR 96.0 $16K 0.01% NEW $161.47 +9.8%
Page 21 of 30  ·  582 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 37.4%
Financial Services 21.7%
Industrials 8.3%
Real Estate 7.7%
Healthcare 6.3%
Consumer Cyclical 5.2%
Communication Services 5.0%
Consumer Defensive 2.9%
Utilities 2.7%
Basic Materials 1.5%