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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
Q2 2026 Q1 2026 · All 41 New 155 Added 86 Reduced
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1.0 $293.0 NEW $293.00 +38.5%
Page 3 of 3  ·  41 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 35.4%
Financial Services 21.7%
Industrials 11.0%
Real Estate 8.2%
Healthcare 6.1%
Consumer Cyclical 5.1%
Utilities 3.4%
Consumer Defensive 3.2%
Energy 2.6%
Communication Services 2.2%