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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 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VNQ VANGUARD INDEX FDS 4,179.0 $371K 0.13% -909.0 -17.9% $88.71 +11.2%
42 CRS CARPENTER TECHNOLOGY CORP Industrials 928.0 $366K 0.13% -46.0 -4.7% $394.01 +50.2%
43 IWS ISHARES TR 2,444.0 $356K 0.12% -19.0 -0.8% $145.76 +13.3%
44 FNDX SCHWAB STRATEGIC TR 12,653.0 $352K 0.12% -731.0 -5.5% $27.85 +11.2%
45 BX BLACKSTONE INC Financial Services 2,770.0 $319K 0.11% -111.0 -3.9% $115.00 +0.3%
46 HWM HOWMET AEROSPACE INC Industrials 1,318.0 $304K 0.10% -73.0 -5.2% $230.49 +16.7%
47 IWB ISHARES TR 851.0 $303K 0.10% -101.0 -10.6% $356.39 +12.4%
48 PKST PEAKSTONE REALTY TRUST Real Estate 13,214.0 $276K 0.10% -173.0 -1.3% $20.89 +0.5%
49 TIP ISHARES TR 2,319.0 $256K 0.09% -227.0 -8.9% $110.35 -0.6%
50 IGSB ISHARES TR 4,602.0 $242K 0.08% -596.0 -11.5% $52.56 -0.2%
51 QQQ INVESCO QQQ TR Financial Services 419.0 $242K 0.08% -205.0 -32.9% $577.27 +22.4%
52 TSLA TESLA INC Consumer Cyclical 628.0 $233K 0.08% -206.0 -24.7% $371.75 +2.1%
53 FTSL FIRST TR EXCHANGE-TRADED FD 5,159.0 $231K 0.08% -320.0 -5.8% $44.80 -0.2%
54 META META PLATFORMS INC Communication Services 377.0 $216K 0.07% -194.0 -34.0% $572.13 -3.8%
55 SLYG SPDR SERIES TRUST 2,218.0 $214K 0.07% -34.0 -1.5% $96.61 +21.7%
56 DFGR DIMENSIONAL ETF TRUST 7,433.0 $198K 0.07% -768.0 -9.4% $26.58 +11.0%
57 IBIT ISHARES BITCOIN TRUST ETF Financial Services 4,766.0 $183K 0.06% -682.0 -12.5% $38.42 -11.9%
58 EEMV ISHARES INC 2,814.0 $182K 0.06% -324.0 -10.3% $64.73 +14.5%
59 NFLX NETFLIX INC. Communication Services 1,892.0 $182K 0.06% -2K -56.5% $96.15 -23.2%
60 TEQI T ROWE PRICE ETF INC 3,792.0 $171K 0.06% -847.0 -18.3% $45.02 +11.3%
Page 3 of 5  ·  86 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%