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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 3 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COWZ PACER FDS TR 8,031.0 $500K 0.16% -136.0 -1.7% $62.20 +15.5%
42 CALF PACER FDS TR 9,744.0 $493K 0.15% -4K -27.3% $50.61 +13.2%
43 QUAL ISHARES TR 2,103.0 $461K 0.14% -190.0 -8.3% $219.38 +0.7%
44 HYBL SSGA ACTIVE TR 14,708.0 $411K 0.13% -175.0 -1.2% $27.95 +0.1%
45 VNQ VANGUARD INDEX FDS 4,148.0 $400K 0.12% -31.0 -0.7% $96.44 -0.1%
46 USMV ISHARES TR 4,029.0 $389K 0.12% -2K -28.2% $96.46 +4.8%
47 FNDX SCHWAB STRATEGIC TR 12,216.0 $380K 0.12% -437.0 -3.5% $31.10 +4.0%
48 HEFA ISHARES TR 7,984.0 $375K 0.12% -968.0 -10.8% $46.93 -0.1%
49 BLCN SIREN ETF TR 12,716.0 $323K 0.10% -6K -32.9% $25.37 -4.0%
50 BIV VANGUARD BD INDEX FDS 4,042.0 $310K 0.10% -149.0 -3.6% $76.70 -2.4%
51 IWN ISHARES TR 1,348.0 $298K 0.09% -200.0 -12.9% $221.20 -0.6%
52 ETN EATON CORP PLC Industrials 646.0 $275K 0.09% -112.0 -14.8% $426.12 -8.3%
53 FDRR FIDELITY COVINGTON TRUST 4,053.0 $263K 0.08% -191.0 -4.5% $64.88 +6.1%
54 QQQ INVESCO QQQ TR Financial Services 346.0 $255K 0.08% -73.0 -17.4% $736.54 -3.9%
55 LRCX LAM RESEARCH CORP Technology 557.0 $241K 0.07% -192.0 -25.6% $433.33 -33.0%
56 TSLA TESLA INC Consumer Cyclical 543.0 $228K 0.07% -85.0 -13.5% $420.60 -15.3%
57 ITB ISHARES TR 1,984.0 $207K 0.07% -3K -61.5% $104.47 -11.6%
58 FTSL FIRST TR EXCHANGE-TRADED FD 4,619.0 $207K 0.06% -540.0 -10.5% $44.75 +0.3%
59 GOOGL ALPHABET INC Communication Services 511.0 $183K 0.06% -22.0 -4.1% $357.37 -6.3%
60 RWL INVESCO EXCH TRADED FD TR II 1,117.0 $143K 0.04% -40.0 -3.5% $127.82 +4.4%
Page 3 of 6  ·  111 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 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%