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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 11 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BE BLOOM ENERGY CORP Industrials 1,276.0 $173K 0.06% +156.0 +13.9% $135.49 +86.0%
202 TEQI T ROWE PRICE ETF INC 3,792.0 $171K 0.06% -847.0 -18.3% $45.02 +11.3%
203 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 22,572.0 $170K 0.06% $7.54 +3.1%
204 LITE LUMENTUM HLDGS INC Technology 242.0 $170K 0.06% +241.0 +10000.0% $702.76 +16.3%
205 FIX COMFORT SYS USA INC Industrials 123.0 $170K 0.06% NEW $1379.50 +34.4%
206 TPR TAPESTRY INC Consumer Cyclical 1,194.0 $168K 0.06% +558.0 +87.7% $141.11 +3.5%
207 OMFL INVESCO EXCH TRD SLF IDX FD 2,800.0 $168K 0.06% -1K -26.9% $60.11 +11.7%
208 DIA STATE STR SPDR DOW JONES IND Financial Services 360.0 $167K 0.06% +180.0 +100.0% $462.73 +11.9%
209 FVAL FIDELITY COVINGTON TRUST 2,389.0 $166K 0.06% $69.40 +11.8%
210 CSCO CISCO SYS INC Technology 2,115.0 $164K 0.06% $77.61 +46.6%
211 FNDE SCHWAB STRATEGIC TR 4,231.0 $162K 0.06% +2K +83.0% $38.26 +2.7%
212 LRCX LAM RESEARCH CORP Technology 749.0 $160K 0.06% NEW $213.66 +77.4%
213 PSX PHILLIPS 66 Energy 872.0 $159K 0.06% +7.0 +0.8% $182.08 -5.7%
214 ABBV ABBVIE INC Healthcare 729.0 $159K 0.06% $217.55 +15.6%
215 EWD ISHARES INC 3,200.0 $156K 0.05% $48.72 +0.7%
216 GOOGL ALPHABET INC Communication Services 533.0 $153K 0.05% +5.0 +0.9% $287.56 +17.3%
217 IEMG ISHARES INC 2,163.0 $151K 0.05% $69.74 +16.5%
218 IMCV ISHARES TR 1,751.0 $148K 0.05% NEW $84.78 +8.7%
219 FBND FIDELITY MERRIMACK STR TR 3,216.0 $147K 0.05% -435.0 -11.9% $45.62 +0.4%
220 VOT VANGUARD INDEX FDS 558.0 $144K 0.05% $257.21 +16.1%
Page 11 of 31  ·  607 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%