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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 14 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 2,097.0 $95K 0.03% $45.52 +31.4%
262 XRLX FUNDX INVT TR 1,928.0 $95K 0.03% $49.48 -1.5%
263 OMFL INVESCO EXCH TRD SLF IDX FD 1,375.0 $94K 0.03% -1K -50.9% $68.54 +2.7%
264 MSTR STRATEGY INC Technology 1,079.0 $94K 0.03% $86.93 +41.2%
265 FDHY FIDELITY COVINGTON TRUST 1,880.0 $92K 0.03% +30.0 +1.6% $49.04 -0.4%
266 MA MASTERCARD INCORPORATED Financial Services 175.0 $90K 0.03% $513.60 +14.7%
267 MCHI ISHARES TR 1,748.0 $89K 0.03% $51.03 +6.9%
268 SDY SPDR SERIES TRUST 586.0 $89K 0.03% $152.12 +2.9%
269 LVHI LEGG MASON ETF INVT 2,189.0 $89K 0.03% -1K -34.0% $40.58 +5.9%
270 ORCL ORACLE CORP Technology 600.0 $88K 0.03% $146.55 -1.8%
271 UNH UNITEDHEALTH GROUP INC Healthcare 211.0 $88K 0.03% $416.52 -3.8%
272 AMGN AMGEN INC Healthcare 240.0 $87K 0.03% $362.12 +20.4%
273 MATX MATSON INC Industrials 450.0 $87K 0.03% $192.23 +14.4%
274 IEMG ISHARES INC 1,025.0 $85K 0.03% -1K -52.6% $82.84 -1.3%
275 SPEM SPDR INDEX SHS FDS 1,608.0 $83K 0.03% $51.78 +1.9%
276 VWOB VANGUARD WHITEHALL FDS 1,211.0 $81K 0.03% +18.0 +1.5% $67.23 -2.7%
277 XOM EXXON MOBIL CORP Energy 589.0 $81K 0.03% -1K -67.5% $136.72 +19.3%
278 UNP UNION PAC CORP Industrials 296.0 $81K 0.03% $272.00 +6.9%
279 PEP PEPSICO INC Consumer Defensive 592.0 $80K 0.03% +72.0 +13.8% $135.40 +4.4%
280 SPG SIMON PPTY GROUP INC NEW Real Estate 355.0 $79K 0.03% $223.65 -6.1%
Page 14 of 31  ·  618 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%