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Portfolio (Quarterly) Guide ↗

Glass Jacobson Investment Advisors llc

· CIK 0001964394
13F Portfolio $278M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 582 New
Page 15 of 30  ·  582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HD HOME DEPOT INC Consumer Cyclical 200.0 $69K 0.03% NEW $344.58 +1.2%
282 UNP UNION PAC CORP Industrials 296.0 $68K 0.03% NEW $231.32 +16.0%
283 VFQY VANGUARD WELLINGTON FD 442.0 $68K 0.02% NEW $153.41 +10.0%
284 CVS CVS HEALTH CORP Healthcare 852.0 $68K 0.02% NEW $79.40 +31.4%
285 BA BOEING CO Industrials 311.0 $68K 0.02% NEW $217.12 +0.1%
286 SPG SIMON PPTY GROUP INC NEW Real Estate 355.0 $66K 0.02% NEW $185.11 +22.6%
287 KO COCA COLA CO Consumer Defensive 934.0 $65K 0.02% NEW $69.92 +18.2%
288 VCRB VANGUARD MALVERN FDS 777.0 $61K 0.02% NEW $77.94 -0.6%
289 LQDH ISHARES U S ETF TR 645.0 $60K 0.02% NEW $93.31 -0.2%
290 DXIV DIMENSIONAL ETF TRUST 921.0 $60K 0.02% NEW $65.07 +8.5%
291 RTX RTX CORPORATION Industrials 324.0 $59K 0.02% NEW $183.49 +2.5%
292 MKC MCCORMICK & CO INC Consumer Defensive 860.0 $59K 0.02% NEW $68.11 -25.0%
293 FLTB FIDELITY MERRIMACK STR TR 1,143.0 $58K 0.02% NEW $50.66 -0.6%
294 FMDE FIDELITY COVINGTON TRUST 1,579.0 $57K 0.02% NEW $36.39 +10.9%
295 SCHX SCHWAB STRATEGIC TR 2,133.0 $57K 0.02% NEW $26.91 +7.0%
296 CVX CHEVRON CORP NEW Energy 375.0 $57K 0.02% NEW $152.41 +12.2%
297 EWC ISHARES INC 1,054.0 $57K 0.02% NEW $53.93 +7.2%
298 PAVE GLOBAL X FDS 1,182.0 $56K 0.02% NEW $47.79 +23.1%
299 IDCC INTERDIGITAL INC Technology 175.0 $56K 0.02% NEW $318.38 -13.4%
300 MATX MATSON INC Industrials 450.0 $56K 0.02% NEW $123.55 +57.4%
Page 15 of 30  ·  582 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 37.4%
Financial Services 21.7%
Industrials 8.3%
Real Estate 7.7%
Healthcare 6.3%
Consumer Cyclical 5.2%
Communication Services 5.0%
Consumer Defensive 2.9%
Utilities 2.7%
Basic Materials 1.5%