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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 17 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IONQ IONQ INC Technology 996.0 $53K 0.02% $53.26 -30.7%
322 UPRO PROSHARES TR 374.0 $53K 0.02% $141.79 +5.0%
323 SDVY FIRST TR EXCHANGE TRADED FD 1,226.0 $53K 0.02% $43.14 +0.0%
324 EMKT LAZARD ACTIVE ETF TR 1,632.0 $53K 0.02% $32.21 -3.1%
325 AVEM AMERICAN CENTY ETF TR 537.0 $52K 0.02% NEW $96.49 -2.0%
326 ORMP ORAMED PHARMACEUTICALS INC Healthcare 10,540.0 $51K 0.02% $4.81 +5.0%
327 MDYV SPDR SERIES TRUST 523.0 $50K 0.01% -17.0 -3.1% $94.89 -0.5%
328 IDCC INTERDIGITAL INC Technology 175.0 $50K 0.01% $283.13 +15.4%
329 IP INTERNATIONAL PAPER CO Consumer Cyclical 1,300.0 $50K 0.01% $38.10 -3.6%
330 AVAV AEROVIRONMENT INC Industrials 300.0 $50K 0.01% $165.07 -14.5%
331 TRV TRAVELERS COMPANIES INC Financial Services 150.0 $50K 0.01% $330.12 +11.2%
332 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 1,401.0 $49K 0.01% +198.0 +16.5% $35.22 +4.7%
333 HONEYWELL AEROSPACE INC 221.0 $49K 0.01% NEW $221.08
334 IOO ISHARES TR 353.0 $48K 0.01% +2.0 +0.6% $136.54 +5.7%
335 TCAF T ROWE PRICE EXCHANGE-TRADED 1,151.0 $47K 0.01% $41.09 +3.8%
336 FSLR FIRST SOLAR INC Energy 200.0 $47K 0.01% $235.96 -15.6%
337 PFE PFIZER INC Healthcare 1,957.0 $47K 0.01% +130.0 +7.1% $24.08 +20.1%
338 IWV ISHARES TR 110.0 $47K 0.01% $426.40 +1.9%
339 SUPN SUPERNUS PHARMACEUTICALS Healthcare 1,000.0 $47K 0.01% $46.51 -5.3%
340 VZ VERIZON COMMUNICATIONS INC Communication Services 1,095.0 $46K 0.01% +212.0 +24.0% $42.33 +19.6%
Page 17 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%