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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 18 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 VCR VANGUARD WORLD FD 115.0 $46K 0.01% $396.62 -1.4%
342 IVOV VANGUARD ADMIRAL FDS INC 394.0 $45K 0.01% $114.17 +0.0%
343 CIEN CIENA CORP Technology 91.0 $45K 0.01% $490.56 -35.3%
344 DPST DIREXION SHARES ETF TRUST 314.0 $44K 0.01% $141.42 -3.2%
345 MMM 3M CO Industrials 274.0 $44K 0.01% $161.91 +4.0%
346 PM PHILIP MORRIS INTL INC Consumer Defensive 245.0 $44K 0.01% +76.0 +45.0% $180.75 +3.0%
347 EVRG EVERGY INC Utilities 510.0 $44K 0.01% $86.43 -5.2%
348 EWU ISHARES TR 950.0 $44K 0.01% -50.0 -5.0% $46.14 +5.5%
349 CHAT TIDAL TRUST II 442.0 $44K 0.01% $98.68 -12.0%
350 MKC MCCORMICK & CO INC Consumer Defensive 860.0 $43K 0.01% $50.42 +4.3%
351 ITA ISHARES TR 176.0 $43K 0.01% -87.0 -33.1% $243.06 -7.0%
352 VKTX VIKING THERAPEUTICS INC Healthcare 1,063.0 $41K 0.01% $39.01 -12.9%
353 GIS GENERAL MILLS INC Consumer Defensive 1,177.0 $41K 0.01% $34.80 +12.8%
354 T AT&T INC Communication Services 1,958.0 $41K 0.01% +802.0 +69.4% $20.70 +26.5%
355 BIL SPDR SERIES TRUST 442.0 $40K 0.01% -127.0 -22.3% $91.56 -0.2%
356 RGLD ROYAL GOLD INC Basic Materials 200.0 $40K 0.01% $199.97 +32.4%
357 SNPS SYNOPSYS INC Technology 87.0 $39K 0.01% $446.08 -6.7%
358 AMERICA MOVIL SAB DE CV 1,493.0 $39K 0.01% $25.99
359 IYK ISHARES TR 532.0 $39K 0.01% $72.73 +3.3%
360 VSS VANGUARD INTL EQUITY INDEX F 246.0 $38K 0.01% $154.48 +4.0%
Page 18 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%