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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 19 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PPA INVESCO EXCHANGE TRADED FD T 207.0 $37K 0.01% -18.0 -8.0% $176.71 -7.4%
362 PSA PUBLIC STORAGE Real Estate 113.0 $36K 0.01% NEW $318.32 -5.3%
363 QCOM QUALCOMM INC Technology 193.0 $36K 0.01% $184.93 -8.5%
364 EWC ISHARES INC 616.0 $36K 0.01% -438.0 -41.6% $57.64 +5.8%
365 IGIB ISHARES TR 667.0 $35K 0.01% +8.0 +1.2% $53.17 -2.7%
366 WMT WALMART INC Consumer Defensive 307.0 $35K 0.01% $113.22 -6.3%
367 CI THE CIGNA GROUP Healthcare 122.0 $34K 0.01% $275.68 +2.5%
368 FDX FEDEX CORP Industrials 107.0 $34K 0.01% $313.13 +2.6%
369 EWJ ISHARES INC 359.0 $33K 0.01% -147.0 -29.1% $93.23 +2.7%
370 VFMF VANGUARD WELLINGTON FD 188.0 $33K 0.01% -25.0 -11.7% $177.36 +5.2%
371 FYC FIRST TR EXCHANGE-TRADED ALP 258.0 $33K 0.01% $127.58 -7.1%
372 BLK BLACKROCK INC Financial Services 34.0 $33K 0.01% $961.59 +15.4%
373 NKE NIKE INC Consumer Cyclical 783.0 $32K 0.01% $41.05 -6.6%
374 HAWX ISHARES TR 688.0 $32K 0.01% $46.51 -1.5%
375 HPF HANCOCK JOHN PFD INCOME FD I Financial Services 1,975.0 $31K 0.01% $15.87 -2.6%
376 SIZE ISHARES TR 172.0 $31K 0.01% $178.50 +1.6%
377 SCZ ISHARES TR 370.0 $30K 0.01% +5.0 +1.4% $82.35 +4.5%
378 SYY SYSCO CORP Consumer Defensive 364.0 $30K 0.01% $83.58 -1.3%
379 VFVA VANGUARD WELLINGTON FD 204.0 $30K 0.01% +18.0 +9.7% $148.79 +9.5%
380 ITEQ AMPLIFY ETF TR 455.0 $30K 0.01% $66.42 -7.9%
Page 19 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%