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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 21 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 USHY ISHARES TR 645.0 $24K 0.01% $37.02 -1.1%
402 NCNA NUCANA PLC Healthcare 15,000.0 $23K 0.01% $1.52 -9.9%
403 BAC BANK OF AMER CORP Financial Services 396.0 $23K 0.01% -122.0 -23.6% $56.97 +9.9%
404 NVO NOVO-NORDISK A S Healthcare 470.0 $23K 0.01% $47.94 -3.2%
405 CRM SALESFORCE INC Technology 141.0 $22K 0.01% $156.67 +62.5%
406 BOTZ GLOBAL X FDS 579.0 $22K 0.01% $37.96 -7.4%
407 F FORD MTR CO Consumer Cyclical 1,565.0 $22K 0.01% +525.0 +50.5% $13.90 -0.7%
408 CL COLGATE PALMOLIVE CO Consumer Defensive 237.0 $22K 0.01% $91.68 -1.0%
409 TAN INVESCO EXCH TRADED FD TR II 350.0 $21K 0.01% $59.15 -21.0%
410 FSMD FIDELITY COVINGTON TRUST 388.0 $21K 0.01% -181.0 -31.8% $52.88 -3.5%
411 CVE CENOVUS ENERGY INC Energy 826.0 $20K 0.01% NEW $24.81 +32.0%
412 DIVI FRANKLIN TEMPLETON ETF TR 469.0 $20K 0.01% $42.73 +3.0%
413 VIOG VANGUARD ADMIRAL FDS INC 129.0 $20K 0.01% -9.0 -6.5% $153.10 -5.2%
414 ALL ALLSTATE CORP Financial Services 82.0 $20K 0.01% NEW $237.95 +9.6%
415 ETHA ISHARES ETHEREUM TR Financial Services 1,570.0 $19K 0.01% +900.0 +134.3% $11.89 +51.9%
416 SMH VANECK ETF TRUST 28.0 $19K 0.01% $665.07 -16.9%
417 IDHQ INVESCO EXCH TRADED FD TR II 418.0 $18K 0.01% $43.71 +2.6%
418 DFSE DIMENSIONAL ETF TRUST 367.0 $18K 0.01% +2.0 +0.6% $48.89 -0.1%
419 INDA ISHARES TR 361.0 $18K 0.01% $49.37 +1.1%
420 SCHH SCHWAB STRATEGIC TR 738.0 $17K 0.01% $23.69 -0.9%
Page 21 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%