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Portfolio (Quarterly) Guide ↗

Glass Jacobson Investment Advisors llc

· CIK 0001964394
13F Portfolio $290M AUM 607 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 41 New 155 Added 86 Reduced 16 Exited
Page 22 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PPLT ABRDN PLATINUM ETF TRUST Financial Services 100.0 $18K 0.01% NEW $178.23 -91.7%
422 AXIL AXIL BRANDS INC Consumer Defensive 2,501.0 $18K 0.01% $7.00 -11.1%
423 IXC ISHARES TR 300.0 $17K 0.01% $57.61 -14.0%
424 NVO NOVO-NORDISK A S Healthcare 470.0 $17K 0.01% $36.75 +30.8%
425 DHR DANAHER CORP DEL Healthcare 91.0 $17K 0.01% $189.60 +3.2%
426 VIOG VANGUARD ADMIRAL FDS INC 138.0 $17K 0.01% +1.0 +0.7% $124.14 +22.0%
427 MCCORMICK & CO INC 337.0 $17K 0.01% $50.38
428 INDA ISHARES TR 361.0 $17K 0.01% $46.82 +5.5%
429 ICLR ICON PLC Healthcare 150.0 $17K 0.01% $110.66 +53.5%
430 KHC KRAFT HEINZ CO Consumer Defensive 714.0 $16K 0.01% +6.0 +0.8% $22.49 +5.4%
431 ADBE ADOBE INC Technology 66.0 $16K 0.01% $243.09 -16.6%
432 SCHH SCHWAB STRATEGIC TR 736.0 $16K 0.01% $21.50 +12.6%
433 EL LAUDER ESTEE COS INC Consumer Defensive 217.0 $16K 0.01% $71.77 +12.2%
434 XLU SELECT SECTOR SPDR TR 338.0 $16K 0.01% $45.89 +0.7%
435 DFSE DIMENSIONAL ETF TRUST 365.0 $15K 0.01% $42.42 +13.1%
436 DEO DIAGEO PLC Consumer Defensive 200.0 $15K 0.01% $74.45 +12.2%
437 IDHQ INVESCO EXCH TRADED FD TR II 418.0 $15K 0.01% +121.0 +40.7% $35.37 +21.0%
438 DIAL COLUMBIA ETF TR I 776.0 $14K 0.01% $18.08 +0.7%
439 HYG ISHARES TR 176.0 $14K 0.01% $79.56 +0.3%
440 LLY ELI LILLY & CO Healthcare 15.0 $14K 0.01% -97.0 -86.6% $919.80 +31.3%
Page 22 of 31  ·  607 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 34.8%
Financial Services 21.3%
Industrials 10.8%
Real Estate 8.1%
Healthcare 6.0%
Consumer Cyclical 5.0%
Communication Services 3.8%
Utilities 3.4%
Consumer Defensive 3.1%
Energy 2.5%