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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 22 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 DHR DANAHER CORP DEL Healthcare 91.0 $17K 0.01% $190.48 +10.7%
422 DAL DELTA AIR LINES INC Industrials 185.0 $17K 0.01% $93.66 -17.4%
423 EL LAUDER ESTEE COS INC Consumer Defensive 217.0 $17K 0.01% $78.95 +26.3%
424 MCCORMICK & CO INC 337.0 $17K 0.01% $50.50
425 KHC KRAFT HEINZ CO Consumer Defensive 720.0 $17K 0.01% +6.0 +0.8% $23.61 +9.9%
426 DEO DIAGEO PLC Consumer Defensive 200.0 $16K 0.01% $80.38 +12.8%
427 ACN ACCENTURE PLC IRELAND Technology 127.0 $16K 0.01% $124.44 +50.7%
428 SGOL ETFS GOLD TR Financial Services 412.0 $16K 0.01% $38.23 +9.0%
429 XLU SELECT SECTOR SPDR TR 338.0 $15K 0.01% $45.34 -7.0%
430 HFXI NEW YORK LIFE INVESTMENTS ET 400.0 $15K 0.01% $38.05 -0.6%
431 ICLN ISHARES TR 739.0 $15K 0.01% $20.49 -15.8%
432 DXUV DIMENSIONAL ETF TRUST 226.0 $15K 0.01% $66.50 +3.6%
433 IXC ISHARES TR 300.0 $15K 0.01% $49.13 +19.7%
434 FDEM FIDELITY COVINGTON TRUST 403.0 $15K 0.01% $36.36 -0.5%
435 PGZ PRINCIPAL REAL ESTATE INCOME Financial Services 1,420.0 $15K 0.01% $10.29 -5.1%
436 PPLT ABRDN PLATINUM ETF TRUST Financial Services 1,000.0 $14K 0.00% +900.0 +900.0% $14.13 +13.4%
437 DIAL COLUMBIA ETF TR I 776.0 $14K 0.00% $18.17 -2.1%
438 HYG ISHARES TR 176.0 $14K 0.00% $79.97 -1.0%
439 AIQ GLOBAL X FDS 211.0 $14K 0.00% -196.0 -48.2% $65.61 -3.9%
440 ADBE ADOBE INC Technology 66.0 $14K 0.00% $205.03 +38.4%
Page 22 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%