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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 24 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 EFV ISHARES TR 139.0 $11K 0.00% $76.55 +6.6%
462 ABT ABBOTT LABORATORIES Healthcare 115.0 $10K 0.00% $90.75 +20.1%
463 OVV OVINTIV INC Energy 194.0 $10K 0.00% $52.65 +26.4%
464 DOC HEALTHPEAK PROPERTIES INC Real Estate 468.0 $10K 0.00% $21.40 -2.7%
465 CHWY CHEWY INC Consumer Cyclical 500.0 $10K 0.00% +400.0 +400.0% $19.65 +20.7%
466 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 110.0 $10K 0.00% $88.60 -30.3%
467 RGTI RIGETTI COMPUTING INC Technology 500.0 $10K 0.00% $19.32 -22.4%
468 MFG MIZUHO FINANCIAL GROUP INC Financial Services 1,000.0 $10K 0.00% $9.58 +12.1%
469 CLX CLOROX CO DEL Consumer Defensive 100.0 $10K 0.00% $95.44 -0.5%
470 EDIV SPDR INDEX SHS FDS 228.0 $9K 0.00% $40.99 +1.5%
471 USCI UNITED STS COMMODITY INDEX F Financial Services 100.0 $9K 0.00% $92.64 +16.6%
472 HPE HEWLETT PACKARD ENTERPRISE C Technology 205.0 $9K 0.00% $45.11 +12.7%
473 CMCSA COMCAST CORP NEW Communication Services 372.0 $9K 0.00% $24.55 +7.1%
474 QQQM INVESCO EXCH TRADED FD TR II 30.0 $9K 0.00% $303.00 -3.8%
475 REMX VANECK ETF TRUST 102.0 $9K 0.00% -101.0 -49.8% $88.25 -13.7%
476 VOOG VANGUARD ADMIRAL FDS INC 108.0 $9K 0.00% +90.0 +500.0% $82.62 +0.6%
477 PFFD GLOBAL X FDS 463.0 $9K 0.00% $18.69 -3.1%
478 RALLIANT CORP 117.0 $9K 0.00% $73.63
479 BMY BRISTOL-MYERS SQUIBB CO Healthcare 144.0 $8K 0.00% $57.62 +16.1%
480 CGDV CAPITAL GROUP DIVIDEND VALUE 165.0 $8K 0.00% $49.28 +0.5%
Page 24 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%