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Portfolio (Quarterly) Guide ↗

Glass Jacobson Investment Advisors llc

· CIK 0001964394
13F Portfolio $278M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 582 New
Page 25 of 30  ·  582 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 700.0 $6K 0.00% NEW $8.76 -21.9%
482 LUV SOUTHWEST AIRLS CO Industrials 148.0 $6K 0.00% NEW $41.33 +25.6%
483 KDP KEURIG DR PEPPER INC Consumer Defensive 216.0 $6K 0.00% NEW $28.01 +19.2%
484 FIRST TR HIGH YIELD OPPRT 20 425.0 $6K 0.00% NEW $14.07
485 XRPN ARMADA ACQUISITION CORP II Financial Services 582.0 $6K 0.00% NEW $10.24 +1.7%
486 RALLIANT CORP 117.0 $6K 0.00% NEW $50.91
487 ISHARES TR 101.0 $6K 0.00% NEW $58.13
488 ASH ASHLAND INC Basic Materials 100.0 $6K 0.00% NEW $58.67 +9.0%
489 BIZD VANECK ETF TRUST 398.0 $6K 0.00% NEW $14.18 -12.3%
490 SCHV SCHWAB STRATEGIC TR 189.0 $6K 0.00% NEW $29.61 +16.5%
491 PLTK PLAYTIKA HLDG CORP Technology 1,364.0 $5K 0.00% NEW $3.95 -3.0%
492 HSIC HENRY SCHEIN INC Healthcare 71.0 $5K 0.00% NEW $75.65 +12.3%
493 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 110.0 $5K 0.00% NEW $48.58 +70.2%
494 HPE HEWLETT PACKARD ENTERPRISE C Technology 205.0 $5K 0.00% NEW $24.02 +81.9%
495 SJM SMUCKER J M CO Consumer Defensive 50.0 $5K 0.00% NEW $97.82 +18.2%
496 STGW STAGWELL INC Communication Services 1,000.0 $5K 0.00% NEW $4.89 +44.0%
497 FCPT FOUR CORNERS PPTY TR INC Real Estate 203.0 $5K 0.00% NEW $23.06 +10.9%
498 FDM FIRST TR EXCHANGE-TRADED FD 59.0 $5K 0.00% NEW $79.17 +15.2%
499 HPQ HP INC Technology 205.0 $5K 0.00% NEW $22.28 +2.7%
500 VLO VALERO ENERGY CORP Energy 28.0 $5K 0.00% NEW $162.82 +59.3%
Page 25 of 30  ·  582 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 37.4%
Financial Services 21.7%
Industrials 8.3%
Real Estate 7.7%
Healthcare 6.3%
Consumer Cyclical 5.2%
Communication Services 5.0%
Consumer Defensive 2.9%
Utilities 2.7%
Basic Materials 1.5%