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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 25 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CGDV CAPITAL GROUP DIVIDEND VALUE 165.0 $7K 0.00% $42.55 +14.0%
482 RGTI RIGETTI COMPUTING INC Technology 500.0 $7K 0.00% $14.04 +30.8%
483 IYR ISHARES TR 74.0 $7K 0.00% $94.54 +10.7%
484 ADT ADT INC DEL Industrials 1,015.0 $7K 0.00% +7.0 +0.7% $6.57 -2.8%
485 VFH VANGUARD WORLD FD 55.0 $7K 0.00% -80.0 -59.3% $120.31 +9.3%
486 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 701.0 $7K 0.00% $9.28 -20.1%
487 SMLF ISHARES TR 83.0 $6K 0.00% $75.93 +16.0%
488 STGW STAGWELL INC Communication Services 1,000.0 $6K 0.00% $6.29 +11.9%
489 UNILEVER PLC 110.0 $6K 0.00% $56.97
490 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 208.0 $6K 0.00% $30.12 +10.3%
491 WFC WELLS FARGO & CO Financial Services 76.0 $6K 0.00% +1.0 +1.3% $79.21 +5.9%
492 XRPN ARMADA ACQUISITION CORP II Financial Services 582.0 $6K 0.00% $10.31 +1.0%
493 ISHARES TR 101.0 $6K 0.00% $57.98
494 SCHV SCHWAB STRATEGIC TR 189.0 $6K 0.00% $30.50 +13.1%
495 FIRST TR HIGH YIELD OPPRT 20 425.0 $6K 0.00% $13.53
496 SLVM SYLVAMO CORP Basic Materials 135.0 $6K 0.00% $42.24 -6.9%
497 KDP KEURIG DR PEPPER INC Consumer Defensive 216.0 $6K 0.00% $26.33 +26.8%
498 YOLO ADVISORSHARES TR 2,148.0 $6K 0.00% $2.63 +4.2%
499 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 850.0 $6K 0.00% +150.0 +21.4% $6.63 +3.2%
500 IGM ISHARES TR 47.0 $6K 0.00% NEW $118.40 +31.7%
Page 25 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%