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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 25 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 FEDEX FGHT HLDG CO INC 53.0 $8K 0.00% NEW $151.00
482 IGM ISHARES TR 47.0 $8K 0.00% $163.43 -2.9%
483 GLW CORNING INC Technology 30.0 $8K 0.00% NEW $255.73 -43.1%
484 LUV SOUTHWEST AIRLS CO Industrials 148.0 $8K 0.00% $51.43 -26.7%
485 BDX BECTON DICKINSON & CO Healthcare 50.0 $8K 0.00% $151.34 +23.6%
486 IYR ISHARES TR 74.0 $8K 0.00% $102.23 +0.2%
487 FLRN SPDR SERIES TRUST 244.0 $8K 0.00% $30.85 -0.3%
488 SMLF ISHARES TR 84.0 $7K 0.00% +1.0 +1.2% $88.81 -2.5%
489 STGW STAGWELL INC Communication Services 1,000.0 $7K 0.00% $7.43 +15.2%
490 VFH VANGUARD WORLD FD 55.0 $7K 0.00% $131.18 +6.4%
491 KDP KEURIG DR PEPPER INC Consumer Defensive 216.0 $7K 0.00% $32.73 -2.6%
492 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 208.0 $7K 0.00% $33.88 +6.8%
493 FNDE SCHWAB STRATEGIC TR 173.0 $7K 0.00% -4K -95.9% $39.68 +6.9%
494 ADT ADT INC DEL Industrials 1,024.0 $7K 0.00% +9.0 +0.9% $6.50 +13.4%
495 UNILEVER PLC 110.0 $7K 0.00% $60.13
496 ASH ASHLAND INC Basic Materials 100.0 $7K 0.00% $65.89 +14.8%
497 SCHV SCHWAB STRATEGIC TR 189.0 $7K 0.00% $34.81 -1.4%
498 WFC WELLS FARGO & CO Financial Services 76.0 $6K 0.00% $82.55 +5.4%
499 YOLO ADVISORSHARES TR 2,148.0 $6K 0.00% $2.89 +5.9%
500 BR BROADRIDGE FINL SOLUTIONS IN Technology 45.0 $6K 0.00% $136.96 +31.7%
Page 25 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%