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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 26 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 ASH ASHLAND INC Basic Materials 100.0 $6K 0.00% $55.61 +15.0%
502 LUV SOUTHWEST AIRLS CO Industrials 148.0 $6K 0.00% $37.57 +38.2%
503 HSIC SCHEIN HENRY INC Healthcare 71.0 $5K 0.00% $73.77 +15.1%
504 BIZD VANECK ETF TRUST 398.0 $5K 0.00% $12.80 -2.8%
505 IVT INVENTRUST PPTYS CORP Real Estate 161.0 $5K 0.00% $30.37 +19.1%
506 HPE HEWLETT PACKARD ENTERPRISE C Technology 205.0 $5K 0.00% $23.81 +83.5%
507 RALLIANT CORP 117.0 $5K 0.00% $41.60
508 FDM FIRST TR EXCHANGE-TRADED FD 59.0 $5K 0.00% $81.85 +11.4%
509 SJM SMUCKER J M CO Consumer Defensive 50.0 $5K 0.00% $96.44 +19.9%
510 FCPT FOUR CORNERS PPTY TR INC Real Estate 203.0 $5K 0.00% $23.65 +8.2%
511 HAL HALLIBURTON CO Energy 120.0 $5K 0.00% $38.99 -12.3%
512 DBAW DBX ETF TR 107.0 $5K 0.00% $42.79 +12.0%
513 EWQ ISHARES INC 100.0 $4K 0.00% $43.38 +3.3%
514 ETF OPPORTUNITIES TRUST 385.0 $4K 0.00% -1K -77.3% $11.26
515 DGRO ISHARES TR 60.0 $4K 0.00% $70.18 +8.0%
516 HPQ HP INC Technology 205.0 $4K 0.00% $19.21 +19.1%
517 FNDC SCHWAB STRATEGIC TR 76.0 $4K 0.00% $46.20 +4.6%
518 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 215.0 $3K 0.00% NEW $16.07 +11.2%
519 HNDL STRATEGY SHS 155.0 $3K 0.00% $21.85 +4.5%
520 PSR INVESCO ACTIVELY MANAGED EXC 35.0 $3K 0.00% $92.60 +13.4%
Page 26 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%