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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 28 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 GOOD GLADSTONE COMMERCIAL CORP Real Estate 166.0 $2K 0.00% +4.0 +2.5% $11.46 +9.0%
542 UCON FIRST TR EXCHNG TRADED FD VI 75.0 $2K 0.00% NEW $24.77 +0.6%
543 C CITIGROUP INC Financial Services 16.0 $2K 0.00% $113.44 +25.0%
544 BLOCK INC 30.0 $2K 0.00% $60.20
545 UBER UBER TECHNOLOGIES INC Technology 25.0 $2K 0.00% $71.96 +5.9%
546 VMBS VANGUARD SCOTTSDALE FDS 38.0 $2K 0.00% $47.11 -0.3%
547 WAT WATERS CORP Healthcare 6.0 $2K 0.00% NEW $297.83 +25.7%
548 USB US BANCORP Financial Services 30.0 $2K 0.00% $52.03 +17.1%
549 OSK OSHKOSH CORP Industrials 10.0 $1K 0.00% -7.0 -41.2% $147.30 +2.9%
550 XSW SPDR SERIES TRUST 10.0 $1K $142.30 +17.8%
551 BOXX EA SERIES TRUST 12.0 $1K $116.33 +0.7%
552 SIRI SIRIUSXM HOLDINGS INC Communication Services 60.0 $1K $23.08 +22.8%
553 RWO SPDR INDEX SHS FDS 30.0 $1K $45.80 +10.1%
554 XXI TWENTY ONE CAP INC Financial Services 210.0 $1K $6.40 -16.9%
555 SANDISK CORP 2.0 $1K -8.0 -80.0% $671.00
556 ROST ROSS STORES INC Consumer Cyclical 6.0 $1K NEW $216.67 -1.6%
557 SEV APTERA MOTORS CORP Consumer Cyclical 483.0 $1K $2.65 -13.6%
558 OXY OCCIDENTAL PETE CORP Energy 18.0 $1K $65.00 -23.1%
559 VFC V F CORP Consumer Cyclical 68.0 $1K $17.00 +2.2%
560 ALC ALCON AG Healthcare 15.0 $1K $75.40 -10.1%
Page 28 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%