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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 28 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 C CITIGROUP INC Financial Services 16.0 $2K 0.00% $140.00 -5.3%
542 HPS HANCOCK JOHN PFD INCOME FD I Financial Services 150.0 $2K 0.00% $14.54 -5.2%
543 OMC OMNICOM GROUP INC Communication Services 30.0 $2K 0.00% +1.0 +3.5% $71.90 +19.7%
544 SPYM SPDR SERIES TRUST 24.0 $2K 0.00% NEW $87.92 +2.0%
545 GOOD GLADSTONE COMMERCIAL CORP Real Estate 170.0 $2K 0.00% +4.0 +2.4% $12.33 +5.4%
546 JAAA JANUS DETROIT STR TR 41.0 $2K 0.00% $50.51 +0.0%
547 BAI BLACKROCK ETF TRUST 39.0 $2K 0.00% -361.0 -90.2% $52.74 -17.9%
548 WBD WARNER BROS DISCOVERY INC Communication Services 72.0 $2K 0.00% $26.67 +6.2%
549 UCON FIRST TR EXCHNG TRADED FD VI 75.0 $2K 0.00% $24.88 -1.5%
550 BHC BAUSCH HEALTH COS INC Healthcare 372.0 $2K 0.00% $4.93 +31.2%
551 USB US BANCORP Financial Services 30.0 $2K 0.00% $60.40 +1.3%
552 UBER UBER TECHNOLOGIES INC Technology 25.0 $2K 0.00% $72.16 +4.3%
553 VMBS VANGUARD SCOTTSDALE FDS 38.0 $2K 0.00% $46.97 -2.5%
554 SIRI SIRIUSXM HOLDINGS INC Communication Services 60.0 $2K 0.00% $29.55 -6.5%
555 VIG VANGUARD SPECIALIZED FUNDS 7.0 $2K 0.00% -125.0 -94.7% $248.43 -3.0%
556 XSW SPDR SERIES TRUST 10.0 $2K 0.00% $171.90 +18.4%
557 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 17.0 $2K 0.00% $96.00 +17.6%
558 NMRK NEWMARK GROUP INC Real Estate 106.0 $2K NEW $15.11 -0.6%
559 OSK OSHKOSH CORP Industrials 10.0 $2K $153.50 -3.8%
560 RWO SPDR INDEX SHS FDS 30.0 $1K $49.73 -0.3%
Page 28 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%