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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 31 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 BSJU INVESCO EXCH TRD SLF IDX FD 4.0 $106.0 $26.50 -2.7%
602 UPST UPSTART HLDGS INC Financial Services 4.0 $103.0 $25.75 +30.7%
603 BSJT INVESCO EXCH TRD SLF IDX FD 4.0 $87.0 $21.75 -3.1%
604 OCCIDENTAL PETE CORP 2.0 $86.0 $43.00
605 ANGX ANGEL STUDIOS INC Communication Services 26.0 $80.0 $3.08 +4.3%
606 MED MEDIFAST INC Consumer Cyclical 7.0 $72.0 $10.29 +2.2%
607 FVRR FIVERR INTL LTD Communication Services 6.0 $61.0 $10.17 +9.5%
Page 31 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%