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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
Q2 2026 Q1 2026 · All 41 New 155 Added 86 Reduced
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 -3.3%
602 UPST UPSTART HLDGS INC Financial Services 4.0 $103.0 $25.75 +9.4%
603 BSJT INVESCO EXCH TRD SLF IDX FD 4.0 $87.0 $21.75 -2.9%
604 OCCIDENTAL PETE CORP 2.0 $86.0 $43.00
605 ANGX ANGEL STUDIOS INC Communication Services 26.0 $80.0 $3.08 +45.9%
606 MED MEDIFAST INC Consumer Cyclical 7.0 $72.0 $10.29 +23.2%
607 FVRR FIVERR INTL LTD Communication Services 6.0 $61.0 $10.17 -7.2%
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 35.4%
Financial Services 21.7%
Industrials 11.0%
Real Estate 8.2%
Healthcare 6.1%
Consumer Cyclical 5.1%
Utilities 3.4%
Consumer Defensive 3.2%
Energy 2.6%
Communication Services 2.2%