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Portfolio (Quarterly) Guide ↗

JBGlobal.com LLC

· CIK 0002051348
13F Portfolio $114M AUM 32 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 1 Added 14 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EMLC VANECK ETF TRUST 255,469.0 $6.5M 5.71% NEW $25.56 +1.4%
2 PICK ISHARES INC 9,193.0 $535K 0.47% NEW $58.15 +15.1%
3 EMR EMERSON ELEC CO Industrials 2,746.0 $393K 0.34% NEW $143.15 +8.3%
4 SLX VANECK ETF TRUST 3,235.0 $318K 0.28% NEW $98.41 +10.7%
5 UNH UNITEDHEALTH GROUP INC Healthcare 582.0 $242K 0.21% NEW $415.63 -4.6%
6 EBAY EBAY INC. Consumer Cyclical 1,970.0 $220K 0.19% NEW $111.75 -5.1%

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 33.1%
Consumer Cyclical 20.7%
Communication Services 18.8%
Industrials 14.7%
Financial Services 7.4%
Healthcare 5.3%