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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 VCSH VANGUARD SCOTTSDALE FDS 304,996.0 $24.1M 21.08% -3K -0.9% $79.03 -0.3%
2 SCHV SCHWAB STRATEGIC TR 555,333.0 $19.3M 16.91% -8K -1.4% $34.81 +0.3%
3 DXJ WISDOMTREE TR 74,610.0 $12.9M 11.32% -3K -3.3% $173.52 +2.9%
4 VBR VANGUARD INDEX FDS 42,250.0 $10.3M 8.98% -623.0 -1.4% $242.99 +2.2%
5 VCIT VANGUARD SCOTTSDALE FDS 56,383.0 $4.7M 4.08% -1K -2.3% $82.65 -1.3%
6 GOOGL ALPHABET INC Communication Services 4,808.0 $1.7M 1.50% -229.0 -4.5% $357.37 -2.9%
7 EMXC ISHARES INC 14,835.0 $1.5M 1.33% -665.0 -4.3% $102.30 -3.9%
8 LOW LOWES COS INC Consumer Cyclical 2,938.0 $648K 0.57% -291.0 -9.0% $220.51 -2.7%
9 GDX VANECK ETF TRUST 7,893.0 $596K 0.52% -285.0 -3.5% $75.45 +39.9%
10 PAYX PAYCHEX INC Industrials 5,817.0 $572K 0.50% -207.0 -3.4% $98.32 +27.1%
11 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,711.0 $383K 0.34% -74.0 -4.2% $223.96 +26.3%
12 ETSY INC 5,007.0 $377K 0.33% -130.0 -2.5% $75.33
13 BLOCK INC 3,838.0 $292K 0.26% -800.0 -17.2% $76.00
14 C CITIGROUP INC Financial Services 1,895.0 $265K 0.23% -210.0 -10.0% $139.96 -4.8%

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%