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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
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 774.0 $387K 0.34% $500.39
22 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,711.0 $383K 0.34% -74.0 -4.2% $223.96 +26.3%
23 SCHB SCHWAB STRATEGIC TR 13,148.0 $381K 0.33% $28.96 +2.3%
24 ETSY INC 5,007.0 $377K 0.33% -130.0 -2.5% $75.33
25 SBUX STARBUCKS CORP Consumer Cyclical 3,620.0 $370K 0.32% $102.18 +3.7%
26 GOOG ALPHABET INC 920.0 $325K 0.28% $353.33
27 SLX VANECK ETF TRUST 3,235.0 $318K 0.28% NEW $98.41 +11.0%
28 BLOCK INC 3,838.0 $292K 0.26% -800.0 -17.2% $76.00
29 C CITIGROUP INC Financial Services 1,895.0 $265K 0.23% -210.0 -10.0% $139.96 -5.0%
30 NVS NOVARTIS AG Healthcare 1,550.0 $243K 0.21% $156.72 +0.7%
31 UNH UNITEDHEALTH GROUP INC Healthcare 582.0 $242K 0.21% NEW $415.63 -2.8%
32 EBAY EBAY INC. Consumer Cyclical 1,970.0 $220K 0.19% NEW $111.75 -5.9%
Page 2 of 2  ·  32 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 33.1%
Consumer Cyclical 20.7%
Communication Services 18.8%
Industrials 14.7%
Financial Services 7.4%
Healthcare 5.3%