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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 19 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 T AT&T INC Communication Services 1,156.0 $34K 0.01% +144.0 +14.2% $28.98 -21.6%
362 VFMF VANGUARD WELLINGTON FD 213.0 $33K 0.01% $154.85 +14.4%
363 BLK BLACKROCK INC Financial Services 34.0 $33K 0.01% $961.74 +0.3%
364 CI THE CIGNA GROUP Healthcare 122.0 $33K 0.01% +39.0 +47.0% $266.75 +6.0%
365 DFAC DIMENSIONAL ETF TRUST 820.0 $32K 0.01% $38.86 +12.7%
366 GPOR GULFPORT ENERGY CORP Energy 150.0 $32K 0.01% $211.57 -23.0%
367 FMED FIDELITY COVINGTON TRUST 1,260.0 $31K 0.01% $24.57 +15.0%
368 HPF HANCOCK JOHN PFD INCOME FD I Financial Services 1,975.0 $31K 0.01% $15.61 +0.6%
369 DPST DIREXION SHARES ETF TRUST 314.0 $30K 0.01% $96.65 +48.4%
370 SCHP SCHWAB STRATEGIC TR 1,117.0 $30K 0.01% $26.60 -0.2%
371 NBET NEUBERGER BERMAN ETF TRUST 710.0 $29K 0.01% +28.0 +4.1% $41.09 -3.8%
372 IONQ IONQ INC Technology 996.0 $29K 0.01% $28.83 +71.0%
373 SCZ ISHARES TR 365.0 $29K 0.01% $78.47 +4.7%
374 WTAI WISDOMTREE TR 1,009.0 $28K 0.01% +199.0 +24.6% $28.23 +57.7%
375 VIG VANGUARD SPECIALIZED FUNDS 132.0 $28K 0.01% $215.58 +8.8%
376 MDLZ MONDELEZ INTL INC Consumer Defensive 493.0 $28K 0.01% $57.64 +5.5%
377 HAWX ISHARES TR 688.0 $28K 0.01% NEW $40.90 +12.0%
378 PM PHILIP MORRIS INTL INC Consumer Defensive 169.0 $28K 0.01% -28.0 -14.2% $165.59 +9.2%
379 RDY DR REDDYS LABS LTD Healthcare 2,000.0 $28K 0.01% $13.85 +11.0%
380 SIZE ISHARES TR 172.0 $27K 0.01% +76.0 +79.2% $159.66 +11.0%
Page 19 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%