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Portfolio (Quarterly) Guide ↗

JBGlobal.com LLC

· CIK 0002051348
13F Portfolio $102M AUM 27 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 3 Added 3 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHV SCHWAB STRATEGIC TR 563,413.0 $17.2M 16.92% NEW $30.50 +7.5%
2 VBR VANGUARD INDEX FDS 42,873.0 $9.3M 9.17% NEW $217.25 +5.5%
3 VCIT VANGUARD SCOTTSDALE FDS 57,690.0 $4.8M 4.70% NEW $82.75 -0.9%
4 XLP SELECT SECTOR SPDR TR 21,850.0 $1.8M 1.76% NEW $81.98 +4.5%
5 GOOGL ALPHABET INC Communication Services 5,037.0 $1.4M 1.43% NEW $287.56 +33.9%
6 EMXC ISHARES INC 15,500.0 $1.2M 1.20% NEW $78.66 +19.5%
7 GDX VANECK ETF TRUST 8,178.0 $750K 0.74% NEW $91.77 -5.9%
8 XLF SELECT SECTOR SPDR TR 12,921.0 $638K 0.63% NEW $49.37 +4.5%
9 COF CAPITAL ONE FINL CORP Financial Services 2,037.0 $372K 0.37% NEW $182.43 +1.9%
10 GOOG ALPHABET INC Communication Services 920.0 $264K 0.26% NEW $286.86 +33.2%
11 ETSY INC 5,137.0 $257K 0.25% NEW $49.98

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 34.6%
Communication Services 21.8%
Consumer Cyclical 21.2%
Industrials 11.7%
Financial Services 7.8%
Healthcare 3.0%