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Portfolio (Quarterly) Guide ↗

JBGlobal.com LLC

· CIK 0002051348
13F Portfolio $79M AUM Filed Jan 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VCSH VANGUARD SCOTTSDALE FDS 296,123.0 $23.6M 29.72% NEW $79.73 -1.1%
2 IGSB ISHARES TR 375,131.0 $19.8M 24.97% NEW $52.88 -1.1%
3 SCHG SCHWAB STRATEGIC TR 562,709.0 $16.7M 20.98% NEW $29.61 +15.9%
4 DXJ WISDOMTREE TR 77,939.0 $11.2M 14.14% NEW $144.16 +17.7%
5 AAPL APPLE INC Technology 8,595.0 $2.3M 2.94% NEW $271.85 +11.2%
6 LOW LOWES COS INC Consumer Cyclical 3,228.0 $778K 0.98% NEW $241.16 -8.3%
7 PAYX PAYCHEX INC Industrials 6,016.0 $675K 0.85% NEW $112.18 -15.4%
8 AMZN AMAZON COM INC Consumer Cyclical 2,769.0 $639K 0.81% NEW $230.82 +14.8%
9 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,784.0 $459K 0.58% NEW $257.22 -14.2%
10 BERKSHIRE HATHAWAY INC DEL 774.0 $389K 0.49% NEW $502.65
11 MSFT MICROSOFT CORP Technology 732.0 $354K 0.45% NEW $483.62 -12.9%
12 C CITIGROUP INC Financial Services 2,991.0 $349K 0.44% NEW $116.67 +7.0%
13 SCHB SCHWAB STRATEGIC TR 13,148.0 $345K 0.43% NEW $26.23 +8.8%
14 PYPL PAYPAL HLDGS INC Financial Services 5,735.0 $335K 0.42% NEW $58.39 -24.0%
15 BLOCK INC 4,808.0 $313K 0.39% NEW $65.09
16 FISV FISERV INC Technology 4,571.0 $307K 0.39% NEW $67.17 -16.0%
17 SBUX STARBUCKS CORP Consumer Cyclical 3,614.0 $304K 0.38% NEW $84.21 +26.5%
18 SLX VANECK ETF TRUST 3,410.0 $289K 0.36% NEW $84.86 +23.7%
19 NVS NOVARTIS AG Healthcare 1,550.0 $214K 0.27% NEW $137.87 +9.1%

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 44.4%
Consumer Cyclical 25.5%
Industrials 16.8%
Financial Services 10.1%
Healthcare 3.2%