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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
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VCSH VANGUARD SCOTTSDALE FDS 307,799.0 $24.4M 24.03% +12K +3.9% $79.27 -0.8%
2 IGSB ISHARES TR 383,342.0 $20.1M 19.84% +8K +2.2% $52.56 -0.7%
3 SCHV SCHWAB STRATEGIC TR 563,413.0 $17.2M 16.92% NEW $30.50 +6.7%
4 DXJ WISDOMTREE TR 77,126.0 $12.2M 12.04% -813.0 -1.0% $158.58 +6.2%
5 VBR VANGUARD INDEX FDS 42,873.0 $9.3M 9.17% NEW $217.25 +4.1%
6 VCIT VANGUARD SCOTTSDALE FDS 57,690.0 $4.8M 4.70% NEW $82.75 -1.5%
7 AAPL APPLE INC Technology 8,595.0 $2.2M 2.15% $253.79 +17.8%
8 XLP SELECT SECTOR SPDR TR 21,850.0 $1.8M 1.76% NEW $81.98 +5.0%
9 GOOGL ALPHABET INC Communication Services 5,037.0 $1.4M 1.43% NEW $287.56 +38.0%
10 EMXC ISHARES INC 15,500.0 $1.2M 1.20% NEW $78.66 +17.1%
11 LOW LOWES COS INC Consumer Cyclical 3,229.0 $763K 0.75% $236.32 -7.7%
12 GDX VANECK ETF TRUST 8,178.0 $750K 0.74% NEW $91.77 -8.7%
13 XLF SELECT SECTOR SPDR TR 12,921.0 $638K 0.63% NEW $49.37 +3.5%
14 AMZN AMAZON COM INC Consumer Cyclical 2,769.0 $577K 0.57% $208.27 +24.5%
15 PAYX PAYCHEX INC Industrials 6,024.0 $555K 0.55% $92.11 +2.6%
16 COF CAPITAL ONE FINL CORP Financial Services 2,037.0 $372K 0.37% NEW $182.43 +2.6%
17 BERKSHIRE HATHAWAY INC DEL 774.0 $371K 0.36% $479.20
18 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,785.0 $363K 0.36% $203.16 +8.5%
19 SCHB SCHWAB STRATEGIC TR 13,148.0 $330K 0.33% $25.10 +12.3%
20 SBUX STARBUCKS CORP Consumer Cyclical 3,617.0 $324K 0.32% $89.59 +19.0%
Page 1 of 2  ·  27 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 34.6%
Communication Services 21.8%
Consumer Cyclical 21.2%
Industrials 11.7%
Financial Services 7.8%
Healthcare 3.0%