JBGlobal.com LLC
CIK 2051348 · View on SEC EDGAR ↗
- Portfolio value
- $114.3M
- Positions
- 32
- As of
- June 30, 2026
#8,131 of 9,443 by 13F value · top 86.1%
Portfolio value QoQ: +12.6% 13F does not disclose cash
- Top 10 holdings weight
- 90.93%
- Top 25 holdings weight
- 98.33%
- Positions above 1%
- 11
- Effective number of positions
- 7.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.7% Est. buys $8,526,327 · sells $1,834,427
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 76.2% still held
- New positions
- 6
- Increased
- 4
- Decreased
- 14
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
2.7%
Communication Services
1.8%
Retail
1.7%
Industrials
1.2%
Financial Services
0.6%
Healthcare
0.4%
Consumer Discretionary
0.3%
Financials
0.2%
Other/Unmapped
91.1%
Full portfolio 32 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VCSH Vanguard Short-Term Corporate Bond ETF | $24,103,851 | 21.08% | 304,996 | $-295,403 | Down ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $20,105,271 | 17.58% | 383,615 | $-43,205 | Up ×6 | ||
| SCHV | $19,331,157 | 16.91% | 555,333 | $2,147,064 | Down ×1 | ||
| DXJ | $12,946,253 | 11.32% | 74,610 | $715,534 | Down ×6 | ||
| VBR | $10,266,432 | 8.98% | 42,250 | $952,178 | Down ×1 | ||
| EMLC | $6,529,787 | 5.71% | 255,469 | Up ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $4,660,055 | 4.08% | 56,383 | $-113,793 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $2,487,167 | 2.18% | 8,595 | $305,827 | |||
| XLP XLP | $1,815,080 | 1.59% | 21,850 | $23,817 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,718,233 | 1.50% | 4,808 | $269,814 | Down ×1 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $1,517,671 | 1.33% | 14,835 | $298,442 | Down ×1 | ||
| XLF XLF | $692,695 | 0.61% | 12,921 | $54,785 | |||
| AMZN Amazon.com, Inc. - Common Stock | $659,963 | 0.58% | 2,769 | $83,263 | |||
| LOW Lowe's Companies, Inc. Common Stock | $647,854 | 0.57% | 2,938 | $-115,211 | Down ×1 | ||
| GDX GDX | $595,523 | 0.52% | 7,893 | $-154,968 | Down ×1 | ||
| PAYX Paychex, Inc. - Common Stock | $571,945 | 0.50% | 5,817 | $17,053 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $546,552 | 0.48% | 1,465 | $275,588 | Up ×1 | ||
| PICK | $534,573 | 0.47% | 9,193 | ||||
| COF Capital One Financial Corporation Common Stock | $408,998 | 0.36% | 2,039 | $37,378 | Up ×1 | ||
| EMR Emerson Electric Company Common Stock | $393,090 | 0.34% | 2,746 | Up ×1 | |||
| BRKB | $387,302 | 0.34% | 774 | $16,401 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $383,199 | 0.34% | 1,711 | $20,551 | Down ×1 | ||
| SCHB | $380,756 | 0.33% | 13,148 | $50,750 | |||
| ETSY Etsy, Inc. - Common Stock | $377,177 | 0.33% | 5,007 | $120,430 | Down ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $369,901 | 0.32% | 3,620 | $45,855 | Up ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $325,064 | 0.28% | 920 | $61,153 | |||
| SLX | $318,356 | 0.28% | 3,235 | ||||
| XYZ Block, Inc. Class A Common Stock, | $291,688 | 0.26% | 3,838 | $12,573 | Down ×4 | ||
| C Citigroup, Inc. Common Stock | $265,219 | 0.23% | 1,895 | $26,515 | Down ×3 | ||
| NVS Novartis AG Common Stock | $242,916 | 0.21% | 1,550 | $6,153 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $241,897 | 0.21% | 582 | ||||
| EBAY eBay Inc. - Common Stock | $220,146 | 0.19% | 1,970 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| SCHV | Dec. 31, 2025 | 588,401 | $17,128,349 | No longer tracked |
| SCHG | March 31, 2026 | 562,709 | $16,661,812 | No longer tracked |
| VBR | Dec. 31, 2025 | 46,661 | $9,738,597 | No longer tracked |
| VCIT | Dec. 31, 2025 | 60,691 | $5,104,720 | |
| XLP | Dec. 31, 2025 | 21,850 | $1,712,385 | No longer tracked |
| EMXC | Dec. 31, 2025 | 18,886 | $1,275,016 | |
| GOOGL | March 31, 2025 | 5,244 | $992,780 | 121.8% |
| GOOG | June 30, 2025 | 5,123 | $792,165 | 91.7% |
| XLF | Dec. 31, 2025 | 12,921 | $696,054 | No longer tracked |
| GDX | June 30, 2025 | 11,042 | $507,612 | No longer tracked |
| COF | Dec. 31, 2025 | 2,034 | $432,422 | -11.9% |
| ETSY | Dec. 31, 2025 | 6,152 | $408,431 | 48.7% |
| DFS | June 30, 2025 | 1,996 | $340,740 | No longer tracked |
| PYPL | March 31, 2026 | 5,735 | $334,838 | 36.4% |
| PICK | June 30, 2025 | 9,193 | $329,845 | No longer tracked |
| UNH | June 30, 2025 | 582 | $304,823 | 25.8% |
| PAYC | Dec. 31, 2025 | 1,445 | $300,762 | 39.9% |
| SLX | March 31, 2026 | 3,410 | $289,373 | No longer tracked |
| FISV | June 30, 2026 | 4,717 | $263,209 | 4.7% |
| PFE | Dec. 31, 2025 | 9,827 | $250,385 | 11.7% |
| KHC | Dec. 31, 2025 | 9,551 | $248,703 | 6.0% |
| UPS | Dec. 31, 2025 | 2,926 | $244,409 | 3.0% |
| SLX | June 30, 2025 | 3,410 | $209,715 | No longer tracked |
| NVS | Sept. 30, 2025 | 1,689 | $204,386 | 24.0% |
| HD | Dec. 31, 2025 | 500 | $202,595 | -1.8% |
| JPM | March 31, 2025 | 844 | $202,315 | 44.8% |
| UNH | Dec. 31, 2025 | 582 | $200,965 | 18.8% |