SJBENEN ADVISORY, LLC
CIK 1813225 · View on SEC EDGAR ↗
- Portfolio value
- $176.5M
- Positions
- 34
- As of
- June 30, 2026
#6,886 of 9,443 by 13F value · top 72.9%
Portfolio value QoQ: +47.3% 13F does not disclose cash
- Top 10 holdings weight
- 83.10%
- Top 25 holdings weight
- 98.49%
- Positions above 1%
- 16
- Effective number of positions
- 6.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.71% Est. buys $46,014,462 · sells $4,009,646
- New positions
- 7
- Increased
- 12
- Decreased
- 6
- Closed
- 5
Put-notional exposure: 4.4% puts 13F reports option positions at underlying notional value — may include hedges, not necessarily bearish bets
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- 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
5.5%
Financial Services
4.8%
Consumer Discretionary
2.5%
Financials
1.8%
Communications
0.1%
Healthcare
0.0%
Other/Unmapped
85.2%
Full portfolio 34 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SPY SPY | $64,162,822 | 36.36% | 86,012 | $23,418,371 | Up ×1 | ||
| ITOT | $17,693,152 | 10.03% | 107,979 | $8,936,413 | Up ×1 | ||
| VTI | $17,595,035 | 9.97% | 47,687 | $9,715,300 | Up ×1 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $15,459,672 | 8.76% | 179,700 | $5,715,716 | Up ×2 | ||
| COIN Coinbase Global, Inc. - 3Class A Common Stock | $7,930,232 | 4.49% | 50,300 | $-2,005,077 | Down ×2 | ||
| IBIT iShares Bitcoin Trust ETF | $7,409,948 | 4.20% | 222,000 | $-3,562,804 | Down ×2 | ||
| AAPL Apple Inc. - Common Stock | $5,915,504 | 3.35% | 19,221 | $1,037,332 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $3,821,552 | 2.17% | 29,426 | $-482,883 | |||
| TSLA Tesla, Inc. - Common Stock | $3,336,490 | 1.89% | 8,000 | $325,315 | Down ×1 | ||
| LTPZ | $3,330,174 | 1.89% | 66,474 | $824,550 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3,210,146 | 1.82% | 9,700 | $356,794 | |||
| SCHB | $3,040,505 | 1.72% | 105,153 | $1,122,162 | Up ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $3,016,415 | 1.71% | 31,690 | $1,007,580 | Up ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $2,811,603 | 1.59% | 27,935 | $-742,299 | Down ×2 | ||
| IBIT iShares Bitcoin Trust ETF | $2,636,568 | 1.49% | 79,200 | Put option | $2,630,414 | ||
| VEU | $2,292,449 | 1.30% | 27,418 | $528,200 | Up ×1 | ||
| TIP | $1,685,222 | 0.95% | 15,400 | Put option | $1,637,849 | ||
| BRKB | $1,574,851 | 0.89% | 3,137 | $23,681 | Down ×1 | ||
| VOO | $1,332,262 | 0.75% | 1,940 | $196,917 | Up ×1 | ||
| TMV | $1,185,920 | 0.67% | 32,000 | Put option | Up ×1 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $1,166,670 | 0.66% | 13,500 | Put option | $1,114,616 | Up ×2 | |
| TSLA Tesla, Inc. - Common Stock | $1,051,500 | 0.60% | 2,500 | Put option | $1,051,450 | ||
| IVV | $974,691 | 0.55% | 1,302 | $217,621 | Up ×1 | ||
| WFCPRL | $618,605 | 0.35% | 532 | ||||
| GLD | $552,570 | 0.31% | 1,500 | Up ×1 | |||
| SCHW Charles Schwab Corporation (The) Common Stock | $544,936 | 0.31% | 5,800 | $-148 | |||
| IWM | $420,630 | 0.24% | 1,400 | $73,430 | |||
| BACPRL | $316,564 | 0.18% | 254 | $1,992 | Down ×1 | ||
| DIA | $309,765 | 0.18% | 590 | ||||
| VNQ | $309,746 | 0.18% | 3,200 | $105,736 | Up ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $250,960 | 0.14% | 2,231 | Up ×1 | |||
| VBK | $232,047 | 0.13% | 650 | Up ×1 | |||
| VIS | $228,884 | 0.13% | 646 | Up ×1 | |||
| NRXP NRX Pharmaceuticals, Inc. - Common Stock | $57,750 | 0.03% | 15,000 | $25,800 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| TMV | $1,185,920 | 32,000 | 0.67% |
| WFCPRL | $618,605 | 532 | 0.35% |
| GLD | $552,570 | 1,500 | 0.31% |
| DIA | $309,765 | 590 | 0.18% |
| CSCO | $250,960 | 2,231 | 0.14% |
| VBK | $232,047 | 650 | 0.13% |
| VIS | $228,884 | 646 | 0.13% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SPY | Bought more | +23K | +$23.4M |
| VTI | Bought more | +23K | +$9.7M |
| ITOT | Bought more | +46K | +$8.9M |
| TLT | Bought more | +67K | +$5.7M |
| IBIT | Trimmed | -64K | -$3.6M |
| COIN | Trimmed | -7K | -$2.0M |
| SCHB | Bought more | +29K | +$1.1M |
| AAPL | Price move only | +0 | +$1.0M |
| IXUS | Bought more | +9K | +$1.0M |
| LTPZ | Bought more | +17K | +$825K |
4 positions hidden (data completeness check)
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 |
|---|---|---|---|---|
| SDS | March 31, 2026 | 37,100 | $2,540,979 | No longer tracked |
| IEF | March 31, 2026 | 17,300 | $1,663,568 | |
| SRS | March 31, 2026 | 23,300 | $1,149,622 | No longer tracked |
| DIA | March 31, 2026 | 590 | $283,536 | No longer tracked |
| WFCPRL | March 31, 2026 | 468 | $264,216 | No longer tracked |