Jbglobal.Com Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$101.5M
Q ending 2026-03-31
Prior quarter
$79.4M
Q ending 2025-12-31
Change
+27.8% QoQ · +5.6% YoY
Positions
27
reported holdings
Largest positions
All 27 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Scottsdale Fds | VCSH | Shares | $24.4M | 308K |
| Ishares Tr | IGSB | Shares | $20.1M | 383K |
| Schwab Strategic Tr | SCHV | Shares | $17.2M | 563K |
| Wisdomtree Tr | DXJ | Shares | $12.2M | 77K |
| Vanguard Index Fds | VBR | Shares | $9.3M | 43K |
| Vanguard Scottsdale Fds | VCIT | Shares | $4.8M | 58K |
| Apple Inc | AAPL | Shares | $2.2M | 9K |
| Select Sector Spdr Tr | XLP | Shares | $1.8M | 22K |
| Alphabet Inc | GOOGL | Shares | $1.4M | 5K |
| Ishares Inc | EMXC | Shares | $1.2M | 16K |
| Lowes Cos Inc | LOW | Shares | $763K | 3K |
| Vaneck Etf Trust | GDX | Shares | $750K | 8K |
| Select Sector Spdr Tr | XLF | Shares | $638K | 13K |
| Amazon Com Inc | AMZN | Shares | $577K | 3K |
| Paychex Inc | PAYX | Shares | $555K | 6K |
| Capital One Finl Corp | COF | Shares | $372K | 2K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $371K | 774 |
| Automatic Data Processing In | ADP | Shares | $363K | 2K |
| Schwab Strategic Tr | SCHB | Shares | $330K | 13K |
| Starbucks Corp | SBUX | Shares | $324K | 4K |
| Block Inc | XYZ | Shares | $279K | 5K |
| Microsoft Corp | MSFT | Shares | $271K | 732 |
| Alphabet Inc | GOOG | Shares | $264K | 920 |
| Fiserv Inc | FISV | Shares | $263K | 5K |
| Etsy Inc | ETSY | Shares | $257K | 5K |
| Citigroup Inc | C | Shares | $239K | 2K |
| Novartis Ag | NVS | Shares | $237K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.