JBGlobal.com
NEW YORK, NYfiles as JBGlobal.com LLC
$114m in 32 US stocks at the end of 30 June 2026. The top 10 are 90.9% of the money. It changed about 7.8% of the portfolio this quarter.
Value
$114m
Stocks
32
Top 10 share
90.9%
Turnover
7.8%
What changed this quarter
New
Bought for the first time this quarter.
- Vaneck ETF TrustEMLC5.7% of the fund
- IsharesPICK0.5% of the fund
- Emerson ElectricEMR0.3% of the fund
- Vaneck ETF TrustSLX0.3% of the fund
- UnitedHealth GroupUNH0.2% of the fund
- eBayEBAY0.2% of the fund
Added
Bought more of a stock they already held.
- MicrosoftMSFT0.5% of the fund+100%
Cut
Sold some of their stake.
- Wisdomtree TRDXJ11.3% of the fund-3%
- Vanguard Scottsdale FDSVCIT4.1% of the fund-2%
- AlphabetGOOGL1.5% of the fund-5%
- IsharesEMXC1.3% of the fund-4%
- Lowe's CompaniesLOW0.6% of the fund-9%
- Vaneck ETF TrustGDX0.5% of the fund-3%
- PaychexPAYX0.5% of the fund-3%
- Automatic Data ProcessingADP0.3% of the fund-4%
- EtsyETSY0.3% of the fund-3%
- BlockXYZ0.3% of the fund-17%
- CitigroupC0.2% of the fund-10%
Sold out
Sold their entire stake.
- FiservFISV-100%
Holdings
- Vanguard Scottsdale FDSVCSH
- Share
- 21.1%
- Value
- $24m
- Shares
- 304,996
Held
- Ishares TRIGSB
- Share
- 17.6%
- Value
- $20m
- Shares
- 383,615
Held
- Schwab Strategic TRSCHV
- Share
- 16.9%
- Value
- $19m
- Shares
- 555,333
Held
- Wisdomtree TRDXJ
- Share
- 11.3%
- Value
- $13m
- Shares
- 74,610
-3%
- Vanguard Index FDSVBR
- Share
- 9.0%
- Value
- $10m
- Shares
- 42,250
Held
- Vaneck ETF TrustEMLC
- Share
- 5.7%
- Value
- $7m
- Shares
- 255,469
New
- Vanguard Scottsdale FDSVCIT
- Share
- 4.1%
- Value
- $5m
- Shares
- 56,383
-2%
- Select Sector Spdr TRXLP
- Share
- 1.6%
- Value
- $2m
- Shares
- 21,850
Held
- IsharesEMXC
- Share
- 1.3%
- Value
- $2m
- Shares
- 14,835
-4%
- Select Sector Spdr TRXLF
- Share
- 0.6%
- Value
- $692,695
- Shares
- 12,921
Held
- Vaneck ETF TrustGDX
- Share
- 0.5%
- Value
- $595,523
- Shares
- 7,893
-3%
- IsharesPICK
- Share
- 0.5%
- Value
- $534,573
- Shares
- 9,193
New
- Schwab Strategic TRSCHB
- Share
- 0.3%
- Value
- $380,756
- Shares
- 13,148
Held
- Vaneck ETF TrustSLX
- Share
- 0.3%
- Value
- $318,356
- Shares
- 3,235
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Scottsdale FDSVCSH | 21.1% | $24m | 304,996 | Held |
| Ishares TRIGSB | 17.6% | $20m | 383,615 | Held |
| Schwab Strategic TRSCHV | 16.9% | $19m | 555,333 | Held |
| Wisdomtree TRDXJ | 11.3% | $13m | 74,610 | -3% |
| Vanguard Index FDSVBR | 9.0% | $10m | 42,250 | Held |
| Vaneck ETF TrustEMLC | 5.7% | $7m | 255,469 | New |
| Vanguard Scottsdale FDSVCIT | 4.1% | $5m | 56,383 | -2% |
| AppleAAPL | 2.2% | $2m | 8,595 | Held |
| Select Sector Spdr TRXLP | 1.6% | $2m | 21,850 | Held |
| AlphabetGOOGL | 1.5% | $2m | 4,808 | -5% |
| IsharesEMXC | 1.3% | $2m | 14,835 | -4% |
| Select Sector Spdr TRXLF | 0.6% | $692,695 | 12,921 | Held |
| Amazon.comAMZN | 0.6% | $659,963 | 2,769 | Held |
| Lowe's CompaniesLOW | 0.6% | $647,854 | 2,938 | -9% |
| Vaneck ETF TrustGDX | 0.5% | $595,523 | 7,893 | -3% |
| PaychexPAYX | 0.5% | $571,945 | 5,817 | -3% |
| MicrosoftMSFT | 0.5% | $546,552 | 1,465 | +100% |
| IsharesPICK | 0.5% | $534,573 | 9,193 | New |
| Capital One FinancialCOF | 0.4% | $408,998 | 2,039 | Held |
| Emerson ElectricEMR | 0.3% | $393,090 | 2,746 | New |
| Berkshire HathawayBRK-B | 0.3% | $387,302 | 774 | Held |
| Automatic Data ProcessingADP | 0.3% | $383,199 | 1,711 | -4% |
| Schwab Strategic TRSCHB | 0.3% | $380,756 | 13,148 | Held |
| EtsyETSY | 0.3% | $377,177 | 5,007 | -3% |
| StarbucksSBUX | 0.3% | $369,901 | 3,620 | Held |
| AlphabetGOOG | 0.3% | $325,064 | 920 | Held |
| Vaneck ETF TrustSLX | 0.3% | $318,356 | 3,235 | New |
| BlockXYZ | 0.3% | $291,688 | 3,838 | -17% |
| CitigroupC | 0.2% | $265,219 | 1,895 | -10% |
| Novartis AGNVS | 0.2% | $242,916 | 1,550 | Held |
| UnitedHealth GroupUNH | 0.2% | $241,897 | 582 | New |
| eBayEBAY | 0.2% | $220,146 | 1,970 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 18.8% since 30 June 2025.
Where the money is
Technology3.0%
Media & telecom1.8%
Retail & consumer1.7%
Financial services1.2%
Industrials1.2%
Health care0.4%
Other90.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.