JBGlobal.com LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
4/7/2026
Form type
13F-HR
Num holdings
27
Total value ($000)
$101,543
Net value change ($000)
+22,112 (27.8%)
New positions
11
Sold out positions
3
Turnover %
54.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHV 17,184 NEW
VBR 9,314 NEW
VCIT 4,774 NEW
XLP 1,791 NEW
GOOGL 1,448 NEW
EMXC 1,219 NEW
DXJ 995 8.9%
VCSH 789 3.3%
GDX 750 NEW
XLF 638 NEW
Top Reduces (Value $000, Stocks/ETFs)
SCHG -16,662 -100.0%
PYPL -335 -100.0%
SLX -289 -100.0%
AAPL -156 -6.7%
PAYX -120 -17.8%
C -110 -31.5%
ADP -96 -20.9%
MSFT -83 -23.4%
AMZN -62 -9.7%
FISV -44 -14.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type