SJBENEN ADVISORY, LLC

Q4 2025 13F-HR Holdings

Location
Chapel Hill, NC
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
30
Total value ($000)
$107,190
Net value change ($000)
—
New positions
23
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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)
ITOT 16,212 —
IBIT 14,885 —
COIN 13,546 —
SPY 12,900 —
VTI 7,701 —
AAPL 5,235 —
PLTR 5,230 —
LTPZ 4,124 —
JPM 2,938 —
TLT 2,807 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 10,187 (9.5% of total reported value)
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