Broadhurst Jeffrey B

Q1 2026 13F-HR Holdings

Location
West Point, PA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
41
Total value ($000)
$97,573
Net value change ($000)
+1,284 (1.3%)
New positions
2
Sold out positions
1
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 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)
DFAS 596 6.9%
DFSU 257 3.9%
TSM 242 NEW
DFAI 189 4.9%
DFIV 145 5.8%
DUSB 141 7.6%
DFAT 141 3.0%
DFSB 135 6.2%
DFGX 135 7.1%
DGCB 132 6.9%
Top Reduces (Value $000, Stocks/ETFs)
DFAC -631 -5.9%
DFAW -231 -100.0%
DFUS -148 -0.9%
IBIT -127 -15.3%
BITB -116 -11.8%
FBTC -106 -22.5%
ETH -101 -19.3%
SNPS -77 -15.7%
DFAU -66 -10.1%
DUHP -46 -3.4%
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