Broadhurst Jeffrey B

Q2 2026 13F-HR Holdings

Location
West Point, PA
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
23
Total value ($000)
$46,999
Net value change ($000)
-50,574 (-51.8%)
New positions
2
Sold out positions
20
Turnover %
51.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
BTC 519 NEW
DFAC 242 2.4%
DFUV 216 NEW
DFSV 68 5.2%
SNPS 48 11.6%
DCOR 31 13.4%
SPY 4 1.8%
Top Reduces (Value $000, Stocks/ETFs)
DFSU -4,710 -68.1%
DFUS -4,705 -29.4%
DFAS -4,373 -47.6%
DFAI -2,931 -73.1%
DFSD -2,917 -100.0%
DFIP -2,752 -100.0%
DFIS -2,326 -72.8%
DFCF -2,309 -100.0%
DFSI -2,238 -100.0%
DGCB -2,041 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type