SJBENEN ADVISORY, LLC
All 13F Filings
- Location
- Chapel Hill, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 119,823
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/13/2026 | 27 | 119,823 | 13F-HR | SJBENEN ADVISORY, LLC |
| Q4 2025 | 1/14/2026 | 30 | 107,190 | 13F-HR | SJBENEN ADVISORY, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
106
(0.1% of total reported value)
· QoQ Δ:
-10.08 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 27.42 K | 22.9% | 0 | 61.97 K | -61.97 K |
| ETFs | 92.29 K | 77.1% | 84.68 K | 0 | 84.68 K |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
119,823
Holdings
27
QoQ value change ($000)
12,633
(11.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.