JBGlobal.com LLC
- SEC CIK
- 0002051348
- Latest filing
- Jul 6, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 6, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 32
- +5 vs. Q1 2026
- Portfolio value
- $114.3M
- +$12.8M (+12.6%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EBAYeBay Inc | COM | 1,970 | $220.1K | 0.2% | +1,970 | New | History |
| UNHUnitedHealth Group Inc | Stock | 582 | $241.9K | 0.2% | +582 | New | History |
| NVSNovartis AG | ADR | 1,550 | $242.9K | 0.2% | 00.0% | Unchanged | History |
| CCitigroup Inc | Stock | 1,895 | $265.2K | 0.2% | −210−10.0% | Reduced | History |
| XYZBlock, Inc. | CL A | 3,838 | $291.7K | 0.3% | −800−17.2% | Reduced | History |
| VanEck Vectors ETF Tr92189F205 | STEEL ETF | 3,235 | $318.4K | 0.3% | +3,235 | New | – |
| GOOGAlphabet Inc. | Stock | 920 | $325.1K | 0.3% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 3,620 | $369.9K | 0.3% | +3+0.1% | Added | History |
| ETSYEtsy Inc | COM | 5,007 | $377.2K | 0.3% | −130−2.5% | Reduced | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 13,148 | $380.8K | 0.3% | 00.0% | Unchanged | – |
| ADPAutomatic Data Processing Inc | Stock | 1,711 | $383.2K | 0.3% | −74−4.1% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 774 | $387.3K | 0.3% | 00.0% | Unchanged | History |
| EMREmerson Electric Co | Stock | 2,746 | $393.1K | 0.3% | +2,746 | New | History |
| COFCapital One Financial Corp | Stock | 2,039 | $409.0K | 0.4% | +2+0.1% | Added | History |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 9,193 | $534.6K | 0.5% | +9,193 | New | – |
| MSFTMicrosoft Corp | Stock | 1,465 | $546.6K | 0.5% | +733+100.1% | Added | History |
| PAYXPaychex Inc | Stock | 5,817 | $571.9K | 0.5% | −207−3.4% | Reduced | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 7,893 | $595.5K | 0.5% | −285−3.5% | Reduced | – |
| LOWLowes Companies Inc | Stock | 2,938 | $647.9K | 0.6% | −291−9.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 2,769 | $660.0K | 0.6% | 00.0% | Unchanged | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 12,921 | $692.7K | 0.6% | 00.0% | Unchanged | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 14,835 | $1.52M | 1.3% | −665−4.3% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 4,808 | $1.72M | 1.5% | −229−4.5% | Reduced | History |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 21,850 | $1.82M | 1.6% | 00.0% | Unchanged | – |
| AAPLApple Inc. | Stock | 8,595 | $2.49M | 2.2% | 00.0% | Unchanged | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 56,383 | $4.66M | 4.1% | −1,307−2.3% | Reduced | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 255,469 | $6.53M | 5.7% | +255,469 | New | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 42,250 | $10.3M | 9.0% | −623−1.5% | Reduced | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 74,610 | $12.9M | 11.3% | −2,516−3.3% | Reduced | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 555,333 | $19.3M | 16.9% | −8,080−1.4% | Reduced | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 383,615 | $20.1M | 17.6% | +273+0.1% | Added | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 304,996 | $24.1M | 21.1% | −2,803−0.9% | Reduced | – |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.