Jackson, Grant Investment Advisers, Inc.

CIK

1650300

Location

STAMFORD, CT

Portfolio Value

Small $120,301,800

Diversification

Diversified

Filing Date

Global Rank

#4,950 / 8,232 ▲ 218

Top Industry

Drug Manufacturers - General 19.6%

3Y Alpha vs SPY

-3.1%

Period ended 2 months ago

Filed May 8, 2026 · 37d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.0%

SPY

+76.3%

Annualised alpha

-3.1%

Max drawdown

−14.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

287 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

32.1%

−0.6 pts

Top 5

51.0%

−2.4 pts

Top 10

62.8%

−1.5 pts

HHI

1,179

Diversified−55

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	34.9%	$41,961,672	9
Technology	15.4%	$18,521,331	41
Healthcare	14.5%	$17,394,911	30
Consumer Defensive	8.9%	$10,733,323	15
Consumer Cyclical	7.3%	$8,723,887	25
Financial Services	5.7%	$6,909,738	49
Industrials	5.6%	$6,718,227	46
Energy	3.3%	$4,027,489	18
Communication Services	2.3%	$2,730,264	14
Utilities	1.5%	$1,802,835	14
Basic Materials	0.5%	$621,326	16
Real Estate	0.1%	$156,797	10

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BDJ	BlackRock Enhanced Equity Dividend Trust	+749	51,960	$447,895
NVDA	Nvidia Corp	+375	7,045	$1,228,648
WFC	Wells Fargo & Company/Mn	+375	3,422	$272,425
KO	Coca Cola Co	+341	23,896	$1,817,290
VZ	Verizon Communications Inc	+275	4,515	$226,653
WMT	Walmart Inc.	+247	18,323	$2,277,182
EMR	Emerson Electric Co	+207	11,685	$1,530,968
SBUX	Starbucks Corp	+200	319	$28,579
AMZN	Amazon Com Inc	+200	4,713	$981,576
GOOGL	Alphabet Inc.	+141	2,869	$825,009
GLD	Spdr Gold Trust	+88	2,412	$1,037,859
CRM	Salesforce, Inc.	+75	97	$18,106
MSFT	Microsoft Corp	+64	18,448	$6,828,896
PEP	Pepsico Inc	+64	5,562	$863,722
JPM	Jpmorgan Chase & Co	+53	1,753	$515,662
MA	Mastercard Inc	+46	229	$114,422
MO	Altria Group, Inc.	+46	3,883	$256,239
T	At&T Inc.	+44	24,862	$720,749
UBER	Uber Technologies, Inc	+42	143	$10,285
CSCO	Cisco Systems, Inc.	+31	8,608	$667,894
MCD	Mcdonalds Corp	+30	7,627	$2,370,395
CSX	Csx Corp	+29	10,116	$415,261
META	Meta Platforms, Inc.	+25	602	$344,422
CVX	Chevron Corp	+21	4,922	$1,018,361
KMB	Kimberly Clark Corp	+17	2,126	$205,095
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BMY	Bristol Myers Squibb Co	−3,050	3,516	$213,245
TRI	Thomson Reuters Corp /Can/	−1,835	1,829	$164,573
XOM	Exxon Mobil Corp	−1,761	15,533	$2,635,328
FRT	Federal Realty Investment Trust	−1,190	143	$15,188
MRK	Merck & Co., Inc.	−972	12,484	$1,501,700
NWN	Northwest Natural Holding Co	−960	1	$53
PFE	Pfizer Inc	−612	8,378	$235,254
ABBV	AbbVie Inc.	−557	30,640	$6,663,893
TXN	Texas Instruments Inc	−483	186	$36,110
ED	Consolidated Edison Inc	−434	1,423	$161,055
AAPL	Apple Inc.	−375	20,791	$5,276,547
SPY	Spdr S&P 500 ETF Trust	−361	59,395	$38,626,944
TJX	Tjx Companies Inc /De/	−235	21,890	$3,495,833
CUBE	CubeSmart	−234	166	$6,083
LLY	ELI LILLY & Co	−188	2,567	$2,361,049
JNJ	Johnson & Johnson	−143	13,769	$3,365,694
UNH	Unitedhealth Group Inc	−106	2,232	$603,956
ZTS	Zoetis Inc.	−98	271	$32,034
TEX	Terex Corp	−70	24	$1,418
CDW	CDW Corp	−66	53	$6,414
CMCSA	Comcast Corp	−56	3,806	$109,270
ETHE	Grayscale Ethereum Staking ETF	−44	219	$3,738
GBTC	Grayscale Bitcoin Trust ETF	−35	1,352	$71,331
PG	PROCTER & GAMBLE Co	−26	27,544	$3,978,455
DIS	Walt Disney Co	−23	4,146	$399,591
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	26,871	$431,816
CDE	Coeur Mining, Inc.	1,983	$37,220
AZN	Astrazeneca PLC	134	$26,427
VSNT	Versant Media Group, Inc.	116	$4,294
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
BXMX	Nuveen S&P 500 BuyWrite Income Fund	32,004	$470,458
NGD	New Gold Inc. /FI	4,000	$34,840
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

287 positions · $120,301,800 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 287 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	59,395	-361	$38,626,944	−5.2%	32.11%
MSFT	Microsoft Corp Technology	Added	18,448	+64	$6,828,896	−23.2%	5.68%
ABBV	AbbVie Inc. Healthcare	Reduced	30,640	-557	$6,663,893	−6.5%	5.54%
AAPL	Apple Inc. Technology	Reduced	20,791	-375	$5,276,547	−8.3%	4.39%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	27,544	-26	$3,978,455	+0.7%	3.31%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	21,890	-235	$3,495,833	+2.9%	2.91%
JNJ	Johnson & Johnson Healthcare	Reduced	13,769	-143	$3,365,694	+16.9%	2.80%
XOM	Exxon Mobil Corp Energy	Reduced	15,533	-1,761	$2,635,328	+26.6%	2.19%
MCD	Mcdonalds Corp Consumer Cyclical	Added	7,627	+30	$2,370,395	+2.1%	1.97%
LLY	ELI LILLY & Co Healthcare	Reduced	2,567	-188	$2,361,049	−20.3%	1.96%
WMT	Walmart Inc. Consumer Defensive	Added	18,323	+247	$2,277,182	+13.1%	1.89%
QQQ	Invesco Qqq Trust, Series 1	Added	3,204	+1	$1,849,284	−6.0%	1.54%
KO	Coca Cola Co Consumer Defensive	Added	23,896	+341	$1,817,290	+10.4%	1.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	3,680	0	$1,763,456	−4.7%	1.47%
EMR	Emerson Electric Co Industrials	Added	11,685	+207	$1,530,968	+0.5%	1.27%
MRK	Merck & Co., Inc. Healthcare	Reduced	12,484	-972	$1,501,700	+6.0%	1.25%
NVDA	Nvidia Corp Technology	Added	7,045	+375	$1,228,648	−1.2%	1.02%
DE	Deere & Co Industrials	Held	2,081	0	$1,172,227	+21.0%	0.97%
GLD	Spdr Gold Trust	Added	2,412	+88	$1,037,859	+12.7%	0.86%
GLW	Corning Inc /Ny Technology	Held	7,496	0	$1,019,231	+55.3%	0.85%
CVX	Chevron Corp Energy	Added	4,922	+21	$1,018,361	+36.3%	0.85%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,713	+200	$981,576	−5.8%	0.82%
IBM	International Business Machines Corp Technology	Added	3,572	+4	$865,817	−18.1%	0.72%
PEP	Pepsico Inc Consumer Defensive	Added	5,562	+64	$863,722	+9.5%	0.72%
AMGN	Amgen Inc Healthcare	Added	2,381	+1	$837,754	+7.5%	0.70%
GOOGL	Alphabet Inc. Communication Services	Added	2,869	+141	$825,009	−3.4%	0.69%
ABT	Abbott Laboratories Healthcare	Added	7,997	+6	$821,051	−18.0%	0.68%
ASML	Asml Holding NV Technology	Added	579	+5	$764,760	+24.5%	0.64%
T	At&T Inc. Communication Services	Added	24,862	+44	$720,749	+16.9%	0.60%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,168	+2	$713,033	−4.3%	0.59%
AVGO	Broadcom Inc. Technology	Held	2,277	0	$704,754	−10.6%	0.59%
CSCO	Cisco Systems, Inc. Technology	Added	8,608	+31	$667,894	+1.1%	0.56%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,232	-106	$603,956	−21.7%	0.50%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,753	+53	$515,662	−5.9%	0.43%
BNY	Bank of New York Mellon Corp Financial Services	Held	4,037	0	$478,909	+2.2%	0.40%
CL	Colgate Palmolive Co Consumer Defensive	Added	5,577	+13	$475,327	+8.1%	0.40%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,798	+6	$462,621	+3.3%	0.38%
NEE	Nextera Energy Inc Utilities	Held	4,926	0	$457,526	+15.7%	0.38%
BDJ	BlackRock Enhanced Equity Dividend Trust Financial Services	Added	51,960	+749	$447,895	−7.7%	0.37%
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund Financial Services	NEW	26,871	NEW	$431,816	NEW	0.36%
CSX	Csx Corp Industrials	Added	10,116	+29	$415,261	+13.6%	0.35%
DIS	Walt Disney Co Communication Services	Reduced	4,146	-23	$399,591	−15.8%	0.33%
RTX	RTX Corp Industrials	Added	2,071	+3	$399,495	+5.3%	0.33%
V	Visa Inc. Financial Services	Added	1,230	+1	$371,755	−13.8%	0.31%
PFG	Principal Financial Group Inc Financial Services	Held	3,995	0	$359,989	+2.2%	0.30%
CAT	Caterpillar Inc Industrials	Held	500	0	$354,230	+23.7%	0.29%
NSC	Norfolk Southern Corp Industrials	Held	1,221	0	$350,427	−0.6%	0.29%
AEP	American Electric Power Co Inc Utilities	Added	2,645	+9	$346,706	+14.1%	0.29%
META	Meta Platforms, Inc. Communication Services	Added	602	+25	$344,422	−9.6%	0.29%
HON	Honeywell International Inc Industrials	Added	1,483	+1	$335,202	+15.9%	0.28%