JBJ Investment Partners, LLC

CIK

1776321

Location

Charleston, SC

Portfolio Value

Micro $37,171,389

Diversification

Diversified

Filing Date

Global Rank

#5,790 / 6,772 ▼ 661

Top Industry

Software - Infrastructure 13.7%

3Y Alpha vs SPY

-9.2%

Period ended 4 years ago

Filed Feb 8, 2022 · 4y

8 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

+38.9%

SPY

+76.3%

Annualised alpha

-9.2%

Max drawdown

−14.4%

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

44 positions · as of Dec 31, 2021 · Δ vs Sep 30, 2021

Top Position

13.2%

+2.1 pts

Top 5

35.1%

+1.9 pts

Top 10

52.0%

+0.1 pts

HHI

444

Diversified+24

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2021

Sector	% Portfolio	Value	Positions
Technology	29.6%	$11,015,916	6
Industrials	14.0%	$5,192,992	8
Consumer Defensive	13.3%	$4,949,872	6
Healthcare	12.2%	$4,522,665	6
Financial Services	9.9%	$3,695,472	4
Consumer Cyclical	8.3%	$3,089,847	5
Communication Services	4.4%	$1,650,273	3
Unclassified	3.7%	$1,357,910	1
Utilities	3.2%	$1,184,017	3
Basic Materials	1.4%	$512,425	2

Last Quarter's Activity

Export CSV

Dec 31, 2021 vs Sep 30, 2021

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
PINS	Pinterest, Inc.	+8,396	12,548	$456,119
BRK-B	Berkshire Hathaway Inc	+125	2,867	$857,233
AAPL	Apple Inc.	+81	13,962	$2,479,232
DTE	Dte Energy Co	+15	2,093	$250,197
SYK	Stryker Corp	+9	4,037	$1,079,574
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−10,415	16,320	$303,227
CSCO	Cisco Systems, Inc.	−9,498	21,037	$1,333,114
GM	General Motors Co	−5,015	9,024	$529,077
PG	PROCTER & GAMBLE Co	−3,797	10,153	$1,660,827
JPM	Jpmorgan Chase & Co	−3,438	14,400	$2,280,240
D	Dominion Energy, Inc	−3,216	8,235	$646,941
UPS	United Parcel Service Inc	−2,833	4,928	$1,056,267
DIS	Walt Disney Co	−2,347	5,752	$890,927
MCD	Mcdonalds Corp	−2,232	4,556	$1,221,326
WM	Waste Management Inc	−2,168	5,927	$989,216
SYY	Sysco Corp	−2,163	4,590	$360,544
JNJ	Johnson & Johnson	−2,152	10,089	$1,725,925
LDOS	Leidos Holdings, Inc.	−2,147	12,095	$1,075,245
PEP	Pepsico Inc	−2,085	7,060	$1,226,392
MSFT	Microsoft Corp	−1,173	14,597	$4,909,263
DEO	Diageo PLC	−1,101	3,814	$839,613
NSC	Norfolk Southern Corp	−1,035	2,716	$808,580
AMGN	Amgen Inc	−885	2,703	$608,093
MTN	Vail Resorts Inc	−608	2,435	$798,436
TXN	Texas Instruments Inc	−505	2,553	$481,163
AJG	Arthur J. Gallagher & Co.	−442	1,917	$325,257
ABT	Abbott Laboratories	−426	4,394	$618,411
PPG	Ppg Industries Inc	−342	1,643	$283,318
RTX	RTX Corp	−292	3,277	$282,018
ACN	Accenture plc	−242	1,780	$737,899
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
UNP	Union Pacific Corp	999	$251,678
PFE	Pfizer Inc	3,880	$229,114
APD	Air Products & Chemicals, Inc.	753	$229,107
LOW	Lowes Companies Inc	815	$210,661
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
VZ	Verizon Communications Inc	5,498	$296,946
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

44 positions · $37,171,389 total · as of Dec 31, 2021

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	14,597	-1,173	$4,909,263	+10.4%	13.21%
AAPL	Apple Inc. Technology	Added	13,962	+81	$2,479,232	+26.2%	6.67%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	14,400	-3,438	$2,280,240	−21.9%	6.13%
JNJ	Johnson & Johnson Healthcare	Reduced	10,089	-2,152	$1,725,925	−12.7%	4.64%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	10,153	-3,797	$1,660,827	−14.8%	4.47%
SPY	Spdr S&P 500 ETF Trust	Held	2,859	0	$1,357,910	+10.7%	3.65%
CSCO	Cisco Systems, Inc. Technology	Reduced	21,037	-9,498	$1,333,114	−19.8%	3.59%
PEP	Pepsico Inc Consumer Defensive	Reduced	7,060	-2,085	$1,226,392	−10.8%	3.30%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	4,556	-2,232	$1,221,326	−25.4%	3.29%
LHX	L3harris Technologies, Inc. /De/ Industrials	Held	5,378	0	$1,146,804	−3.2%	3.09%
SYK	Stryker Corp Healthcare	Added	4,037	+9	$1,079,574	+1.6%	2.90%
LDOS	Leidos Holdings, Inc. Technology	Reduced	12,095	-2,147	$1,075,245	−21.5%	2.89%
UPS	United Parcel Service Inc Industrials	Reduced	4,928	-2,833	$1,056,267	−25.3%	2.84%
WM	Waste Management Inc Industrials	Reduced	5,927	-2,168	$989,216	−18.2%	2.66%
DIS	Walt Disney Co Communication Services	Reduced	5,752	-2,347	$890,927	−35.0%	2.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,867	+125	$857,233	+14.5%	2.31%
DEO	Diageo PLC Consumer Defensive	Reduced	3,814	-1,101	$839,613	−11.5%	2.26%
NSC	Norfolk Southern Corp Industrials	Reduced	2,716	-1,035	$808,580	−9.9%	2.18%
MTN	Vail Resorts Inc Consumer Cyclical	Reduced	2,435	-608	$798,436	−21.5%	2.15%
ACN	Accenture plc Technology	Reduced	1,780	-242	$737,899	+14.1%	1.99%
LW	Lamb Weston Holdings, Inc. Consumer Defensive	Reduced	11,572	-106	$733,433	+2.3%	1.97%
D	Dominion Energy, Inc Utilities	Reduced	8,235	-3,216	$646,941	−22.6%	1.74%
ABT	Abbott Laboratories Healthcare	Reduced	4,394	-426	$618,411	+8.6%	1.66%
AMGN	Amgen Inc Healthcare	Reduced	2,703	-885	$608,093	−20.3%	1.64%
GM	General Motors Co Consumer Cyclical	Reduced	9,024	-5,015	$529,077	−28.5%	1.42%
TXN	Texas Instruments Inc Technology	Reduced	2,553	-505	$481,163	−18.1%	1.29%
PINS	Pinterest, Inc. Communication Services	Added	12,548	+8,396	$456,119	+115.6%	1.23%
SYY	Sysco Corp Consumer Defensive	Reduced	4,590	-2,163	$360,544	−32.0%	0.97%
PH	Parker-Hannifin Corp Industrials	Reduced	1,119	-229	$355,976	−5.6%	0.96%
HD	Home Depot, Inc. Consumer Cyclical	Held	796	0	$330,347	+26.4%	0.89%
AJG	Arthur J. Gallagher & Co. Financial Services	Reduced	1,917	-442	$325,257	−7.2%	0.88%
T	At&T Inc. Communication Services	Reduced	16,320	-10,415	$303,227	−44.4%	0.82%
LMT	Lockheed Martin Corp Industrials	Reduced	851	-215	$302,453	−17.8%	0.81%
AEE	Ameren Corp Utilities	Held	3,223	0	$286,879	+9.9%	0.77%
PPG	Ppg Industries Inc Basic Materials	Reduced	1,643	-342	$283,318	−0.2%	0.76%
RTX	RTX Corp Industrials	Reduced	3,277	-292	$282,018	−8.1%	0.76%
BDX	Becton Dickinson & Co Healthcare	Reduced	1,356	-194	$261,548	−10.5%	0.70%
UNP	Union Pacific Corp Industrials	NEW	999	NEW	$251,678	NEW	0.68%
DTE	Dte Energy Co Utilities	Added	2,093	+15	$250,197	+7.8%	0.67%
AFL	Aflac Inc Financial Services	Held	3,986	0	$232,742	+12.0%	0.63%
PFE	Pfizer Inc Healthcare	NEW	3,880	NEW	$229,114	NEW	0.62%
APD	Air Products & Chemicals, Inc. Basic Materials	NEW	753	NEW	$229,107	NEW	0.62%
LOW	Lowes Companies Inc Consumer Cyclical	NEW	815	NEW	$210,661	NEW	0.57%
WMT	Walmart Inc. Consumer Defensive	Held	2,676	0	$129,063	+3.8%	0.35%