JBJ Investment Partners, LLC

CIK

1776321

Location

Charleston, SC

Portfolio Value

Micro $5,192,992

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

+36.8%

SPY

+74.2%

Annualised alpha

-9.3%

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

8 positions · $5,192,992 total · Industrials only · 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
LHX	L3harris Technologies, Inc. /De/ Industrials	Held	5,378	0	$1,146,804	−3.2%	22.08%
UPS	United Parcel Service Inc Industrials	Reduced	4,928	-2,833	$1,056,267	−25.3%	20.34%
WM	Waste Management Inc Industrials	Reduced	5,927	-2,168	$989,216	−18.2%	19.05%
NSC	Norfolk Southern Corp Industrials	Reduced	2,716	-1,035	$808,580	−9.9%	15.57%
PH	Parker-Hannifin Corp Industrials	Reduced	1,119	-229	$355,976	−5.6%	6.85%
LMT	Lockheed Martin Corp Industrials	Reduced	851	-215	$302,453	−17.8%	5.82%
RTX	RTX Corp Industrials	Reduced	3,277	-292	$282,018	−8.1%	5.43%
UNP	Union Pacific Corp Industrials	NEW	999	NEW	$251,678	NEW	4.85%