SJBENEN ADVISORY, LLC

CIK

1813225

Location

CHAPEL HILL, NC

Portfolio Value

Small $103,783,135

Diversification

Highly concentrated

Filing Date

Global Rank

#5,865 / 8,517 ▲ 618

Top Industry

Financial Data & Stock Exchanges 27.9%

3Y Alpha vs SPY

-9.6%

Period ended 46 days ago

Filed Aug 11, 2026 · 4d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+9.2%

SPY

+13.9%

Annualised alpha

-10.4%

Max drawdown

−10.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 97% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

14 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

61.9%

+11.3 pts

Top 5

88.3%

+0.4 pts

Top 10

98.9%

−1.1 pts

HHI

4,049

Highly concentrated+1,055

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	74.6%	$77,415,166	5
Financial Services	12.2%	$12,633,347	4
Technology	8.9%	$9,256,972	3
Consumer Cyclical	4.3%	$4,416,300	1
Healthcare	0.1%	$61,350	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+23,361	86,012	$64,231,181
VEU	Vanguard FTSE All-World Ex-US ETF	+3,926	27,418	$2,296,257
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	−63,600	301,200	$10,026,948
COIN	Coinbase Global, Inc.	−6,600	50,300	$7,353,357
BRK-B	Berkshire Hathaway Inc	−100	3,137	$1,569,723
TSLA	Tesla, Inc.	−100	10,500	$4,416,300
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
GLD	Spdr Gold Trust	1,500	$552,570
DIA	Spdr Dow Jones Industrial Average ETF Trust	590	$308,210
CSCO	Cisco Systems, Inc.	2,231	$262,053
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

14 tracked positions · $103,783,135 total · filing declares 34 positions · $176,475,840 · as of Jun 30, 2026

All sectors Consumer Cyclical Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	86,012	+23,361	$64,231,181	+57.6%	61.89%
IBIT	iShares Bitcoin Trust ETF PUT + SHARES	Reduced	301,200	-63,600	$10,026,948	−8.7%	9.66%
COIN	Coinbase Global, Inc. Financial Services	Reduced	50,300	-6,600	$7,353,357	−26.0%	7.09%
AAPL	Apple Inc. Technology	Held	19,221	0	$5,561,788	+14.0%	5.36%
TSLA	Tesla, Inc. PUT + SHARES Consumer Cyclical	Reduced	10,500	-100	$4,416,300	+46.7%	4.26%
PLTR	Palantir Technologies Inc. Technology	Held	29,426	0	$3,433,131	−20.2%	3.31%
JPM	Jpmorgan Chase & Co Financial Services	Held	9,700	0	$3,175,101	+11.3%	3.06%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	27,418	+3,926	$2,296,257	+30.2%	2.21%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,137	-100	$1,569,723	+1.2%	1.51%
GLD	Spdr Gold Trust	NEW	1,500	NEW	$552,570	NEW	0.53%
SCHW	Schwab Charles Corp Financial Services	Held	5,800	0	$535,166	−1.8%	0.52%
DIA	Spdr Dow Jones Industrial Average ETF Trust	NEW	590	NEW	$308,210	NEW	0.30%
CSCO	Cisco Systems, Inc. Technology	NEW	2,231	NEW	$262,053	NEW	0.25%
NRXP	NRX Pharmaceuticals, Inc. Healthcare	Held	15,000	0	$61,350	+92.0%	0.06%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.