SJBENEN ADVISORY, LLC

CIK

1813225

Location

CHAPEL HILL, NC

Portfolio Value

Small $134,513,563

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,816 / 8,807 ▲ 1036 · as of Jun 2026

Top Industry

Financial Data & Stock Exchanges 28.9%

3Y Alpha vs SPY

-3.6%

Period ended 21 days ago

Filed Oct 19, 2026 · 2d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 94.5% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 89.8%; sector active share 75.4% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

28 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

42.6%

+5.6 pts

Top 5

79.5%

−3.7 pts

Top 10

94.2%

−0.5 pts

HHI

2,263

Moderately concentrated+56

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	76.2%	$102,481,878	17
Financial Services	11.3%	$15,163,052	4
Technology	9.5%	$12,801,355	4
Consumer Cyclical	2.8%	$3,725,505	1
Communication Services	0.2%	$297,973	1
Healthcare	0.0%	$43,800	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
LTPZ	PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund	+14,974	81,448	$3,673,304
ITOT	iShares Core S&P Total U.S. Stock Market ETF	+8,729	116,708	$0
IXUS	iShares Core MSCI Total International Stock ETF	+6,511	38,201	$0
SGOV	iShares 0-3 Month Treasury Bond ETF	+4,575	32,510	$0
GLD	Spdr Gold Trust	+1,700	3,200	$1,218,688
JPM	Jpmorgan Chase & Co	+1,661	11,361	$3,758,559
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+710	48,397	$18,112,093
IVV	iShares Core S&P 500 ETF	+283	1,585	$0
AAPL	Apple Inc.	+35	19,256	$6,412,633
BRK-B	Berkshire Hathaway Inc	+22	3,159	$1,573,024
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
TLT	iShares 20+ Year Treasury Bond ETF	−163,700	16,000	$0
SPY	Spdr S&P 500 ETF Trust	−10,841	75,171	$57,327,659
VEU	Vanguard International Equity Index Funds	−1,850	25,568	$2,121,376
COIN	Coinbase Global, Inc.	−600	49,700	$9,264,577
VOO	VANGUARD 500 INDEX FUND	−3	1,937	$1,357,565
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
ZM	Zoom Communications, Inc.	7,100	$644,467
GOOGL	Alphabet Inc.	866	$297,973
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
IWM	iShares Russell 2000 ETF	1,400	$420,630
VNQ	VANGUARD REAL ESTATE INDEX FUND	3,200	$308,576
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

28 tracked positions · $134,513,563 total · filing declares 33 positions · $165,021,453 · as of Sep 30, 2026

All sectors Communication Services 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	Reduced	75,171	-10,841	$57,327,659	−10.7%	42.62%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	48,397	+710	$18,112,093	+2.6%	13.46%
IBIT	iShares Bitcoin Trust ETF PUT + SHARES	Held	301,200	0	$14,258,808	+42.2%	10.60%
COIN	Coinbase Global, Inc. Financial Services	Reduced	49,700	-600	$9,264,577	+26.0%	6.89%
AAPL	Apple Inc. Technology	Added	19,256	+35	$6,412,633	+15.3%	4.77%
PLTR	Palantir Technologies Inc. Technology	Held	29,426	0	$5,504,133	+60.3%	4.09%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,361	+1,661	$3,758,559	+18.4%	2.79%
TSLA	Tesla, Inc. PUT + SHARES Consumer Cyclical	Held	10,500	0	$3,725,505	−15.6%	2.77%
LTPZ	PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund	Added	81,448	+14,974	$3,673,304	+9.1%	2.73%
SCHB	Schwab U.S. Broad Market ETF	Held	105,153	0	$3,082,034	+1.2%	2.29%
VEU	Vanguard International Equity Index Funds	Reduced	25,568	-1,850	$2,121,376	−7.6%	1.58%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,159	+22	$1,573,024	+0.2%	1.17%
VOO	VANGUARD 500 INDEX FUND	Reduced	1,937	-3	$1,357,565	+1.9%	1.01%
GLD	Spdr Gold Trust	Added	3,200	+1,700	$1,218,688	+120.5%	0.91%
ZM	Zoom Communications, Inc. Technology	NEW	7,100	NEW	$644,467	NEW	0.48%
TMV	Direxion Daily 20+ Year Treasury Bear 3X Shares PUT	Reduced	12,100	-19,900	$603,669	—	0.45%
SCHW	Schwab Charles Corp Financial Services	Held	5,800	0	$566,892	+5.9%	0.42%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	590	0	$300,044	−2.6%	0.22%
GOOGL	Alphabet Inc. Communication Services	NEW	866	NEW	$297,973	NEW	0.22%
CSCO	Cisco Systems, Inc. Technology	Held	2,231	0	$240,122	−8.4%	0.18%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Held	650	0	$219,589	−7.6%	0.16%
VIS	VANGUARD INDUSTRIALS INDEX FUND	Held	646	0	$207,049	−11.1%	0.15%
NRXP	NRX Pharmaceuticals, Inc. Healthcare	Held	15,000	0	$43,800	−28.6%	0.03%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Added	116,708	+8,729	$0	−100.0%	0.00%
IVV	iShares Core S&P 500 ETF	Added	1,585	+283	$0	−100.0%	0.00%
IXUS	iShares Core MSCI Total International Stock ETF	Added	38,201	+6,511	$0	−100.0%	0.00%
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	32,510	+4,575	$0	−100.0%	0.00%
TLT	iShares 20+ Year Treasury Bond ETF	Reduced	24,900	-168,300	$0	−100.0%	0.00%

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.