SJBENEN ADVISORY, LLC

CIK

1813225

Location

CHAPEL HILL, NC

Portfolio Value

Micro $9,182,532

Diversification

Highly concentrated

Filing Date

Global Rank

#6,070 / 8,586 ▼ 475

Top Industry

Financial Data & Stock Exchanges 35.4%

3Y Alpha vs SPY

-14.8%

Period ended 3 months ago

Filed Apr 13, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

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

Cloned portfolio

+7.1%

SPY

+11.2%

Annualised alpha

-14.8%

Max drawdown

−10.2%

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

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

Top Position

49.2%

−5.9 pts

Top 5

89.2%

−3.3 pts

Top 10

100.0%

0.0 pts

HHI

2,952

Highly concentrated−562

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	66.1%	$54,760,067	2
Financial Services	18.0%	$14,884,915	4
Technology	11.1%	$9,182,532	2
Consumer Cyclical	4.8%	$3,940,550	1
Healthcare	0.0%	$31,950	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	+2,125	3,237	$1,551,170
JPM	Jpmorgan Chase & Co	+582	9,700	$2,853,352
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−29,957	62,651	$40,744,451
IBIT	iShares Bitcoin Trust ETF	−14,200	364,800	$14,015,616
COIN	Coinbase Global, Inc.	−3,000	56,900	$9,935,309
AAPL	Apple Inc.	−34	19,221	$4,878,097
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
SCHW	Schwab Charles Corp	5,800	$545,084
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
DIA	Spdr Dow Jones Industrial Average ETF Trust	590	$283,536
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $9,182,532 total · Technology only · as of Mar 31, 2026

All sectors Consumer Cyclical Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
AAPL	Apple Inc. Technology	Reduced	19,221	-34	$4,878,097	−6.8%	53.12%
PLTR	Palantir Technologies Inc. Technology	Held	29,426	0	$4,304,435	−17.7%	46.88%