JBGlobal.com LLC

Registered adviser

CIK

2051348

Location

NEW YORK, NY

Portfolio Value

Micro $87,083,471

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,028 / 8,811 ▲ 88 · as of Jun 2026

Top Industry

Consumer Electronics 25.9%

Period ended 21 days ago

Filed Oct 13, 2026 · 8d

8 quarters · since Dec 2024

Regulatory profile

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

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 119111

Roster of Oct 1, 2026

Regulatory AUM

$120,945,234

Main clients

Individuals and high net worth (100% of AUM)

Private funds on Schedule D 7.B.(1)

As filed Jan 10, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

No private funds listed.

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Feb 2026 to Oct 2026	$120,945,234	Individuals and high net worth (100%)
Feb 2025 to Jan 2026	$103,935,701	Individuals and high net worth (100%)
Feb 2024 to Jan 2025	$94,728,499	Individuals and high net worth (100%)
May 2023 to Jan 2024	$79,830,626	Individuals and high net worth (100%)
Feb 2023 to Apr 2023	$79,830,626	Individuals and high net worth (100%)
Feb 2022 to Jan 2023	$88,671,641	Individuals and high net worth (100%)

3 earlier changes not shown.

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 94.1% of the book (60%+)

Turnover

Medium turnover

59.4% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 4.7 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 90.1%; sector active share 80.8% against the combined 13F book's sector weights.

Over time 7 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

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

Top Position

28.1%

+2.9 pts

Top 5

80.7%

+0.4 pts

Top 10

93.7%

−0.5 pts

HHI

1,665

Moderately concentrated+158

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	87.4%	$76,144,883	15
Technology	5.4%	$4,662,526	5
Consumer Cyclical	2.3%	$2,042,816	5
Communication Services	2.2%	$1,921,365	2
Financial Services	1.2%	$1,008,554	4
Consumer Defensive	0.5%	$442,800	1
Healthcare	0.5%	$434,623	2
Industrials	0.5%	$425,904	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	+31,095	414,710	$0
EBAY	Ebay Inc	+1	1,971	$209,024
COF	Capital One Financial Corp	+1	2,040	$393,862
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
EMLC	VanEck J.P. Morgan EM Local Currency Bond ETF	−110,228	145,241	$3,606,334
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	−28,263	28,120	$2,202,077
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	−17,020	287,976	$22,246,146
SCHV	Schwab U.S. Large-Cap Value ETF	−8,992	546,341	$18,198,618
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	−1,995	40,255	$9,300,112
EMXC	iShares MSCI Emerging Markets ex China ETF	−1,135	13,700	$1,357,396
DXJ	WisdomTree Japan Hedged Equity Fund	−768	73,842	$13,332,165
ETSY	Etsy Inc	−625	4,382	$313,269
MSFT	Microsoft Corp	−371	1,094	$561,112
LOW	Lowes Companies Inc	−252	2,686	$495,002
GOOGL	Alphabet Inc.	−135	4,673	$1,607,885
C	Citigroup Inc	−105	1,790	$231,769
XYZ	Block, Inc.	−104	3,734	$274,561
AAPL	Apple Inc.	−99	8,496	$2,829,337
ADP	Automatic Data Processing Inc	−59	1,652	$426,315
SBUX	Starbucks Corp	−48	3,572	$335,625
GDX	VanEck Gold Miners ETF	−20	7,873	$691,249
PAYX	Paychex Inc	−18	5,799	$571,201
BRK-B	Berkshire Hathaway Inc	−5	769	$382,923
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
EBND	State Street(R) SPDR(R) Bloomberg Emerging Markets Local Bond ETF	191,427	$3,943,396
CLX	Clorox Co /De/	5,466	$442,800
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	43,811	$0
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

35 tracked positions · $87,083,471 total · filing declares 35 positions · $112,986,292 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Reduced	287,976	-17,020	$22,246,146	−7.7%	25.55%
SCHV	Schwab U.S. Large-Cap Value ETF	Reduced	546,341	-8,992	$18,198,618	−5.9%	20.90%
DXJ	WisdomTree Japan Hedged Equity Fund	Reduced	73,842	-768	$13,332,165	+3.0%	15.31%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	40,255	-1,995	$9,300,112	−9.4%	10.68%
EBND	State Street(R) SPDR(R) Bloomberg Emerging Markets Local Bond ETF	NEW	191,427	NEW	$3,943,396	NEW	4.53%
EMLC	VanEck J.P. Morgan EM Local Currency Bond ETF	Reduced	145,241	-110,228	$3,606,334	−44.8%	4.14%
AAPL	Apple Inc. Technology	Reduced	8,496	-99	$2,829,337	+13.8%	3.25%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Reduced	28,120	-28,263	$2,202,077	−52.7%	2.53%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,673	-135	$1,607,885	−6.4%	1.85%
EMXC	iShares MSCI Emerging Markets ex China ETF	Reduced	13,700	-1,135	$1,357,396	−10.6%	1.56%
GDX	VanEck Gold Miners ETF	Reduced	7,873	-20	$691,249	+16.1%	0.79%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,769	0	$689,896	+4.5%	0.79%
PAYX	Paychex Inc Technology	Reduced	5,799	-18	$571,201	−0.1%	0.66%
MSFT	Microsoft Corp Technology	Reduced	1,094	-371	$561,112	+2.7%	0.64%
PICK	iShares MSCI Global Metals & Mining Producers ETF	Held	9,193	0	$551,212	+3.1%	0.63%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	2,686	-252	$495,002	−23.6%	0.57%
CLX	Clorox Co /De/ Consumer Defensive	NEW	5,466	NEW	$442,800	NEW	0.51%
ADP	Automatic Data Processing Inc Technology	Reduced	1,652	-59	$426,315	+11.3%	0.49%
EMR	Emerson Electric Co Industrials	Held	2,746	0	$425,904	+8.3%	0.49%
COF	Capital One Financial Corp Financial Services	Added	2,040	+1	$393,862	−3.7%	0.45%
SCHB	Schwab U.S. Broad Market ETF	Held	13,148	0	$385,367	+1.2%	0.44%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	769	-5	$382,923	−1.1%	0.44%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	3,572	-48	$335,625	−9.3%	0.39%
SLX	VanEck Steel ETF	Held	3,235	0	$330,811	+3.9%	0.38%
GOOG	Alphabet Inc. Communication Services	Held	920	0	$313,480	−3.6%	0.36%
ETSY	Etsy Inc Consumer Cyclical	Reduced	4,382	-625	$313,269	−16.9%	0.36%
XYZ	Block, Inc. Technology	Reduced	3,734	-104	$274,561	−5.9%	0.32%
C	Citigroup Inc Financial Services	Reduced	1,790	-105	$231,769	−12.6%	0.27%
NVS	Novartis AG Healthcare	Held	1,550	0	$220,983	−9.0%	0.25%
UNH	Unitedhealth Group Inc Healthcare	Held	582	0	$213,640	−11.7%	0.25%
EBAY	Ebay Inc Consumer Cyclical	Added	1,971	+1	$209,024	−5.1%	0.24%
		Held	21,850	0	$0	−100.0%	0.00%
XLF	State Street Corp Financial Services	Held	12,921	0	$0	−100.0%	0.00%
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	NEW	43,811	NEW	$0	NEW	0.00%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Added	414,710	+31,095	$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.