JBGlobal.com LLC
Filing Date
Global Rank
#275
/ 295
▲ 7912
Top Industry
Consumer Electronics
24.4%
3Y Alpha vs SPY
-17.4%
Period ended 9 days ago
Filed Jul 7, 2026 · 2d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-1.1%
SPY
+24.0%
Annualised alpha
-17.5%
Max drawdown
−20.2%
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
17 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
24.4%
−1.3 pts
Top 5
59.6%
−5.4 pts
Top 10
80.3%
−4.8 pts
HHI
1,135
Diversified−110
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 41.9% | $4,280,374 |
| Consumer Cyclical | 22.3% | $2,275,013 |
| Communication Services | 16.8% | $1,718,234 |
| Financial Services | 10.4% | $1,061,589 |
| Healthcare | 4.7% | $484,812 |
| Industrials | 3.8% | $393,089 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XYZ | Block, Inc. | −800 | 3,838 | $291,688 | |
| LOW | Lowes Companies Inc | −291 | 2,938 | $647,799 | |
| GOOGL | Alphabet Inc. | −229 | 4,808 | $1,718,234 | |
| C | Citigroup Inc | −210 | 1,895 | $265,224 | |
| PAYX | Paychex Inc | −207 | 5,817 | $571,985 | |
| ETSY | Etsy Inc | −130 | 5,007 | $377,177 | |
| ADP | Automatic Data Processing Inc | −74 | 1,711 | $383,178 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FISV | Fiserv Inc | 4,717 | $263,208 | |
| No positions match the current search. | ||||
17 positions ·
$10,213,111 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Held | 8,595 | $2,487,049 | 24.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 4,808 | $1,718,234 | 16.82% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 2,769 | $659,963 | 6.46% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 2,938 | $647,799 | 6.34% | |
| PAYX |
Paychex Inc
Technology
|
Reduced | 5,817 | $571,985 | 5.60% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,465 | $546,474 | 5.35% | |
| COF |
Capital One Financial Corp
Financial Services
|
Added | 2,039 | $409,064 | 4.01% | |
| EMR |
Emerson Electric Co
Industrials
|
NEW | 2,746 | $393,089 | 3.85% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 774 | $387,301 | 3.79% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 1,711 | $383,178 | 3.75% | |
| ETSY |
Etsy Inc
Consumer Cyclical
|
Reduced | 5,007 | $377,177 | 3.69% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 3,620 | $369,927 | 3.62% | |
| XYZ |
Block, Inc.
Technology
|
Reduced | 3,838 | $291,688 | 2.86% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 1,895 | $265,224 | 2.60% | |
| NVS |
Novartis AG
Healthcare
|
Held | 1,550 | $242,916 | 2.38% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 582 | $241,896 | 2.37% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
NEW | 1,970 | $220,147 | 2.16% |