Broadhurst Jeffrey B

CIK

2114882

Location

WEST POINT, PA

Portfolio Value

Micro $46,999,556

Diversification

Highly concentrated

Filing Date

Global Rank

#8,621 / 8,827 ▼ 416

Top Industry

Medical Devices 77.2%

3Y Alpha vs SPY

-7.9%

Period ended 4 months ago

Filed Aug 12, 2026 · 3mo

3 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, never from the firm's own description.

Style

Concentrated

The top 10 positions are 100.0% 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 99.1%; sector active share 82.8% 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

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

Top Position

93.2%

−0.1 pts

Top 5

99.5%

+1.9 pts

Top 10

100.0%

+0.5 pts

HHI

8,702

Highly concentrated−17

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	95.7%	$44,970,028	21
Healthcare	3.3%	$1,567,400	1
Technology	1.0%	$462,128	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
ETH	Grayscale Ethereum Staking Mini ETF	+6,782	28,000	$420,840
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
DFSU	Dimensional US Sustainability Core 1 ETF	−121,013	47,237	$2,202,658
DFUS	Dimensional U.S. Equity Market ETF	−87,849	138,160	$11,320,823
DFAI	Dimensional International Core Equity Market ETF	−76,770	26,150	$1,078,686
DFAS	Dimensional U.S. Small Cap ETF	−70,700	58,515	$4,818,119
DFIS	Dimensional International Small Cap ETF	−70,091	24,870	$871,196
DFAE	Dimensional Emerging Core Equity Market ETF	−46,460	16,940	$681,156
DFAR	Dimensional US Real Estate ETF	−45,919	20,800	$544,128
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	−39,209	45,515	$1,676,770
DFNM	Dimensional National Municipal Bond ETF	−32,616	12,000	$580,020
DFSB	Dimensional Global Sustainability Fixed Income ETF	−27,119	17,750	$924,952
DEHP	Dimensional Emerging Markets High Profitability ETF	−26,845	11,718	$501,178
DFAC	Dimensional U.S. Core Equity 2 ETF	−26,383	230,443	$10,222,444
DFIV	Dimensional International Value ETF	−22,505	27,717	$1,497,271
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	−10,555	5,138	$208,808
DFAT	Dimensional U.S. Targeted Value ETF	−9,259	68,950	$4,819,602
GMED	Globus Medical Inc	−3,215	19,838	$1,567,400
DFSV	Dimensional US Small Cap Value ETF	−1,871	35,573	$1,379,876
SPY	Spdr S&P 500 ETF Trust	−39	300	$224,031
SNPS	Synopsys Inc	−9	1,036	$462,128
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
BTC	Grayscale Bitcoin Mini Trust ETF	20,000	$519,000
DFUV	Dimensional U.S. Marketwide Value ETF	3,929	$216,134
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
DFSD	Dimensional Short-Duration Fixed Income ETF	60,932	$2,917,424
DFIP	Dimensional Inflation-Protected Securities Portfolio ETF	65,967	$2,752,143
DFCF	Dimensional Core Fixed Income ETF	54,690	$2,309,011
DFSI	Dimensional International Sustainability Core 1 ETF	52,794	$2,238,465
DGCB	Dimensional Global Credit ETF	37,708	$2,041,322
DFGX	Dimensional International Core Fixed Income ETF	38,825	$2,036,410
DUSB	Dimensional Ultrashort Fixed Income ETF	39,410	$1,998,481
DUHP	Dimensional US High Profitability ETF	35,785	$1,315,456
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	22,999	$974,467
BITB	Bitwise Bitcoin ETF	23,567	$867,501
IBIT	iShares Bitcoin Trust ETF	18,268	$701,856
ARKB	Ark 21Shares Bitcoin ETF	26,592	$598,054
DFAU	Dimensional US Core Equity Market ETF	13,030	$587,913
AAPL	Apple Inc.	1,473	$373,832
FBTC	Fidelity Wise Origin Bitcoin Fund	6,183	$364,982
DFGR	Dimensional Global Real Estate ETF	12,335	$327,864
AMZN	Amazon Com Inc	1,288	$268,251
DISV	Dimensional International Small Cap Value ETF	6,783	$267,521
TSM	Taiwan Semiconductor Manufacturing Co Ltd	715	$241,634
ASPI	ASP Isotopes Inc.	10,000	$44,200
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

23 tracked positions · $46,999,556 total · filing declares 92 positions · $46,999,450 · as of Jun 30, 2026

All sectors Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
DFUS	Dimensional U.S. Equity Market ETF	Reduced	138,160	-87,849	$11,320,823	−29.4%	3	before history	24.09%
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	230,443	-26,383	$10,222,444	+2.4%	3	before history	21.75%
DFAT	Dimensional U.S. Targeted Value ETF	Reduced	68,950	-9,259	$4,819,602	−1.3%	3	before history	10.25%
DFAS	Dimensional U.S. Small Cap ETF	Reduced	58,515	-70,700	$4,818,119	−47.6%	3	before history	10.25%
DFSU	Dimensional US Sustainability Core 1 ETF	Reduced	47,237	-121,013	$2,202,658	−68.1%	3	before history	4.69%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Reduced	45,515	-39,209	$1,676,770	−41.7%	3	before history	3.57%
GMED	Globus Medical Inc Healthcare	Reduced	19,838	-3,215	$1,567,400	−21.1%	3	before history	3.33%
DFIV	Dimensional International Value ETF	Reduced	27,717	-22,505	$1,497,271	−43.5%	3	before history	3.19%
DFSV	Dimensional US Small Cap Value ETF	Reduced	35,573	-1,871	$1,379,876	+5.2%	3	before history	2.94%
DFAI	Dimensional International Core Equity Market ETF	Reduced	26,150	-76,770	$1,078,686	−73.1%	3	before history	2.30%
DFSB	Dimensional Global Sustainability Fixed Income ETF	Reduced	17,750	-27,119	$924,952	−60.2%	3	before history	1.97%
DFIS	Dimensional International Small Cap ETF	Reduced	24,870	-70,091	$871,196	−72.8%	3	before history	1.85%
DFAE	Dimensional Emerging Core Equity Market ETF	Reduced	16,940	-46,460	$681,156	−68.3%	3	before history	1.45%
DFNM	Dimensional National Municipal Bond ETF	Reduced	12,000	-32,616	$580,020	−72.9%	3	before history	1.23%
DFAR	Dimensional US Real Estate ETF	Reduced	20,800	-45,919	$544,128	−65.5%	3	before history	1.16%
BTC	Grayscale Bitcoin Mini Trust ETF	NEW	20,000	NEW	$519,000	NEW	1	$31.75	1.10%
DEHP	Dimensional Emerging Markets High Profitability ETF	Reduced	11,718	-26,845	$501,178	−61.5%	3	before history	1.07%
SNPS	Synopsys Inc Technology	Reduced	1,036	-9	$462,128	+11.5%	3	before history	0.98%
ETH	Grayscale Ethereum Staking Mini ETF	Added	28,000	+6,782	$420,840	−0.1%	3	before history	0.90%
DCOR	Dimensional ETF Trust	Held	3,200	0	$262,336	+13.7%	3	before history	0.56%
SPY	Spdr S&P 500 ETF Trust	Reduced	300	-39	$224,031	+1.6%	3	before history	0.48%
DFUV	Dimensional U.S. Marketwide Value ETF	NEW	3,929	NEW	$216,134	NEW	1	$52.51	0.46%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Reduced	5,138	-10,555	$208,808	−61.5%	3	before history	0.44%

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.