Jackson Brooke LLC
CIK
2125215
Location
LANSING, MI
Portfolio Value
Micro
$92,326,705
Diversification
Highly concentrated
Filing Date
Mar 31, 2026
Global Rank
#5,518
/ 8,232
Top Industry
Asset Management
100.0%
Period ended 2 months ago
Filed May 12, 2026 · 33d
Clone Performance
May 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+2.0%
SPY
+0.2%
Annualised alpha
—
Max drawdown
−6.1%
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
1 positions · as of Mar 31, 2026Top Position
100.0%
of portfolio value
Top 5
100.0%
of portfolio value
Top 10
100.0%
of portfolio value
HHI
10,000
Highly concentrated
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 100.0% | $92,326,705 |
1 positions ·
$92,326,705 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TPG |
TPG Inc.
Financial Services
|
First | 2,279,109 | $92,326,705 | 100.00% |