Passive Capital Management, LLC.

CIK

1958250

City

BALTIMORE

State / Country

MD

Stock

JBGS — JBG SMITH Properties

Top Portfolio Positions

31 positions · $20,810,822 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
JBGS	JBG SMITH Properties Real Estate	220,639	$3,223,535	15.49%
AAPL	Apple Inc. Technology	7,850	$1,992,251	9.57%
QQQ	Invesco Qqq Trust, Series 1	3,276	$1,890,841	9.09%
CDP	Copt Defense Properties Real Estate	42,921	$1,313,382	6.31%
SPY	Spdr S&P 500 ETF Trust	1,773	$1,153,052	5.54%
AUB	Atlantic Union Bankshares Corp Financial Services	29,123	$1,040,856	5.00%
MSFT	Microsoft Corp Technology	2,201	$814,744	3.92%
LLY	ELI LILLY & Co Healthcare	730	$671,432	3.23%
MA	Mastercard Inc Financial Services	1,177	$588,099	2.83%
MCD	Mcdonalds Corp Consumer Cyclical	1,867	$580,244	2.79%

Portfolio Trend

18 quarters · across all stocks

Holdings in JBGS

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,223,535	220,639	+969.4%	Shares	Sole	2026-05-14
2025-12-31	$350,950	20,632	+106.3%	Shares	Sole	2026-02-05
2024-06-30	$152,300	10,000	-50.0%	Shares	Sole	2024-09-25
2024-03-31	$321,000	20,000	-81.5%	Shares	Sole	2024-09-25
2023-12-31	$1,836,382	107,959	+18.7%	Shares	Sole	2024-09-25
2023-09-30	$1,315,267	90,959	-12.5%	Shares	Sole	2024-09-25
2023-06-30	$1,563,543	103,959	+6.1%	Shares	Sole	2024-09-25
2023-03-31	$1,475,262	97,959	0.0%	Shares	Sole	2023-07-28
2022-12-31	$1,859,261	97,959	0.0%	Shares	Sole	2023-07-28
2022-09-30	$1,820,078	97,959	-9.3%	Shares	Sole	2023-07-28
2022-06-30	$2,552,150	107,959	+0.6%	Shares	Sole	2023-07-28
2022-03-31	$3,134,838	107,284	+0.6%	Shares	Sole	2023-07-28
2021-12-31	$3,063,127	106,692	—	Shares	Sole	2023-07-28
No 13F history on record for this holder in this stock.