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JBGlobal.com LLC Portfolio
$113M across 35 positions as of 2026-09-30, with 88% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
-0.8%
-15.3% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
2 of 7
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -2.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +5.5% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -4.0% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +0.3% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +2.9% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +2.4% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -0.9% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VCSHVanguard Short-Term Corporate Bond ETF | $22.2M | 19.7% | 287,976 |
| IGSBISHARES TR | $21.2M | 18.8% | 414,710 |
| SCHVSchwab U.S. Large-Cap Value ETF | $18.2M | 16.1% | 546,341 |
| WISDOMTREE TR | $13.3M | 11.8% | 73,842 |
| VBRVanguard Small-Cap Value ETF | $9.3M | 8.2% | 40,255 |
| EBNDSPDR Bloomberg Emerging Markets Local Bond ETF | $3.9M | 3.5% | 191,427 |
| EMLCVanEck J. P. Morgan EM Local Currency Bond ET | $3.6M | 3.2% | 145,241 |
| AAPLApple Inc | $2.8M | 2.5% | 8,496 |
| IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF | $2.2M | 2.0% | 43,811 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $2.2M | 1.9% | 28,120 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $1.8M | 1.6% | 21,850 |
| GOOGLAlphabet Inc | $1.6M | 1.4% | 4,673 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $1.4M | 1.2% | 13,700 |
| GDXVanEck Gold Miners ETF | $691.2K | 0.6% | 7,873 |
| XLFState Street Financial Select Sector SPDR ETF | $690K | 0.6% | 12,921 |
| AMZNAmazon.com Inc | $689.9K | 0.6% | 2,769 |
| PAYXPaychex Inc | $571.2K | 0.5% | 5,799 |
| MSFTMicrosoft Corp | $561.3K | 0.5% | 1,094 |
| PICKiShares MSCI Global Select Metals & Mining Producers Fund | $551.2K | 0.5% | 9,193 |
| LOWLowe's Companies Inc | $495K | 0.4% | 2,686 |
| CLXClorox Co | $442.8K | 0.4% | 5,466 |
| ADPAutomatic Data Processing Inc | $426.4K | 0.4% | 1,652 |
| EMREmerson Electric Co | $425.9K | 0.4% | 2,746 |
| COFCapital One Financial Corp | $393.9K | 0.3% | 2,040 |
| SCHBSchwab U.S. Broad Market ETF | $385.4K | 0.3% | 13,148 |
| BRK.BBerkshire Hathaway Inc | $382.9K | 0.3% | 769 |
| SBUXStarbucks Corp | $335.7K | 0.3% | 3,572 |
| VANECK ETF TRUST | $330.8K | 0.3% | 3,235 |
| GOOGAlphabet Inc | $313.5K | 0.3% | 920 |
| ETSYETSY Inc | $313.3K | 0.3% | 4,382 |
| XYZBlock Inc | $274.6K | 0.2% | 3,734 |
| CCitigroup Inc | $231.8K | 0.2% | 1,790 |
| NVSNovartis AG | $221K | 0.2% | 1,550 |
| UNHUnitedHealth Group Inc | $213.6K | 0.2% | 582 |
| EBAYeBay Inc | $209K | 0.2% | 1,971 |
Quarter ending 2026-09-30.
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