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Jbglobal.Com LLC Top Holdings and 13F Report (2025)

About Jbglobal.Com LLC

Investment Activity

  • Jbglobal.Com LLC has $96.22 million in total holdings as of June 30, 2025.
  • Jbglobal.Com LLC owns shares of 28 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 18.70% of the portfolio was purchased this quarter.
  • About 21.14% of the portfolio was sold this quarter.
  • This quarter, Jbglobal.Com LLC has purchased 32 new stocks and bought additional shares in 7 stocks.
  • Jbglobal.Com LLC sold shares of 13 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

14040H105 - Capital One Financial
$432,574 Holding
66987V109 - Novartis
$204,386 Holding

Largest Purchases this Quarter

Vanguard Short-Term Corporate Bond ETF
10,196 shares (about $810.58K)
Capital One Financial
2,033 shares (about $432.57K)
Novartis
1,689 shares (about $204.39K)
BLOCK INC
2,250 shares (about $152.84K)

Largest Sales this Quarter

Vanguard Intermediate-Term Corporate Bond ETF
140,592 shares (about $11.66M)
Vanguard Small-Cap Value ETF
20,849 shares (about $4.07M)
WisdomTree Japan Hedged Equity Fund
4,283 shares (about $489.42K)
iShares MSCI Emerging Markets ex China ETF
6,871 shares (about $433.84K)
Etsy
6,577 shares (about $329.90K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofJbglobal.Com LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$20,903,752$810,583 4.0%262,94021.7%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$18,628,976$16,290,917 696.8%353,08919.4%Manufacturing
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$17,464,613$310,402 -1.7%631,17518.2%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$10,213,454$4,065,764 -28.5%52,37410.6%ETF
WisdomTree Japan Hedged Equity Fund stock logo
DXJ
WisdomTree Japan Hedged Equity Fund
$9,587,356$489,418 -4.9%83,90110.0%Finance
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$5,815,097$11,657,889 -66.7%70,1296.0%ETF
Apple Inc. stock logo
AAPL
Apple
$1,870,034$7,591 -0.4%9,1151.9%Computer and Technology
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$1,769,1950.0%21,8501.8%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$1,651,637$433,840 -20.8%26,1581.7%Manufacturing
Paychex, Inc. stock logo
PAYX
Paychex
$935,618$727 0.1%6,4321.0%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$715,457$444 0.1%3,2250.7%Retail/Wholesale
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$676,6730.0%12,9210.7%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$585,5520.0%2,6690.6%Retail/Wholesale
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$574,3750.0%1,8620.6%Computer and Technology
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$493,410$107,021 -17.8%6,6390.5%Business Services
Capital One Financial Corporation stock logo
COF
Capital One Financial
$432,574$432,574 New Holding2,0330.4%Finance
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$428,995$104,372 32.2%4,2500.4%Transportation
BLOCK INC
$406,153$152,842 60.3%5,9790.4%CL A
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$392,502$11,658 -2.9%8080.4%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$364,1040.0%7320.4%Computer and Technology
Paycom Software, Inc. stock logo
PAYC
Paycom Software
$352,654$3,702 -1.0%1,5240.4%Computer and Technology
Starbucks Corporation stock logo
SBUX
Starbucks
$330,606$275 0.1%3,6080.3%Retail/Wholesale
Etsy, Inc. stock logo
ETSY
Etsy
$314,002$329,903 -51.2%6,2600.3%Retail/Wholesale
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$313,3080.0%13,1480.3%ETF
Citigroup Inc. stock logo
C
Citigroup
$311,274$45,963 -12.9%3,6570.3%Finance
Kraft Heinz Company stock logo
KHC
Kraft Heinz
$246,465$234,872 -48.8%9,5460.3%Consumer Staples
Pfizer Inc. stock logo
PFE
Pfizer
$238,180$160,685 -40.3%9,8260.2%Medical
Novartis AG stock logo
NVS
Novartis
$204,386$204,386 New Holding1,6890.2%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$0$792,165 -100.0%00.0%Computer and Technology
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$0$507,612 -100.0%00.0%ETF
Discover Financial Services stock logo
DFS
Discover Financial Services
$0$340,740 -100.0%00.0%Finance
iShares MSCI Global Metals & Mining Producers ETF stock logo
PICK
iShares MSCI Global Metals & Mining Producers ETF
$0$329,845 -100.0%00.0%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$304,823 -100.0%00.0%Medical
VanEck Steel ETF stock logo
SLX
VanEck Steel ETF
$0$209,715 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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