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Jbglobal.Com LLC Top Holdings and 13F Report (2026)

About Jbglobal.Com LLC

Investment Activity

  • Jbglobal.Com LLC has $101.54 million in total holdings as of March 31, 2026.
  • Jbglobal.Com LLC owns shares of 27 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 38.78% of the portfolio was purchased this quarter.
  • About 17.26% of the portfolio was sold this quarter.
  • This quarter, Jbglobal.Com LLC has purchased 19 new stocks and bought additional shares in 7 stocks.
  • Jbglobal.Com LLC sold shares of 3 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

808524409 - Schwab U.S. Large-Cap Value ETF
$17,184,093 Holding
922908611 - Vanguard Small-Cap Value ETF
$9,314,254 Holding
92206C870 - Vanguard Intermediate-Term Corporate Bond ETF
$4,773,848 Holding
81369Y308 - Consumer Staples Select Sector SPDR Fund
$1,791,263 Holding
02079K305 - Alphabet
$1,448,419 Holding

Largest Purchases this Quarter

Schwab U.S. Large-Cap Value ETF
563,413 shares (about $17.18M)
Vanguard Small-Cap Value ETF
42,873 shares (about $9.31M)
Consumer Staples Select Sector SPDR Fund
21,850 shares (about $1.79M)
Alphabet
5,037 shares (about $1.45M)

Largest Sales this Quarter

WisdomTree Japan Hedged Equity Fund
813 shares (about $128.93K)
Citigroup
886 shares (about $100.47K)
BLOCK INC
170 shares (about $10.23K)

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
$24,399,254$925,558 â–²3.9%307,79924.0%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$20,148,476$431,571 â–²2.2%383,34219.8%Manufacturing
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$17,184,093$17,184,093 â–²New Holding563,41316.9%ETF
WisdomTree Japan Hedged Equity Fund stock logo
DXJ
WisdomTree Japan Hedged Equity Fund
$12,230,719$128,926 â–¼-1.0%77,12612.0%Finance
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$9,314,254$9,314,254 â–²New Holding42,8739.2%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$4,773,848$4,773,848 â–²New Holding57,6904.7%ETF
Apple Inc. stock logo
AAPL
Apple
$2,181,3400.0%8,5952.1%Computer and Technology
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$1,791,263$1,791,263 â–²New Holding21,8501.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,448,419$1,448,419 â–²New Holding5,0371.4%Computer and Technology
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$1,219,229$1,219,229 â–²New Holding15,5001.2%Manufacturing
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$763,065$236 â–²0.0%3,2290.8%Retail/Wholesale
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$750,491$750,491 â–²New Holding8,1780.7%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$637,910$637,910 â–²New Holding12,9210.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$576,7000.0%2,7690.6%Retail/Wholesale
Paychex, Inc. stock logo
PAYX
Paychex
$554,892$737 â–²0.1%6,0240.5%Computer and Technology
Capital One Financial Corporation stock logo
COF
Capital One Financial
$371,620$371,620 â–²New Holding2,0370.4%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$370,9010.0%7740.4%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$362,648$203 â–²0.1%1,7850.4%Computer and Technology
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$330,0060.0%13,1480.3%ETF
Starbucks Corporation stock logo
SBUX
Starbucks
$324,046$269 â–²0.1%3,6170.3%Retail/Wholesale
BLOCK INC
$279,115$10,231 â–¼-3.5%4,6380.3%CL A
Microsoft Corporation stock logo
MSFT
Microsoft
$270,9640.0%7320.3%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$263,911$263,911 â–²New Holding9200.3%Computer and Technology
FISERV INC
$263,209$8,147 â–²3.2%4,7170.3%COM
ETSY INC
$256,747$256,747 â–²New Holding5,1370.3%COM
Citigroup Inc. stock logo
C
Citigroup
$238,704$100,471 â–¼-29.6%2,1050.2%Financial Services
Novartis AG stock logo
NVS
Novartis
$236,7630.0%1,5500.2%Medical
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$0$16,661,812 â–¼-100.0%00.0%ETF
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$0$334,838 â–¼-100.0%00.0%Business Services
VanEck Steel ETF stock logo
SLX
VanEck Steel ETF
$0$289,373 â–¼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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