JBGlobal.com
Latest statistics and disclosures from JBGlobal.com's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VCSH, IGSB, SCHG, DXJ, AAPL, and represent 92.76% of JBGlobal.com's stock portfolio.
- Added to shares of these 9 stocks: SCHG (+$17M), VCSH, FI, SLX, IGSB, NVS, AMZN, LOW, SBUX.
- Started 4 new stock positions in SLX, FI, NVS, SCHG.
- Reduced shares in these 10 stocks: SCHV (-$17M), VBR (-$9.7M), , , EMXC, , , ETSY, DXJ, PAYC.
- Sold out of its positions in COF, ETSY, HD, EMXC, KHC, PAYC, PFE, SCHV, XLP, XLF. UPS, UNH, VCIT, VBR.
- JBGlobal.com was a net seller of stock by $-20M.
- JBGlobal.com has $79M in assets under management (AUM), dropping by -19.09%.
- Central Index Key (CIK): 0002051348
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Portfolio Holdings for JBGlobal.com
JBGlobal.com holds 19 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 29.7 | $24M | +4% | 296k | 79.73 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 25.0 | $20M | 375k | 52.88 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 21.0 | $17M | NEW | 563k | 29.61 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 14.1 | $11M | -3% | 78k | 144.16 |
|
| Apple (AAPL) | 2.9 | $2.3M | -5% | 8.6k | 271.85 |
|
| Lowe's Companies (LOW) | 1.0 | $779k | 3.2k | 241.16 |
|
|
| Paychex (PAYX) | 0.8 | $675k | -3% | 6.0k | 112.18 |
|
| Amazon (AMZN) | 0.8 | $639k | +3% | 2.8k | 230.82 |
|
| Automatic Data Processing (ADP) | 0.6 | $459k | -2% | 1.8k | 257.22 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $389k | 774.00 | 502.65 |
|
|
| Microsoft Corporation (MSFT) | 0.4 | $354k | 732.00 | 483.62 |
|
|
| Citigroup Com New (C) | 0.4 | $349k | -18% | 3.0k | 116.67 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.4 | $345k | 13k | 26.23 |
|
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| Paypal Holdings (PYPL) | 0.4 | $335k | -11% | 5.7k | 58.38 |
|
| Block Cl A (XYZ) | 0.4 | $313k | -17% | 4.8k | 65.09 |
|
| Fiserv (FI) | 0.4 | $307k | NEW | 4.6k | 67.17 |
|
| Starbucks Corporation (SBUX) | 0.4 | $304k | 3.6k | 84.21 |
|
|
| Vaneck Etf Trust Steel Etf (SLX) | 0.4 | $289k | NEW | 3.4k | 84.86 |
|
| Novartis Sponsored Adr (NVS) | 0.3 | $214k | NEW | 1.6k | 137.87 |
|
Past Filings by JBGlobal.com
SEC 13F filings are viewable for JBGlobal.com going back to 2024
- JBGlobal.com 2025 Q4 filed Jan. 6, 2026
- JBGlobal.com 2025 Q3 filed Oct. 6, 2025
- JBGlobal.com 2025 Q2 filed July 3, 2025
- JBGlobal.com 2025 Q1 filed April 10, 2025
- JBGlobal.com 2024 Q4 filed Jan. 17, 2025