BJ
Broadhurst Jeffrey B 13F Holdings Tracker (Q2 2026)
Broadhurst Jeffrey BCIK: 0002114882
Sector-focusedContrarianHigh-turnover trader
Total reported value
$47.0M
Reporting period: 2026-06-30 · Number of holdings: 92
Broadhurst Jeffrey B disclosed 92 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $47.0M and a quarterly turnover rate of 73.1%.
Browse other institutions with under $100M AUMBrowse other institutions starting with "B"
Personality snowflake
- Concentration
- 54.03
- Portfolio Stability
- 73.08
- Momentum
- 0
- Sector conviction
- 100
- Diversification
- 46
- Sizing Uniformity
- 85.16
Broadhurst Jeffrey B's disclosed holdings carry a Herfindahl concentration index of 0.135 — mathematically equivalent to about 7 equally-sized positions, well below its 92 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.48), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 4% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd DFAC
-10.3% $242.2K
Add DFUS
-38.9% -$4.7M
Add DFAT
-11.8% -$64.5K
Sold out DFSD
Sold out DFIP
Trim DFSU
-71.9% -$4.7M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 23 holdings (of 92 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 24.09% | +7.67% | -38.87% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 21.75% | +11.52% | -10.27% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 10.25% | +5.24% | -11.84% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 10.25% | +0.83% | -54.72% | |
| 5 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 4.69% | -2.40% | -71.92% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.57% | +0.62% | -46.28% | |
| 7 | GMED | Globus Medical Inc - A | Stock-Healthcare | 3.34% | +1.30% | -13.95% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 3.19% | +0.47% | -44.81% | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.94% | +1.60% | -5.00% | |
| 10 | DFAI | Dimensional International Co | ETF-Other | 2.30% | -1.81% | -74.59% | |
| 11 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 1.97% | -0.41% | -60.44% | |
| 12 | DFIS | Dimensional International Sm | ETF-Other | 1.85% | -1.43% | -73.81% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.45% | -0.75% | -73.28% | |
| 14 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.23% | -0.96% | -73.10% | |
| 15 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.16% | -0.46% | -68.82% | |
| 16 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 1.10% | +1.10% | NEW | |
| 17 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 1.07% | -0.27% | -69.61% | |
| 18 | SNPS | Synopsys Inc | Stock-Tech | 0.98% | +0.56% | -0.86% | |
| 19 | ETH | Grayscale Ethereum Staking M | ETF-Other | 0.90% | +0.47% | +31.96% | |
| 20 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.56% | +0.32% | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | +0.25% | -11.50% | |
| 22 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.46% | +0.46% | NEW | |
| 23 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.44% | -0.12% | -67.26% |
Portfolio Performance
Performance for Q3 2026
+2.6%
Performance Last 4 Quarters
+7.4%
- Stdev
- +14.1%
- Beta
- +0.74
- Alpha
- -3%
- Max Drawdown
- -0.2%
- Annualized Perf
- +15.3%
- Batting Avg vs S&P
- +50%
- Sortino
- +2.19
- Stutzer
- +0.34
- Treynor
- +0.21
- Sterling
- —
- Calmar
- +71.85
- Information Ratio
- -1.62
- Tracking Error
- +5.9%
- Stdev Down
- +6.9%
- Winning Months %
- +50%
- Losing Months %
- +50%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.42
- Sharpe
- +1.07
- Stdev Sectors
- +27.2%
- Skewness
- -0.01
- Kurtosis
- -0.51
- Upside Potential
- +3.67
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Broadhurst Jeffrey B's most significant position changes for 2026-06-30: Sold out: Dimensional Short Duration (DFSD); Sold out: Dimensional Inflation-protec (DFIP); Sold out: Dimensional Core Fixed Inc (DFCF); Sold out: Dimensional Int Sus Cor1 ETF (DFSI); Sold out: Dimensional Global Credit (DGCB).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +11.5% | -10.27% | Trim |
| 2 | DFUS | Dimensional US Eq Mkt ETF | +7.7% | -38.87% | Trim |
| 3 | DFAT | Dimensional US Target Value | +5.2% | -11.84% | Trim |
| 4 | DFSV | Dimensional US Small Cap Val | +1.6% | -5.00% | Trim |
| 5 | GMED | Globus Medical Inc - A | +1.3% | -13.95% | Trim |
| 6 | BTC | Grayscale Bitcoin Mini ETF | +1.1% | NEW | New buy |
| 7 | DFAS | Dimensional US Small Cap ETF | +0.8% | -54.72% | Trim |
| 8 | DFAX | Dimensional World Ex US Core | +0.6% | -46.28% | Trim |
| 9 | SNPS | Synopsys Inc | +0.6% | -0.86% | Trim |
| 10 | DFIV | Dimensional International Va | +0.5% | -44.81% | Trim |
| 11 | ETH | Grayscale Ethereum Staking M | +0.5% | +31.96% | Add |
| 12 | DFUV | Dimensional US Marketwide Va | +0.5% | NEW | New buy |
| 13 | DCOR | Dimensional US Core Eq 1 ETF | +0.3% | — | Unchanged |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | -11.50% | Trim |
| 15 | ASPI | Asp Isotopes Inc | -0.1% | EXIT | Sold out |
| 16 | DFEM | Dimensional Emrg Mrkt Core | -0.1% | -67.26% | Trim |
| 17 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | EXIT | Sold out |
| 18 | DEHP | Dimensional Emrg Mrk Hi Prof | -0.3% | -69.61% | Trim |
| 19 | DISV | Dimensional International Sm | -0.3% | EXIT | Sold out |
| 20 | AMZN | Amazon.com Inc | -0.3% | EXIT | Sold out |
| 21 | DFGR | Dim Global Real Estate ETF | -0.3% | EXIT | Sold out |
| 22 | FBTC | Fidelity Wise Origin Bitcoin | -0.4% | EXIT | Sold out |
| 23 | AAPL | Apple Inc | -0.4% | EXIT | Sold out |
| 24 | DFSB | Dim Glb Sustain Fix Inc ETF | -0.4% | -60.44% | Trim |
| 25 | DFAR | Dimensional US Real Est ETF | -0.5% | -68.82% | Trim |
| 26 | DFAU | Dimensional US Core Equity M | -0.6% | EXIT | Sold out |
| 27 | ARKB | Ark 21shares Bitcoin ETF | -0.6% | EXIT | Sold out |
| 28 | IBIT | Ishares Bitcoin Trust ETF | -0.7% | EXIT | Sold out |
| 29 | DFAE | Dimensional Emerging Core Eq | -0.8% | -73.28% | Trim |
| 30 | BITB | Bitwise Bitcoin ETF | -0.9% | EXIT | Sold out |
| 31 | DFNM | Dimensional National Muni Bd | -1% | -73.10% | Trim |
| 32 | DFSE | Dimensional Em Sus Core1 ETF | -1% | EXIT | Sold out |
| 33 | DUHP | Dimensional US High Profi Et | -1.4% | EXIT | Sold out |
| 34 | DFIS | Dimensional International Sm | -1.4% | -73.81% | Trim |
| 35 | DFAI | Dimensional International Co | -1.8% | -74.59% | Trim |
| 36 | DUSB | Dimension Ultrashort Fi ETF | -2.1% | EXIT | Sold out |
| 37 | DGCB | Dimensional Global Credit | -2.1% | EXIT | Sold out |
| 38 | DFGX | Dimsnl Intr Cf In Etf-usd In | -2.1% | EXIT | Sold out |
| 39 | DFSI | Dimensional Int Sus Cor1 ETF | -2.3% | EXIT | Sold out |
| 40 | DFCF | Dimensional Core Fixed Inc | -2.4% | EXIT | Sold out |
| 41 | DFSU | Dimensional US Sus Core1 ETF | -2.4% | -71.92% | Trim |
| 42 | DFIP | Dimensional Inflation-protec | -2.8% | EXIT | Sold out |
| 43 | DFSD | Dimensional Short Duration | -3% | EXIT | Sold out |
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Broadhurst Jeffrey B and what type of investor is it?
Broadhurst Jeffrey B is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $47.0M, spread across 92 disclosed positions.
What are Broadhurst Jeffrey B's largest equity positions?
Based on the latest 13F filing, Broadhurst Jeffrey B's top holdings by market value are:
1. Dimensional US Eq Mkt ETF (DFUS) — $11.3M (24.1%)
2. Dimensional US Core Equity 2 (DFAC) — $10.2M (21.8%)
3. Dimensional US Target Value (DFAT) — $4.8M (10.3%)
4. Dimensional US Small Cap ETF (DFAS) — $4.8M (10.3%)
5. Dimensional US Sus Core1 ETF (DFSU) — $2.2M (4.7%)
What changes did Broadhurst Jeffrey B make in its most recent portfolio filing?
In the latest reported quarter, Broadhurst Jeffrey B made 42 notable position adjustments: 2 new positions were initiated, 1 existing holdings were added to, 19 positions were partially reduced, and 20 were completely exited. The largest of these moves: Sold out: Dimensional Short Duration (DFSD); Sold out: Dimensional Inflation-protec (DFIP); Sold out: Dimensional Core Fixed Inc (DFCF); Sold out: Dimensional Int Sus Cor1 ETF (DFSI); Sold out: Dimensional Global Credit (DGCB)
What sectors does Broadhurst Jeffrey B focus on?
Broadhurst Jeffrey B is concentrated in the following sectors based on its current disclosed equity portfolio:
• Health Care: 77.2%
• Information Technology: 22.8%
Investment Profile
Broadhurst Jeffrey B returned an annualized 15.3% over the trailing 6 months — underperforming the S&P 500 by 3.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.74 (less volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is moderately concentrated and fast-trading, with 77.2% of the portfolio concentrated in Health Care.
Its turnover score has risen from 0 to 73 over the past 2 quarters — a shift toward more active trading.
It has added to its DFSV position over the past two quarters (+$148.3K, now $1.4M), while trimming DFUS over the same stretch (-$4.9M, still holding $11.3M).
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