CIK: 0002051348
Total reported value
$114.3M
Reporting period: 2026-06-30 · Number of holdings: 32
JBGlobal.com LLC disclosed 32 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $114.3M and a quarterly turnover rate of 13.7%.
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JBGlobal.com LLC's disclosed holdings carry a Herfindahl concentration index of 0.131 — mathematically equivalent to about 8 equally-sized positions, well below its 32 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 1.82), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 4.0 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 9% 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.
New buy EMLC
Trim VCSH
-0.9% -$295.4K
Trim IGSB
+0.1% -$43.2K
Trim DXJ
-3.3% $715.5K
Trim VCIT
-2.3% -$113.8K
New buy PICK
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 21.08% | -2.95% | -0.91% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 17.58% | -2.26% | +0.07% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-Other | 16.91% | -0.01% | -1.43% | |
| 4 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 11.32% | -0.72% | -3.26% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 8.98% | -0.19% | -1.45% | |
| 6 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 5.71% | +5.71% | NEW | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.08% | -0.62% | -2.27% | |
| 8 | AAPL | Apple INC | Stock-Tech | 2.18% | +0.03% | — | |
| 9 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.59% | -0.17% | — | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | +0.07% | -4.55% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.33% | +0.13% | -4.29% | |
| 12 | XLF | Ss Financial Select Sector | ETF-Other | 0.61% | -0.02% | — | |
| 13 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.58% | +0.01% | — | |
| 14 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.57% | -0.18% | -9.01% | |
| 15 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.52% | -0.22% | -3.48% | |
| 16 | PAYX | Paychex INC | Stock-Tech | 0.50% | -0.05% | -3.44% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | +0.21% | +100.14% | |
| 18 | PICK | Ishares Msci Global Metals & | ETF-Other | 0.47% | +0.47% | NEW | |
| 19 | COF | Capital One Financial CORP | Stock-Financials | 0.36% | -0.01% | +0.10% | |
| 20 | EMR | Emerson Electric Co | Stock-Industrials | 0.34% | +0.34% | NEW | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.03% | — | |
| 22 | ADP | Automatic Data Processing | Stock-Tech | 0.34% | -0.02% | -4.15% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.33% | +0.01% | — | |
| 24 | ETSY | Etsy INC | Stock-Consumer Disc | 0.33% | +0.08% | -2.53% | |
| 25 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.32% | — | +0.08% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | +0.02% | — | |
| 27 | SLX | Vaneck Steel ETF | ETF-Other | 0.28% | +0.28% | NEW | |
| 28 | XYZ | Block INC | Stock-Financials | 0.26% | -0.01% | -17.25% | |
| 29 | C | Citigroup INC | Stock-Financials | 0.23% | -0.01% | -9.98% | |
| 30 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.21% | -0.02% | — | |
| 31 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.21% | +0.21% | NEW | |
| 32 | EBAY | Ebay INC | Stock-Consumer Disc | 0.19% | +0.19% | NEW |
Performance for Q3 2026
+3.3%
Performance Last 4 Quarters
+13.6%
Based on 70% of reported portfolio value with available pricing
JBGlobal.com LLC's most significant position changes for 2026-06-30: New buy: Vaneck JPM Em Local Curr Bnd (EMLC); New buy: Ishares Msci Global Metals & (PICK); New buy: Emerson Electric Co (EMR); New buy: Vaneck Steel ETF (SLX); Sold out: Fiserv INC (FISV).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EMLC | Vaneck JPM Em Local Curr Bnd | +5.7% | NEW | New buy |
| 2 | PICK | Ishares Msci Global Metals & | +0.5% | NEW | New buy |
| 3 | EMR | Emerson Electric Co | +0.3% | NEW | New buy |
| 4 | SLX | Vaneck Steel ETF | +0.3% | NEW | New buy |
| 5 | MSFT | Microsoft CORP | +0.2% | +100.14% | Add |
| 6 | UNH | Unitedhealth Group INC | +0.2% | NEW | New buy |
| 7 | EBAY | Ebay INC | +0.2% | NEW | New buy |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | -4.29% | Trim |
| 9 | ETSY | Etsy INC | +0.1% | -2.53% | Trim |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.55% | Trim |
| 11 | AAPL | Apple INC | 0% | — | Unchanged |
| 12 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 13 | AMZN | Amazon.com INC | 0% | — | Unchanged |
| 14 | SCHB | Schwab US Broad Market ETF | 0% | — | Unchanged |
| 15 | SBUX | Starbucks CORP | — | +0.08% | Add |
| 16 | SCHV | Schwab US Large-cap Value | 0% | -1.43% | Trim |
| 17 | COF | Capital One Financial CORP | 0% | +0.10% | Add |
| 18 | C | Citigroup INC | 0% | -9.98% | Trim |
| 19 | XYZ | Block INC | 0% | -17.25% | Trim |
| 20 | XLF | Ss Financial Select Sector | 0% | — | Unchanged |
| 21 | ADP | Automatic Data Processing | 0% | -4.15% | Trim |
| 22 | NVS | Novartis Ag-sponsored Adr | 0% | — | Unchanged |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 24 | PAYX | Paychex INC | -0.1% | -3.44% | Trim |
| 25 | XLP | Ss Consumer Staples Sel Sect | -0.2% | — | Unchanged |
| 26 | LOW | Lowe's Cos INC | -0.2% | -9.01% | Trim |
| 27 | VBR | Vanguard Small-cap Value ETF | -0.2% | -1.45% | Trim |
| 28 | GDX | Vaneck Gold Miners ETF | -0.2% | -3.48% | Trim |
| 29 | FISV | Fiserv INC | -0.3% | EXIT | Sold out |
| 30 | VCIT | Vanguard Int-term Corporate | -0.6% | -2.27% | Trim |
| 31 | DXJ | Wisdomtree Japan Hedged Eq | -0.7% | -3.26% | Trim |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | -2.3% | +0.07% | Add |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | -3% | -0.91% | Trim |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-06-30 | 2026-07-07 | 13F-HR | View on EDGAR |
| 2026-03-31 | 2026-04-07 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-06 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-06 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-03 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-10 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-17 | 13F-HR | View on EDGAR |
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