JL
JBGlobal.com LLC SEC 13F Filing (Q2 2026) — Holdings & Portfolio
JBGlobal.com LLCCIK: 0002051348
Momentum followerSector-focusedQuality / disciplined sizing
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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Personality snowflake
- Concentration
- 52.48
- Portfolio Stability
- 13.68
- Momentum
- 100
- Sector conviction
- 77.4
- Diversification
- 64
- Sizing Uniformity
- 81.83
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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNew 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
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | 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 |
Portfolio Performance
Performance for Q3 2026
+2.5%
Performance Last 4 Quarters
+16.3%
- Stdev
- +6.4%
- Beta
- +0.39
- Alpha
- +6.6%
- Max Drawdown
- -3.1%
- Annualized Perf
- +14.9%
- Batting Avg vs S&P
- +50%
- Sortino
- +4.52
- Stutzer
- +0.62
- Treynor
- +0.36
- Sterling
- +1.14
- Calmar
- +4.87
- Information Ratio
- -0.55
- Tracking Error
- +8.9%
- Stdev Down
- +3.1%
- Winning Months %
- +83.3%
- Losing Months %
- +16.7%
- Best 12 Months
- +20.7%
- Worst 12 Months
- +14.2%
- Efficiency Ratio
- +0.68
- Sharpe
- +2.2
- Stdev Sectors
- +12.3%
- Skewness
- -0.71
- Kurtosis
- -0.02
- Upside Potential
- +5.85
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
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 |
Filing History
FAQ
What is JBGlobal.com LLC and what type of investor is it?
JBGlobal.com LLC 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 $114.3M, spread across 32 disclosed positions.
What are JBGlobal.com LLC's largest equity positions?
Based on the latest 13F filing, JBGlobal.com LLC's top holdings by market value are:
1. Vanguard S/t CORP Bond ETF (VCSH) — $24.1M (21.1%)
2. Ishares 1-5y Inv Grade CORP (IGSB) — $20.1M (17.6%)
3. Schwab US Large-cap Value (SCHV) — $19.3M (16.9%)
4. Wisdomtree Japan Hedged Eq (DXJ) — $12.9M (11.3%)
5. Vanguard Small-cap Value ETF (VBR) — $10.3M (9.0%)
What changes did JBGlobal.com LLC make in its most recent portfolio filing?
In the latest reported quarter, JBGlobal.com LLC made 25 notable position adjustments: 6 new positions were initiated, 4 existing holdings were added to, 14 positions were partially reduced, and 1 were completely exited. The largest of these moves: 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)
What sectors does JBGlobal.com LLC focus on?
JBGlobal.com LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 39.3%
• Consumer Discretionary: 22.4%
• Communication Services: 20.1%
• Financials: 9.5%
• Health Care: 4.8%
• Industrials: 3.9%
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
JBGlobal.com LLC returned an annualized 14.9% over the trailing 18 months — outperforming the S&P 500 by 6.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.39 (less volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding, with 39.3% of the portfolio concentrated in Information Technology.
It has added to its DXJ position over the past two quarters (+$1.7M, now $12.9M), while trimming LOW over the same stretch (-$130.6K, still holding $647.9K).
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Developer Access
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REST API
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