13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002051348
Total reported value
$114.3M
$114.3M
19 檔
64.4%
At the close of Q4 2025, JBGlobal.com LLC disclosed equity holdings valued at approximately $114.3M, spread across 19 reported holdings.
In Q4 2025, JBGlobal.com LLC adopted a defensive or profit-taking posture, trimming 8 positions and completely liquidating 14 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VCSH, IGSB, SCHG) accounted for 64.4% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 29.72% | -2.95% | +4.86% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 24.97% | -2.26% | +1.24% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 20.98% | — | — | |
| 4 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 14.15% | -0.72% | -3.28% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.94% | +0.03% | -5.72% | |
| 6 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.98% | -0.18% | +0.06% | |
| 7 | PAYX | Paychex Inc | Stock-Tech | 0.85% | -0.05% | -3.79% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | +0.01% | +3.75% | |
| 9 | ADP | Automatic Data Processing | Stock-Tech | 0.58% | -0.02% | -2.46% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | -0.03% | -0.90% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | +0.21% | — | |
| 12 | C | Citigroup Inc | Stock-Financials | 0.44% | -0.01% | -18.21% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.43% | +0.01% | — | |
| 14 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.42% | — | -11.73% | |
| 15 | XYZ | Block Inc | Stock-Financials | 0.39% | -0.01% | -17.59% | |
| 16 | FISV | Fiserv Inc | Stock-Other | 0.39% | -0.26% | EXIT | |
| 17 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.38% | — | +0.08% | |
| 18 | SLX | Vaneck Steel ETF | ETF-Other | 0.36% | +0.28% | NEW | |
| 19 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.27% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | +6.7% | +4.86% | Add |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | +5% | +1.24% | Add |
| 3 | DXJ | Wisdomtree Japan Hedged Eq | +3.6% | -3.28% | Trim |
| 4 | AAPL | Apple Inc | +0.6% | -5.72% | Trim |
| 5 | AMZN | Amazon.com Inc | +0.2% | +3.75% | Add |
| 6 | LOW | Lowe's Cos Inc | +0.2% | +0.06% | Add |
| 7 | SCHB | Schwab US Broad Market ETF | +0.1% | — | Unchanged |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.90% | Trim |
| 9 | SBUX | Starbucks CORP | +0.1% | +0.08% | Add |
| 10 | MSFT | Microsoft CORP | +0.1% | — | Unchanged |
| 11 | C | Citigroup Inc | +0.1% | -18.21% | Trim |
| 12 | PAYX | Paychex Inc | 0% | -3.79% | Trim |
| 13 | ADP | Automatic Data Processing | 0% | -2.46% | Trim |
| 14 | PYPL | Paypal Holdings Inc | 0% | -11.73% | Trim |
| 15 | XYZ | Block Inc | 0% | -17.59% | Trim |
| 16 | SCHV | Schwab US Large-cap Value | — | EXIT | Sold out |
| 17 | SCHG | Schwab US Large-cap Growth | — | NEW | New buy |
| 18 | VBR | Vanguard Small-cap Value ETF | — | EXIT | Sold out |
| 19 | VCIT | Vanguard Int-term Corporate | — | EXIT | Sold out |
| 20 | XLP | Ss Consumer Staples Sel Sect | — | EXIT | Sold out |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | — | EXIT | Sold out |
| 22 | XLF | Ss Financial Select Sector | — | EXIT | Sold out |
| 23 | COF | Capital One Financial CORP | — | EXIT | Sold out |
| 24 | ETSY | Etsy Inc | — | EXIT | Sold out |
| 25 | FISV | Fiserv Inc | — | NEW | New buy |
| 26 | PAYC | Paycom Software Inc | — | EXIT | Sold out |
| 27 | SLX | Vaneck Steel ETF | — | NEW | New buy |
| 28 | PFE | Pfizer Inc | — | EXIT | Sold out |
| 29 | KHC | Kraft Heinz Co/the | — | EXIT | Sold out |
| 30 | UPS | United Parcel Service-cl B | — | EXIT | Sold out |
| 31 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 32 | HD | Home Depot Inc | — | EXIT | Sold out |
| 33 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, JBGlobal.com LLC reported a total U.S. public equity portfolio value of $114.3M across 19 disclosed positions in Q4 2025.
During Q4 2025, JBGlobal.com LLC's top holdings by market value included VCSH (29.7%)、IGSB (25.0%)、SCHG (21.0%). The largest single position, VCSH, represented 29.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
SCHG
市值: $16.7M
Top Position Liquidated / Trimmed
SCHV
前期市值: $17.1M
In Q4 2025, JBGlobal.com LLC made 31 total portfolio adjustments, initiating 4 new buys, adding to 5 positions, trimming 8 holdings, and fully liquidating 14 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.