JBGlobal.com Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$17.6M |
| 2 |
Vanguard Small-Cap Value ETF
VBR
|
+$9.58M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$4.83M |
| 4 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$1.84M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.58M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$16.7M |
| 2 |
PayPal
PYPL
|
+$335K |
| 3 |
VanEck Steel ETF
SLX
|
+$289K |
| 4 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
+$128K |
| 5 |
Citigroup
C
|
+$101K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.85% |
| 2 | Consumer Discretionary | 1.89% |
| 3 | Communication Services | 1.69% |
| 4 | Financials | 0.97% |
| 5 | Healthcare | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Citigroup
C
$222B
| $239K | 0.24% |
2,105
-886
| -30% | -$101K |
|
27
Novartis
NVS
$295B
| $237K | 0.23% |
1,550
| – | – |
|
|
28
PayPal
PYPL
$49.5B
| – | – |
-5,735
| Closed | -$335K |
|
|
29
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
| – | – |
-562,709
| Closed | -$16.7M |
|
|
30
VanEck Steel ETF
SLX
$166M
| – | – |
-3,410
| Closed | -$289K |
|
Similar funds
JBGlobal.com's Q1 2026 Portfolio in Review
As of Q1 2026, JBGlobal.com held 30 positions worth $102M, up 28% from $79.4M the previous quarter. Its ten largest holdings account for 93% of the portfolio.
JBGlobal.com deployed $23M of net new capital in Q1 2026, opening 11 new positions and adding to 7 existing holdings. Its largest new stake was Schwab US Large-Cap Value ETF: 563,413 shares worth $17.2M.
By sector, the portfolio is most concentrated in Technology at 3.9% of assets, down from 5.6% a quarter earlier, followed by Consumer Discretionary and Communication Services.
On the sell side, the largest reduction was WisdomTree Japan Hedged Equity Fund, an estimated $128K trimmed.
- JBGlobal.com's largest Q1 2026 buy was Schwab US Large-Cap Value ETF: 563,413 shares worth $17.2M.
- JBGlobal.com added most to Vanguard Short-Term Corporate Bond ETF in Q1 2026, an estimated $930K increase.
- JBGlobal.com's biggest Q1 2026 reduction was WisdomTree Japan Hedged Equity Fund, cutting an estimated $128K.
- JBGlobal.com fully exited Schwab US Large-Cap Growth ETF in Q1 2026, selling an estimated $16.7M.
- JBGlobal.com's ten largest holdings make up 93% of its $102M portfolio in Q1 2026.
- JBGlobal.com opened 11 new positions and closed 3 in Q1 2026.
- JBGlobal.com's portfolio value rose 28% quarter-over-quarter to $102M.
Based on JBGlobal.com's 13F filing for Q1 2026, filed 7 Apr 2026.