JBGlobal.com LLC 13F Portfolio

CIK 2051348 Filing since Q4 2024 Q3 2026 filed Oct 9, 2026
Holdings as of Sep 30, 2026, from the 13F filed Oct 9, 2026.

Portfolio Snapshot

19 positions · Q3 2026

JBGlobal.com LLC reported 19 positions worth $10.94M for the quarter ended Sep 30, 2026, up 3.8% on the prior quarter. It opened 1 new position, added to 2, trimmed 11 and exited 0. Its largest holding is Apple Inc. at 25.9% of the portfolio.

Portfolio Value
$10.94M
+3.8% QoQ · +13.5% YoY
Positions
19
1 new · 0 sold out
Top 10 Concentration
77.2%
of portfolio value
Largest Position
AAPL 25.9%
Apple Inc.
Net Buying
+$36.92K
$443.06K bought · $406.14K sold
Turnover
3.8%
of the portfolio traded
Top Sector
Technology
65% of value
Track Record
8
quarters on file since Q4 2024

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

7 sectors
64.96%
Technology
Technology64.96%
Consumer Discretionary13.9%
Financial Services7.1%
Consumer Staples4.05%
Healthcare3.97%
Industrials3.89%
Other2.12%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyConsumer DiscretionaryFinancial ServicesConsumer StaplesHealthcareIndustrialsOther

Largest Buys

Q3 2026
Holding Change Change % Trade Value Weight
CLX Clorox Co +5,466 – $442.76K 4.05%
COF Capital One Financial Corp +1 +0.0% $193.08 3.6%
EBAY Ebay Inc +1 +0.1% $106.03 1.91%

Largest Sells

Q3 2026
Holding Change Change % Trade Value Weight
MSFT Microsoft Corp -371 -25.3% $190.35K 5.13%
GOOGL Alphabet Inc. -135 -2.8% $46.45K 14.7%
LOW Lowes Companies Inc -252 -8.6% $46.44K 4.53%
ETSY Etsy Inc -625 -12.5% $44.68K 2.86%
AAPL Apple Inc. -99 -1.2% $32.97K 25.86%
ADP Automatic Data Processing Inc -59 -3.4% $15.23K 3.9%
C Citigroup Inc -105 -5.5% $13.60K 2.12%
XYZ Block, Inc. -104 -2.7% $7.65K 2.51%
SBUX Starbucks Corp -48 -1.3% $4.51K 3.07%
BRK-B Berkshire Hathaway Inc -5 -0.6% $2.49K 3.5%

New Positions

Q3 2026
Holding Shares Trade Value Weight
CLX Clorox Co +5,466 $442.76K 4.05%

Closed Positions

Q3 2026

No positions were closed this quarter.

Holdings · Q3 2026

19 Positions

As ofSep 30, 2026
Value$10.94M
Top 1077.2%
Avg position$575.72K
# Activity
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Showing 1–15 of 19 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at JBGlobal.com.

About JBGlobal.com LLC’s 13F Portfolio

What are JBGlobal.com LLC’s largest holdings?

As of its Q3 2026 13F filing, JBGlobal.com LLC’s five largest positions were Apple Inc. (AAPL) at 25.9%, Alphabet Inc. (GOOGL) at 14.7%, Amazon Com Inc (AMZN) at 6.3%, Paychex Inc (PAYX) at 5.2%, Microsoft Corp (MSFT) at 5.1% of the reported portfolio.

How much is JBGlobal.com LLC’s portfolio worth?

JBGlobal.com LLC reported a 13F portfolio worth $10.94M across 19 positions for Q3 2026. That is up 3.8% from the previous quarter.

What did JBGlobal.com LLC buy in Q3 2026?

Its largest purchases by value were Clorox Co ($442.76K), Capital One Financial Corp ($193.08), Ebay Inc ($106.03). It opened 1 new positions.

What did JBGlobal.com LLC sell in Q3 2026?

Its largest sales by value were Microsoft Corp ($190.35K), Alphabet Inc. ($46.45K), Lowes Companies Inc ($46.44K). It exited 0 positions entirely.

Where does this data come from?

From the Form 13F-HR reports JBGlobal.com LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

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by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.