Sjbenen Advisory, LLC reported 13 positions worth $43.22M for the quarter ended Sep 30, 2026, up 24.9% on the prior quarter. It opened 2 new positions, added to 4, trimmed 1 and exited 0. Its largest holding is iShares Bitcoin Trust ETF at 24.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ZM Zoom Communications, Inc. | +7,100 | – | $665.85K | 1.54% |
| GLD Spdr Gold Trust | +1,700 | +113.3% | $647.61K | 2.82% |
| JPM Jpmorgan Chase & Co | +1,661 | +17.1% | $552.85K | 8.75% |
| GOOGL Alphabet Inc. | +866 | – | $293.85K | 0.68% |
| AAPL Apple Inc. | +35 | +0.2% | $11.68K | 14.87% |
| BRK-B Berkshire Hathaway Inc | +22 | +0.7% | $11.04K | 3.67% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| COIN Coinbase Global, Inc. | -600 | -1.2% | $112.78K | 21.61% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IBIT iShares Bitcoin Trust ETF | Others | 222.0K | $10.66M | 24.65% | 0 | 0.0% | Unchanged | 0.02% |
| 2 | COIN Coinbase Global, Inc. | Technology | 49.7K | $9.34M | 21.61% | -600 | -1.2% | Reduced | 0.02% |
| 3 | AAPL Apple Inc. | Technology | 19.3K | $6.43M | 14.87% | +35 | +0.2% | Added | 0% |
| 4 | PLTR Palantir Technologies Inc. | Technology | 29.4K | $5.54M | 12.81% | 0 | 0.0% | Unchanged | 0% |
| 5 | JPM Jpmorgan Chase & Co | Financial Services | 11.4K | $3.78M | 8.75% | +1,661 | +17.1% | Added | 0% |
| 6 | TSLA Tesla, Inc. | Consumer Discretionary | 8,000 | $2.85M | 6.6% | 0 | 0.0% | Unchanged | 0% |
| 7 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,159 | $1.59M | 3.67% | +22 | +0.7% | Added | 0% |
| 8 | GLD Spdr Gold Trust | Financial Services | 3,200 | $1.22M | 2.82% | +1,700 | +113.3% | Added | 0% |
| 9 | ZM Zoom Communications, Inc. | Technology | 7,100 | $665.85K | 1.54% | +7,100 | – | New | 0% |
| 10 | SCHW Schwab Charles Corp | Financial Services | 5,800 | $568.35K | 1.31% | 0 | 0.0% | Unchanged | 0% |
| 11 | GOOGL Alphabet Inc. | Technology | 866 | $293.85K | 0.68% | +866 | – | New | 0% |
| 12 | CSCO Cisco Systems, Inc. | Technology | 2,231 | $250.24K | 0.579% | 0 | 0.0% | Unchanged | 0% |
| 13 | NRXP NRX Pharmaceuticals, Inc. | Healthcare | 15.0K | $41.98K | 0.097% | 0 | 0.0% | Unchanged | 0.03% |
Tip. Select a row to see that position’s full history at Sjbenen Advisory.
As of its Q3 2026 13F filing, Sjbenen Advisory, LLC’s five largest positions were iShares Bitcoin Trust ETF (IBIT) at 24.7%, Coinbase Global, Inc. (COIN) at 21.6%, Apple Inc. (AAPL) at 14.9%, Palantir Technologies Inc. (PLTR) at 12.8%, Jpmorgan Chase & Co (JPM) at 8.7% of the reported portfolio.
Sjbenen Advisory, LLC reported a 13F portfolio worth $43.22M across 13 positions for Q3 2026. That is up 24.9% from the previous quarter.
Its largest purchases by value were Zoom Communications, Inc. ($665.85K), Spdr Gold Trust ($647.61K), Jpmorgan Chase & Co ($552.85K). It opened 2 new positions.
Its largest sales by value were Coinbase Global, Inc. ($112.78K). It exited 0 positions entirely.
From the Form 13F-HR reports Sjbenen Advisory, 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.
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.