2026 Q2 Portfolio Activity
In 2026 Q2, JBGlobal.com LLC maintained a portfolio of 33 distinct positions. The most significant new addition was VANECK ETF TRUST, now representing 5.71% of the total fund value. They heavily accumulated shares in MICROSOFT CORP, increasing the position by 100.1%.
Position History
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JBGlobal.com LLC
AUM $114M
Total Positions
33
Quarter
2026 Q2
Top Holding
VCSH (21.1%)
Top 10 Concentration
90.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-33 of 33
JBGlobal.com LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VCSH
VANGUARD SCOTTS...
|
ETF | 21.08% | 24.03% |
#1
Prev: #1
|
6.5 |
—
|
-2,803 | -0.9% |
P
S
|
304,996 | $24,103,851 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
IGSB
ISHARES TR
|
ETF | 17.58% | 19.84% |
#2
Prev: #2
|
6.0 |
—
|
273 | 0.1% |
P
S
|
383,615 | $20,105,271 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 16.91% | 16.92% |
#3
Prev: #3
|
5.5 |
—
|
-8,080 | -1.4% |
P
S
|
555,333 | $19,331,157 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
DXJ
WISDOMTREE TR
|
Unknown | 11.32% | 12.04% |
#4
Prev: #4
|
5.0 |
—
|
-2,516 | -3.3% |
P
S
|
74,610 | $12,946,253 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 8.98% | 9.17% |
#5
Prev: #5
|
4.6 |
—
|
-623 | -1.5% |
P
S
|
42,250 | $10,266,432 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
EMLC
VANECK ETF TRUS...
|
ETF | 5.71% | — |
#6
Prev: #—
|
5.8 |
—
|
255,469 | — |
NEW
|
255,469 | $6,529,787 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 4.08% | 4.70% |
#7
1
Prev: #6
|
2.1 |
—
|
-1,307 | -2.3% |
P
S
|
56,383 | $4,660,055 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
AAPL
APPLE INC
|
Technology | 2.18% | 2.15% |
#8
1
Prev: #7
|
1.9 |
—
|
no change | no change |
P
S
|
8,595 | $2,487,167 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
XLP
SELECT SECTOR S...
|
ETF | 1.59% | 1.76% |
#9
1
Prev: #8
|
1.6 |
—
|
no change | no change |
P
S
|
21,850 | $1,815,080 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.50% | 1.43% |
#10
1
Prev: #9
|
1.1 |
—
|
-229 | -4.5% |
P
S
|
4,808 | $1,718,233 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
EMXC
ISHARES INC
|
ETF | 1.33% | 1.20% |
#11
1
Prev: #10
|
1.0 |
—
|
-665 | -4.3% |
P
S
|
14,835 | $1,517,671 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
XLF
SELECT SECTOR S...
|
ETF | 0.61% | 0.63% |
#12
1
Prev: #13
|
1.2 |
—
|
no change | no change |
P
S
|
12,921 | $692,695 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.58% | 0.57% |
#13
1
Prev: #14
|
1.2 |
—
|
no change | no change |
P
S
|
2,769 | $659,963 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.57% | 0.75% |
#14
3
Prev: #11
|
0.7 |
—
|
-291 | -9.0% |
P
S
|
2,938 | $647,854 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
GDX
VANECK ETF TRUS...
|
ETF | 0.52% | 0.74% |
#15
3
Prev: #12
|
0.7 |
—
|
-285 | -3.5% |
P
S
|
7,893 | $595,523 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
PAYX
PAYCHEX INC
|
Technology | 0.50% | 0.55% |
#16
1
Prev: #15
|
0.7 |
—
|
-207 | -3.4% |
P
S
|
5,817 | $571,945 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.48% | 0.27% |
#17
5
Prev: #22
|
3.2 |
—
|
733 | 100.1% |
P
S
|
1,465 | $546,552 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
PICK
ISHARES INC
|
ETF | 0.47% | — |
#18
Prev: #—
|
3.7 |
—
|
9,193 | — |
NEW
|
9,193 | $534,573 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 0.36% | 0.37% |
#19
3
Prev: #16
|
0.6 |
—
|
2 | 0.1% |
P
S
|
2,039 | $408,998 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
EMR
EMERSON ELEC CO
|
Industrials | 0.34% | — |
#20
Prev: #—
|
3.6 |
—
|
2,746 | — |
NEW
|
2,746 | $393,090 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.34% | 0.37% |
#21
4
Prev: #17
|
1.1 |
—
|
no change | no change |
P
S
|
774 | $387,302 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.34% | 0.36% |
#22
4
Prev: #18
|
0.6 |
—
|
-74 | -4.1% |
P
S
|
1,711 | $383,199 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.33% | 0.32% |
#23
4
Prev: #19
|
1.1 |
—
|
no change | no change |
P
S
|
13,148 | $380,756 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
ETSY
ETSY INC
|
Consumer Cyclical | 0.33% | 0.25% |
#24
1
Prev: #25
|
0.6 |
—
|
-130 | -2.5% |
P
S
|
5,007 | $377,177 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
SBUX
STARBUCKS CORP
|
Consumer Cyclical | 0.32% | 0.32% |
#25
5
Prev: #20
|
0.6 |
—
|
3 | 0.1% |
P
S
|
3,620 | $369,901 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.28% | 0.26% |
#26
3
Prev: #23
|
1.1 |
—
|
no change | no change |
P
S
|
920 | $325,064 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
SLX
VANECK ETF TRUS...
|
ETF | 0.28% | — |
#27
Prev: #—
|
3.6 |
—
|
3,235 | — |
NEW
|
3,235 | $318,356 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
XYZ
BLOCK INC
|
Technology | 0.26% | 0.27% |
#28
7
Prev: #21
|
0.6 |
—
|
-800 | -17.2% |
P
S
|
3,838 | $291,688 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
C
CITIGROUP INC
|
Financial Services | 0.23% | 0.24% |
#29
3
Prev: #26
|
0.6 |
—
|
-210 | -10.0% |
P
S
|
1,895 | $265,219 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
NVS
NOVARTIS AG
|
Healthcare | 0.21% | 0.23% |
#30
3
Prev: #27
|
1.1 |
—
|
no change | no change |
P
S
|
1,550 | $242,916 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.21% | — |
#31
Prev: #—
|
3.6 |
—
|
582 | — |
NEW
|
582 | $241,897 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
EBAY
EBAY INC.
|
Consumer Cyclical | 0.19% | — |
#32
Prev: #—
|
3.6 |
—
|
1,970 | — |
NEW
|
1,970 | $220,146 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
FISV
FISERV INC
|
Unknown | 0.00% | 0.26% |
Sold All 😨
(Was: #24) |
0.0 |
—
|
-4,717 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 |
Showing 1-33 of 33 holdings