JBGlobal.com LLC holds a concentrated book of 32 stocks worth $114.3M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened VANECK ETF TRUST and trimmed VANGUARD SCOTTSDALE FDS. Their largest long position is VANGUARD SCOTTSDALE FDS at 21% of the equity book. Cloning the disclosed picks since 2025 would be +76% (+47.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2051348/holdings"
Use Arkolith to show JBGlobal.com LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +85.2%, a 9.2-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning JBGlobal.com LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $24.1M | 305.0K | 21.1% | ▼−0.9% Reduced · −3K sh | |
| 2 | Ishares TR ISHS 1-5YR INVS | $20.1M | 383.6K | 17.6% | ▲+0.1% Added · +273 sh | |
| 3 | Schwab Strategic TR US LCAP VA ETF | $19.3M | 555.3K | 16.9% | ▼−1.4% Reduced · −8K sh | |
| 4 | Wisdomtree TR JAPN HEDGE EQT | $12.9M | 74.6K | 11.3% | ▼−3.3% Reduced · −3K sh | |
| 5 | Vanguard Index FDS SM CP VAL ETF | $10.3M | 42.3K | 9.0% | ▼−1.4% Reduced · −623 sh | |
| 6 | Vaneck ETF Trust JP MRGAN EM LOC | $6.5M | 255.5K | 5.7% | ▲New New position | |
| 7 | Vanguard Scottsdale FDS INT-TERM CORP | $4.7M | 56.4K | 4.1% | ▼−2.3% Reduced · −1K sh | |
| 8 | Apple Inc COM | $2.5M | 8.6K | 2.2% | —Held | |
| 9 | Select Sector SPDR TR ST STR STAPL ETF | $1.8M | 21.9K | 1.6% | —Held | |
| 10 | Alphabet Inc CAP STK CL A | $1.7M | 4.8K | 1.5% | ▼−4.5% Reduced · −229 sh | |
| 11 | Ishares Inc MSCI EMRG CHN | $1.5M | 14.8K | 1.3% | ▼−4.3% Reduced · −665 sh | |
| 12 | Select Sector SPDR TR ST STR FINL ETF | $693K | 12.9K | 0.6% | —Held | |
| 13 | Amazon Com Inc COM | $660K | 2.8K | 0.6% | —Held | |
| 14 | Lowes Cos Inc COM | $648K | 2.9K | 0.6% | ▼−9.0% Reduced · −291 sh | |
| 15 | Vaneck ETF Trust GOLD MINERS ETF | $596K | 7.9K | 0.5% | ▼−3.5% Reduced · −285 sh | |
| 16 | Paychex Inc COM | $572K | 5.8K | 0.5% | ▼−3.4% Reduced · −207 sh | |
| 17 | Microsoft Corp COM | $547K | 1.5K | 0.5% | ▲+100% Added · +733 sh | |
| 18 | Ishares Inc MSCI GBL ETF NEW | $535K | 9.2K | 0.5% | ▲New New position | |
| 19 | Capital One Finl Corp COM | $409K | 2.0K | 0.4% | ▲+0.1% Added · +2 sh | |
| 20 | Emerson Elec Co COM | $393K | 2.7K | 0.3% | ▲New New position | |
| 21 | Berkshire Hathaway Inc Del CL B NEW | $387K | 774 | 0.3% | —Held | |
| 22 | Automatic Data Processing In COM | $383K | 1.7K | 0.3% | ▼−4.1% Reduced · −74 sh | |
| 23 | Schwab Strategic TR US BRD MKT ETF | $381K | 13.1K | 0.3% | —Held | |
| 24 | Etsy Inc COM | $377K | 5.0K | 0.3% | ▼−2.5% Reduced · −130 sh | |
| 25 | Starbucks Corp COM | $370K | 3.6K | 0.3% | ▲+0.1% Added · +3 sh | |
| 26 | Alphabet Inc CAP STK CL C | $325K | 920 | 0.3% | —Held | |
| 27 | Vaneck ETF Trust STEEL ETF | $318K | 3.2K | 0.3% | ▲New New position | |
| 28 | Block Inc CL A | $292K | 3.8K | 0.3% | ▼−17% Reduced · −800 sh | |
| 29 | Citigroup Inc COM NEW | $265K | 1.9K | 0.2% | ▼−10.0% Reduced · −210 sh | |
| 30 | Novartis AG SPONSORED ADR | $243K | 1.6K | 0.2% | —Held | |
| 31 | Unitedhealth Group Inc COM | $242K | 582 | 0.2% | ▲New New position | |
| 32 | Ebay Inc. COM | $220K | 2.0K | 0.2% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 32 | $114.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 7, 2026 | 27 | $101.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 6, 2026 | 19 | $79.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 6, 2025 | 29 | $98.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 3, 2025 | 28 | $96.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 32 | $96.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 31 | $94.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.