Arkolith/Funds/JBGlobal.com LLC

JBGlobal.com LLC

CIK 2051348
Holdings as of Jun 30, 2026·disclosed Jul 7, 2026·~7-day 13F lag·13F-HR
Active Filer

JBGlobal.com LLC holds a concentrated book of 32 reported positions worth $114.3M as of Q2 2026 (disclosed Jul 7, 2026, a ~7-day 13F lag). This quarter they opened Vaneck JPM Em Local Curr BND and trimmed Vanguard S/T Corp Bond ETF. Their largest long position is Vanguard S/T Corp Bond ETF at 21% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
76%
Top 10 holdings
91%
Top 20 holdings
97%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

9% mapped to company sectors

No sector on file yet
91%
Information Technology
5%
Consumer Discretionary
1%
Industrials
1%
Financials
1%

+1 sector below the cut, under 0.5% together

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as JBGlobal.com LLC

Manager / fundShared namesTheir $ in those
Hoffman, Alan N Investment Management5 / 32$149.9M
9823 Capital, L.P.3 / 32$107.8M
Josh Arnold Investment Consultant, LLC3 / 32$111.0M
Prospect Hill Management, LLC4 / 32$179.6M
United American Securities Inc. (d/b/a UAS Asset Management)5 / 32$321.9M
H&H International Investment, LLC5 / 32$13.3B
Independent Investors Inc10 / 32$339.6M
Li Lu4 / 32$2.4B

Ranked by the share of each fund's own book sitting in the names it shares with JBGlobal.com LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

32 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Scottsdale FDS
SHRT TRM CORP BD
$24.1M305.0K
21.1%
−0.9%
Reduced · −3K sh
2Ishares TR
ISHS 1-5YR INVS
$20.1M383.6K
17.6%
+0.1%
Added · +273 sh
3Schwab Strategic TR
US LCAP VA ETF
$19.3M555.3K
16.9%
−1.4%
Reduced · −8K sh
4Wisdomtree TR
JAPN HEDGE EQT
$12.9M74.6K
11.3%
−3.3%
Reduced · −3K sh
5Vanguard Index FDS
SM CP VAL ETF
$10.3M42.3K
9.0%
−1.4%
Reduced · −623 sh
6Vaneck ETF Trust
JP MRGAN EM LOC
$6.5M255.5K
5.7%
New
New position
7Vanguard Scottsdale FDS
INT-TERM CORP
$4.7M56.4K
4.1%
−2.3%
Reduced · −1K sh
8Apple Inc
COM
$2.5M8.6K
2.2%
Held
9Select Sector SPDR TR
ST STR STAPL ETF
$1.8M21.9K
1.6%
Held
10Alphabet Inc
CAP STK CL A
$1.7M4.8K
1.5%
−4.5%
Reduced · −229 sh
11Ishares Inc
MSCI EMRG CHN
$1.5M14.8K
1.3%
−4.3%
Reduced · −665 sh
12Select Sector SPDR TR
ST STR FINL ETF
$693K12.9K
0.6%
Held
13Amazon Com Inc
COM
$660K2.8K
0.6%
Held
14Lowes Cos Inc
COM
$648K2.9K
0.6%
−9.0%
Reduced · −291 sh
15Vaneck ETF Trust
GOLD MINERS ETF
$596K7.9K
0.5%
−3.5%
Reduced · −285 sh
16Paychex Inc
COM
$572K5.8K
0.5%
−3.4%
Reduced · −207 sh
17Microsoft Corp
COM
$547K1.5K
0.5%
+100%
Added · +733 sh
18Ishares Inc
MSCI GBL ETF NEW
$535K9.2K
0.5%
New
New position
19Capital One Finl Corp
COM
$409K2.0K
0.4%
+0.1%
Added · +2 sh
20Emerson Elec Co
COM
$393K2.7K
0.3%
New
New position
21Berkshire Hathaway Inc Del
CL B NEW
$387K774
0.3%
Held
22Automatic Data Processing In
COM
$383K1.7K
0.3%
−4.1%
Reduced · −74 sh
23Schwab Strategic TR
US BRD MKT ETF
$381K13.1K
0.3%
Held
24Etsy Inc
COM
$377K5.0K
0.3%
−2.5%
Reduced · −130 sh
25Starbucks Corp
COM
$370K3.6K
0.3%
+0.1%
Added · +3 sh
26Alphabet Inc
CAP STK CL C
$325K920
0.3%
Held
27Vaneck ETF Trust
STEEL ETF
$318K3.2K
0.3%
New
New position
28Block Inc
CL A
$292K3.8K
0.3%
−17%
Reduced · −800 sh
29Citigroup Inc
COM NEW
$265K1.9K
0.2%
−10.0%
Reduced · −210 sh
30Novartis AG
SPONSORED ADR
$243K1.6K
0.2%
Held
31Unitedhealth Group Inc
COM
$242K582
0.2%
New
New position
32Ebay Inc.
COM
$220K2.0K
0.2%
New
New position
Showing all 32 positions
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Filing history

As-of date vs the date the SEC received each filing

$114.3M · Q2 2026Q4 2024 · $94.7MQ2 2026 · $114.3M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 7, 20267d32$114.3M13F-HR
Q1 2026Mar 31, 2026Apr 7, 20267d27$101.5M13F-HR
Q4 2025Dec 31, 2025Jan 6, 20266d19$79.4M13F-HR
Q3 2025Sep 30, 2025Oct 6, 20256d29$98.2M13F-HR
Q2 2025Jun 30, 2025Jul 3, 20253d28$96.2M13F-HR
Q1 2025Mar 31, 2025Apr 10, 202510d32$96.2M13F-HR
Q4 2024Dec 31, 2024Jan 17, 202517d31$94.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.