JBGlobal.com LLC
•CIK: 2051348•Filing: Q4 2025
**JBGlobal.com LLC** manages $79M across a concentrated portfolio of 19 positions. The fund exhibits significant overweight exposure to VCSH ($23.6M) and IGSB ($19.8M), suggesting a focus on specific sector or thematic opportunities. Further notable allocations include SCHG ($16.7M) and DXJ ($11.2M), indicating a tactical approach to growth and market indices. The top holdings represent a disciplined deployment of capital into established, high-conviction names.
Total AUM
$79.4M
QoQ Performance
-19.1%
Positions
18
Top 10 Concentration
96.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VCSH
IGSB
SCHG
DXJ
VCSH29.7%
IGSB25.0%
SCHG21.0%
DXJ14.1%
AAPL2.9%
LOW1.0%
PAYX0.8%
AMZN0.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other94.0%
Technology3.4%
Consumer2.2%
Financial0.5%
🚪 Exited Positionssold since Q3 2025
+9 more exited positions
Changes from Q3 2025
NEW4 new positions
↑5 increased
↓8 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024