SJBENEN ADVISORY, LLC: 13F holdings
CIK 18132252026Q2
| Positions | 31 |
|---|
| Reported value | $176.5m |
|---|
| Filed | 2026-08-11 |
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Change since last quarter
| Positions | 31 (+7 vs prior quarter) |
|---|
| Reported value | $176.5m (+47.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 86,012 | $64.2m | 36.4% |
| ITOT ISHARES TR | 107,979 | $17.7m | 10.0% |
| VTI VANGUARD INDEX FDS | 47,687 | $17.6m | 10.0% |
| TLT ISHARES TR | 179,700 | $15.5m | 8.8% |
| COIN COINBASE GLOBAL INC | 50,300 | $7.9m | 4.5% |
| IBIT ISHARES BITCOIN TRUST ETF | 222,000 | $7.4m | 4.2% |
| AAPL APPLE INC | 19,221 | $5.9m | 3.4% |
| PLTR PALANTIR TECHNOLOGIES INC | 29,426 | $3.8m | 2.2% |
| TSLA TESLA INC | 8,000 | $3.3m | 1.9% |
| LTPZ PIMCO ETF TR | 66,474 | $3.3m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1813225")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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