Broadhurst Jeffrey B
Long book
$97.6M
Q1 2026
Positions
41
Top-10 weight
64%
concentration
Last quarter
+9.8%
SPY +14.8%
Turnover
7%
of book per quarter
Strategy in plain words
auto-generated from filingsBroadhurst Jeffrey B is a wealth-management firm allocating client money, running a $97.6M US long book across 41 positions.
The portfolio is concentrated: the top 10 names carry 64% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: DIMENSIONAL US EQ MKT ETF, DIMENSIONAL US CORE EQUITY 2, DIMENSIONAL US SMALL CAP ETF, DIMENSIONAL US SUS CORE1 ETF, DIMENSIONAL US TARGET VALUE.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-1.0%
Q1 2026
+9.8%
Sector allocation
Healthcare 64%
Technology 26%
Consumer discretionary 9%
Other 1%