SJBENEN ADVISORY, LLC
Long book
$119.7M
Q1 2026
Positions
23
Top-10 weight
87%
concentration
Last quarter
+7.9%
SPY +14.8%
Turnover
23%
of book per quarter
Strategy in plain words
auto-generated from filingsSJBENEN ADVISORY, LLC is a wealth-management firm allocating client money, specialised in financials (68% of the long book), running a $119.7M US long book across 23 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: SS SPDR S&P 500 ETF TRUST-US, ISHARES BITCOIN TRUST ETF, COINBASE GLOBAL INC -CLASS A, ISHARES 20+ YEAR TREASURY BD, ISHARES CORE S&P TOTAL U.S..
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
-10.1%
Q1 2026
+7.9%
Sector allocation
Financials 54%
Technology 33%
Industrials 11%
Other 1%
Healthcare 0%
Long book by quarter
What does SJBENEN ADVISORY, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| COIN COINBASE GLOBAL INC -CLASS A | Financials | 56.9K | $9.9M | 8.3% | -5.0% |
| AAPL APPLE INC | Technology | 19.2K | $4.9M | 4.1% | -0.2% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 29.4K | $4.3M | 3.6% | Held |
| TSLA TESLA INC | Industrials | 8.1K | $3.0M | 2.5% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 9.7K | $2.9M | 2.4% | +6.4% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 3.2K | $1.6M | 1.3% | +191.1% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 5.8K | $545K | 0.5% | New |
| BAC 7.25 PERP L BANK OF AMERICA CORP | — | 264 | $315K | 0.3% | Held |
| NRXP NRX PHARMACEUTICALS INC | Healthcare | 15.0K | $32K | 0.0% | Held |