Holdings
Glass Jacobson Investment Advisors llc
As of Jun 30, 2026, Glass Jacobson Investment Advisors llc reported 241 positions worth US$30.8M. Largest: Apple Inc, Nvidia Corporation and American Healthcare Reit, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 10,431 | US$3.02M | −674 | Jun 30, 2026 |
| Nvidia Corporation | 13,902 | US$2.78M | −1,060 | Jun 30, 2026 |
| American Healthcare Reit, Inc. | 39,355 | US$2.05M | −606 | Jun 30, 2026 |
| Microsoft Corp. | 4,220 | US$1.57M | −47 | Jun 30, 2026 |
| Broadcom Inc. | 3,542 | US$1.34M | +6 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,362 | US$844K | −38 | Jun 30, 2026 |
| Amazon.com, Inc. | 3,319 | US$791K | +20 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,497 | US$749K | −2 | Jun 30, 2026 |
| Vertiv Holdings, Llc | 2,221 | US$744K | +1 | Jun 30, 2026 |
| Micron Technology, Inc. | 607 | US$701K | −67 | Jun 30, 2026 |