Institutional Fund
Jabodon Pt Co
Reno, NVCIK 15941675 filings on record
Portfolio Value
$860.3K
Q1 2026
Holdings
8
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+13.8%
from $755.8K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds29.9%
- Vanguard Scottsdale Fds20.8%
- Vanguard Tax-Managed Fds16.4%
- Invesco Exchange Traded Fd T12.0%
- Spdr S&P 500 ETF Tr10.8%
- Ishares Inc9.6%
Portfolio Holdings
8 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 430.5K | $257.3K | 29.9% | +107.9K | Added |
| 2 | Vanguard Scottsdale Fds | 1.63M | $179.3K | 20.8% | +174.7K | Added |
| 3 | Vanguard Tax-Managed Fds | 2.20M | $141.2K | 16.4% | +227.4K | Added |
| 4 | Invesco Exchange Traded Fd T | 536.6K | $103.0K | 12.0% | +100.5K | Added |
| 5 | Spdr S&P 500 ETF Tr | 143.2K | $93.1K | 10.8% | +409 | Added |
| 6 | Ishares Inc | 1.18M | $82.6K | 9.6% | +122.4K | Added |
| 7 | Harris Oakmark ETF Trust | 91.7K | $2.5K | 0.3% | +91.7K | New |
| 8 | Ishares Tr | 11.7K | $1.3K | 0.2% | +11.7K | New |