Institutional Fund
Sjbenen Advisory, LLC
Chapel Hill, NCCIK 18132252 filings on record
Portfolio Value
$119.72M
Q1 2026
Holdings
23
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+23.4%
from $97.00M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr34.0%
- Ishares Bitcoin Trust ETF9.2%
- Coinbase Global Inc8.3%
- Ishares Tr8.1%
- Ishares Tr7.3%
- Vanguard Index Fds6.6%
- Other26.5%
Portfolio Holdings
23 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 62.7K | $40.74M | 34.0% | −30.0K | Reduced |
| 2 | Ishares Bitcoin Trust ETF | 285.6K | $10.97M | 9.2% | −14.2K | Reduced |
| 3 | Coinbase Global Inc | 56.9K | $9.94M | 8.3% | −3.0K | Reduced |
| 4 | Ishares Tr | 112.4K | $9.74M | 8.1% | +15.2K | Added |
| 5 | Ishares Tr | 61.5K | $8.76M | 7.3% | −47.6K | Reduced |
| 6 | Vanguard Index Fds | 24.6K | $7.88M | 6.6% | −23.6K | Reduced |
| 7 | Apple Inc | 19.2K | $4.88M | 4.1% | −34 | Reduced |
| 8 | Palantir Technologies Inc | 29.4K | $4.30M | 3.6% | 0 | Held |
| 9 | Ishares Tr | 35.3K | $3.55M | 3.0% | −7.9K | Reduced |
| 10 | Tesla Inc | 8.1K | $3.01M | 2.5% | 0 | Held |
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