$349 Million is the total value of JBJ Investment Partners, LLC's 47 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MLPA | New | GLOBAL X FDSglbl x mlp etf | $7,423,000 | – | 272,707 | +100.0% | 2.13% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $2,284,000 | – | 92,528 | +100.0% | 0.65% | – |
| MTN | New | VAIL RESORTS INC | $1,007,000 | – | 5,528 | +100.0% | 0.29% | – |
| NSC | New | NORFOLK SOUTHERN CORP | $879,000 | – | 5,009 | +100.0% | 0.25% | – |
| SYK | New | STRYKER CORPORATION | $716,000 | – | 3,976 | +100.0% | 0.20% | – |
| IPG | New | INTERPUBLIC GROUP COS INC | $692,000 | – | 40,338 | +100.0% | 0.20% | – |
| SYY | New | SYSCO CORP | $542,000 | – | 9,914 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 12 | Q4 2021 | 19.3% |
| SCHWAB STRATEGIC TR | 12 | Q4 2021 | 13.9% |
| SCHWAB STRATEGIC TR | 12 | Q4 2021 | 12.4% |
| SCHWAB STRATEGIC TR | 12 | Q4 2021 | 4.4% |
| VANGUARD INDEX FDS | 12 | Q4 2021 | 5.9% |
| MICROSOFT CORP | 12 | Q4 2021 | 1.0% |
| JPMORGAN CHASE & CO | 12 | Q4 2021 | 0.8% |
| APPLE INC | 12 | Q4 2021 | 0.5% |
| JOHNSON & JOHNSON | 12 | Q4 2021 | 0.5% |
| CISCO SYS INC | 12 | Q4 2021 | 0.5% |
View JBJ Investment Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-10-21 |
| 13F-HR | 2021-07-20 |
| 13F-HR | 2021-04-30 |
| 13F-HR | 2021-02-12 |
| 13F-HR | 2020-10-23 |
| 13F-HR | 2020-08-03 |
| 13F-HR | 2020-04-24 |
| 13F-HR | 2020-01-23 |
| 13F-HR | 2019-10-08 |
View JBJ Investment Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.