JBSS

2nd Quarter 2026 4-S Report

I. Snapshot My Implied Share Price: $34.43 My Current Holdings Symbol Price Weight Cash 1.00 25.12% PETS 1.98 12.59% AII 19.27 8.11% IIPR 63.36 2.84% WEYS 39.49 2.83% ZM 87.15 2.57% PINS 22.07 2.07% MED 10.96 2.07% UPWK 9.16 1.99% EXE 90.72 1.95% USNA 21.51 1.91% BBBY 5.83 1.85% FVRR 10.81 1.84% MKL 1979.65 1.77% […]

2nd Quarter 2026 4-S Report Read More »

Updates, Holdings, Allocation, Rebalancing, and 4-S Report Related

October 2025 – 3-S Report

PART I. Snapshot My Implied Share Price: $31.15 My Current Holdings Symbol Price Weight CASH 1.00 30.97% MOV 19.59 8.27% PETS 2.62 6.31% Options 1.00 4.54% AII 22.73 4.42% IIPR 56.46 3.91% TGT 89.03 3.38% INTC 36.83 3.11% MED 13.99 3.10% CROX 84.89 2.65% UG 7.755 2.42% CNC 38.70 1.96% LNC 41.09 1.94% VZ 43.67

October 2025 – 3-S Report Read More »

Updates, Holdings, Allocation, Rebalancing, and 4-S Report Related