SA
Sjbenen Advisory, LLC
13F filer · CIK 0001813225Reported Aug 11, 2026
Net buyer this quarter
13F portfolio value$176MU.S. long equity reported on 13F
Positions133 new · 0 closed
Net flow last quarter+$15.4MBuys minus sells
Top 10 positions weight55.8%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 11, 202613 positions | |||||
| $64.2M | 36.36% | Not reported | +37.3% | Q4 2025 | |
| $7.93M | 4.49% | 0.02% | -11.6% | Q4 2025 | |
| $7.41M | 4.20% | 0.02% | -22.3% | Q4 2025 | |
| $5.92M | 3.35% | 0.00% | Not reported | Q4 2025 | |
| $3.82M | 2.17% | 0.00% | Not reported | Q4 2025 | |
| $3.34M | 1.89% | 0.00% | -1.2% | Q4 2025 | |
| $3.21M | 1.82% | 0.00% | Not reported | Q4 2025 | |
| $1.57M | 0.89% | Not reported | -3.1% | Q4 2025 | |
| $553K | 0.31% | 0.00% | New | Q2 2026 | |
| $545K | 0.31% | 0.00% | Not reported | Q1 2026 | |
| $310K | 0.18% | Not reported | Not reported | Q4 2025 | |
| $251K | 0.14% | 0.00% | New | Q2 2026 | |
| $57.8K | 0.03% | 0.03% | Not reported | Q4 2025 | |
| Q1 2026Reported Apr 13, 202610 positions | |||||
| $40.7M | 34.00% | Not reported | -32.4% | Q4 2025 | |
| $11M | 9.16% | 0.02% | -4.7% | Q4 2025 | |
| $9.94M | 8.29% | 0.02% | -5.0% | Q4 2025 | |
| $4.88M | 4.07% | 0.00% | -0.2% | Q4 2025 | |
| $4.3M | 3.59% | 0.00% | Not reported | Q4 2025 | |
| $3.01M | 2.51% | 0.00% | Not reported | Q4 2025 | |
| $2.85M | 2.38% | 0.00% | +6.4% | Q4 2025 | |
| $1.55M | 1.29% | Not reported | +191.1% | Q4 2025 | |
| $545K | 0.45% | 0.00% | New | Q1 2026 | |
| $32K | 0.03% | 0.04% | Not reported | Q4 2025 | |
| Q4 2025Reported Jan 14, 202610 positions | |||||
| $14.9M | 13.89% | 0.02% | New | Q4 2025 | |
| $13.5M | 12.64% | 0.02% | New | Q4 2025 | |
| $12.9M | 12.03% | Not reported | New | Q4 2025 | |
| $5.23M | 4.88% | 0.00% | New | Q4 2025 | |
| $5.23M | 4.88% | 0.00% | New | Q4 2025 | |
| $2.94M | 2.74% | 0.00% | New | Q4 2025 | |
| $559K | 0.52% | Not reported | New | Q4 2025 | |
| $450K | 0.42% | 0.00% | New | Q4 2025 | |
| $284K | 0.26% | Not reported | New | Q4 2025 | |
| $40.7K | 0.04% | 0.05% | New | Q4 2025 | |
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