JB Capital LLC
JB Capital LLC is an asset management and investment advisory firm headquartered in Stamford, Connecticut. The firm was founded in 2021 and serves institutional and high-net-worth clients. JB Capital LLC specializes in providing customized investment solutions and focuses on disciplined portfolio management and risk control. The firm’s team consists of experienced financial professionals dedicated to delivering tailored investment strategies.
Investment Strategy
JB Capital LLC employs a diversified investment strategy focused on public and private markets. The firm aims to deliver risk-adjusted returns through strategic asset allocation and rigorous due diligence. JB Capital emphasizes long-term growth, capital preservation, and active portfolio management by leveraging a combination of fundamental research and quantitative analysis.
Top Holdings
Equity Positions (250)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 7.87% | $182.4M | 272,479 | $457.27 | $669.30 | +$26.4M |
D DYNF | BLACKROCK ETF TRUST | 7.17% | $166.3M | 2,809,823 | $48.13 | $59.20 | +$44.8M |
I IVW | ISHARES TR | 6.27% | $145.4M | 1,204,563 | $84.71 | $120.72 | +$13.1M |
Q QUAL | ISHARES TR | 5.77% | $133.8M | 687,705 | $141.15 | $194.50 | -$16.0M |
I IVE | ISHARES TR | 5.76% | $133.4M | 646,210 | $190.29 | $206.51 | +$17.7M |