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JABODON PT CO

100 WEST LIBERTY STREET, FLOOR 10, RENO, NV 89501 • (312) 447-6000

Q4 2025 · Filed 2026-02-11
Market Value
$756M
+796088.4%
Holdings
7
+5
New Purchases
5
Added To
1
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
85.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VOO 26.77% 0.00% +26.77% $202M
VONG 23.51% 0.00% +23.51% $178M
VEA 16.34% 0.00% +16.34% $123M
RSP 11.05% 0.00% +11.05% $84M
IEMG 9.45% 0.00% +9.45% $71M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 12.88% 99.92% -87.04% $97M
APTMW 0.00% 0.08% -0.08% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $423M 56.0%
Large Cap 3 $333M 44.0%
Micro Cap 1 $0 0.0%

Portfolio Analytics

Avg Market Cap
$425.2B
Median Market Cap
$153.3B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.86
# Stocks
1
# ETFs / Funds
6

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 26.77% 322,647 $202M $627.13 +322,647 NEW
2 VONG 23.51% 1,459,482 $178M $121.75 +1,459,482 NEW
3 VEA 16.34% 1,976,178 $123M $62.47 +1,976,178 NEW
4 SPY 12.88% 142,750 $97M $681.92 $97M +382 +0.3%
5 RSP 11.05% 436,069 $84M $191.56 +436,069 NEW
6 IEMG 9.45% 1,061,996 $71M $67.22 +1,061,996 NEW
7 APTMW —% -$78 -333,333 -100.0% SOLD

New Positions

SymbolValue% Port
VOO $202M 26.77%
VONG $178M 23.51%
VEA $123M 16.34%
RSP $84M 11.05%
IEMG $71M 9.45%

Sold Out Positions

SymbolValue% Port
APTMW —%
View SEC EDGAR Filings for JABODON PT CO →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms