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Broadhurst Jeffrey B

First-quarter filer. This entity has filed one 13F so far (1 quarter). Position-level "NEW" / "SOLD" annotations and turnover comparisons require ≥2 quarters of history and will appear after the next filing. If this is a known corporate restructure (e.g. Vanguard Group → subsidiaries), prior history may live under a different CIK.
Q1 2026 · Filed 2026-05-14
Market Value
$98M
Holdings
41
New Purchases
41
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
64.3%
Turnover
100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $1M 1.1%
Large Cap 14 $57M 58.7%
Mid Cap 12 $21M 22.0%
Small Cap 11 $18M 18.1%

Portfolio Analytics

Avg Market Cap
$261.1B
Median Market Cap
$7.6B
Avg P/E
34.5
Median P/E
30.9
Avg Dividend Yield
0.00%
Avg Beta
1.15
# Stocks
6
# ETFs / Funds
35

Top Holdings (41 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DFUS 16.42% 226,009 $16M $70.91
2 DFAC 10.23% 256,826 $10M $38.86
3 DFAS 9.42% 129,215 $9M $71.13
4 DFSU 7.09% 168,250 $7M $41.09
5 DFAT 5.01% 78,209 $5M $62.45
6 DFAI 4.11% 102,920 $4M $38.96
7 DFIS 3.28% 94,961 $3M $33.67
8 DFSD 2.99% 60,932 $3M $47.88
9 DFAX 2.95% 84,724 $3M $33.97
10 DFIP 2.82% 65,967 $3M $41.72
11 DFIV 2.72% 50,222 $3M $52.78
12 DFSB 2.38% 44,869 $2M $51.74
13 DFCF 2.37% 54,690 $2M $42.22
14 DFSI 2.29% 52,794 $2M $42.40
15 DFAE 2.20% 63,400 $2M $33.86
16 DFNM 2.19% 44,616 $2M $47.93
17 DGCB 2.09% 37,708 $2M $54.13
18 DFGX 2.09% 38,825 $2M $52.45
19 DUSB 2.05% 39,410 $2M $50.71
20 GMED 2.04% 23,053 $2M $86.16
21 DFAR 1.62% 66,719 $2M $23.65
22 DUHP 1.35% 35,785 $1M $36.76
23 DFSV 1.34% 37,444 $1M $35.04
24 DEHP 1.34% 38,563 $1M $33.79
25 DFSE 1.00% 22,999 $974K $42.37
26 BITB 0.89% 23,567 $868K $36.81
27 IBIT 0.72% 18,268 $702K $38.42
28 ARKB 0.61% 26,592 $598K $22.49
29 DFAU 0.60% 13,030 $588K $45.12
30 DFEM 0.56% 15,693 $542K $34.55
31 ETH 0.43% 21,218 $421K $19.86
32 SNPS 0.42% 1,045 $414K $396.31
33 AAPL 0.38% 1,473 $374K $253.81
34 FBTC 0.37% 6,183 $365K $59.03
35 DFGR 0.34% 12,335 $328K $26.58
36 AMZN 0.27% 1,288 $268K $208.30
37 DISV 0.27% 6,783 $268K $39.44
38 TSM 0.25% 715 $242K $337.82
39 DCOR 0.24% 3,200 $231K $72.08
40 SPY 0.23% 339 $220K $650.34
41 ASPI 0.05% 10,000 $44K $4.42

New Positions

SymbolValue% Port
DFUS $16M 16.42%
DFAC $10M 10.23%
DFAS $9M 9.42%
DFSU $7M 7.09%
DFAT $5M 5.01%
DFAI $4M 4.11%
DFIS $3M 3.28%
DFSD $3M 2.99%
DFAX $3M 2.95%
DFIP $3M 2.82%
DFIV $3M 2.72%
DFSB $2M 2.38%
DFCF $2M 2.37%
DFSI $2M 2.29%
DFAE $2M 2.20%
View SEC EDGAR Filings for Broadhurst Jeffrey B →

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