Fund Universe

JBF Capital, Inc.

CIK 0001483864 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.803
AUM ($M)
764
Positions
98
Turnover
0.12
Top-10 wt
83%
Herfindahl
0.232
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 128 positions · portfolio value $764M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VOO funds › VANGUARD S&P 500 ETF HOLD 45.8% +0.7% 349.7 509,121 +0 5
AMZN funds › AMAZON.COM INC CMN HOLD 8.5% +0.1% 64.8 272,000 +0 5
MSFT funds › MICROSOFT CORPORATION CMN HOLD 8.3% -1.0% 63.3 169,730 +0 5
GOOGL funds › ALPHABET INC. CMN CLASS A HOLD 4.7% +0.4% 35.7 100,000 +0 5
GRBK funds › GREEN BRICK PARTNERS, INC. CMN HOLD 4.6% +0.4% 34.9 436,530 +0 5
RSP funds › INVESCO S&P 500 EQUAL WEIGHT ETF ADD 2.8% +1.4% 21.3 100,000 +50,000 3
MS funds › MORGAN STANLEY CMN ADD 2.7% +2.1% 20.9 100,000 +75,000 2
DELL funds › DELL TECHNOLOGIES INC. CMN CLASS C ADD 2.3% +1.5% 17.3 40,000 +10,000 2
XBI funds › STATE STREET SPDR S&P BIOTECH ETF ETF TRIM 1.9% -0.1% 14.6 92,000 -13,000 4
META funds › META PLATFORMS INC-CLASS A CMN CLASS A HOLD 1.5% -0.2% 11.5 20,500 +0 5
XLE funds › STATE STREET ENERGY SELECT SECTOR SPDR ETF ETF NEW 1.4% +1.4% 10.6 200,000 +200,000 1
JPM funds › JPMORGAN CHASE & CO CMN ADD 1.3% +1.1% 9.8 30,000 +25,000 5
LOW funds › LOWES COMPANIES INC CMN HOLD 1.1% -0.2% 8.6 38,800 +0 5
URI funds › UNITED RENTALS, INC. CMN HOLD 1.0% +0.3% 7.9 7,000 +0 5
NVDA funds › NVIDIA CORPORATION CMN HOLD 0.9% +0.0% 6.8 34,000 +0 5
ASML funds › ASML HOLDING N.V. ADR CMN HOLD 0.8% +0.2% 6.0 3,000 +0 3
GSK funds › GSK PLC ADR CMN HOLD 0.7% -0.1% 5.2 100,000 +0 5
ET funds › ENERGY TRANSFER LP CMN ADD 0.5% +0.2% 3.8 200,000 +100,000 5
GTX funds › GARRETT MOTION INC TRIM 0.5% +0.1% 3.6 100,000 -55,000 5
LLY funds › ELI LILLY & CO CMN HOLD 0.5% +0.1% 3.6 3,000 +0 2
HD funds › THE HOME DEPOT, INC. CMN HOLD 0.4% -0.0% 3.3 9,365 +0 5
REGN funds › REGENERON PHARMACEUTICAL INC CMN HOLD 0.4% -0.2% 3.1 5,000 +0 3
VXX funds › BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX S-T FUT ETN CMN CLASS ETF ADD 0.4% -0.1% 3.0 137,000 +41,000 4
CBK funds › COMMERCIAL BANCGROUP, INC. CMN TRIM 0.4% -0.6% 2.7 85,129 -164,871 3
IVLU funds › ISHARES MSCI INTERNATIONAL VALUE FACTOR ETF CMN HOLD 0.3% -0.0% 2.5 60,000 +0 5
ISCF funds › ISHARES INTERNATIONAL SMALL-CAP EQUITY FACTOR ETF ETF HOLD 0.3% -0.0% 2.4 56,312 +0 5
AER funds › AERCAP HOLDINGS NV TRIM 0.3% -0.1% 2.4 16,500 -2,000 5
SLB funds › SLB LTD CMN HOLD 0.3% -0.1% 2.3 50,000 +0 2
SYF funds › SYNCHRONY FINANCIAL HOLD 0.3% -0.0% 2.2 29,000 +0 5
BKNG funds › BOOKING HOLDINGS INC. CMN NEW 0.2% +0.2% 1.8 10,000 +10,000 1
CPAC funds › CEMENTOS PACASMAYO SAA - ADR ADD 0.2% +0.1% 1.8 146,469 +70,274 2
JBI funds › JANUS INTERNATIONAL GROUP, INC. CMN NEW 0.2% +0.2% 1.7 300,000 +300,000 1
CVX funds › CHEVRON CORPORATION CMN NEW 0.2% +0.2% 1.7 10,000 +10,000 1
CRH funds › CRH PUBLIC LIMITED COMPANY CMN HOLD 0.2% -0.0% 1.6 15,000 +0 5
GPN funds › GLOBAL PAYMENTS INC ADD 0.2% +0.1% 1.5 21,000 +13,500 4
AIG funds › AMERICAN INTL GROUP, INC. CMN NEW 0.2% +0.2% 1.5 20,000 +20,000 1
CUSIP:30231G102 funds › EXXON MOBIL CORPORATION CMN NEW 0.2% +0.2% 1.4 10,000 +10,000 1
LAUR funds › LAUREATE EDUCATION INC-A HOLD 0.2% -0.0% 1.3 35,000 +0 5
LULU funds › LULULEMON ATHLETICA INC. CMN NEW 0.1% +0.1% 1.1 10,000 +10,000 1
ELME funds › ELME COMMUNITIES ADD 0.1% +0.0% 1.1 750,000 +301,487 4
WES funds › WESTERN MIDSTREAM PARTNERS LP CMN HOLD 0.1% -0.0% 1.1 25,000 +0 2
SF funds › STIFEL FINANCIAL CORP CMN HOLD 0.1% -0.0% 1.0 15,000 +0 5
BLK funds › BLACKROCK FUNDING, INC. CMN HOLD 0.1% -0.0% 1.0 1,000 +0 2
SLM funds › SLM CORP TRIM 0.1% +0.0% 0.9 36,000 -2,000 5
WSE funds › WISE GROUP PLC-CL A NEW 0.1% +0.1% 0.9 100,000 +100,000 1
COF funds › CAPITAL ONE FINANCIAL CORP HOLD 0.1% -0.0% 0.9 4,500 +0 5
CUSIP:29664W105 funds › ESPERION THERAPEUTICS INC NEW 0.1% +0.1% 0.9 284,259 +284,259 1
GDOT funds › GREEN DOT CORP-CLASS A NEW 0.1% +0.1% 0.9 64,608 +64,608 1
XPEL funds › XPEL INC HOLD 0.1% -0.0% 0.8 15,354 +0 5
ARKG funds › ARK GENOMIC REVOLUTION CMN HOLD 0.1% +0.0% 0.8 18,000 +0 4
CHTR funds › CHARTER COMMUNICATIONS INC-A NEW 0.1% +0.1% 0.7 5,000 +5,000 1
BFH funds › BREAD FINANCIAL HOLDINGS INC HOLD 0.1% +0.0% 0.7 6,000 +0 5
COYA funds › COYA THERAPEUTICS, INC. CMN HOLD 0.1% +0.0% 0.6 100,006 +0 3
CSGP funds › COSTAR GROUP, INC. CMN NEW 0.1% +0.1% 0.6 20,000 +20,000 1
PBR funds › PETROLEO BRASIL-SP PREF ADR TRIM 0.1% -0.1% 0.5 35,000 -15,000 5
DRVN funds › DRIVEN BRANDS HOLDINGS INC HOLD 0.1% -0.0% 0.5 35,287 +0 2
CIB funds › GRUPO CIBEST SA-ADR TRIM 0.1% -0.0% 0.5 6,000 -1,500 2
FISV funds › FISERV INC ADD 0.1% +0.0% 0.5 9,500 +4,500 3
LU funds › LUFAX HOLDING LTD-ADR HOLD 0.1% -0.0% 0.4 339,884 +0 5
AMP funds › AMERIPRISE FINANCIAL INC HOLD 0.1% -0.0% 0.4 950 +0 5
BN funds › BROOKFIELD CORPORATION CMN CLASS A HOLD 0.1% -0.0% 0.4 10,000 +0 3
CROX funds › CROCS INC TRIM 0.1% +0.0% 0.4 3,500 -500 4
KB funds › KB FINANCIAL GROUP INC-ADR TRIM 0.1% -0.0% 0.4 4,000 -1,000 5
CNXC funds › CONCENTRIX CORP ADD 0.1% +0.0% 0.4 18,000 +6,000 2
GM funds › GENERAL MOTORS CO HOLD 0.1% -0.0% 0.4 5,000 +0 5
ABUS funds › ARBUTUS BIOPHARMA CORP HOLD 0.1% -0.0% 0.4 80,281 +0 2
VTI funds › VANGUARD INDEX FUNDS VANGUARD TOTAL STK MKT ETF ETF ON CRSPTMT HOLD 0.0% +0.0% 0.4 1,000 +0 5
TRIP funds › TRIPADVISOR INC ADD 0.0% +0.0% 0.4 26,713 +194 2
NLOP funds › NET LEASE OFFICE PROPERTY HOLD 0.0% -0.0% 0.4 32,228 +0 5
CI funds › CIGNA CORP HOLD 0.0% -0.0% 0.3 1,200 +0 2
CUSIP:03748R957 funds › APARTMENT INVT & MGMT CO -A HOLD 0.0% -0.0% 0.3 110,000 +0 3
STIM funds › NEURONETICS, INC. CMN HOLD 0.0% -0.0% 0.3 233,166 +0 3
LBRDA funds › LIBERTY BROADBAND-A ADD 0.0% -0.0% 0.3 9,000 +1,500 4
ECHO funds › ECHOSTAR CORPORATION CLASS A TRIM 0.0% -0.2% 0.3 2,847 -10,000 2
FOR funds › FORESTAR GROUP INC TRIM 0.0% +0.0% 0.3 9,000 -1,000 5
SSRM funds › SSR MINING INC CMN HOLD 0.0% -0.0% 0.3 10,000 +0 2
CPRT funds › COPART, INC. CMN NEW 0.0% +0.0% 0.3 10,000 +10,000 1
OMF funds › ONEMAIN HOLDINGS INC HOLD 0.0% +0.0% 0.3 4,400 +0 5
BHF funds › BRIGHTHOUSE FINANCIAL INC HOLD 0.0% -0.0% 0.3 4,089 +0 2
GRND funds › GRINDR INC HOLD 0.0% +0.0% 0.2 16,736 +0 2
WBD funds › WARNER BROS DISCOVERY INC HOLD 0.0% -0.0% 0.2 8,967 +0 2
CUSIP:008252108 funds › AFFILIATED MANAGERS GROUP NEW 0.0% +0.0% 0.2 700 +700 1
EC funds › ECOPETROL SA-SPONSORED ADR TRIM 0.0% -0.0% 0.2 16,000 -4,000 5
SRG funds › SERITAGE GROWTH PROP- A REIT HOLD 0.0% -0.0% 0.2 60,000 +0 5
IMMR funds › IMMERSION CORPORATION ADD 0.0% +0.0% 0.1 20,107 +6,840 2
BOOM funds › DMC GLOBAL INC HOLD 0.0% -0.0% 0.1 20,000 +0 5
NOAH funds › NOAH HOLDINGS LTD-SPON ADS HOLD 0.0% -0.0% 0.1 11,000 +0 5
PRTA funds › PROTHENA CORP PLC HOLD 0.0% -0.0% 0.1 10,285 +0 2
CRNT funds › CERAGON NETWORKS LTD CMN HOLD 0.0% +0.0% 0.1 36,458 +0 5
HEPS funds › D-MARKET ELECTRONIC SERVICES HOLD 0.0% -0.0% 0.1 30,949 +0 2
TKC funds › TURKCELL ILETISIM HIZMET-ADR HOLD 0.0% -0.0% 0.1 15,000 +0 5
DOMO funds › DOMO INC - CLASS B NEW 0.0% +0.0% 0.1 23,357 +23,357 1
TMQ funds › TRILOGY METALS INC NEW HOLD 0.0% -0.0% 0.1 14,932 +0 2
OPTU funds › ORIGIN MATERIALS INC NEW 0.0% +0.0% 0.0 50,000 +50,000 1
LSTA funds › LISATA THERAPEUTICS INC ADD 0.0% -0.0% 0.0 14,347 +1,113 2
BHR funds › BRAEMAR HOTELS & RESORTS INC ADD 0.0% -0.0% 0.0 21,862 +1,959 2
CUSIP:01626W101 funds › ALIGHT INC - CLASS A NEW 0.0% +0.0% 0.0 35,746 +35,746 1
BZAI funds › BLAIZE HOLDINGS INC CMN NEW 0.0% +0.0% 0.0 10,000 +10,000 1
CUSIP:415864107 funds › ENVIRI CORP EXIT 0.0% -0.1% 0.0 0 -49,960 0
DIS funds › WALT DISNEY COMPANY (THE) CMN EXIT 0.0% -0.1% 0.0 0 -10,000 0
MU funds › MICRON TECHNOLOGY, INC. CMN EXIT 0.0% -0.5% 0.0 0 -10,000 0
YEXT funds › YEXT INC EXIT 0.0% -0.0% 0.0 0 -16,418 0
UNH funds › UNITEDHEALTH GROUP INC EXIT 0.0% -0.0% 0.0 0 -900 0
CUSIP:60646V105 funds › MISTER CAR WASH INC EXIT 0.0% -0.0% 0.0 0 -30,835 0
CUSIP:25264R207 funds › DIAMOND HILL INVESTMENT GROUP CMN EXIT 0.0% -0.4% 0.0 0 -15,388 0
LEG funds › LEGGETT & PLATT INC EXIT 0.0% -0.0% 0.0 0 -17,304 0
CUSIP:03753U106 funds › APELLIS PHARMACEUTICALS INC EXIT 0.0% -0.1% 0.0 0 -20,532 0
VZ funds › VERIZON COMMUNICATIONS INC. CMN EXIT 0.0% -0.1% 0.0 0 -20,000 0
NFLX funds › NETFLIX, INC. CMN EXIT 0.0% -1.4% 0.0 0 -100,000 0
CUSIP:83193E102 funds › SMART SHARE GLOBAL LIMITED EXIT 0.0% -0.0% 0.0 0 -51,855 0
GS funds › GOLDMAN SACHS GROUP, INC.(THE) CMN EXIT 0.0% -2.5% 0.0 0 -20,000 0
VMD funds › VIEMED HEALTHCARE INC. EXIT 0.0% -0.1% 0.0 0 -43,578 0
CUSIP:152309100 funds › CENTESSA PHARMACEUTICALS-ADR EXIT 0.0% -0.1% 0.0 0 -20,887 0
LNSR funds › LENSAR INC - W/I EXIT 0.0% -0.0% 0.0 0 -10,377 0
BBWI funds › BATH & BODY WORKS INC EXIT 0.0% -0.0% 0.0 0 -10,000 0
XPO funds › XPO INC CMN EXIT 0.0% -0.2% 0.0 0 -6,000 0
AMD funds › ADVANCED MICRO DEVICES, INC. CMN EXIT 0.0% -0.3% 0.0 0 -10,000 0
CMCSA funds › COMCAST CORP-CLASS A EXIT 0.0% -0.0% 0.0 0 -7,000 0
XRX funds › XEROX HOLDINGS CORP EXIT 0.0% -0.0% 0.0 0 -17,638 0
PYPL funds › PAYPAL HOLDINGS INC EXIT 0.0% -0.0% 0.0 0 -4,529 0
CUSIP:436440101 funds › HOLOGIC INC EXIT 0.0% -0.1% 0.0 0 -10,689 0
INTC funds › INTEL CORPORATION CMN EXIT 0.0% -0.2% 0.0 0 -25,000 0
KF funds › KOREA FUND INC, (THE) MUTUAL FUND EXIT 0.0% -0.9% 0.0 0 -130,000 0
AVGO funds › BROADCOM INC. CMN EXIT 0.0% -0.8% 0.0 0 -17,800 0
AGNC funds › AGNC INVESTMENT CORP CMN EXIT REIT 0.0% -0.1% 0.0 0 -100,000 0
BBVA funds › BANCO BILBAO VIZCAYA-SP ADR EXIT 0.0% -0.1% 0.0 0 -18,000 0
CNC funds › CENTENE CORP EXIT 0.0% -0.0% 0.0 0 -9,000 0
ARM funds › ARM HOLDINGS PLC ADR CMN EXIT 0.0% -0.2% 0.0 0 -10,000 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 764 98 0.12 83% 0.232 0.802 in
2026Q1 674 110 0.10 80% 0.226 0.810 in
2025Q4 692 76 0.11 85% 0.242 0.796 in
2025Q3 684 83 0.07 89% 0.242 0.866 in
2025Q2 627 63 0.13 88% 0.248 0.812 entered
2025Q1 520 63 0.00 88% 0.285 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status