SEC Form 13F · Q2 2026

Jackson, Grant Investment Advisers, Inc.

Institutional Holdings Report

13F-HRCT
$322.0M
Portfolio Value
421
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Jackson, Grant Investment Advisers, Inc.
CIK
1650300
Accession No.
0001104659-26-089039
Location
STAMFORD, CT
Form Type
13F-HR
Portfolio Value
$322.0M
Holdings Reported
421
Reporting Period
Q2 2026
Filed
July 31, 2026

About this Filing

Jackson, Grant Investment Advisers, Inc. is an institutional investment manager based in STAMFORD, CT reporting approximately $322.0M in 13(f) securities across 421 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.