Jacobs Equity LLC
Sector Allocation
- Other77.0%$111.4M
- Financials7.9%$11.4M
- Technology6.8%$9.8M
- Healthcare1.6%$2.4M
- Consumer Discretionary1.6%$2.3M
- Consumer Staples1.4%$2.0M
- Energy1.1%$1.6M
- Real Estate1.0%$1.5M
- Communication Services0.7%$1.0M
- Utilities0.5%$706,538
AUM History
13fpro.ai/research/fund/jacobs-equity-llc-2111761
Conviction and streaks
Stable · top 10 = 39.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$11.0M
- SCHWAB$7.8M
JPM
$7.6M- VANGUARD$5.9M
- FIDELITY$5.3M
- SELECT$4.8M
- SCHWAB$4.5M
- SCHWAB$3.8M
- SCHWAB$3.6M
- SCHWAB$2.6M
GOOGL
$2.5M- VANGUARD$2.4M
- VANGUARD$2.4M
- FIDELITY$2.4M
- VANGUARD$2.2M
- VANGUARD$2.1M
- VANGUARD$2.0M
- VANGUARD$2.0M
- FIDELITY$2.0M
- FIDELITY$2.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/jacobs-equity-llc-2111761
Jacobs Equity LLC 13F holdings — Q2 2026
$144.7M portfolio (+29.5% QoQ) · 121 holdings · Q2 2026 13F · top 10 are 39% of the stock portfolio
- 1
VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF
$11.0M
7.6% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SCHWAB STRATEGIC TR - US LRG CAP ETF
$7.8M
5.4% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— $7.6M
5.3% of stocks
+1053%This quarter-7.5%Since filed3+ qtrsHeld- 4
VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF
$5.9M
4.1% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
FIDELITY COVINGTON TRUST - MSCI INFO TECH I
$5.3M
3.6% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$4.8M
3.3% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SCHWAB STRATEGIC TR - EMRG MKTEQ ETF
$4.5M
3.1% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SCHWAB STRATEGIC TR - US MID-CAP ETF
$3.8M
2.6% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SCHWAB STRATEGIC TR - INTL SCEQT ETF
$3.6M
2.5% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SCHWAB STRATEGIC TR - US SML CAP ETF
$2.6M
1.8% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $11.0M | 7.6% | +11% | — | — | — | — | |
| 2 | SCHWAB STRATEGIC TR - US LRG CAP ETF | $7.8M | 5.4% | +9% | — | — | — | — | |
| 3 | $7.6M | 5.3% | +1053% | -7.5% | 3+ qtrs | 71.8#170 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | $5.9M | 4.1% | -5% | — | — | — | — | |
| 5 | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $5.3M | 3.6% | -4% | — | — | — | — | |
| 6 | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $4.8M | 3.3% | +11% | — | — | — | — | |
| 7 | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $4.5M | 3.1% | +5% | — | — | — | — | |
| 8 | SCHWAB STRATEGIC TR - US MID-CAP ETF | $3.8M | 2.6% | +13% | — | — | — | — | |
| 9 | SCHWAB STRATEGIC TR - INTL SCEQT ETF | $3.6M | 2.5% | +7% | — | — | — | — | |
| 10 | SCHWAB STRATEGIC TR - US SML CAP ETF | $2.6M | 1.8% | +12% | — | — | — | — |
All holdings — Jacobs Equity LLC (Q2 2026)
121 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $2.5M | 1.7% | 6,969 | +40% | 3+ qtrs | 77.7 | 13F | |
| 12 | — | VANGUARD WORLD FD - INF TECH ETFetf/fund | — | $2.4M | 1.7% | 20K | +551% | — | — | 13F |
| 13 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $2.4M | 1.6% | 40K | +12% | — | — | 13F |
| 14 | — | FIDELITY COVINGTON TRUST - MSCI FINLS IDX | — | $2.4M | 1.6% | 31K | +11% | — | — | 13F |
| 15 | — | VANGUARD INDEX FDS - MCAP VL IDXVIPetf/fund | — | $2.2M | 1.5% | 11K | +6% | — | — | 13F |
| 16 | — | VANGUARD INDEX FDS - SM CP VAL ETFetf/fund | — | $2.1M | 1.4% | 8,597 | -0.5% | — | — | 13F |
| 17 | — | VANGUARD INDEX FDS - MCAP GR IDXVIPetf/fund | — | $2.0M | 1.4% | 6,604 | +10% | — | — | 13F |
| 18 | — | VANGUARD INDEX FDS - SML CP GRW ETFetf/fund | — | $2.0M | 1.4% | 5,467 | -0.4% | — | — | 13F |
| 19 | — | FIDELITY COVINGTON TRUST - MSCI HLTH CARE I | — | $2.0M | 1.4% | 26K | +12% | — | — | 13F |
| 20 | — | FIDELITY COVINGTON TRUST - MSCI CONSM DIS | — | $2.0M | 1.4% | 19K | +2% | — | — | 13F |
| 21 | — | ISHARES TR - CORE MSCI EUROetf/fund | — | $1.9M | 1.3% | 26K | -2% | — | — | 13F |
| 22 | — | SELECT SECTOR SPDR TR - ST STR FINL ETFetf/fund | — | $1.9M | 1.3% | 36K | +12% | — | — | 13F |
| 23 | NVIDIA CORP | Technology | $1.7M | 1.2% | 8,650 | +60% | 3+ qtrs | 86.0 | 13F | |
| 24 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETFetf/fund | — | $1.7M | 1.2% | 11K | -14% | — | — | 13F |
| 25 | — | FIDELITY COVINGTON TRUST - MSCI INDL INDX | — | $1.6M | 1.1% | 16K | +9% | — | — | 13F |
| 26 | — | ISHARES TR - CORE MSCI PAC | — | $1.5M | 1.1% | 19K | -9% | |||
| 27 | — | FIDELITY COVINGTON TRUST - MSCI COMMNTN SVC | — | $1.5M | 1.0% | 21K | +6% | |||
| 28 | — | VANGUARD WORLD FD - CONSUM DIS ETF | — | $1.4M | 1.0% | 3,599 | +12% | |||
| 29 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.4M | 0.9% | 5,691 | +227% | |||
| 30 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $1.3M | 0.9% | 7,999 | +5% | |||
| 31 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $1.3M | 0.9% | 22K | New | |||
| 32 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $1.2M | 0.8% | 3,956 | +4% | |||
| 33 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | — | $1.2M | 0.8% | 3,225 | -5% | |||
| 34 | — | FIDELITY COVINGTON TRUST - CONSMR STAPLES | — | $1.1M | 0.8% | 21K | +9% | |||
| 35 | — | ISHARES TR - RUS MD CP GR ETF | — | $1.1M | 0.8% | 7,603 | -4% | |||
| 36 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.1M | 0.8% | 2,196 | +60% | |||
| 37 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $1.1M | 0.7% | 5,816 | +14% | |||
| 38 | — | VANGUARD WORLD FD - FINANCIALS ETF | — | $1.1M | 0.7% | 8,144 | +13% | |||
| 39 | $AAPL | Apple Inc. | Technology | $1.0M | 0.7% | 3,599 | +31% | |||
| 40 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.0M | 0.7% | 2,443 | +23% | |||
| 41 | — | SPDR INDEX SHS FDS - ST MARKE CAP ETF | — | $1.0M | 0.7% | 13K | -0.1% | |||
| 42 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $966K | 0.7% | 35K | +5% | |||
| 43 | $AVGO | Broadcom Inc. | Technology | $948K | 0.7% | 2,510 | +81% | |||
| 44 | — | ISHARES TR - RUS MDCP VAL ETF | — | $928K | 0.6% | 5,635 | -5% | |||
| 45 | $CSCO | CISCO SYSTEMS, INC. | Technology | $926K | 0.6% | 7,881 | +24% | |||
| 46 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | — | $891K | 0.6% | 12K | New | |||
| 47 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $870K | 0.6% | 6,361 | +23% | |||
| 48 | — | VANGUARD INTL EQUITY INDEX F - GLB EX US ETF | — | $854K | 0.6% | 19K | +3% | |||
| 49 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $848K | 0.6% | 7,227 | +15% | |||
| 50 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $845K | 0.6% | 10K | +5% | |||
| 51 | $GS | GOLDMAN SACHS GROUP INC | Financials | $835K | 0.6% | 826 | +32% | |||
| 52 | — | VANGUARD WORLD FD - ENERGY ETF | — | $827K | 0.6% | 5,511 | +16% | |||
| 53 | $WMT | Walmart Inc. | Consumer Staples | $815K | 0.6% | 7,194 | +33% | |||
| 54 | $STT | STATE STREET CORP | Financials | $806K | 0.6% | 15K | -43% | |||
| 55 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $802K | 0.6% | 15K | -28% | |||
| 56 | $CRSP | CRISPR Therapeutics AG | Healthcare | $800K | 0.6% | 15K | +27% | |||
| 57 | $SIRI | SIRIUS XM HOLDINGS INC. | Communication Services | $795K | 0.6% | 27K | +7% | |||
| 58 | — | VANGUARD WORLD FD - COMM SRVC ETF | — | $787K | 0.5% | 4,281 | +33% | |||
| 59 | $PSX | Phillips 66 | Energy | $707K | 0.5% | 4,180 | +22% | |||
| 60 | $VST | Vistra Corp. | Utilities | $707K | 0.5% | 4,454 | +81% | |||
| 61 | $MSFT | MICROSOFT CORP | Technology | $673K | 0.5% | 1,805 | +46% | |||
| 62 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $671K | 0.5% | 6,268 | — | |||
| 63 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $670K | 0.5% | 6,947 | -1.0% | |||
| 64 | $DLTR | DOLLAR TREE, INC. | Consumer Staples | $599K | 0.4% | 4,950 | +68% | |||
| 65 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | — | $588K | 0.4% | 13K | +6% | |||
| 66 | — | FIDELITY COVINGTON TRUST - MSCI ENERGY IDX | — | $544K | 0.4% | 18K | -3% | |||
| 67 | $NSSC | NAPCO SECURITY TECHNOLOGIES, INC | Technology | $537K | 0.4% | 14K | New | |||
| 68 | — | FIDELITY COVINGTON TRUST - MSCI UTILS INDEX | — | $525K | 0.4% | 8,986 | +16% | |||
| 69 | $PTRN | Pattern Group Inc. | Consumer Discretionary | $520K | 0.4% | 21K | -41% | |||
| 70 | — | ISHARES TR - EUROPE ETF | — | $511K | 0.3% | 7,010 | — | |||
| 71 | — | ISHARES TR - S&P SML 600 GWT | — | $507K | 0.3% | 2,839 | — | |||
| 72 | — | SPDR SERIES TRUST - ST STR SP600SM C | — | $504K | 0.3% | 4,617 | +37% | |||
| 73 | $LAMR | LAMAR ADVERTISING CO/NEW | Real Estate | $494K | 0.3% | 3,164 | +38% | |||
| 74 | — | FIDELITY COVINGTON TRUST - MSCI MATLS INDEX | — | $493K | 0.3% | 8,431 | -2% | |||
| 75 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $477K | 0.3% | 8,985 | +1% | |||
| 76 | — | ISHARES TR - US HLTHCARE ETF | — | $471K | 0.3% | 7,035 | — | |||
| 77 | $QCOM | QUALCOMM INC/DE | Technology | $456K | 0.3% | 2,467 | +19% | |||
| 78 | $MCI | BARINGS CORPORATE INVESTORS | Other | $453K | 0.3% | 26K | +23% | |||
| 79 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $449K | 0.3% | 2,034 | +92% | |||
| 80 | $WPC | W. P. Carey Inc. | Real Estate | $435K | 0.3% | 6,081 | +32% | |||
| 81 | — | SPDR SERIES TRUST - ST STR SP600GRWO | — | $432K | 0.3% | 3,628 | +34% | |||
| 82 | — | ISHARES TR - U.S. FINLS ETF | — | $432K | 0.3% | 3,388 | -0.8% | |||
| 83 | — | SCHWAB STRATEGIC TR - US REIT ETF | — | $420K | 0.3% | 18K | -0.5% | |||
| 84 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $417K | 0.3% | 8,203 | +7% | |||
| 85 | — | FRANKLIN TEMPLETON ETF TR - FTSE CANADA | — | $382K | 0.3% | 7,413 | -23% | |||
| 86 | — | ALPS ETF TR - OSHS GBL INTER | — | $377K | 0.3% | 8,473 | -1% | |||
| 87 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $345K | 0.2% | 3,195 | +39% | |||
| 88 | — | ISHARES TR - MSCI EMG MKT ETF | — | $335K | 0.2% | 4,900 | — | |||
| 89 | — | VANGUARD SCOTTSDALE FDS - LG-TERM COR BD | — | $334K | 0.2% | 4,443 | +5% | |||
| 90 | $FNF | Fidelity National Financial, Inc. | Financials | $327K | 0.2% | 6,927 | +35% | |||
| 91 | — | VANGUARD WORLD FD - CONSUM STP ETF | — | $309K | 0.2% | 1,369 | -11% | |||
| 92 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $305K | 0.2% | 1,700 | New | |||
| 93 | — | ISHARES TR - EAFE SML CP ETF | — | $303K | 0.2% | 3,684 | — | |||
| 94 | $MMM | 3M CO | Healthcare | $289K | 0.2% | 1,786 | +1% | |||
| 95 | $WT | WisdomTree, Inc. | Financials | $286K | 0.2% | 4,417 | +4% | |||
| 96 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $282K | 0.2% | 3,926 | +0.2% | |||
| 97 | $AMBA | AMBARELLA INC | Technology | $281K | 0.2% | 3,275 | New | |||
| 98 | $KR | KROGER CO | Consumer Staples | $280K | 0.2% | 5,051 | +2% | |||
| 99 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 GRTH | — | $280K | 0.2% | 1,914 | New | |||
| 100 | $FSK | FS KKR Capital Corp | Other | $272K | 0.2% | 26K | +24% | |||
| 101 | — | VANGUARD WORLD FD - UTILITIES ETF | — | $261K | 0.2% | 1,334 | -5% | |||
| 102 | $BA | BOEING CO | Industrials | $260K | 0.2% | 1,200 | New | |||
| 103 | $EMR | EMERSON ELECTRIC CO | Industrials | $256K | 0.2% | 1,785 | New | |||
| 104 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $252K | 0.2% | 4,272 | New | |||
| 105 | $ARM | ARM HOLDINGS PLC /UK | Technology | $248K | 0.2% | 700 | New | |||
| 106 | $ABBV | AbbVie Inc. | Healthcare | $248K | 0.2% | 986 | New | |||
| 107 | — | TEMA ETF TRUST - ELECTRIFICATION | — | $231K | 0.2% | 5,520 | New | |||
| 108 | $META | Meta Platforms, Inc. | Technology | $230K | 0.2% | 408 | New | |||
| 109 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | — | $222K | 0.1% | 1,900 | — | |||
| 110 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $222K | 0.1% | 3,814 | New | |||
| 111 | $O | REALTY INCOME CORP | Real Estate | $220K | 0.1% | 3,557 | New | |||
| 112 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 VAL | — | $220K | 0.1% | 1,926 | New | |||
| 113 | $ASML | ASML HOLDING NV | Technology | $219K | 0.1% | 110 | New | |||
| 114 | — | VANGUARD WORLD FD - MATERIALS ETF | — | $212K | 0.1% | 927 | New | |||
| 115 | — | ISHARES TR - SP SMCP600VL ETF | — | $210K | 0.1% | 1,538 | New | |||
| 116 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $207K | 0.1% | 7,800 | -9% | |||
| 117 | $T | AT&T INC. | Communication Services | $207K | 0.1% | 9,978 | -7% | |||
| 118 | — | SCHWAB STRATEGIC TR - HIGH YIEL BD ETF | — | $206K | 0.1% | 7,884 | +2% | |||
| 119 | $CNH | CNH Industrial N.V. | Industrials | $159K | 0.1% | 14K | +33% | |||
| 120 | $EZET | Franklin Ethereum Trust | Financials | $125K | 0.1% | 10K | New | |||
| 121 | $DVLT | Datavault AI Inc. | Industrials | $12K | 0.0% | 34K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 21 new, 68 added to, 25 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (21)
- J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM$1.3M
first bought this quarter
- VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF$891K
first bought this quarter
$NSSCNAPCO SECURITY TECHNOLOGIES, INC$537K
first bought this quarter
$DLRDIGITAL REALTY TRUST, INC.$305K
first bought this quarter
$AMBAAMBARELLA INC$281K
first bought this quarter
- VANGUARD ADMIRAL FDS INC - MIDCP 400 GRTH$280K
first bought this quarter
+15 more in the Excel export
Added to (68)
now $7.6M · held 3+ qtrs
- VANGUARD WORLD FD - INF TECH ETF+551%
now $2.4M
- VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF+11%
now $11.0M
$AMZNAMAZON COM INC+227%
now $1.4M · held 3+ qtrs
now $2.5M · held 3+ qtrs
- SCHWAB STRATEGIC TR - US LRG CAP ETF+9%
now $7.8M
+62 more in the Excel export
Trimmed (25)
$STTSTATE STREET CORP-43%
now $806K · held 3+ qtrs
$PTRNPattern Group Inc.-41%
now $520K · held 3+ qtrs
- SPDR INDEX SHS FDS - ST PORT MARK ETF-28%
now $802K
- VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF-5%
now $5.9M
- VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF-14%
now $1.7M
- FIDELITY COVINGTON TRUST - MSCI INFO TECH I-4%
now $5.3M
+19 more in the Excel export
Holdings by quarter
Every 13F Jacobs Equity LLC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Jacobs Equity?
Q2 2026 13F filed with the SEC on Aug 17, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Jacobs Equity's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-5.3%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Jacobs Equity LLC disclosed 121 positions worth $144.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 21 new positions and exited 5 and a full exit from $ADBE. The portfolio is most concentrated in Other (77.0% of disclosed assets). All figures are sourced directly from Jacobs Equity LLC’s Form 13F-HR filing with the SEC under CIK 2111761.
Funds like this
managers whose biggest positions overlap Jacobs Equity'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Jacobs Equity LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Jacobs Equity LLC (SEC CIK: 2111761), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Jacobs Equity LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.