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Jacobs Equity LLC

hedge fundUpdated 25 days ago

Managed by Jacobs Equity Llc • Latest filing Q2 2026

Portfolio value
$144.7M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 3 quarters

Show data table
PeriodPortfolio value
Q4 2025$103.8M
Q1 2026$111.8M
Q2 2026$144.7M

Top holdings

121 positions as of Q2 2026

View filing
V

VANGUARD INTL EQUITY INDEX F

Value
$11M
Shares
124.5K
% Port
7.61%
S

SCHWAB STRATEGIC TR

Value
$7.8M
Shares
265.7K
% Port
5.40%
J

JPMORGAN CHASE & CO

Value
$7.6M
Shares
23.3K
% Port
5.26%
A

VANGUARD INTL EQUITY INDEX F

Value
$5.9M
Shares
51.0K
% Port
4.08%
F
5.FIS

FIDELITY COVINGTON TRUST

Value
$5.3M
Shares
18.4K
% Port
3.64%
S

SELECT SECTOR SPDR TR

Value
$4.8M
Shares
24.9K
% Port
3.28%
S

SCHWAB STRATEGIC TR

Value
$4.5M
Shares
124.3K
% Port
3.11%
S

SCHWAB STRATEGIC TR

Value
$3.8M
Shares
103.6K
% Port
2.64%
S

SCHWAB STRATEGIC TR

Value
$3.6M
Shares
75.5K
% Port
2.51%
S

SCHWAB STRATEGIC TR

Value
$2.6M
Shares
72.9K
% Port
1.82%
G

ALPHABET INC

Value
$2.5M
Shares
7.0K
% Port
1.72%
V
12.VGES

VANGUARD WORLD FD

Value
$2.4M
Shares
20.5K
% Port
1.69%
V
13.VGES

VANGUARD INTL EQUITY INDEX F

Value
$2.4M
Shares
39.9K
% Port
1.64%
F
14.FIS

FIDELITY COVINGTON TRUST

Value
$2.4M
Shares
30.9K
% Port
1.64%
V
15.VGES

VANGUARD INDEX FDS

Value
$2.2M
Shares
11.3K
% Port
1.54%
V
16.VGES

VANGUARD INDEX FDS

Value
$2.1M
Shares
8.6K
% Port
1.44%
V
17.VGES

VANGUARD INDEX FDS

Value
$2M
Shares
6.6K
% Port
1.40%
T
18.THQ

VANGUARD INDEX FDS

Value
$2M
Shares
5.5K
% Port
1.38%
F
19.FIS

FIDELITY COVINGTON TRUST

Value
$2M
Shares
25.8K
% Port
1.38%
?
20.N/A

FIDELITY COVINGTON TRUST

Value
$2M
Shares
19.3K
% Port
1.37%

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