Jacobs Equity LLC
All 13F Filings
- Location
- Draper, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 144,724
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 121 | 144,724 | 13F-HR | Jacobs Equity LLC |
| Q1 2026 | 5/14/2026 | 105 | 111,769 | 13F-HR | Jacobs Equity LLC |
| Q4 2025 | 2/19/2026 | 106 | 103,839 | 13F-HR | Jacobs Equity LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 50.71 K | 35.0% | 19.68 K | 0 | 19.68 K |
| ETFs | 94.01 K | 65.0% | 13.27 K | 0 | 13.27 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
144,724
Holdings
121
QoQ value change ($000)
32,955
(29.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.