Jacobs Equity LLC

CIK: 0002111761Latest portfolio: $103.8M · Q4 2025

Holdings

106

Total Value

$103.8M

New Positions

106

Closed Positions

0

#StockSharesValue% PortfolioType
1
VGKVANGUARD INTL EQUITY INDEX F
113,039$9.5M9.10%
2
SCHXSCHWAB STRATEGIC TR
242,302$6.5M6.28%
3
SCHESCHWAB STRATEGIC TR
123,361$4.0M3.89%
4
VPLVANGUARD INTL EQUITY INDEX F
44,225$4.0M3.85%
5
XLKSELECT SECTOR SPDR TR
23,584$3.4M3.27%
6
SCHCSCHWAB STRATEGIC TR
70,071$3.2M3.07%
7
FTECFIDELITY COVINGTON TRUST
12,434$2.8M2.69%
8
SCHMSCHWAB STRATEGIC TR
90,445$2.7M2.62%
9
XLFSELECT SECTOR SPDR TR
34,032$1.9M1.79%
10
SCHASCHWAB STRATEGIC TR
65,032$1.9M1.78%
11
VOEVANGUARD INDEX FDS
10,226$1.8M1.75%
12
IEURISHARES TR
25,219$1.8M1.72%
13
GOOGLALPHABET INC
5,663$1.8M1.71%
14
VBRVANGUARD INDEX FDS
8,305$1.8M1.69%
15
VOTVANGUARD INDEX FDS
6,080$1.7M1.63%
16
FNCLFIDELITY COVINGTON TRUST
20,598$1.6M1.54%
17
VBKVANGUARD INDEX FDS
5,259$1.6M1.53%
18
VGTVANGUARD WORLD FD
2,075$1.6M1.51%
19
AAPLAPPLE INC
5,268$1.4M1.38%
20
VWOVANGUARD INTL EQUITY INDEX F
26,358$1.4M1.36%
21
FDISFIDELITY COVINGTON TRUST
13,466$1.4M1.32%
22
XLVSELECT SECTOR SPDR TR
8,028$1.2M1.20%
23
IPACISHARES TR
16,895$1.2M1.19%
24
FCOMFIDELITY COVINGTON TRUST
16,777$1.2M1.18%
25
VCRVANGUARD WORLD FD
3,017$1.2M1.14%

Sector Breakdown

Financial Services0.0% ($9.451652040403998e+235T)
Technology0.0% ($1.4321025591498498e+22T)
Consumer Defensive0.0% ($832.7T)
Communication Services0.0% ($177.3T)
Consumer Cyclical0.0% ($617.4B)
Unknown0.0% ($81.3B)
Energy0.0% ($671.4M)
Healthcare0.0% ($634.6M)
Industrials0.0% ($431.3M)
Real Estate0.0% ($313.3M)
Utilities0.0% ($316K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 19, 2026$103.8M106

Fund Information

CIK0002111761
Most Recent FilingFeb 19, 2026
Number of Filings1

Jacobs Equity LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $103.8M across 106 holdings. The largest position is VANGUARD INTL EQUITY INDEX F (VGK), representing 9.1% of the portfolio. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.