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Portfolio (Quarterly) Guide ↗

Jacobs Equity LLC

· CIK 0002111761
13F Portfolio $112M AUM 105 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 48 Added 41 Reduced 6 Exited
Page 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHX SCHWAB STRATEGIC TR 243,620.0 $6.2M 5.59% +1K +0.5% $25.64 +13.7%
2 VPL VANGUARD INTL EQUITY INDEX F 53,585.0 $6.0M 5.40% +9K +21.2% $112.58 -1.0%
3 FTEC FIDELITY COVINGTON TRUST 19,247.0 $4.0M 3.58% +7K +54.8% $208.05 +30.6%
4 SCHM SCHWAB STRATEGIC TR 91,261.0 $2.8M 2.53% +816.0 +0.9% $30.96 +10.4%
5 VOE VANGUARD INDEX FDS 10,612.0 $2.1M 1.84% +386.0 +3.8% $193.90 -0.7%
6 VBR VANGUARD INDEX FDS 8,636.0 $2.0M 1.82% +331.0 +4.0% $235.17 -2.2%
7 IEUR ISHARES TR 26,239.0 $2.0M 1.79% +1K +4.0% $76.07 -1.1%
8 FDIS FIDELITY COVINGTON TRUST 19,001.0 $2.0M 1.76% +6K +41.1% $103.45 -2.2%
9 FNCL FIDELITY COVINGTON TRUST 27,968.0 $2.0M 1.76% +7K +35.8% $70.20 +4.9%
10 VWO VANGUARD INTL EQUITY INDEX F 35,650.0 $1.9M 1.72% +9K +35.2% $54.05 +8.5%
11 VSS VANGUARD INTL EQUITY INDEX F 12,699.0 $1.9M 1.66% +5K +59.1% $145.79 +8.4%
12 IPAC ISHARES TR 20,703.0 $1.7M 1.53% +4K +22.5% $82.56 -0.9%
13 VBK VANGUARD INDEX FDS 5,489.0 $1.7M 1.48% +230.0 +4.4% $302.25 +12.6%
14 FIDELITY COVINGTON TRUST 23,060.0 $1.6M 1.46% +8K +57.3% $70.57
15 FCOM FIDELITY COVINGTON TRUST 19,819.0 $1.4M 1.21% +3K +18.1% $68.12 +8.3%
16 SPEU SPDR INDEX SHS FDS 25,928.0 $1.3M 1.19% +17K +178.7% $51.24 +7.1%
17 FIDU FIDELITY COVINGTON TRUST 15,153.0 $1.3M 1.17% +3K +26.4% $86.52 +6.8%
18 VIS VANGUARD WORLD FD 3,403.0 $1.2M 1.05% +675.0 +24.7% $345.38 -3.4%
19 VCR VANGUARD WORLD FD 3,222.0 $1.2M 1.03% +205.0 +6.8% $359.03 +8.5%
20 IWP ISHARES TR 7,928.0 $1.1M 0.99% +215.0 +2.8% $138.99 -1.1%
Page 1 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.7%
Communication Services 15.6%
Financial Services 14.5%
Energy 11.4%
Consumer Defensive 10.8%
Healthcare 7.3%
Consumer Cyclical 5.5%
Real Estate 4.0%
Utilities 2.5%
Industrials 1.7%