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Portfolio (Quarterly) Guide ↗

Jacobs Equity LLC

· CIK 0002111761
13F Portfolio $145M AUM 121 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 67 Added 22 Reduced 5 Exited
Page 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VPL VANGUARD INTL EQUITY INDEX F 51,042.0 $5.9M 4.08% -3K -4.8% $115.69 -0.3%
2 FTEC FIDELITY COVINGTON TRUST 18,443.0 $5.3M 3.64% -804.0 -4.2% $285.58 +0.4%
3 IEUR ISHARES TR 25,605.0 $1.9M 1.33% -634.0 -2.4% $75.17 +3.6%
4 VSS VANGUARD INTL EQUITY INDEX F 10,900.0 $1.7M 1.16% -2K -14.2% $154.29 +4.1%
5 IPAC ISHARES TR 18,903.0 $1.5M 1.07% -2K -8.7% $81.93 +4.3%
6 VIS VANGUARD WORLD FD 3,225.0 $1.2M 0.80% -178.0 -5.2% $360.38 -5.9%
7 IWP ISHARES TR 7,603.0 $1.1M 0.77% -325.0 -4.1% $146.41 -3.8%
8 IWS ISHARES TR 5,635.0 $928K 0.64% -273.0 -4.6% $164.60 +3.7%
9 SPEU SPDR INDEX SHS FDS 14,692.0 $806K 0.56% -11K -43.3% $54.88 +3.8%
10 SPEM SPDR INDEX SHS FDS 15,480.0 $802K 0.55% -6K -28.4% $51.78 +1.9%
11 VNQ VANGUARD INDEX FDS 6,947.0 $670K 0.46% -69.0 -1.0% $96.43 +0.8%
12 FENY FIDELITY COVINGTON TRUST 18,389.0 $544K 0.38% -593.0 -3.1% $29.56 +17.5%
13 PTRN PATTERN GROUP INC Technology 20,634.0 $520K 0.36% -15K -41.4% $25.19 -16.0%
14 FMAT FIDELITY COVINGTON TRUST 8,431.0 $493K 0.34% -142.0 -1.7% $58.51 +4.3%
15 IYF ISHARES TR 3,388.0 $432K 0.30% -29.0 -0.8% $127.51 +7.7%
16 SCHH SCHWAB STRATEGIC TR 17,756.0 $420K 0.29% -90.0 -0.5% $23.68 +0.3%
17 FLCA FRANKLIN TEMPLETON ETF TR 7,413.0 $382K 0.26% -2K -22.8% $51.47 +7.1%
18 OGIG ALPS ETF TR 8,473.0 $377K 0.26% -124.0 -1.4% $44.52 +15.9%
19 VDC VANGUARD WORLD FD 1,369.0 $309K 0.21% -168.0 -10.9% $225.49 +2.2%
20 VPU VANGUARD WORLD FD 1,334.0 $261K 0.18% -72.0 -5.1% $195.73 -5.6%
Page 1 of 2  ·  22 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
Financial Services 31.5%
Technology 22.2%
Communication Services 11.8%
Healthcare 6.5%
Consumer Defensive 6.2%
Consumer Cyclical 5.7%
Energy 5.0%
Real Estate 4.6%
Industrials 4.2%
Utilities 2.2%