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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 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHP SCHWAB STRATEGIC TR 7,800.0 $207K 0.14% -755.0 -8.8% $26.50 -2.2%
22 T AT&T INC Communication Services 9,978.0 $207K 0.14% -765.0 -7.1% $20.70 +25.6%
Page 2 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%