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Jacobs Equity LLC

SEC CIK
0002111761
Latest filing
Aug 14, 2026

The latest 13F from Jacobs Equity LLC covers Q2 2026 (filed Aug 14, 2026): 121 long positions worth $144.7M. The top 10 holdings make up 39.4% of the portfolio, and the largest is Vanguard Intl Equity Index F at 7.6%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
21
Est. +$6.73M
Added
68
Est. +$21.7M
Reduced
25
Est. −$2.72M
Sold out
5
Est. −$1.09M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Intl Equity Index F922042874
    7.6%$11.0M
  2. Schwab U.S. Large-Cap ETF808524201
    5.4%$7.82M
  3. JPMJPMorgan Chase & Co
    5.3%$7.62MHistory
  4. Vanguard Intl Equity Index F922042866
    4.1%$5.91M
  5. Fidelity MSCI Information Technology Index ETF316092808
    3.6%$5.27M

Biggest buys

New and added positions, by estimated amount bought

  1. JPMJPMorgan Chase & Co
    +$6.96MAddedHistory
  2. Vanguard Information Technology ETF92204A702
    +$2.07MAdded
  3. J P Morgan Exchange Traded F46641Q332
    +$1.27MNew
  4. Vanguard Intl Equity Index F922042874
    +$1.07MAdded
  5. AMZNAmazon Com Inc
    +$941.0KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. JPMJPMorgan Chase & Co
    +4.73 pp0.5% → 5.3%History
  2. Vanguard Information Technology ETF92204A702
    +1.38 pp0.3% → 1.7%
  3. J P Morgan Exchange Traded F46641Q332
    +0.88 pp0.0% → 0.9%
  4. Vanguard Instl Index FD922040845
    +0.62 pp0.0% → 0.6%
  5. AMZNAmazon Com Inc
    +0.61 pp0.3% → 0.9%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. SPDR Index Shs FDS78463X103
    −$616.6KReduced
  2. PTRNPattern Group Inc.
    −$366.9KReducedHistory
  3. SPDR Index Shs FDS78463X509
    −$318.2KReduced
  4. Vanguard Intl Equity Index F922042866
    −$294.2KReduced
  5. Vanguard Ftse All-World Ex-US Small-Cap ETF922042718
    −$277.6KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard Intl Equity Index F922042866
    −1.32 pp5.4% → 4.1%
  2. SPDR Index Shs FDS78463X103
    −0.63 pp1.2% → 0.6%
  3. Vanguard Ftse All-World Ex-US Small-Cap ETF922042718
    −0.49 pp1.7% → 1.2%
  4. iShares Tr46434V696
    −0.46 pp1.5% → 1.1%
  5. iShares Core MSCI Europe ETF46434V738
    −0.46 pp1.8% → 1.3%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$144.7M
+$33.0M (+29.5%) vs. prior quarter
Positions
121
+16 vs. prior quarter
Top 10 concentration
39.4%
Top 10 as share of value
Turnover
3.0%
Q2 2026, one quarter
Average holding period
2.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.

13F filings by quarter

3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $144.7M (Q2 2026)

Q4 2025: $103.8MQ1 2026: $111.8MQ2 2026: $144.7M
Q4 2025Q2 2026
13F filings of Jacobs Equity LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 2026121$144.7MVanguard Intl Equity Index FSchwab U.S. Large-Cap ETFJPMvs. Q1 2026SEC
Q1 2026May 14, 2026105$111.8MVanguard Intl Equity Index FSchwab U.S. Large-Cap ETFVanguard Intl Equity Index Fvs. Q4 2025SEC
Q4 2025Feb 19, 2026106$103.8MVanguard Intl Equity Index FSchwab U.S. Large-Cap ETFSchwab Emerging Markets Equity ETF–SEC