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Home > Institutional Investor > Jacobs Equity Llc > Profile

Instuitional Investor - Jacobs Equity Llc

Fund Profile
Filing Period:
Fund Name: Jacobs Equity Llc
Portfolio Value $144,723,819
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Intl Equity Index Funds
 VWO 124,470 $11,020,574 7.61%
2.
Schwab Strategic Trust
 SCHD 265,723 $7,820,228 5.4%
3.
Jpmorgan Chase & Co
 JPM 23,273 $7,617,951 5.26%
4.
Vanguard Intl Equity Index Funds
 VWO 51,042 $5,905,049 4.08%
5.
Fidelity Covington Trust
 FENY 18,443 $5,266,952 3.64%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.