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CIK: 0000884414
Total reported value
$27.8B
$27.8B
928 檔
14.1%
The Q1 2024 SEC filing reveals that Jacobs Levy Equity Management, Inc held a total portfolio value of $27.8B, covering 928 public equity positions.
During Q1 2024, Jacobs Levy Equity Management, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 928 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.25% | -1.06% | +13.33% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.87% | +0.27% | +13.84% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.07% | -0.19% | +3.76% | |
| 4 | MA | Mastercard Inc - A | Stock-Financials | 1.89% | -0.19% | +2.34% | |
| 5 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.47% | -0.03% | +3.26% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.45% | +0.89% | -4.06% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | +0.22% | +11.10% | |
| 8 | FTNT | Fortinet Inc | Stock-Tech | 1.22% | +0.37% | +7.63% | |
| 9 | MCK | Mckesson CORP | Stock-Healthcare | 1.22% | -0.31% | +3.91% | |
| 10 | VLO | Valero Energy CORP | Stock-Energy | 1.18% | +0.02% | +3.60% | |
| 11 | UBER | Uber Technologies Inc | Stock-Industrials | 1.16% | — | -25.08% | |
| 12 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.12% | +0.07% | -5.81% | |
| 13 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.08% | — | +283.52% | |
| 14 | INTC | Intel CORP | Stock-Tech | 0.98% | — | -22.19% | |
| 15 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.98% | +0.03% | +5.54% | |
| 16 | VST | Vistra CORP | Stock-Utilities | 0.97% | -0.03% | -11.54% | |
| 17 | GM | General Motors Co | Stock-Consumer Disc | 0.94% | -0.10% | -23.10% | |
| 18 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.94% | -0.55% | +6.87% | |
| 19 | ADP | Automatic Data Processing | Stock-Tech | 0.88% | -0.08% | EXIT | |
| 20 | ELV | Elevance Health Inc | Stock-Healthcare | 0.86% | -0.02% | +48.61% | |
| 21 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.84% | -0.12% | +141.58% | |
| 22 | HUM | Humana Inc | Stock-Healthcare | 0.84% | — | +15.48% | |
| 23 | EXC | Exelon CORP | Stock-Utilities | 0.82% | — | +2.38% | |
| 24 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.76% | -0.43% | EXIT | |
| 25 | F | Ford Motor Co | Stock-Consumer Disc | 0.73% | — | NEW | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.49% | +8.78% | |
| 27 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.68% | +1.18% | -24.10% | |
| 28 | ALL | Allstate CORP | Stock-Financials | 0.68% | — | -9.04% | |
| 29 | PGR | Progressive CORP | Stock-Financials | 0.68% | +0.04% | NEW | |
| 30 | SYF | Synchrony Financial | Stock-Financials | 0.67% | -0.18% | +2.86% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.65% | — | +753.63% | |
| 32 | INCY | Incyte CORP | Stock-Healthcare | 0.64% | -0.38% | +7.61% | |
| 33 | NVR | Nvr Inc | Stock-Consumer Disc | 0.63% | -0.04% | +98.85% | |
| 34 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.63% | +0.24% | +11.03% | |
| 35 | OMC | Omnicom Group | Stock-Comm Services | 0.63% | — | +319.61% | |
| 36 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.63% | -0.40% | +2.90% | |
| 37 | NRG | Nrg Energy Inc | Stock-Utilities | 0.61% | +0.02% | -0.11% | |
| 38 | DOW | Dow Inc | Stock-Materials | 0.61% | +0.01% | NEW | |
| 39 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.61% | — | +5.87% | |
| 40 | VRSN | Verisign Inc | Stock-Tech | 0.61% | -0.13% | -6.13% | |
| 41 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.60% | -0.09% | -40.84% | |
| 42 | MOH | Molina Healthcare Inc | Stock-Healthcare | 0.59% | +0.22% | -4.63% | |
| 43 | NTNX | Nutanix Inc - A | Stock-Tech | 0.56% | +0.03% | -7.72% | |
| 44 | DBX | Dropbox Inc-class A | Stock-Tech | 0.51% | -0.03% | +0.70% | |
| 45 | LYFT | Lyft Inc-a | Stock-Tech | 0.51% | -0.02% | +1.10% | |
| 46 | RGA | Reinsurance Group Of America | Stock-Financials | 0.50% | -0.15% | +2.80% | |
| 47 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.50% | -0.15% | +5.08% | |
| 48 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.50% | — | -21.52% | |
| 49 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.49% | — | +403.20% | |
| 50 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.49% | +0.10% | +2722.15% |
According to official SEC Form 13F filings, Jacobs Levy Equity Management, Inc reported a total U.S. public equity portfolio value of $27.8B across 928 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 14.1% of total reported equity market value during Q1 2024.
During Q1 2024, Jacobs Levy Equity Management, Inc's top holdings by market value included AAPL (5.3%)、NVDA (4.9%)、MSFT (4.1%). The largest single position, AAPL, represented 5.3% of total portfolio value.
In Q1 2024, Jacobs Levy Equity Management, Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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