J β€” JACOBS SOLUTIONS INC

Ownership history in Activest Wealth Management  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in JACOBS SOLUTIONS INC (J). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

Activest Wealth Management Γ— J AI Analytics

πŸ“ˆ Activest Wealth Management outperformed the S&P 500 by +10.9% annually on this J position. Average cost basis: $123.43. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+10.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 10.9% per year on this position.
2 quarters analyzed

πŸ’° Entry Quality
$123.43
+20.8% vs current ($149.11)

Best entry: $118.54 (2025 Q1)  Β·  Worst: $149.11 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    J price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 37 +2 +5.7% 0.00% $6K $149.11
2025 Q2 ADDED 35 +10 +40.0% 0.00% $5K $130.51
2025 Q1 INITIATED 25 β€” β€” 0.00% $3K $118.54

🏒 Other funds also holding J

As of 2025 Q4 β€” sorted by position size

L1 Capital International Pty Ltd 4.95% CACTI ASSET MANAGEMENT LLC 3Y 7Y 4.8% HAHN CAPITAL MANAGEMENT LLC 3Y 7Y 4.48% Two Point Capital Management, Inc. 3Y 4.13% Incline Global Management LLC 3Y 7Y 3.64% HUTCHINSON CAPITAL MANAGEMENT/CA 3Y 7Y 3.19% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 3.05% LATHROP INVESTMENT MANAGEMENT CO 3Y 7Y 3.02% CIDEL ASSET MANAGEMENT INC 3Y 7Y 2.91% Paragon Capital Management LLC 3Y 7Y 2.68%
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