JACOBS LEVY EQUITY MANAGEMENT, INC
Institutional investor · Portfolio as of Q1 2022
Top Holdings989 positions
ALPHABET INC | 186,212 | $520.1M | 3.5% | $70.59 | +95.99% | 14 qtrssince 2018-Q4 | Increased 67 |
APPLE INC | 2.8M | $492.2M | 3.3% | $67.10 | +154.51% | 14 qtrssince 2018-Q4 | Increased 65 |
MICROSOFT CORP | 1.6M | $491.7M | 3.3% | $176.42 | +68.38% | 14 qtrssince 2018-Q4 | Increased 76 |
AMAZON COM INC | 74,043 | $241.4M | 1.6% | $101.40 | +60.75% | 14 qtrssince 2018-Q4 | Decreased 0 |
LOCKHEED MARTIN CORP | 411,660 | $181.7M | 1.2% | $318.56 | +23.06% | 8 qtrssince 2020-Q2 | Decreased 0 |
MCKESSON CORP | 571,307 | $174.9M | 1.2% | $134.68 | +122.36% | 14 qtrssince 2018-Q4 | Decreased 0 |
ELEVANCE HEALTH INC FORMERLY | 355,342 | $174.6M | 1.2% | $274.23 | +67.43% | 14 qtrssince 2018-Q4 | Decreased 0 |
AT&T INC | 6.6M | $156.6M | 1.1% | $14.41 | -4.55% | 9 qtrssince 2020-Q1 | Increased 50 |
INTEL CORP | 3.1M | $151.2M | 1.0% | $49.86 | -3.61% | 10 qtrssince 2019-Q4 | Increased 61 |
ARCHER DANIELS MIDLAND CO | 1.6M | $148.1M | 1.0% | $45.90 | +72.60% | 14 qtrssince 2018-Q4 | Decreased 0 |
GILEAD SCIENCES INC | 2.5M | $147M | 1.0% | $52.39 | -2.84% | 14 qtrssince 2018-Q4 | Increased 52 |
THE CIGNA GROUP | 611,036 | $146.4M | 1.0% | $219.19 | +0.59% | 7 qtrssince 2020-Q3 | Increased 69 |
HUMANA INC | 331,854 | $144.4M | 1.0% | $312.21 | +35.55% | 14 qtrssince 2018-Q4 | Increased 49 |
FORD MTR CO | 8.5M | $144M | 1.0% | $5.84 | +114.36% | 14 qtrssince 2018-Q4 | Decreased 0 |
AUTOZONE INC | 64,879 | $132.7M | 0.9% | $1,340.08 | +52.57% | 14 qtrssince 2018-Q4 | Increased 43 |
MOLINA HEALTHCARE INC | 374,901 | $125.1M | 0.8% | $152.87 | +118.22% | 14 qtrssince 2018-Q4 | Decreased 0 |
ALLSTATE CORP | 871,548 | $120.7M | 0.8% | $85.02 | +50.95% | 14 qtrssince 2018-Q4 | Increased 46 |
FORTINET INC | 351,746 | $120.2M | 0.8% | $30.52 | +123.93% | 14 qtrssince 2018-Q4 | Decreased 0 |
CORTEVA INC | 2.1M | $120M | 0.8% | $4.20 | +95.99% | 11 qtrssince 2019-Q3 | Decreased 0 |
PRUDENTIAL FINL INC | 984,614 | $116.4M | 0.8% | $79.78 | +18.54% | 6 qtrssince 2020-Q4 | Increased 43 |
JACOBS LEVY EQUITY MANAGEMENT, INC manages $14.9B across 989 positions as of Q1 2022. Top holdings: GOOG (3.5%), AAPL (3.3%), MSFT (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 189 new positions, 159 exits, 334 increased. Top move: MSFT (INCREASED, conviction 76). Portfolio: $14.9B across 989 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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