JACOBS LEVY EQUITY MANAGEMENT, INC
Institutional investor · Portfolio as of Q3 2019
Top Holdings908 positions
MICROSOFT CORP | 1.9M | $263.3M | 3.2% | $101.36 | +28.97% | 4 qtrssince 2018-Q4 | Increased 69 |
AMAZON COM INC | 125,318 | $217.5M | 2.7% | $76.94 | +12.81% | 4 qtrssince 2018-Q4 | Increased 60 |
ALPHABET INC | 173,022 | $210.9M | 2.6% | $51.73 | +16.73% | 4 qtrssince 2018-Q4 | Increased 55 |
MASTERCARD INCORPORATED | 468,103 | $127.1M | 1.6% | $188.71 | +38.29% | 4 qtrssince 2018-Q4 | Increased 53 |
APPLE INC | 460,004 | $103M | 1.3% | $38.48 | +39.64% | 4 qtrssince 2018-Q4 | Increased 51 |
STARBUCKS CORP | 1.1M | $98M | 1.2% | $56.71 | +33.40% | 4 qtrssince 2018-Q4 | Increased 50 |
QUALCOMM INC | 1.1M | $87.4M | 1.1% | $65.25 | 0.00% | 1 qtr | New 68 |
HP INC | 4M | $75.2M | 0.9% | $15.24 | -3.62% | 4 qtrssince 2018-Q4 | Increased 59 |
BIOGEN INC | 308,839 | $71.9M | 0.9% | $232.30 | -0.89% | 2 qtrssince 2019-Q2 | Increased 63 |
GILEAD SCIENCES INC | 1.1M | $71M | 0.9% | $49.99 | -1.13% | 4 qtrssince 2018-Q4 | Increased 67 |
HUMANA INC | 263,951 | $67.5M | 0.8% | $257.64 | -5.29% | 4 qtrssince 2018-Q4 | Increased 53 |
DUPONT DE NEMOURS INC | 924,603 | $65.9M | 0.8% | $26.17 | -0.69% | 2 qtrssince 2019-Q2 | Increased 67 |
KIMBERLY-CLARK CORP | 454,557 | $64.6M | 0.8% | $106.40 | +7.15% | 3 qtrssince 2019-Q1 | Increased 60 |
BRISTOL-MYERS SQUIBB CO | 1.3M | $63.9M | 0.8% | $38.64 | +0.52% | 4 qtrssince 2018-Q4 | Increased 45 |
FORD MTR CO | 6.9M | $63.3M | 0.8% | $5.98 | +8.71% | 4 qtrssince 2018-Q4 | Increased 67 |
SYSCO CORP | 790,261 | $62.7M | 0.8% | $58.05 | +12.70% | 3 qtrssince 2019-Q1 | Increased 51 |
ALLSTATE CORP | 577,314 | $62.7M | 0.8% | $74.30 | +25.05% | 4 qtrssince 2018-Q4 | Increased 48 |
COCA COLA CO | 1.1M | $61.1M | 0.7% | $40.68 | +10.22% | 4 qtrssince 2018-Q4 | Increased 43 |
VALERO ENERGY CORP | 664,731 | $56.7M | 0.7% | $57.68 | +12.98% | 4 qtrssince 2018-Q4 | Increased 50 |
CABLE ONE INC | 44,804 | $56.2M | 0.7% | $887.11 | +29.94% | 4 qtrssince 2018-Q4 | Increased 45 |
JACOBS LEVY EQUITY MANAGEMENT, INC manages $8.1B across 908 positions as of Q3 2019. Top holdings: MSFT (3.2%), AMZN (2.7%), GOOG (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 132 new positions, 160 exits, 458 increased. Top move: MSFT (INCREASED, conviction 69). Portfolio: $8.1B across 908 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
Verify source filings on SEC EDGAR