$J is held by 16 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.07%, with an average of 0.10% of portfolio. Largest holder: Intrinsic Value Partners, LLC at 1.07%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
JACOBS SOLUTIONS INC
13F holders
920
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
1trades
Convergence
—
Institutional holders
Top 10 of 920 · Source: 13F-HR01
Banyan Capital Management, Inc.
—
—
02
State Street
—
—
03
Axa S.a.
—
—
04
Strategic Planning Group, LLC
—
—
05
Atlantic Edge Private Wealth Management, LLC
—
—
06
Primecap Management CO
—
—
07
First Financial Bankshares Inc.
—
—
08
Corre Partners Management, LLC
—
—
09
Spinnaker Capital Ltd.
—
—
10
US Bancorp De
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
16 holders · Q1 202601
Intrinsic Value Partners, LLC
1.07% held
α +13.8pts
02
CV Advisors LLC
0.15% NEW
α +29.1pts
03
Shufro Rose & Co. LLC
0.11% NEW
α +32.3pts
04
Fiduciary Alliance LLC
0.04% held
α +16.8pts
05
Fulton Bank, N.a.
0.04% held
α +23.8pts
06
WINTON GROUP Ltd
0.04% held
α +27.0pts
07
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.03% held
α +27.5pts
08
Johnson Financial Group, Inc.
0.03% held
α +14.7pts
09
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
0.02% held
α +13.4pts
10
Nisa Investment Advisors, LLC
0.02% held
α +16.6pts
11
Costello Asset Management, INC
0.01% held
α +14.3pts
12
Quarry LP
0.01% held
α +10.6pts
13
Bradley Foster & Sargent INC
0.01% held
α +11.1pts
14
Citigroup Inc.
0.01% held
α +26.3pts
15
Principal Securities, Inc.
0.00% held
α +21.3pts
16
Wellington Management Group LLP
0.00% held
α +10.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
6 transactions · 3 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
6 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $J lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $J — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 16:30 UTC.