SEC 13F Intelligence

Todd Asset Management LLC / J

Todd Asset Management LLC’s Jacobs Solutions Inc Position

Does Todd Asset Management LLC own Jacobs Solutions Inc (J)? Yes304.5K shares worth $39M (+0.76% of its 13F portfolio) as of Q1 2026, down from 306.1K shares the prior filed quarter.

Position Value
$39M
Q1 2026
Shares
304.5K
% of Portfolio
+0.76%
Quarters Held
12
currently held

Position History J

Reported value by quarter
Q2 ’23: $40MQ2 ’23Q3 ’23: $46MQ4 ’23: $44MQ4 ’23Q1 ’24: $48MQ2 ’24: $43MQ2 ’24Q3 ’24: $40MQ4 ’24: $42MQ4 ’24Q1 ’25: $38MQ2 ’25: $41MQ2 ’25Q3 ’25: $46MQ4 ’25: $41MQ4 ’25Q1 ’26: $39Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026304.5K$39M+0.76%
Q4 2025306.1K$41M+0.79%
Q3 2025306.6K$46M+0.93%
Q2 2025309.6K$41M+0.88%
Q1 2025312.7K$38M+0.89%
Q4 2024312.8K$42M+1.00%
Q3 2024307.7K$40M+0.94%
Q2 2024309.4K$43M+0.90%
Q1 2024311.0K$48M+0.98%
Q4 2023336.1K$44M+0.96%
Q3 2023339.3K$46M+1.10%
Q2 2023339.8K$40M+0.94%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Todd Asset Management LLC’s full portfolio or all institutional holders of J.