SEC 13F Intelligence

Sfe Investment Counsel / J

Sfe Investment Counsel’s Jacobs Solutions Inc Position

Does Sfe Investment Counsel own Jacobs Solutions Inc (J)? Yes67.6K shares worth $9M (+1.36% of its 13F portfolio) as of Q1 2026, up from 55.2K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
67.6K
% of Portfolio
+1.36%
Quarters Held
15
currently held

Position History J

Reported value by quarter
Q3 ’22: $2MQ3 ’22Q4 ’22: $3MQ1 ’23: $2MQ1 ’23Q2 ’23: $3MQ3 ’23: $4MQ3 ’23Q4 ’23: $4MQ1 ’24: $5MQ1 ’24Q2 ’24: $5MQ3 ’24: $5MQ3 ’24Q4 ’24: $5MQ1 ’25: $5MQ1 ’25Q2 ’25: $6MQ3 ’25: $7MQ3 ’25Q4 ’25: $7MQ1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202667.6K$9M+1.36%
Q4 202555.2K$7M+1.12%
Q3 202549.0K$7M+1.17%
Q2 202548.8K$6M+1.13%
Q1 202543.8K$5M+1.06%
Q4 202438.2K$5M+1.09%
Q3 202437.1K$5M+1.01%
Q2 202436.7K$5M+1.14%
Q1 202434.1K$5M+1.19%
Q4 202331.8K$4M+1.07%
Q3 202329.9K$4M+1.19%
Q2 202327.8K$3M+0.94%
Q1 202321.8K$2M+0.77%
Q4 202221.9K$3M+0.81%
Q3 202221.8K$2M+0.75%

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