Jacobs Solutions Inc.
US ˙ NYSE

SecurityJ / Jacobs Solutions Inc.
InstitutionSummit Trail Advisors, Llc
Latest Disclosed Ownership17,550 shares
Latest Disclosed Value $ 2,233,764
Summit Trail Advisors, Llc reports 17.05% increase in ownership of J / Jacobs Solutions Inc.

On May 12, 2026 - Summit Trail Advisors, Llc filed a 13F-HR form disclosing ownership of 17,550 shares of Jacobs Solutions Inc. (US:J) valued at $2,233,764 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 14,994 shares of Jacobs Solutions Inc.. This represents a change in shares of 17.05% during the quarter. The current value of the position is $2,128,464 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F JACOBS SOLUTIONS COM 46982L108 17,550 2,556 17.05 2,234 12.44 0.0320
2026-02-17 2025-12-31 13F JACOBS SOLUTIONS COM 46982L108 14,994 2,893 23.91 1,986 9.54 0.0343
2025-11-14 2025-09-30 13F JACOBS SOLUTIONS COM 46982L108 12,101 4,908 68.23 1,813 91.85 0.0250
2025-08-14 2025-06-30 13F JACOBS SOLUTIONS COM 46982L108 7,193 7,193 946 0.0162
2025-04-28 2025-03-31 13F JACOBS SOLUTIONS COM 46982L108 0 -3,111 -100.00 0 -100.00
2025-01-29 2024-12-31 13F JACOBS SOLUTIONS COM 46982L108 3,111 3,111 416 0.0153
2018-08-10 2018-06-30 13F JACOBS ENGR GROUP INC DEL COM EQUITY 469814107 0 -45,352 -100.00 0 -100.00
2018-05-21 2018-03-31 13F JACOBS ENGR GROUP INC DEL COM EQUITY 469814107 45,352 43,351 2,166.47 45 -66.42 0.0070
2018-02-14 2017-12-31 13F JACOBS ENGR GROUP INC DEL COM EQUITY 469814107 2,001 2,001 134 0.0169
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.