Jacobs Levy Equity Management, Inc

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 1,060
Total Value: 25210453103
Accession Number: 0001085146-25-003292
Form Type: 13F-HR
CIK: 0000884414
Manager Name: Jacobs Levy Equity Management, Inc

Data Enrichment

99% identified

1,052 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,060 positions • $25,210,453.103K total value

1,060 positions

Manager:

SEC FilingSEC DataHachi Filing

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Phillips 66

PSX|718546104

1552413(+0.7%)

Value:

$191.7B(+9.2%)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

608997(+110.1%)

Value:

$186.1B(+119.3%)

LENNOX INTERNATIONAL INC

LII|526107107

308787(+181.6%)

Value:

$173.2B(+159.2%)

Elevance Health, Inc.

ELV|036752103

393669(-40.2%)

Value:

$171.2B(-29.5%)

Ally Financial Inc.

ALLY|02005N100

4658877(+10.9%)

Value:

$169.9B(+12.3%)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

117046

Value:

$167.7B

ESSEX PROPERTY TRUST, INC.

ESS|297178105

543397(+0.3%)

Value:

$166.6B(+7.7%)

TARGET CORP

TGT|87612E106

1589661(+111.1%)

Value:

$165.9B(+63.0%)

JABIL INC

JBL|466313103

1215678(+119.9%)

Value:

$165.4B(+108.0%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

167805(+315.1%)

Value:

$158.7B(+328.4%)

CORCEPT THERAPEUTICS INC

CORT|218352102

1349682(-2.0%)

Value:

$154.2B(+122.2%)

DROPBOX, INC.

DBX|26210C104

5718967(-6.8%)

Value:

$152.8B(-17.1%)

MOLINA HEALTHCARE, INC.

MOH|60855R100

450346(-16.1%)

Value:

$148.3B(-5.1%)

CAMDEN PROPERTY TRUST

CPT|133131102

1209186(-13.6%)

Value:

$147.9B(-8.9%)

Accenture plc

ACN|G1151C101

464864(+340.7%)

Value:

$145.1B(+290.9%)

GE HealthCare Technologies Inc.

GEHC|36266G107

1731637(-29.4%)

Value:

$139.8B(-27.1%)

LINDE PLC

LIN|G54950103

297561

Value:

$138.6B

Synchrony Financial

SYF|87165B103

2602808(-41.0%)

Value:

$137.8B(-52.0%)

Otis Worldwide Corp

OTIS|68902V107

1331686(-3.9%)

Value:

$137.4B(+7.1%)

GLOBE LIFE INC.

GL|37959E102

1025984(+35.9%)

Value:

$135.1B(+60.6%)

Instrument	Shares		Other Manager	Value
Phillips 66(PSXcusip718546104)	1.6M	QoQ +0.72% (+11.2K) YoY +259.35% (+1.1M)	All Managers (Combined)	$191.7M	QoQ +9.16% (+$16.1M) YoY +171.65% (+$121.1M)
Automatic Data Processing Inc(ADPcusip053015103)	609.0K	QoQ +110.09% (+319.1K) YoY -22.32% (-175.0K)	All Managers (Combined)	$186.1M	QoQ +119.28% (+$101.2M) YoY -4.96% (-$9.7M)
Lennox International Inc(LIIcusip526107107)	308.8K	QoQ +181.60% (+199.1K) YoY +1542.13% (+290.0K)	All Managers (Combined)	$173.2M	QoQ +159.19% (+$106.4M) YoY +1784.27% (+$164.0M)
Elevance Health, Inc.(ELVcusip036752103)	393.7K	QoQ -40.23% (-265.0K) YoY +5.82% (-21.7K)	All Managers (Combined)	$171.2M	QoQ -29.52% (-$71.7M) YoY -11.23% (-$21.7M)
Ally Financial Inc.(ALLYcusip02005N100)	4.7M	QoQ +10.86% (+456.7K) YoY +86399.75% (+4.7M)	All Managers (Combined)	$169.9M	QoQ +12.28% (+$18.6M) YoY +77619.69% (+$169.7M)
O Reilly Automotive Inc(ORLYcusip67103H107)	117.0K	QoQ NEW(+117.0K) YoY NEW(+117.0K)	All Managers (Combined)	$167.7M	QoQ NEW(+$167.7M) YoY NEW(+$167.7M)
Essex Property Trust, Inc.(ESScusip297178105)	543.4K	QoQ +0.30% (+1.7K) YoY +267.49% (+395.5K)	All Managers (Combined)	$166.6M	QoQ +7.73% (+$12.0M) YoY +360.20% (+$130.4M)
Target Corp(TGTcusip87612E106)	1.6M	QoQ +111.11% (+836.7K) YoY +92862.63% (+1.6M)	All Managers (Combined)	$165.9M	QoQ +62.98% (+$64.1M) YoY +54646.25% (+$165.6M)
Jabil Inc(JBLcusip466313103)	1.2M	QoQ +119.93% (+662.9K) YoY NEW(+1.2M)	All Managers (Combined)	$165.4M	QoQ +107.96% (+$85.9M) YoY NEW(+$165.4M)
Costco Wholesale Corp /New(COSTcusip22160K105)	167.8K	QoQ +315.06% (+127.4K) YoY +778.46% (+148.7K)	All Managers (Combined)	$158.7M	QoQ +328.42% (+$121.7M) YoY +1034.04% (+$144.7M)
Corcept Therapeutics Inc(CORTcusip218352102)	1.3M	QoQ -1.97% (-27.2K) YoY +84.51% (+618.2K)	All Managers (Combined)	$154.2M	QoQ +122.19% (-$84.8M) YoY +736.66% (+$135.7M)
Dropbox, Inc.(DBXcusip26210C104)	5.7M	QoQ -6.76% (-414.8K) YoY +22.45% (+1.0M)	All Managers (Combined)	$152.8M	QoQ -17.09% (-$31.5M) YoY +34.60% (+$39.3M)
Molina Healthcare, Inc.(MOHcusip60855R100)	450.3K	QoQ -16.14% (-86.7K) YoY +40.38% (+129.6K)	All Managers (Combined)	$148.3M	QoQ -5.09% (-$8.0M) YoY +12.55% (+$16.6M)
Camden Property Trust(CPTcusip133131102)	1.2M	QoQ -13.56% (-189.8K) YoY +127.85% (+678.5K)	All Managers (Combined)	$147.9M	QoQ -8.90% (-$14.5M) YoY +183.20% (+$95.7M)
Accenture Plc(ACNcusipG1151C101)	464.9K	QoQ +340.73% (+359.4K) YoY NEW(+464.9K)	All Managers (Combined)	$145.1M	QoQ +290.93% (+$108.0M) YoY NEW(+$145.1M)
Ge Healthcare Technologies Inc.(GEHCcusip36266G107)	1.7M	QoQ -29.35% (-719.5K) YoY +128.29% (+973.1K)	All Managers (Combined)	$139.8M	QoQ -27.06% (-$51.9M) YoY +102.67% (+$70.8M)
Linde Plc(LINcusipG54950103)	297.6K	QoQ NEW(+297.6K) YoY NEW(+297.6K)	All Managers (Combined)	$138.6M	QoQ NEW(+$138.6M) YoY NEW(+$138.6M)
Synchrony Financial(SYFcusip87165B103)	2.6M	QoQ -41.04% (-1.8M) YoY -25.54% (-893.2K)	All Managers (Combined)	$137.8M	QoQ -51.98% (-$149.2M) YoY -8.59% (-$13.0M)
Otis Worldwide Corp(OTIScusip68902V107)	1.3M	QoQ -3.91% (-54.2K) YoY -22.04% (-376.6K)	All Managers (Combined)	$137.4M	QoQ +7.07% (-$9.1M) YoY -18.95% (-$32.2M)
Globe Life Inc.(GLcusip37959E102)	1.0M	QoQ +35.94% (+271.3K) YoY NEW(+1.0M)	All Managers (Combined)	$135.1M	QoQ +60.56% (+$51.0M) YoY NEW(+$135.1M)