Stock Taper 
JACOBS LEVY EQUITY MANAGEMENT, INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVR, Inc. | NVR | 93 | $633.65K |
 IES Holdings, Inc. | IESC | 609 | $447.41K |
 WESCO International, Inc. | WCC | 678 | $234.2K |
 General Dynamics Corporation | GD | 827 | $292.96K |
 Advanced Micro Devices, Inc. | AMD | 933 | $541.99K |
 MSCI Inc. | MSCI | 1.08K | $607.08K |
 QUALCOMM Incorporated | QCOM | 1.37K | $252.42K |
 Mastercard Incorporated | MA | 1.45K | $745.23K |
 MongoDB, Inc. | MDB | 1.46K | $490.08K |
 Affiliated Managers Group, Inc. | AMG | 1.84K | $624.35K |
 Duke Energy Corporation | DUK | 1.99K | $251.26K |
 United Therapeutics Corporation | UTHR | 2.27K | $1.23M |
 PepsiCo, Inc. | PEP | 2.32K | $314.26K |
 AutoZone, Inc. | AZO | 2.32K | $7.42M |
 Astera Labs, Inc. Common Stock | ALAB | 2.47K | $1.19M |
 HEICO Corporation | HEI | 2.63K | $936.07K |
 Johnson Controls International plc | JCI | 2.65K | $386.75K |
 Netflix, Inc. | NFLX | 2.89K | $206.49K |
 Pool Corporation | POOL | 3.16K | $679.51K |
 Thor Industries, Inc. | THO | 3.49K | $262.46K |