Jacobs Levy Equity Management, Inc

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Jackson Financial Inc.	—	$61.58M	577,365	0.2%
Halozyme Therapeutics Inc	—	$59.02M	876,957	0.2%
Sonos Inc	—	$57.63M	3,281,869	0.2%
Northrop Grumman Corp	—	$56.55M	99,166	0.2%
SELECTIVE INSURANCE GROUP INC	—	$56.50M	675,273	0.2%
ROBERT HALF INC.	—	$56.48M	2,079,623	0.2%
LOUISIANA-PACIFIC CORP	—	$56.23M	696,267	0.2%
Clear Secure, Inc.	—	$55.76M	1,589,583	0.2%
Saia Inc	—	$55.56M	170,166	0.2%
CIRRUS LOGIC, INC.	—	$55.31M	466,766	0.2%
Illumina Inc	—	$53.15M	405,212	0.2%
PUBLIC SERVICE ENTERPRISE GROUP INC	—	$51.90M	646,385	0.2%
Watsco, Inc.	—	$51.37M	152,445	0.2%
WESTLAKE CORPWLK	Common Stock	$49.42M	668,405	0.2%
Zoom Communications, Inc.	—	$48.47M	561,751	0.2%
Varonis Systems Inc	—	$48.26M	1,471,418	0.2%
HF Sinclair Corp	—	$47.65M	1,034,020	0.2%
DANA Inc	—	$46.77M	1,968,552	0.2%
BRISTOL MYERS SQUIBB CO	—	$46.56M	863,210	0.2%
Trex Co Inc	—	$46.53M	1,326,379	0.2%
SCOTTS MIRACLE-GRO CO	—	$45.84M	785,541	0.2%
RH	—	$44.13M	246,355	0.2%
Airbnb, Inc.	—	$44.05M	324,586	0.2%
APPFOLIO INC	—	$43.36M	186,393	0.2%
10x Genomics, Inc.	—	$43.06M	2,639,999	0.2%
POWELL INDUSTRIES INC	—	$41.92M	131,492	0.2%
InterDigital, Inc.	—	$41.27M	129,618	0.2%
HANOVER INSURANCE GROUP, INC.	—	$41.15M	225,126	0.2%
Ultragenyx Pharmaceutical Inc.	—	$40.23M	1,749,268	0.2%
SYNOPSYS INC	—	$39.84M	84,813	0.2%
WINMARK CORP	—	$39.00M	96,314	0.2%
MERCURY GENERAL CORP	—	$38.39M	408,116	0.1%
Talen Energy Corp	—	$37.83M	100,928	0.1%
Zoetis Inc.	—	$37.29M	296,401	0.1%
KULICKE & SOFFA INDUSTRIES INC	—	$37.07M	813,669	0.1%
CULLEN/FROST BANKERS, INC.	—	$36.67M	289,559	0.1%
First American Financial Corp	—	$36.50M	594,015	0.1%
CLOROX CO /DE	—	$36.45M	361,480	0.1%
ARCBEST CORP /DE	—	$36.40M	490,641	0.1%
TANDEM DIABETES CARE INC	—	$36.35M	1,653,708	0.1%
Elevance Health Inc	—	$36.00M	102,699	0.1%
DENTSPLY SIRONA Inc.	—	$35.68M	3,121,993	0.1%
SKYWORKS SOLUTIONS, INC.	—	$35.47M	559,412	0.1%
SMITHFIELD FOODS INCSFD	Common Stock	$34.85M	1,560,647	0.1%
CVR ENERGY INCCVI	Common Stock	$32.61M	1,281,917	0.1%
Snap Inc	—	$32.57M	4,036,516	0.1%
KBR Inc	—	$32.19M	800,687	0.1%
TRINET GROUP, INC.	—	$31.97M	540,746	0.1%
BankUnited, Inc.	—	$31.73M	711,825	0.1%
Palantir Technologies Inc	—	$31.46M	176,987	0.1%