Jacobs Solutions Inc.
MX ˙ BMV
SecurityMX:J / Jacobs Solutions Inc.
InstitutionCaldwell Trust Co
Latest Disclosed Ownership6,018 shares
Latest Disclosed Value $ 765,971
Caldwell Trust Co reports 51.64% decrease in ownership of J / Jacobs Solutions Inc.

On April 22, 2026 - Caldwell Trust Co filed a 13F-HR form disclosing ownership of 6,018 shares of Jacobs Solutions Inc. (MX:J) valued at $765,971 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 12,444 shares of Jacobs Solutions Inc.. This represents a change in shares of -51.64% during the quarter.

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)
2026-04-22 2026-03-31 13F JACOBS SOLUTIONS COM 46982L108 6,018 -6,426 -51.64 766 -53.58 0.0476
2026-01-30 2025-12-31 13F JACOBS SOLUTIONS COM 46982L108 12,444 1,425 12.93 1,648 -0.18 0.1465
2025-10-23 2025-09-30 13F JACOBS SOLUTIONS COM 46982L108 11,019 1,395 14.50 1,651 30.51 0.1543
2025-09-22 2025-06-30 13F JACOBS SOLUTIONS COM 46982L108 9,624 824 9.36 1,265 19.00 0.1265
2025-09-23 2025-03-31 13F JACOBS SOLUTIONS COM 46982L108 8,800 1,838 26.40 1,064 14.30 0.1141
2025-09-24 2024-12-31 13F JACOBS SOLUTIONS COM 46982L108 6,962 1,374 24.59 930 27.22 0.0972
2025-09-24 2024-09-30 13F JACOBS SOLUTIONS COM 46982L108 5,588 1,524 37.50 731 28.92 0.0768
2025-09-24 2024-06-30 13F JACOBS SOLUTIONS COM 46982L108 4,064 1,095 36.88 568 24.34 0.0628
2025-09-24 2024-03-31 13F JACOBS SOLUTIONS COM 46982L108 2,969 864 41.05 456 67.03 0.0531
2025-10-01 2023-12-31 13F JACOBS SOLUTIONS COM 46982L108 2,105 813 62.93 273 55.11 0.0345
2025-10-01 2023-09-30 13F JACOBS SOLUTIONS COM 46982L108 1,292 1,187 1,130.48 176 1,366.67 0.0241
2025-10-01 2023-06-30 13F JACOBS SOLUTIONS COM 46982L108 105 87 483.33 12 500.00 0.0016
2025-10-01 2023-03-31 13F JACOBS SOLUTIONS COM 46982L108 18 18 2 0.0003
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.