Jacobs Solutions Inc.
MX ˙ BMV
SecurityMX:J / Jacobs Solutions Inc.
InstitutionEvergreen Capital Management Llc
Latest Disclosed Ownership103,642 shares
Latest Disclosed Value $ 13,191,593
Evergreen Capital Management Llc reports 0.86% increase in ownership of J / Jacobs Solutions Inc.

On May 14, 2026 - Evergreen Capital Management Llc filed a 13F-HR form disclosing ownership of 103,642 shares of Jacobs Solutions Inc. (MX:J) valued at $13,191,593 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 102,760 shares of Jacobs Solutions Inc.. This represents a change in shares of 0.86% 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)
2026-05-14 2026-03-31 13F JACOBS SOLUTIONS COM 46982L108 103,642 882 0.86 13,192 -3.09 0.2242
2026-01-27 2025-12-31 13F JACOBS SOLUTIONS COM 46982L108 102,760 9,591 10.29 13,612 -2.51 0.3040
2025-10-28 2025-09-30 13F JACOBS SOLUTIONS COM 46982L108 93,169 -1,136 -1.20 13,962 12.63 0.3317
2025-08-14 2025-06-30 13F JACOBS SOLUTIONS COM 46982L108 94,305 807 0.86 12,396 9.68 0.3728
2025-05-15 2025-03-31 13F JACOBS SOLUTIONS COM 46982L108 93,498 24,375 35.26 11,303 22.37 0.3794
2025-02-13 2024-12-31 13F JACOBS SOLUTIONS COM 46982L108 69,123 3,609 5.51 9,236 7.71 0.3006
2024-11-14 2024-09-30 13F JACOBS SOLUTIONS COM 46982L108 65,514 2,242 3.54 8,576 -2.99 0.2877
2024-08-14 2024-06-30 13F JACOBS SOLUTIONS COM 46982L108 63,272 45,204 250.19 8,840 218.29 0.3199
2024-05-15 2024-03-31 13F JACOBS SOLUTIONS COM 46982L108 18,068 18,068 2,778 0.1050
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.