Jacobs Solutions (J) Stock Concentration Calculator
Calculator · free · no signup · JQuantify Jacobs Solutions concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About Jacobs Solutions
Jacobs Solutions (J) is a public Industrial company, incorporated in Delaware and headquartered in Dallas, TX.
Last close: $142.86 per share (as of 2026-08-18).
Equity grants at Jacobs Solutions typically include restricted stock units (RSUs).
Jacobs Solutions Inc. is an American international technical professional services firm based in Dallas. The company provides engineering, technical, professional, and construction services as well as scientific and specialty consulting for a broad range of clients globally, including companies, organizations, and government agencies. Jacobs has consistently ranked No. 1 on both Engineering News-Record (ENR)'s 2018, 2019, 2020, 2021, 2022, and 2023 Top 500 Design Firms and Trenchless Technology’s 2018, 2019, 2020, and 2021 Top 50 Trenchless Engineering Firms. Its worldwide annual revenue were over $12 billion in the 2025 fiscal year, and earnings dropped to $289 million.
Source: Wikipedia (CC BY-SA 4.0)
Joseph Jacobs founded the engineering firm in 1947, and it designs and manages infrastructure, water, and advanced-facility projects for government and corporate clients. Revenue is professional services billed against long project schedules, so backlog and staff utilization matter more than any product cycle. The separation of the government services business in 2024 narrowed the company toward infrastructure and life-sciences facilities. Public infrastructure funding is the largest single demand driver. Headquarters are in Dallas.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Jacobs Solutions.
If a meaningful share of your net worth sits in J, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with J's option-implied volatility.
Example: 5,000 J shares at $142.86 is a $714,300 position. A 30% drawdown costs $214,290; a 50% drawdown costs $357,150; a 70% drawdown costs $500,010. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using J's option-implied volatility and your cost basis.
All Jacobs Solutions tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Jacobs Solutions equity questions
- How much J stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your J position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Jacobs Solutions grant ISOs, NSOs, or RSUs?
- Equity compensation at Jacobs Solutions typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
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