JACOBS & CO/CA

CIK: 1055544SEC EDGAR →

Portfolio Value

$1.2B

Holdings

134

As of

Q2 2026

New Positions

10

Closed Positions

3

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

AppleInc.

234,066$67.7M
5.81%
2

NVIDIACorp

295,599$59.1M
5.07%
3

AdvancedMicroDevices

89,077$51.7M
4.44%
4

AppliedMaterialsInc

58,701$42.4M
3.64%
5

EliLilly

29,017$34.8M
2.98%
6

Caterpillar

31,867$33.9M
2.91%
7

MicrosoftCorp

90,747$33.9M
2.90%
8

AmazonComInc

136,344$32.5M
2.79%
9

AlphabetIncC

85,257$30.1M
2.58%
10

AlphabetIncA

81,380$29.1M
2.49%

Quarterly Changes

Top Buys

HoneywellAerospaceIncNEW
$11.5M
CRWD↑ Increased
$11.4M
ISRGNEW
$10.4M
FedexFghtHldgCoIncNEW
$10.2M
CSCO↑ Increased
$3.1M

Top Sells

AMD↓ Decreased
$32.1M
AMAT↓ Decreased
$20.8M
CAT↓ Decreased
$9.9M
PANW↓ Decreased
$9.2M
FDX↓ Decreased
$9.0M

New Positions (13)

HoneywellAerospaceInc
$11.5M · 52K shares
$10.4M · 26K shares
FedexFghtHldgCoInc
$10.2M · 67K shares
$440K · 74K shares
SpaceExplorationTechnologies
$325K · 2K shares
$289K · 6K shares
$253K · 3K shares
$234K · 635 shares
$220K · 2K shares
$219K · 1K shares
$217K · 3K shares
$205K · 178 shares
$201K · 538 shares

Closed Positions (3)

$364K · 13K shares
$216K · 250 shares
$207K · 4K shares

Sector Breakdown

Sector# HoldingsValue%
Technology32$429.3M36.8%
Industrials20$182.5M15.6%
Healthcare17$152.3M13.1%
Consumer Cyclical11$112.4M9.6%
Communication Services6$107.1M9.2%
Consumer Defensive11$66.7M5.7%
Financial Services17$61.8M5.3%
Unknown10$30.3M2.6%
Energy5$18.3M1.6%
Real Estate1$4.4M0.4%
Basic Materials4$1.2M0.1%