Jacobs & Co

13F filer · CIK 0001055544

Reported Jul 9, 2026

Net seller this quarter

13F portfolio value$1.17BU.S. long equity reported on 13F

Positions1248 new · 3 closed

Net flow last quarter-$17.5MBuys minus sells

Top 10 positions weight35.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 2026124 positions
AAPLApple Inc.	$67.7M	5.81%	0.00%	-2.6%	Q2 2013
NVDANvidia Corp	$59.1M	5.07%	0.00%	-1.2%	Q1 2019
AMDAdvanced Micro Devices Inc	$51.7M	4.44%	0.01%	-7.9%	Q1 2019
AMATApplied Materials Inc	$42.4M	3.64%	0.01%	-7.2%	Q2 2018
LLYELI LILLY & Co	$34.8M	2.98%	0.00%	-5.7%	Q2 2013
CATCaterpillar Inc	$33.9M	2.91%	0.01%	-6.2%	Q2 2013
MSFTMicrosoft Corp	$33.9M	2.90%	0.00%	+4.3%	Q2 2013
AMZNAmazon Com Inc	$32.5M	2.79%	0.00%	-2.8%	Q1 2020
GOOGAlphabet Inc.	$30.1M	2.58%	Not reported	-1.9%	Q4 2015
GOOGLAlphabet Inc.	$29.1M	2.49%	0.00%	-5.2%	Q4 2015
VVisa Inc.	$28.3M	2.42%	0.00%	-1.0%	Q2 2013
METAMeta Platforms, Inc.	$25.9M	2.22%	Not reported	Not reported	Q2 2013
COSTCostco Wholesale Corp	$22.2M	1.90%	0.01%	-0.1%	Q3 2019
CMICummins Inc	$21.7M	1.86%	0.02%	-3.5%	Q2 2013
CRWDCrowdStrike Holdings, Inc.	$21.2M	1.81%	0.01%	+10.9%	Q1 2023
DEDeere & Co	$19.8M	1.69%	0.01%	+0.4%	Q2 2013
IBMInternational Business Machines Corp	$18.1M	1.56%	0.01%	+0.5%	Q2 2013
PANWPalo Alto Networks Inc	$17.3M	1.49%	0.01%	-0.1%	Q1 2023
UNPUnion Pacific Corp	$16.9M	1.45%	0.01%	-1.3%	Q2 2013
QCOMQualcomm Inc	$16.3M	1.39%	0.01%	-5.2%	Q2 2013
HDHome Depot, Inc.	$15.9M	1.37%	0.00%	-3.5%	Q2 2013
SBUXStarbucks Corp	$15.9M	1.37%	0.01%	0.0%	Q2 2013
ABBVAbbVie Inc.	$15.5M	1.33%	0.00%	+0.7%	Q2 2013
AMGNAmgen Inc	$15.3M	1.31%	0.01%	-1.8%	Q2 2013
HONHoneywell International Inc	$14.5M	1.24%	0.02%	+100.7%	Q2 2013
SCHWSchwab Charles Corp	$14.4M	1.24%	0.01%	-1.6%	Q1 2015
MRKMerck & Co., Inc.	$13.4M	1.15%	0.00%	-2.7%	Q1 2019
ENBEnbridge Inc	$13.3M	1.14%	0.01%	-4.2%	Q1 2017
ROKRockwell Automation, Inc	$12.8M	1.09%	0.02%	-5.2%	Q4 2023
PEPPepsico Inc	$12.5M	1.07%	0.01%	0.0%	Q2 2013
JNJJohnson & Johnson	$12.4M	1.06%	0.00%	-0.1%	Q2 2013
SNPSSynopsys Inc	$12.3M	1.06%	0.01%	+0.1%	Q3 2024
CARRCARRIER GLOBAL Corp	$12M	1.03%	0.02%	+0.6%	Q2 2025
NFLXNetflix Inc	$11.7M	1.01%	0.00%	+9.7%	Q2 2018
MCDMcdonalds Corp	$11.7M	1.00%	0.01%	+4.1%	Q2 2013
GLWCorning Inc	$11.6M	0.99%	0.01%	-3.0%	Q2 2013
ADPAutomatic Data Processing Inc	$11.6M	0.99%	0.01%	-1.2%	Q2 2013
HONAHoneywell Aerospace Inc.	$11.5M	0.99%	Not reported	+61.8%	Q2 2026
AXPAmerican Express Co	$11.3M	0.97%	0.01%	-2.3%	Q2 2013
UBERUber Technologies, Inc	$10.8M	0.93%	0.01%	+17.4%	Q2 2019
HUBBHubbell Inc	$10.5M	0.90%	0.04%	-0.6%	Q2 2013
BKNGBooking Holdings Inc.	$10.5M	0.90%	0.01%	+5.9%	Q3 2022
ISRGIntuitive Surgical Inc	$10.4M	0.89%	0.01%	New	Q2 2026
FDXFFedEx Freight Holding Company, Inc.	$10.2M	0.87%	0.05%	+224.7%	Q2 2026
DISWalt Disney Co	$10M	0.86%	0.01%	-8.6%	Q2 2013
SYYSysco Corp	$9.84M	0.84%	0.02%	-0.8%	Q2 2013
BABoeing Co	$9.72M	0.83%	0.01%	-16.8%	Q2 2013
CMGChipotle Mexican Grill Inc	$9.28M	0.80%	0.02%	+8.5%	Q1 2022
CSCOCisco Systems, Inc.	$9.13M	0.78%	0.00%	+0.2%	Q2 2013
CSXCSX Corp	$8.62M	0.74%	0.01%	-4.3%	Q2 2013

Q1 2026Reported Apr 7, 2026117 positions
AAPLApple Inc.	$61M	6.02%	0.00%	-0.2%	Q2 2013
NVDANvidia Corp	$52.2M	5.15%	0.00%	+0.1%	Q1 2019
MSFTMicrosoft Corp	$32.2M	3.18%	0.00%	+1.6%	Q2 2013
AMZNAmazon Com Inc	$29.2M	2.88%	0.00%	+1.0%	Q1 2020
LLYELI LILLY & Co	$28.3M	2.79%	0.00%	+0.5%	Q2 2013
METAMeta Platforms, Inc.	$26.3M	2.60%	Not reported	+0.6%	Q2 2013
VVisa Inc.	$25.1M	2.48%	0.00%	+1.0%	Q2 2013
GOOGAlphabet Inc.	$24.9M	2.46%	Not reported	-0.8%	Q4 2015
GOOGLAlphabet Inc.	$24.7M	2.44%	0.00%	-1.4%	Q4 2015
CATCaterpillar Inc	$24.1M	2.38%	0.01%	-3.9%	Q2 2013
COSTCostco Wholesale Corp	$23.6M	2.33%	0.01%	-0.1%	Q3 2019
AMATApplied Materials Inc	$21.6M	2.13%	0.01%	-7.5%	Q2 2018
AMDAdvanced Micro Devices Inc	$19.7M	1.94%	0.01%	-0.5%	Q1 2019
DEDeere & Co	$17.5M	1.72%	0.01%	-0.9%	Q2 2013
CMICummins Inc	$16.9M	1.67%	0.02%	-2.5%	Q2 2013
IBMInternational Business Machines Corp	$15.6M	1.54%	0.01%	+1.3%	Q2 2013
HDHome Depot, Inc.	$15.4M	1.52%	0.00%	+1.1%	Q2 2013
UNPUnion Pacific Corp	$15.3M	1.51%	0.01%	+0.9%	Q2 2013
AMGNAmgen Inc	$15.2M	1.50%	0.01%	-1.1%	Q2 2013
SCHWSchwab Charles Corp	$15M	1.48%	0.01%	+0.9%	Q1 2015
FDXFedex Corp	$14.8M	1.46%	0.02%	-6.4%	Q1 2019
HONHoneywell International Inc	$14.5M	1.44%	0.01%	-0.5%	Q2 2013
NFLXNetflix Inc	$14.4M	1.42%	0.00%	+8.1%	Q2 2018
PEPPepsico Inc	$14.3M	1.41%	0.01%	+0.5%	Q2 2013
SBUXStarbucks Corp	$14M	1.38%	0.01%	0.0%	Q2 2013
ENBEnbridge Inc	$13.9M	1.37%	0.01%	+0.1%	Q1 2017
ABBVAbbVie Inc.	$13.3M	1.31%	0.00%	+4.4%	Q2 2013
MCDMcdonalds Corp	$12.9M	1.27%	0.01%	-0.4%	Q2 2013
MRKMerck & Co., Inc.	$12.9M	1.27%	0.00%	-2.0%	Q1 2019
QCOMQualcomm Inc	$12M	1.18%	0.01%	-2.1%	Q2 2013
JNJJohnson & Johnson	$11.9M	1.18%	0.00%	-1.2%	Q2 2013
ZTSZoetis Inc.	$11.5M	1.14%	0.02%	+0.1%	Q2 2013
DISWalt Disney Co	$11M	1.08%	0.01%	+1.1%	Q2 2013
SNPSSynopsys Inc	$10.9M	1.08%	0.01%	+0.6%	Q3 2024
BABoeing Co	$10.7M	1.06%	0.01%	-1.3%	Q2 2013
ADPAutomatic Data Processing Inc	$10.6M	1.05%	0.01%	+1.9%	Q2 2013
AXPAmerican Express Co	$10.4M	1.02%	0.01%	+0.4%	Q2 2013
HUBBHubbell Inc	$9.92M	0.98%	0.04%	-0.5%	Q2 2013
ROKRockwell Automation, Inc	$9.77M	0.96%	0.02%	-1.7%	Q4 2023
CRWDCrowdStrike Holdings, Inc.	$9.77M	0.96%	0.01%	+43.7%	Q1 2023
BKNGBooking Holdings Inc.	$9.36M	0.92%	0.01%	+47.4%	Q3 2022
UBERUber Technologies, Inc	$9.21M	0.91%	0.01%	+12.8%	Q2 2019
CARRCARRIER GLOBAL Corp	$9.13M	0.90%	0.02%	-1.6%	Q2 2025
WMTWalmart Inc.	$8.94M	0.88%	0.00%	-2.0%	Q2 2013
NKENIKE, Inc.	$8.92M	0.88%	0.01%	+2.8%	Q2 2013
YUMYum Brands Inc	$8.65M	0.85%	0.02%	-0.4%	Q4 2013
TMOThermo Fisher Scientific Inc.	$8.48M	0.84%	0.00%	+0.1%	Q1 2019
SYYSysco Corp	$8.47M	0.84%	0.02%	-2.0%	Q2 2013
CRMSalesforce, Inc.	$8.2M	0.81%	0.00%	+15.6%	Q3 2021
PANWPalo Alto Networks Inc	$8.16M	0.81%	0.01%	+12.8%	Q1 2023

Q4 2025Reported Jan 5, 2026117 positions
AAPLApple Inc.	$65.4M	6.18%	0.00%	-3.8%	Q2 2013
NVDANvidia Corp	$55.8M	5.26%	0.00%	-3.6%	Q1 2019
MSFTMicrosoft Corp	$41.4M	3.91%	0.00%	-1.3%	Q2 2013
LLYELI LILLY & Co	$32.9M	3.11%	0.00%	-2.3%	Q2 2013
AMZNAmazon Com Inc	$32.1M	3.03%	0.00%	-0.4%	Q1 2020
METAMeta Platforms, Inc.	$30.2M	2.85%	Not reported	-1.3%	Q2 2013
VVisa Inc.	$28.9M	2.73%	0.00%	0.0%	Q2 2013
GOOGAlphabet Inc.	$27.5M	2.59%	Not reported	-2.8%	Q4 2015
GOOGLAlphabet Inc.	$27.3M	2.57%	0.00%	-6.1%	Q4 2015
AMDAdvanced Micro Devices Inc	$20.8M	1.96%	0.01%	-3.0%	Q1 2019
COSTCostco Wholesale Corp	$20.5M	1.93%	0.01%	-4.9%	Q3 2019
CATCaterpillar Inc	$20.3M	1.91%	0.01%	-6.5%	Q2 2013
IBMInternational Business Machines Corp	$18.8M	1.77%	0.01%	-0.2%	Q2 2013
AMATApplied Materials Inc	$17.6M	1.66%	0.01%	-5.9%	Q2 2018
CMICummins Inc	$16.5M	1.56%	0.02%	-5.1%	Q2 2013
QCOMQualcomm Inc	$16.2M	1.53%	0.01%	-2.6%	Q2 2013
HDHome Depot, Inc.	$15.9M	1.50%	0.00%	+3.0%	Q2 2013
SCHWSchwab Charles Corp	$15.8M	1.49%	0.01%	-1.0%	Q1 2015
DEDeere & Co	$14.6M	1.38%	0.01%	+1.8%	Q2 2013
UNPUnion Pacific Corp	$14.5M	1.36%	0.01%	+1.3%	Q2 2013
AMGNAmgen Inc	$14.3M	1.35%	0.01%	-3.3%	Q2 2013
ABBVAbbVie Inc.	$13.4M	1.26%	0.00%	-2.5%	Q2 2013
ADPAutomatic Data Processing Inc	$13.2M	1.24%	0.01%	+0.6%	Q2 2013
PEPPepsico Inc	$13.2M	1.24%	0.01%	-3.3%	Q2 2013
SBUXStarbucks Corp	$13.1M	1.24%	0.01%	-4.0%	Q2 2013
NFLXNetflix Inc	$13M	1.22%	0.00%	+6788.3%	Q2 2018
SNPSSynopsys Inc	$12.9M	1.21%	0.01%	+11.6%	Q3 2024
DISWalt Disney Co	$12.8M	1.21%	0.01%	-1.3%	Q2 2013
FDXFedex Corp	$12.8M	1.21%	0.02%	-8.6%	Q1 2019
MCDMcdonalds Corp	$12.7M	1.20%	0.01%	-1.6%	Q2 2013
AXPAmerican Express Co	$12.7M	1.19%	0.01%	-2.4%	Q2 2013
ADBEAdobe Inc.	$12.6M	1.19%	0.01%	+0.7%	Q2 2013
HONHoneywell International Inc	$12.6M	1.19%	0.01%	+1.7%	Q2 2013
ENBEnbridge Inc	$12.3M	1.16%	0.01%	-1.9%	Q1 2017
ZTSZoetis Inc.	$12.3M	1.16%	0.02%	-1.6%	Q2 2013
BABoeing Co	$11.9M	1.12%	0.01%	-6.3%	Q2 2013
MRKMerck & Co., Inc.	$11.5M	1.08%	0.00%	-0.2%	Q1 2019
ROKRockwell Automation, Inc	$10.8M	1.02%	0.02%	-5.8%	Q4 2023
NKENIKE, Inc.	$10.5M	0.99%	0.01%	+1.4%	Q2 2013
JNJJohnson & Johnson	$10.2M	0.96%	0.00%	-4.5%	Q2 2013
CRMSalesforce, Inc.	$10.1M	0.95%	0.00%	+2.8%	Q3 2021
TMOThermo Fisher Scientific Inc.	$9.99M	0.94%	0.00%	-2.8%	Q1 2019
INTUIntuit Inc.	$9.55M	0.90%	0.01%	+0.5%	Q2 2013
UBERUber Technologies, Inc	$9.28M	0.88%	0.01%	Not reported	Q2 2019
NOWServiceNow, Inc.	$9.23M	0.87%	0.01%	+15.5%	Q2 2023
CMGChipotle Mexican Grill Inc	$9.04M	0.85%	0.02%	+31.8%	Q1 2022
HUBBHubbell Inc	$9.02M	0.85%	0.04%	-4.4%	Q2 2013
SYYSysco Corp	$8.93M	0.84%	0.03%	-4.7%	Q2 2013
CARRCARRIER GLOBAL Corp	$8.7M	0.82%	0.02%	+12.9%	Q2 2025
EWEdwards Lifesciences Corp	$8.57M	0.81%	0.02%	-10.8%	Q2 2013

Q3 2025Reported Oct 1, 2025116 positions
AAPLApple Inc.	$63.7M	6.09%	0.00%	-1.7%	Q2 2013
NVDANvidia Corp	$57.8M	5.53%	0.00%	-3.1%	Q1 2019
MSFTMicrosoft Corp	$45M	4.30%	0.00%	-1.3%	Q2 2013
METAMeta Platforms, Inc.	$34M	3.25%	Not reported	-2.1%	Q2 2013
AMZNAmazon Com Inc	$30.6M	2.93%	0.00%	-1.0%	Q1 2020
VVisa Inc.	$28.1M	2.69%	0.00%	0.0%	Q2 2013
LLYELI LILLY & Co	$23.9M	2.29%	0.00%	+2.5%	Q2 2013
COSTCostco Wholesale Corp	$23.1M	2.21%	0.01%	-0.7%	Q3 2019
GOOGLAlphabet Inc.	$22.5M	2.16%	0.00%	-3.0%	Q4 2015
GOOGAlphabet Inc.	$21.9M	2.10%	Not reported	-2.1%	Q4 2015
HDHome Depot, Inc.	$18.2M	1.74%	0.00%	-0.6%	Q2 2013
CATCaterpillar Inc	$18M	1.72%	0.01%	-2.8%	Q2 2013
IBMInternational Business Machines Corp	$17.9M	1.71%	0.01%	-0.5%	Q2 2013
AMDAdvanced Micro Devices Inc	$16.2M	1.55%	0.01%	-1.8%	Q1 2019
QCOMQualcomm Inc	$16.2M	1.55%	0.01%	-1.2%	Q2 2013
SCHWSchwab Charles Corp	$15.2M	1.45%	0.01%	-2.2%	Q1 2015
ADPAutomatic Data Processing Inc	$15M	1.43%	0.01%	-1.4%	Q2 2013
AMATApplied Materials Inc	$14.9M	1.42%	0.01%	-0.6%	Q2 2018
UNPUnion Pacific Corp	$14.6M	1.40%	0.01%	+2.7%	Q2 2013
ZTSZoetis Inc.	$14.5M	1.39%	0.02%	+1.2%	Q2 2013
CMICummins Inc	$14.4M	1.37%	0.02%	-2.3%	Q2 2013
CSXCSX Corp	$14.3M	1.37%	0.02%	-0.6%	Q2 2013
DEDeere & Co	$14.1M	1.34%	0.01%	-0.8%	Q2 2013
ABBVAbbVie Inc.	$13.9M	1.33%	0.00%	-2.5%	Q2 2013
SBUXStarbucks Corp	$13.7M	1.31%	0.01%	+0.8%	Q2 2013
HONHoneywell International Inc	$13.4M	1.28%	0.01%	+1.8%	Q2 2013
PEPPepsico Inc	$13.3M	1.27%	0.01%	+5.5%	Q2 2013
ENBEnbridge Inc	$13.2M	1.26%	0.01%	+0.4%	Q1 2017
DISWalt Disney Co	$13.1M	1.25%	0.01%	-1.0%	Q2 2013
MCDMcdonalds Corp	$12.9M	1.23%	0.01%	-1.0%	Q2 2013
AMGNAmgen Inc	$12.7M	1.22%	0.01%	+2.5%	Q2 2013
ADBEAdobe Inc.	$12.7M	1.21%	0.01%	-6.3%	Q2 2013
BABoeing Co	$12.6M	1.21%	0.01%	+0.5%	Q2 2013
SNPSSynopsys Inc	$12.1M	1.16%	0.01%	+1.6%	Q3 2024
AXPAmerican Express Co	$11.6M	1.11%	0.01%	-1.7%	Q2 2013
FDXFedex Corp	$11.5M	1.10%	0.02%	+1.2%	Q1 2019
NKENIKE, Inc.	$11.3M	1.08%	0.01%	+1.8%	Q2 2013
EAElectronic Arts Inc.	$10.9M	1.05%	Not reported	-5.9%	Q2 2013
SYYSysco Corp	$10.5M	1.00%	0.03%	-1.3%	Q2 2013
ROKRockwell Automation, Inc	$10.3M	0.98%	0.03%	-3.4%	Q4 2023
INTUIntuit Inc.	$9.8M	0.94%	0.01%	-0.6%	Q2 2013
NOWServiceNow, Inc.	$9.6M	0.92%	0.01%	+10.7%	Q2 2023
JNJJohnson & Johnson	$9.58M	0.92%	0.00%	-0.9%	Q2 2013
MRKMerck & Co., Inc.	$9.17M	0.88%	0.00%	-1.5%	Q1 2019
HUBBHubbell Inc	$9.14M	0.87%	0.04%	+0.9%	Q2 2013
PANWPalo Alto Networks Inc	$8.82M	0.84%	0.01%	+39.6%	Q1 2023
EWEdwards Lifesciences Corp	$8.76M	0.84%	0.02%	-4.8%	Q2 2013
CRMSalesforce, Inc.	$8.75M	0.84%	0.00%	+12.1%	Q3 2021
CARRCARRIER GLOBAL Corp	$8.71M	0.83%	0.02%	+9.6%	Q2 2025
CRWDCrowdStrike Holdings, Inc.	$8.7M	0.83%	0.01%	+1.9%	Q1 2023

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