Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
JACOBS & CO/CA (CIK 1055544) reported $1.01B across 123 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($61.0M, 6.02%), NVDA ($52.2M, 5.15%), MSFT ($32.2M, 3.18%), AMZN ($29.2M, 2.88%), LLY ($28.3M, 2.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | $61.0M | 6.02% | 240,208 | Trimmed |
| 2 | NVDA | NVIDIA Corp | $52.2M | 5.15% | 299,243 | Added |
| 3 | MSFT | Microsoft Corp | $32.2M | 3.18% | 87,034 | Added |
| 4 | AMZN | Amazon Com Inc | $29.2M | 2.88% | 140,264 | Added |
| 5 | LLY | Eli Lilly | $28.3M | 2.79% | 30,781 | Added |
| 6 | META | Meta Platforms Inc A | $26.3M | 2.60% | 45,964 | Added |
| 7 | V | Visa Inc. Class A | $25.1M | 2.48% | 83,171 | Added |
| 8 | GOOG | Alphabet Inc C | $24.9M | 2.46% | 86,875 | Trimmed |
| 9 | GOOGL | Alphabet Inc A | $24.7M | 2.44% | 85,879 | Trimmed |
| 10 | CAT | Caterpillar | $24.1M | 2.38% | 33,976 | Trimmed |
| 11 | COST | Costco Companies Inc. | $23.6M | 2.33% | 23,711 | Trimmed |
| 12 | AMAT | Applied Materials Inc | $21.6M | 2.13% | 63,284 | Trimmed |
| 13 | AMD | Advanced Micro Devices | $19.7M | 1.94% | 96,722 | Trimmed |
| 14 | DE | Deere & Co | $17.5M | 1.72% | 31,024 | Trimmed |
| 15 | CMI | Cummins Inc | $16.9M | 1.67% | 31,488 | Trimmed |
| 16 | IBM | Intl Business Machines | $15.6M | 1.54% | 64,215 | Added |
| 17 | HD | Home Depot Inc | $15.4M | 1.52% | 46,822 | Added |
| 18 | UNP | Union Pacific Corp | $15.3M | 1.51% | 63,081 | Added |
| 19 | AMGN | Amgen Incorporated | $15.2M | 1.50% | 43,121 | Trimmed |
| 20 | SCHW | Charles Schwab Corp | $14.9M | 1.48% | 159,083 | Added |
| 21 | FDX | Fedex Corporation | $14.8M | 1.46% | 41,525 | Trimmed |
| 22 | HON | Honeywell International | $14.5M | 1.44% | 64,332 | Trimmed |
| 23 | NFLX | Netflix Inc | $14.4M | 1.42% | 149,700 | Added |
| 24 | PEP | Pepsico Inc | $14.3M | 1.41% | 92,070 | Added |
| 25 | SBUX | Starbucks Corp | $14.0M | 1.38% | 155,893 | Added |
Source: SEC Form 13F filings · as of 2026-03-31