HolderBook

JACOBS & CO/CA

Reported holdings as of Q2 2026, from 31 quarterly filings.

CIK
1055544
Reported value
$1.2M
Positions
134
Top 10 weight
35.6%
Filed
2026-07-09
Days after quarter end
9

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
APPLE INCAAPL$67.7K234,0665.81%-0.21pp31q-2.6%-$1.8K
NVIDIA CORPORATIONNVDA$59.1K295,5995.07%-0.08pp30q-1.2%
ADVANCED MICRO DEVICES INCAMD$51.7K89,0774.44%+2.49pp8q-7.9%-$4.4K
APPLIED MATLS INCAMAT$42.4K58,7013.64%+1.50pp31q-7.2%-$3.3K
ELI LILLY & COLLY$34.8K29,0172.98%+0.19pp31q-5.7%-$2.1K
CATERPILLAR INCCAT$33.9K31,8672.91%+0.53pp31q-6.2%-$2.2K
MICROSOFT CORPMSFT$33.9K90,7472.90%-0.28pp31q+4.3%+$1.4K
AMAZON COM INCAMZN$32.5K136,3442.79%-0.10pp26q-2.8%
ALPHABET INCGOOG$30.1K85,2572.58%+0.12pp31q-1.9%
ALPHABET INCGOOGL$29.1K81,3802.49%+0.06pp31q-5.2%-$1.6K
VISA INCV$28.3K82,3682.42%-0.06pp31q-1.0%
META PLATFORMS INCMETA$25.9K45,9642.22%-0.38pp31qHELD
COSTCO WHOLESALE CORPORATIONCOST$22.2K23,6841.90%-0.43pp28qHELD
CUMMINS INCCMI$21.7K30,3741.86%+0.19pp31q-3.5%
CROWDSTRIKE HLDGS INCCRWD$21.2K27,7371.81%+0.85pp14q+10.9%+$2.1K
DEERE & CODE$19.8K31,1611.69%-0.03pp31qHELD
INTERNATIONAL BUSINESS MACHSIBM$18.1K64,5141.56%+0.02pp31qHELD
PALO ALTO NETWORKS INCPANW$17.3K50,8631.49%+0.68pp14qHELD
UNION PAC CORPUNP$16.9K62,2801.45%-0.06pp26q-1.3%
QUALCOMM INCQCOM$16.3K88,0311.39%+0.21pp31q-5.2%
HOME DEPOT INCHD$15.9K45,1721.37%-0.15pp31q-3.5%
STARBUCKS CORPSBUX$15.9K155,8631.37%-0.01pp31qHELD
ABBVIE INCABBV$15.5K61,6211.33%+0.02pp31q+0.7%
AMGEN INCAMGN$15.3K42,3431.31%-0.18pp31q-1.8%
HONEYWELL INTL INCHONZZZZ$14.5K64,5551.24%-0.20pp31qHELD
SCHWAB CHARLES CORPSCHW$14.4K156,4941.24%-0.24pp31q-1.6%
MERCK & CO INCMRK$13.4K103,9521.15%-0.12pp30q-2.7%
ENBRIDGE INCENB$13.3K246,1721.14%-0.23pp31q-4.1%
ROCKWELL AUTOMATION INCROK$12.8K25,7901.09%+0.13pp11q-5.2%
PEPSICO INCPEP$12.5K92,0751.07%-0.34pp31qHELD
JOHNSON & JOHNSONJNJ$12.4K48,6751.06%-0.12pp31qHELD
SYNOPSYS INCSNPS$12.3K27,6161.06%-0.02pp8qHELD
CARRIER GLOBAL CORPORATIONCARR$12.0K163,0911.03%+0.12pp5q+0.6%
NETFLIX INCNFLX$11.7K164,2521.01%-0.42pp5q+9.7%+$1.0K
MCDONALDS CORPMCD$11.7K43,2271.00%-0.27pp31q+4.1%
CORNING INCGLW$11.6K45,3430.99%+0.37pp31q-3.0%
AUTOMATIC DATA PROCESSING INADP$11.6K51,6350.99%-0.06pp31q-1.2%
HONEYWELL AEROSPACE INCHONA$11.5K52,0320.99%-newNEW
AMERICAN EXPRESS COAXP$11.3K33,5470.97%-0.05pp31q-2.3%
UBER TECHNOLOGIES INCUBER$10.8K150,3130.93%+0.02pp3q+17.4%+$1.6K
HUBBELL INCHUBB$10.5K20,1030.90%-0.08pp30q-0.6%
BOOKING HOLDINGS INCBKNG$10.5K58,8760.90%-0.02pp16q+2548.5%+$10.1K
INTUITIVE SURGICAL INCISRG$10.4K26,0430.89%-newNEW
FEDEX FGHT HLDG CO INC$10.2K67,4120.87%-newNEW
DISNEY WALT CODIS$10.0K104,2410.86%-0.22pp31q-8.6%
SYSCO CORPSYY$9.8K117,7690.84%+0.01pp31q-0.8%
BOEING COBA$9.7K44,9150.83%-0.23pp20q-16.8%-$2.0K
CHIPOTLE MEXICAN GRILL INCCMG$9.3K273,0550.80%flat11q+8.5%
CISCO SYS INCCSCO$9.1K77,7240.78%+0.19pp31qHELD
CSX CORPCSX$8.6K181,4080.74%-0.03pp31q-4.3%
YUM BRANDS INCYUM$8.2K51,5010.71%-0.15pp31q-7.4%
EDWARDS LIFESCIENCES CORPEW$8.2K90,6430.70%-0.05pp30q-5.2%
THERMO FISHER SCIENTIFIC INCTMO$8.1K16,1760.70%-0.14pp30q-6.2%
WALMART INCWMT$8.1K71,5160.69%-0.19pp31q-0.6%
NXP SEMICONDUCTORS N VNXPI$7.4K26,4540.64%+0.12pp31qHELD
SALESFORCE INCCRM$7.1K45,2120.61%-0.20pp5q+3.0%
SERVICENOW INCNOW$7.0K70,0460.60%-0.13pp13qHELD
INTEL CORPINTC$6.8K48,8330.58%+0.36pp31q-4.1%
REGENERON PHARMACEUTICALSREGN$6.5K10,3720.55%-0.23pp26q+0.9%
LABORATORY CORP AMER HLDGSLH$6.1K21,9590.53%-0.11pp31q-8.9%
ABBOTT LABORATORIESABT$5.9K65,4370.51%-0.12pp31q+5.5%
SNAP ON INCSNA$5.9K14,5670.50%-0.02pp31q-0.9%
FEDEX CORPFDX$5.8K18,6140.50%-0.96pp30q-55.2%-$7.2K
WATERS CORPWAT$5.8K15,5180.50%+0.13pp2q+22.6%+$1.1K
BERKSHIRE HATHAWAY INC DELBRKB$5.7K11,3500.49%-0.04pp28q+1.6%
ZOETIS INCZTS$5.6K77,7380.48%-0.66pp31q-20.4%-$1.4K
NIKE INCNKE$5.3K129,6140.46%-0.42pp31q-23.3%-$1.6K
AMERICAN TOWER CORPAMT$4.4K27,1660.38%-0.25pp22q-27.1%-$1.6K
Deutsche Telekom AG ADRDTEGY$4.0K147,4490.34%-0.26pp31q-10.1%
PROCTER & GAMBLE COPG$4.0K27,2810.34%-0.03pp31q+4.0%
COCA COLA COKO$3.8K46,7780.33%-0.03pp31qHELD
INTUITINTU$3.8K14,4840.32%-0.32pp31q-3.5%
WATTS WATER TECHNOLOGIES INCWTS$3.8K9,6000.32%-0.03pp31q-21.6%-$1.0K
MONDELEZ INTL INCMDLZ$3.5K61,2320.30%-0.09pp31q-11.5%
ADOBE INCADBE$2.9K14,3460.25%-0.54pp31q-56.7%-$3.8K
EMERSON ELEC COEMR$2.8K19,8250.24%-0.03pp31q-4.6%
CHEVRON CORPORATIONCVX$2.8K16,9270.24%-0.19pp31q-20.3%
MCCORMICK & CO INCMKC$2.7K53,1480.23%-0.21pp31q-39.9%-$1.8K
ORACLE CORPORCL$2.5K17,0020.21%+0.04pp31q+42.8%
PFIZER INCPFE$2.0K82,8040.17%-0.17pp31q-33.5%-$1.0K
TESLA INCTSLA$1.9K4,4460.16%flat30qHELD
RTX CORPORATIONRTX$1.9K9,7890.16%-0.04pp23q-5.2%
KENVUE INCKVUE$1.8K96,0440.16%-0.14pp12q-45.7%-$1.5K
BECTON DICKINSON & COBDX$1.6K10,2590.13%-0.03pp31q-4.2%
EXXON MOBIL CORPXOMXXXX$1.4K10,0540.12%-0.06pp31q-5.4%
TARGET CORPTGT$9146,9980.08%-0.01pp19q-3.1%
FISERV INCFISV$89218,1870.08%-0.22pp21q-65.8%-$1.7K
ARISTA NETWORKS INCANET$8875,2230.08%+0.01pp3qHELD
NVENT ELEC PLCNVT$8535,0320.07%+0.01pp23qHELD
JPMORGAN CHASE & COJPM$7992,4440.07%flat31q+0.5%
WELLS FARGO & COWFC$7579,1620.06%-0.01pp31qHELD
OREILLY AUTOMOTIVE INCORLY$6076,6000.05%-0.01pp22qHELD
AIRBNB INCABNB$5814,0670.05%flat15qHELD
SCHWAB STRATEGIC TRSCHF$53619,3620.05%flat11qHELD
GILEAD SCIENCES INCGILD$5164,0900.04%-0.01pp31q-3.3%
ELECTRONIC ARTS INCEA$4912,3990.04%-0.04pp31q-37.9%
MOTOROLA SOLUTIONS INCMSI$4581,1030.04%-0.01pp24qHELD
COLGATE PALMOLIVE COCL$4414,8150.04%-0.03pp31q-35.8%
DISCOVERY SILVER CORP COMDSVSF$44073,7550.04%-newNEW
PENTAIR PLCPNR$4375,7070.04%-0.03pp30q-31.6%
VERIZON COMMUNICATIONS INCVZ$42410,0160.04%-0.02pp31q-14.4%
ISHARES TRIWV$4189820.04%flat20qHELD
RPM INTL INCRPM$4173,7600.04%flat18qHELD
TEXAS INSTRS INCTXN$4091,3720.04%+0.01pp9qHELD
AUTODESK INCADSK$3952,0360.03%-0.01pp31qHELD
NOVARTIS AGNVS$3942,5200.03%flat31qHELD
INVESCO QQQ TRQQQ$3915320.03%flat11qHELD
PHILLIPS 66PSX$3892,3070.03%-0.01pp16q-1.7%
SCHWAB STRATEGIC TRSCHB$36612,6690.03%-0.01pp31q-24.5%
CONOCOPHILLIPSCOP$3553,4210.03%-0.01pp21qHELD
SOLSTICE ADVANCED MATLS INCSOLS$3373,8060.03%flat3q-7.6%
SPACE EXPLORATION TECHN CORPSPCX$3251,9060.03%-newNEW
UNILEVER PLCULXXXX$3205,3330.03%-0.34pp19q-91.7%-$3.6K
HEWLETT PACKARD ENTERPRISE CHPE$2896,4230.02%-newNEW
LOCKHEED MARTIN CORPLMT$2805500.02%-0.01pp18qHELD
PALANTIR TECHNOLOGIES INCPLTR$2782,3870.02%-0.01pp22qHELD
ISHARES TRIJR$2721,8360.02%flat5qHELD
VANGUARD SCOTTSDALE FDSVONG$2682,1000.02%flat5qHELD
STATE STR SPDR S&P MIDCAP 40MDY$2603700.02%flat5qHELD
PAYPAL HLDGS INCPYPL$2585,9870.02%-0.02pp31q-41.1%
PHILIP MORRIS INTL INCPM$2571,4250.02%flat6qHELD
SHOPIFY INCSHOP$2542,2280.02%flat5qHELD
MASCO CORPMAS$2533,1100.02%-newNEW
ISHARES TRIVV$2463290.02%flat5qHELD
SHERWIN WILLIAMS COSHW$2427050.02%flat11qHELD
UNITED PARCEL SVCS INCUPS$2392,2320.02%-0.01pp31q-18.2%
VANGUARD INDEX FDSVTI$2346350.02%-newNEW
NEW YORK TIMES CO MTN BENYT$2303,3000.02%-0.01pp3qHELD
VANGUARD SCOTTSDALE FDSVONV$2202,0700.02%-newNEW
MORGAN STANLEYMS$2191,0520.02%-newNEW
ANHEUSER BUSCH INBEV SA/NVBUD$2172,6380.02%-newNEW
BRISTOL-MYERS SQUIBB COBMY$2063,5800.02%flat2qHELD
MICRON TECHNOLOGY INCMU$2051780.02%-newNEW
GE AEROSPACEGE$2015380.02%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Not classified 100.0%
 
SectorValueShare
Not classified$10.6K100.0%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$1.2M134131764335.6%9
Q1 2026$1.0M12423146232.4%7
Q4 2025$1.1M12472166734.2%5
Q3 2025$1.0M12442463333.6%1
Q2 2025$1.0M123102258932.3%2
Q1 2025$938.1K12222465630.9%3
Q4 2024$983.0K12612665132.2%10
Q3 2024$1.0M12673756130.5%1
Q2 2024$954.2K12013952531.6%12
Q1 2024$944.7K12432754028.7%12
Q4 2023$881.6K12152952428.1%18
Q3 2023$802.5K12013054127.2%13
Q2 2023$841.0K12021575627.3%11
Q1 2023$810.0K12473063725.9%17
Q4 2022$768.3K12464437424.8%13
Q3 2022$695.6M12284918426.1%11
Q2 2022$746.7M11811873725.6%19
Q1 2022$903.2M12463553526.4%14
Q4 2021$964.4M12393942327.2%21
Q3 2021$869.4M117549221127.5%13
Q2 2021$865.8M123102465628.2%15
Q1 2021$818.2M11963245327.3%5
Q4 2020$769.9M11683344329.3%12
Q3 2020$689.3M11133346430.1%64
Q2 2020$614.4M112231531131.0%9
Q1 2020$518.1M1211319631829.1%13
Q4 2019$658.3M126344531027.1%29
Q3 2019$616.6M13323170727.0%35
Q2 2019$619.6M138105641326.6%32
Q1 2019$587.2M131232561826.0%29
Q4 2018$507.4M116000025.6%38

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.