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 $1.17B across 134 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($67.7M, 5.81%), NVDA ($59.1M, 5.07%), AMD ($51.7M, 4.44%), AMAT ($42.4M, 3.64%), LLY ($34.8M, 2.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | AppleInc. | $67.7M | 5.81% | 234,066 | Trimmed |
| 2 | NVDA | NVIDIACorp | $59.1M | 5.07% | 295,599 | Trimmed |
| 3 | AMD | AdvancedMicroDevices | $51.7M | 4.44% | 89,077 | Trimmed |
| 4 | AMAT | AppliedMaterialsInc | $42.4M | 3.64% | 58,701 | Trimmed |
| 5 | LLY | EliLilly | $34.8M | 2.98% | 29,017 | Trimmed |
| 6 | CAT | Caterpillar | $33.9M | 2.91% | 31,867 | Trimmed |
| 7 | MSFT | MicrosoftCorp | $33.9M | 2.90% | 90,747 | Added |
| 8 | AMZN | AmazonComInc | $32.5M | 2.79% | 136,344 | Trimmed |
| 9 | GOOG | AlphabetIncC | $30.1M | 2.58% | 85,257 | Trimmed |
| 10 | GOOGL | AlphabetIncA | $29.1M | 2.49% | 81,380 | Trimmed |
| 11 | V | VisaInc.ClassA | $28.3M | 2.42% | 82,368 | Trimmed |
| 12 | META | MetaPlatformsIncA | $25.9M | 2.22% | 45,964 | Hold |
| 13 | COST | CostcoCompaniesInc. | $22.2M | 1.90% | 23,684 | Trimmed |
| 14 | CMI | CumminsInc | $21.7M | 1.86% | 30,374 | Trimmed |
| 15 | CRWD | CrowdStrikeHoldingsIncA | $21.2M | 1.81% | 27,737 | Added |
| 16 | DE | Deere&Co | $19.8M | 1.69% | 31,161 | Added |
| 17 | IBM | IntlBusinessMachines | $18.1M | 1.56% | 64,514 | Added |
| 18 | PANW | PaloAltoNetworksInc | $17.3M | 1.49% | 50,863 | Trimmed |
| 19 | UNP | UnionPacificCorp | $16.9M | 1.45% | 62,280 | Trimmed |
| 20 | QCOM | QualcommInc | $16.3M | 1.39% | 88,031 | Trimmed |
| 21 | HD | HomeDepotInc | $15.9M | 1.37% | 45,172 | Trimmed |
| 22 | SBUX | StarbucksCorp | $15.9M | 1.37% | 155,863 | Trimmed |
| 23 | ABBV | AbbVieInc | $15.5M | 1.33% | 61,621 | Added |
| 24 | AMGN | AmgenIncorporated | $15.3M | 1.31% | 42,343 | Trimmed |
| 25 | HON | HoneywellInternational | $14.5M | 1.24% | 64,555 | Added |
Source: SEC Form 13F filings · as of 2026-06-30