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Jacobs & Co

SEC CIK
0001055544
Latest filing
Jul 8, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Oct 13, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
120
0 vs. Q2 2023
Portfolio value
$802.5M
−$38.5M (−4.6%) vs. Q2 2023
Filed
Oct 13, 2023
SEC
Holdings of Jacobs & Co in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock282,423$48.4M6.0%−8,103−2.8%ReducedHistory
MSFTMicrosoft CorpStock95,885$30.3M3.8%−1,547−1.6%ReducedHistory
VVisa Inc.Stock87,885$20.2M2.5%−3,362−3.7%ReducedHistory
AMZNAmazon Com IncStock155,716$19.8M2.5%−2,782−1.8%ReducedHistory
NVDANVIDIA CorpStock42,485$18.5M2.3%+3,999+10.4%AddedHistory
ADBEAdobe Inc.Stock34,774$17.7M2.2%−1,640−4.5%ReducedHistory
METAMeta Platforms, Inc.Stock57,881$17.4M2.2%−1,614−2.7%ReducedHistory
COSTCostco Wholesale CorpStock30,043$17.0M2.1%−1,567−5.0%ReducedHistory
ZTSZoetis Inc.Stock83,924$14.6M1.8%−2,598−3.0%ReducedHistory
HDHome Depot, Inc.Stock46,783$14.1M1.8%−847−1.8%ReducedHistory
ADPAutomatic Data Processing IncStock56,478$13.6M1.7%−1,415−2.4%ReducedHistory
GOOGAlphabet Inc.Stock102,796$13.6M1.7%−1,736−1.7%ReducedHistory
SBUXStarbucks CorpStock148,376$13.5M1.7%−656−0.4%ReducedHistory
LLYEli Lilly & CoStock24,651$13.2M1.6%−909−3.6%ReducedHistory
CSCOCisco Systems, Inc.Stock238,473$12.8M1.6%−4,733−1.9%ReducedHistory
GOOGLAlphabet Inc.Stock97,614$12.8M1.6%−5,191−5.0%ReducedHistory
AMGNAmgen IncStock45,993$12.4M1.5%−894−1.9%ReducedHistory
UNPUnion Pacific CorpStock60,594$12.3M1.5%−404−0.7%ReducedHistory
PEPPepsiCo IncStock72,772$12.3M1.5%−763−1.0%ReducedHistory
BDXBecton Dickinson & CoStock47,446$12.3M1.5%−1,198−2.5%ReducedHistory
NKENIKE, Inc.Stock127,034$12.1M1.5%+1,560+1.2%AddedHistory
UPSUnited Parcel Service IncStock77,056$12.0M1.5%+496+0.6%AddedHistory
FDXFedEx CorpStock44,394$11.8M1.5%−718−1.6%ReducedHistory
QCOMQualcomm IncStock103,724$11.5M1.4%−222−0.2%ReducedHistory
CATCaterpillar IncStock41,150$11.2M1.4%−1,313−3.1%ReducedHistory
CSXCSX CorpStock362,323$11.1M1.4%+5,175+1.4%AddedHistory
HONHoneywell International IncCOM60,292$11.1M1.4%+919+1.5%AddedHistory
BABoeing CoStock57,213$11.0M1.4%+1,239+2.2%AddedHistory
PFEPfizer IncStock324,833$10.8M1.3%+7,173+2.3%AddedHistory
IBMInternational Business Machines CorpStock75,850$10.6M1.3%−887−1.2%ReducedHistory
INTCIntel CorpStock297,169$10.6M1.3%−2,774−0.9%ReducedHistory
MRKMerck & Co., Inc.Stock101,252$10.4M1.3%+1,298+1.3%AddedHistory
DEDeere & CoStock27,336$10.3M1.3%+684+2.6%AddedHistory
AMATApplied Materials IncStock73,552$10.2M1.3%−4,447−5.7%ReducedHistory
MKCMcCormick & Co IncStock126,851$9.60M1.2%+3,604+2.9%AddedHistory
ENBEnbridge IncStock282,607$9.48M1.2%+7,404+2.7%AddedHistory
ABBVAbbVie Inc.Stock63,225$9.42M1.2%−963−1.5%ReducedHistory
MCDMcDonalds CorpStock34,121$8.99M1.1%+90.0%AddedHistory
STZConstellation Brands, Inc.Stock34,538$8.68M1.1%−573−1.6%ReducedHistory
DISWalt Disney CoStock105,709$8.57M1.1%+4,697+4.6%AddedHistory
SCHWSchwab Charles CorpStock155,238$8.52M1.1%+2,416+1.6%AddedHistory
CMICummins IncStock36,953$8.44M1.1%+43+0.1%AddedHistory
JNJJohnson & JohnsonStock52,938$8.24M1.0%−9,059−14.6%ReducedHistory
SYYSysco CorpStock121,782$8.04M1.0%+5,267+4.5%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM9,682$7.97M1.0%−270−2.7%ReducedHistory
HUBBHubbell IncCOM24,499$7.68M1.0%−455−1.8%ReducedHistory
KOCoca Cola CoStock135,698$7.60M0.9%+373+0.3%AddedHistory
EWEdwards Lifesciences CorpStock107,218$7.43M0.9%+3,443+3.3%AddedHistory
BMYBristol Myers Squibb CoStock126,407$7.34M0.9%+278+0.2%AddedHistory
GLWCorning IncCOM229,723$7.00M0.9%+665+0.3%AddedHistory
YUMYum Brands IncStock54,503$6.81M0.8%−615−1.1%ReducedHistory
PGProcter & Gamble CoStock46,585$6.79M0.8%+3,313+7.7%AddedHistory
ABTAbbott LaboratoriesStock69,290$6.71M0.8%−131−0.2%ReducedHistory
EAElectronic Arts Inc.COM52,905$6.37M0.8%+870+1.7%AddedHistory
INTUIntuit Inc.Stock12,082$6.17M0.8%−245−2.0%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock11,706$5.92M0.7%+4,977+74.0%AddedHistory
AXPAmerican Express CoStock38,864$5.80M0.7%+1,974+5.4%AddedHistory
FISVFiserv IncStock51,004$5.76M0.7%+2,664+5.5%AddedHistory
GSKGSK plcADR153,985$5.58M0.7%−1,813−1.2%ReducedHistory
MDLZMondelez International, Inc.Stock76,953$5.34M0.7%+1,234+1.6%AddedHistory
ULUnilever PLCSPON ADR NEW105,406$5.21M0.6%−175−0.2%ReducedHistory
NXPINXP Semiconductors N.V.COM25,081$5.01M0.6%−750−2.9%ReducedHistory
WMTWalmart Inc.Stock30,788$4.92M0.6%−654−2.1%ReducedHistory
ABNBAirbnb, Inc.Stock13,624$4.75M0.6%+1,677+14.0%AddedHistory
PYPLPayPal Holdings, Inc.Stock80,947$4.73M0.6%−2,251−2.7%ReducedHistory
LHLabcorp Holdings Inc.COM NEW23,206$4.67M0.6%00.0%UnchangedHistory
VZVerizon Communications IncStock142,626$4.62M0.6%−55,375−28.0%ReducedHistory
BRK.BBerkshire Hathaway IncStock13,118$4.59M0.6%+69+0.5%AddedHistory
BKNGBooking Holdings Inc.Stock1,489$4.59M0.6%−114−7.1%ReducedHistory
DTEGYDeutsche Telekom AGCOM205,214$4.30M0.5%−825−0.4%ReducedHistory
CVXChevron CorpStock24,151$4.07M0.5%−933−3.7%ReducedHistory
ZBHZimmer Biomet Holdings, Inc.Stock33,349$3.74M0.5%−840−2.5%ReducedHistory
SNASnap-on IncCOM14,497$3.70M0.5%−183−1.2%ReducedHistory
KVUEKenvue Inc.Stock168,383$3.38M0.4%+168,383NewHistory
MDTMedtronic plcStock39,192$3.07M0.4%−8,175−17.3%ReducedHistory
TSLATesla, Inc.Stock11,725$2.93M0.4%−74−0.6%ReducedHistory
BUDAnheuser-Busch InBev SA/NVADR53,001$2.93M0.4%+770+1.5%AddedHistory
PANWPalo Alto Networks IncStock12,145$2.85M0.4%+314+2.7%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock16,951$2.84M0.4%+530+3.2%AddedHistory
TAT&T Inc.Stock181,240$2.72M0.3%−135,009−42.7%ReducedHistory
WTSWatts Water Technologies IncCL A15,260$2.64M0.3%−145−0.9%ReducedHistory
EMREmerson Electric CoStock24,797$2.39M0.3%−160−0.6%ReducedHistory
AMTAmerican Tower CorpREIT14,171$2.33M0.3%+2,058+17.0%AddedHistory
TGTTarget CorpStock18,698$2.07M0.3%+963+5.4%AddedHistory
GILDGilead Sciences, Inc.Stock27,321$2.05M0.3%+35+0.1%AddedHistory
XOMExxonMobil Holdings CorpCOM14,229$1.67M0.2%−315−2.2%ReducedHistory
ORCLOracle CorpStock9,398$995.0K0.1%−12−0.1%ReducedHistory
RTXRTX CorpStock12,601$906.0K0.1%00.0%UnchangedHistory
PNRPENTAIR plcSHS11,569$749.0K0.1%−413−3.4%ReducedHistory
PLTRPalantir Technologies Inc.Stock41,768$668.0K0.1%00.0%UnchangedHistory
BAXBaxter International IncStock17,631$665.0K0.1%−1,837−9.4%ReducedHistory
EBAYeBay IncCOM13,291$586.0K0.1%−49,648−78.9%ReducedHistory
CLColgate Palmolive CoStock8,063$573.0K0.1%−125−1.5%ReducedHistory
RPMRPM International IncCOM5,547$525.0K0.1%−1,155−17.2%ReducedHistory
SYKStryker CorpStock1,900$519.0K0.1%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock12,382$505.0K0.1%+765+6.6%AddedHistory
ADSKAutodesk, Inc.COM2,306$477.0K0.1%00.0%UnchangedHistory
COPConocoPhillipsStock3,421$409.0K0.1%00.0%UnchangedHistory
ORLYO Reilly Automotive IncStock440$399.0K<0.1%00.0%UnchangedHistory
SLBSLB LimitedStock6,350$370.0K<0.1%00.0%UnchangedHistory

Sold out since Q2 2023 (1)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Jacobs & Co sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
CMGChipotle Mexican Grill IncCOM1,530$3.27M0.4%History