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Jacobs & Co

SEC CIK
0001055544
Latest filing
Jul 8, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Jan 18, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
121
+1 vs. Q3 2023
Portfolio value
$881.6M
+$79.2M (+9.9%) vs. Q3 2023
Filed
Jan 18, 2024
SEC
Holdings of Jacobs & Co in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock276,938$53.3M6.0%−5,485−1.9%ReducedHistory
MSFTMicrosoft CorpStock93,717$35.2M4.0%−2,168−2.3%ReducedHistory
AMZNAmazon Com IncStock154,279$23.4M2.7%−1,437−0.9%ReducedHistory
VVisa Inc.Stock86,277$22.5M2.5%−1,608−1.8%ReducedHistory
NVDANVIDIA CorpStock42,135$20.9M2.4%−350−0.8%ReducedHistory
ADBEAdobe Inc.Stock34,298$20.5M2.3%−476−1.4%ReducedHistory
METAMeta Platforms, Inc.Stock57,158$20.2M2.3%−723−1.2%ReducedHistory
COSTCostco Wholesale CorpStock29,613$19.5M2.2%−430−1.4%ReducedHistory
ZTSZoetis Inc.Stock83,221$16.4M1.9%−703−0.8%ReducedHistory
HDHome Depot, Inc.Stock46,507$16.1M1.8%−276−0.6%ReducedHistory
BABoeing CoStock56,733$14.8M1.7%−480−0.8%ReducedHistory
QCOMQualcomm IncStock102,177$14.8M1.7%−1,547−1.5%ReducedHistory
INTCIntel CorpStock293,919$14.8M1.7%−3,250−1.1%ReducedHistory
UNPUnion Pacific CorpStock59,847$14.7M1.7%−747−1.2%ReducedHistory
SBUXStarbucks CorpStock149,473$14.3M1.6%+1,097+0.7%AddedHistory
GOOGAlphabet Inc.Stock101,301$14.3M1.6%−1,495−1.5%ReducedHistory
NKENIKE, Inc.Stock129,811$14.1M1.6%+2,777+2.2%AddedHistory
LLYEli Lilly & CoStock23,388$13.6M1.5%−1,263−5.1%ReducedHistory
ADPAutomatic Data Processing IncStock58,250$13.6M1.5%+1,772+3.1%AddedHistory
GOOGLAlphabet Inc.Stock96,518$13.5M1.5%−1,096−1.1%ReducedHistory
AMGNAmgen IncStock45,254$13.0M1.5%−739−1.6%ReducedHistory
PEPPepsiCo IncStock75,515$12.8M1.5%+2,743+3.8%AddedHistory
HONHoneywell International IncCOM60,625$12.7M1.4%+333+0.6%AddedHistory
CSXCSX CorpStock358,035$12.4M1.4%−4,288−1.2%ReducedHistory
UPSUnited Parcel Service IncStock78,225$12.3M1.4%+1,169+1.5%AddedHistory
CSCOCisco Systems, Inc.Stock242,109$12.2M1.4%+3,636+1.5%AddedHistory
IBMInternational Business Machines CorpStock74,429$12.2M1.4%−1,421−1.9%ReducedHistory
CATCaterpillar IncStock41,123$12.2M1.4%−27−0.1%ReducedHistory
DEDeere & CoStock29,875$11.9M1.4%+2,539+9.3%AddedHistory
AMATApplied Materials IncStock71,647$11.6M1.3%−1,905−2.6%ReducedHistory
MRKMerck & Co., Inc.Stock106,323$11.6M1.3%+5,071+5.0%AddedHistory
BDXBecton Dickinson & CoStock47,483$11.6M1.3%+37+0.1%AddedHistory
FDXFedEx CorpStock45,366$11.5M1.3%+972+2.2%AddedHistory
MCDMcDonalds CorpStock37,128$11.0M1.2%+3,007+8.8%AddedHistory
SCHWSchwab Charles CorpStock159,938$11.0M1.2%+4,700+3.0%AddedHistory
ENBEnbridge IncStock283,129$10.2M1.2%+522+0.2%AddedHistory
MKCMcCormick & Co IncStock142,949$9.78M1.1%+16,098+12.7%AddedHistory
ABBVAbbVie Inc.Stock62,933$9.75M1.1%−292−0.5%ReducedHistory
PFEPfizer IncStock330,023$9.50M1.1%+5,190+1.6%AddedHistory
DISWalt Disney CoStock105,074$9.49M1.1%−635−0.6%ReducedHistory
CMICummins IncStock38,242$9.16M1.0%+1,289+3.5%AddedHistory
SYYSysco CorpStock123,935$9.06M1.0%+2,153+1.8%AddedHistory
JNJJohnson & JohnsonStock54,862$8.60M1.0%+1,924+3.6%AddedHistory
STZConstellation Brands, Inc.Stock34,977$8.46M1.0%+439+1.3%AddedHistory
EWEdwards Lifesciences CorpStock110,665$8.44M1.0%+3,447+3.2%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM9,521$8.36M0.9%−161−1.7%ReducedHistory
KOCoca Cola CoStock135,074$7.96M0.9%−624−0.5%ReducedHistory
HUBBHubbell IncCOM24,066$7.92M0.9%−433−1.8%ReducedHistory
AXPAmerican Express CoStock40,808$7.64M0.9%+1,944+5.0%AddedHistory
ABTAbbott LaboratoriesStock68,720$7.56M0.9%−570−0.8%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock14,166$7.52M0.9%+2,460+21.0%AddedHistory
INTUIntuit Inc.Stock11,902$7.44M0.8%−180−1.5%ReducedHistory
EAElectronic Arts Inc.COM52,820$7.23M0.8%−85−0.2%ReducedHistory
YUMYum Brands IncStock54,338$7.10M0.8%−165−0.3%ReducedHistory
FISVFiserv IncStock50,974$6.77M0.8%−30−0.1%ReducedHistory
PGProcter & Gamble CoStock45,416$6.66M0.8%−1,169−2.5%ReducedHistory
BMYBristol Myers Squibb CoStock127,314$6.53M0.7%+907+0.7%AddedHistory
GLWCorning IncCOM201,343$6.13M0.7%−28,380−12.4%ReducedHistory
MDLZMondelez International, Inc.Stock80,060$5.80M0.7%+3,107+4.0%AddedHistory
NXPINXP Semiconductors N.V.COM24,959$5.73M0.7%−122−0.5%ReducedHistory
GSKGSK plcADR150,149$5.56M0.6%−3,836−2.5%ReducedHistory
LHLabcorp Holdings Inc.COM NEW23,206$5.27M0.6%00.0%UnchangedHistory
ULUnilever PLCSPON ADR NEW106,478$5.16M0.6%+1,072+1.0%AddedHistory
BKNGBooking Holdings Inc.Stock1,452$5.15M0.6%−37−2.5%ReducedHistory
DTEGYDeutsche Telekom AGCOM201,669$4.87M0.6%−3,545−1.7%ReducedHistory
WMTWalmart Inc.Stock30,638$4.83M0.5%−150−0.5%ReducedHistory
BRK.BBerkshire Hathaway IncStock13,118$4.68M0.5%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock74,681$4.59M0.5%−6,266−7.7%ReducedHistory
KVUEKenvue Inc.Stock202,665$4.36M0.5%+34,282+20.4%AddedHistory
CMGChipotle Mexican Grill IncCOM1,867$4.27M0.5%+1,867NewHistory
CRWDCrowdStrike Holdings, Inc.Stock16,676$4.26M0.5%−275−1.6%ReducedHistory
SNASnap-on IncCOM14,102$4.07M0.5%−395−2.7%ReducedHistory
ZBHZimmer Biomet Holdings, Inc.Stock30,708$3.74M0.4%−2,641−7.9%ReducedHistory
CVXChevron CorpStock24,151$3.60M0.4%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock12,135$3.58M0.4%−10−0.1%ReducedHistory
AMTAmerican Tower CorpREIT15,551$3.36M0.4%+1,380+9.7%AddedHistory
BUDAnheuser-Busch InBev SA/NVADR49,185$3.18M0.4%−3,816−7.2%ReducedHistory
WTSWatts Water Technologies IncCL A15,195$3.17M0.4%−65−0.4%ReducedHistory
VZVerizon Communications IncStock82,935$3.13M0.4%−59,691−41.9%ReducedHistory
MDTMedtronic plcStock37,613$3.10M0.4%−1,579−4.0%ReducedHistory
TSLATesla, Inc.Stock11,371$2.83M0.3%−354−3.0%ReducedHistory
TGTTarget CorpStock19,697$2.81M0.3%+999+5.3%AddedHistory
EMREmerson Electric CoStock23,321$2.27M0.3%−1,476−6.0%ReducedHistory
GILDGilead Sciences, Inc.Stock26,537$2.15M0.2%−784−2.9%ReducedHistory
ABNBAirbnb, Inc.Stock11,786$1.60M0.2%−1,838−13.5%ReducedHistory
XOMExxonMobil Holdings CorpCOM13,779$1.38M0.2%−450−3.2%ReducedHistory
TAT&T Inc.Stock75,534$1.27M0.1%−105,706−58.3%ReducedHistory
RTXRTX CorpStock12,636$1.06M0.1%+35+0.3%AddedHistory
ORCLOracle CorpStock9,339$984.0K0.1%−59−0.6%ReducedHistory
PNRPENTAIR plcSHS11,534$838.0K0.1%−35−0.3%ReducedHistory
PLTRPalantir Technologies Inc.Stock41,768$717.0K0.1%00.0%UnchangedHistory
CLColgate Palmolive CoStock7,938$632.0K0.1%−125−1.6%ReducedHistory
WFCWells Fargo & CompanyStock12,157$598.0K0.1%−225−1.8%ReducedHistory
SYKStryker CorpStock1,900$568.0K0.1%00.0%UnchangedHistory
ADSKAutodesk, Inc.COM2,260$550.0K0.1%−46−2.0%ReducedHistory
RPMRPM International IncCOM4,032$450.0K0.1%−1,515−27.3%ReducedHistory
BAXBaxter International IncStock11,219$433.0K<0.1%−6,412−36.4%ReducedHistory
ORLYO Reilly Automotive IncStock440$418.0K<0.1%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock2,424$412.0K<0.1%00.0%UnchangedHistory
COPConocoPhillipsStock3,421$397.0K<0.1%00.0%UnchangedHistory

Sold out since Q3 2023 (4)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Jacobs & Co sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
EBAYeBay IncCOM13,291$586.0K0.1%History
PCGPG&E CorpStock20,779$335.0K<0.1%History
KMBKimberly Clark CorpStock2,447$295.0K<0.1%History
AFLAflac IncStock3,377$259.0K<0.1%History