Skip to main content

Jacobs & Co

SEC CIK
0001055544
Latest filing
Jul 8, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 3, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
122
−4 vs. Q4 2024
Portfolio value
$938.1M
−$44.9M (−4.6%) vs. Q4 2024
Filed
Apr 3, 2025
SEC
Holdings of Jacobs & Co in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock245,305$54.5M5.8%−3,644−1.5%ReducedHistory
NVDANVIDIA CorpStock327,908$35.5M3.8%−1,844−0.6%ReducedHistory
MSFTMicrosoft CorpStock90,564$34.0M3.6%−4,155−4.4%ReducedHistory
VVisa Inc.Stock83,701$29.3M3.1%−920−1.1%ReducedHistory
METAMeta Platforms, Inc.Stock48,250$27.8M3.0%−2,310−4.6%ReducedHistory
AMZNAmazon Com IncStock140,777$26.8M2.9%−1,225−0.9%ReducedHistory
LLYEli Lilly & CoStock29,812$24.6M2.6%+421+1.4%AddedHistory
COSTCostco Wholesale CorpStock25,884$24.5M2.6%−312−1.2%ReducedHistory
ADPAutomatic Data Processing IncStock53,804$16.4M1.8%−799−1.5%ReducedHistory
IBMInternational Business Machines CorpStock65,789$16.4M1.7%−2,203−3.2%ReducedHistory
HDHome Depot, Inc.Stock44,176$16.2M1.7%−338−0.8%ReducedHistory
SBUXStarbucks CorpStock163,961$16.1M1.7%−5,194−3.1%ReducedHistory
ZTSZoetis Inc.Stock96,591$15.9M1.7%+1,150+1.2%AddedHistory
QCOMQualcomm IncStock98,814$15.2M1.6%+250.0%AddedHistory
DEDeere & CoStock32,224$15.1M1.6%−732−2.2%ReducedHistory
ADBEAdobe Inc.Stock38,122$14.6M1.6%+1,032+2.8%AddedHistory
GOOGLAlphabet Inc.Stock94,043$14.5M1.6%−486−0.5%ReducedHistory
GOOGAlphabet Inc.Stock92,586$14.5M1.5%−1,427−1.5%ReducedHistory
UNPUnion Pacific CorpStock59,995$14.2M1.5%−468−0.8%ReducedHistory
AMGNAmgen IncStock43,919$13.7M1.5%−237−0.5%ReducedHistory
HONHoneywell International IncCOM62,793$13.3M1.4%−440−0.7%ReducedHistory
MCDMcDonalds CorpStock42,450$13.3M1.4%−326−0.8%ReducedHistory
PEPPepsiCo IncStock88,042$13.2M1.4%+1,098+1.3%AddedHistory
SCHWSchwab Charles CorpStock167,166$13.1M1.4%−471−0.3%ReducedHistory
CATCaterpillar IncStock38,845$12.8M1.4%+337+0.9%AddedHistory
ABBVAbbVie Inc.Stock60,428$12.7M1.3%−186−0.3%ReducedHistory
MKCMcCormick & Co IncStock147,120$12.1M1.3%−2,565−1.7%ReducedHistory
CSXCSX CorpStock408,275$12.0M1.3%+5,520+1.4%AddedHistory
ENBEnbridge IncStock267,892$11.9M1.3%−8,967−3.2%ReducedHistory
DISWalt Disney CoStock116,637$11.5M1.2%+121+0.1%AddedHistory
FDXFedEx CorpStock46,945$11.4M1.2%+1,057+2.3%AddedHistory
CMICummins IncStock34,534$10.8M1.2%−650−1.8%ReducedHistory
AMATApplied Materials IncStock71,816$10.4M1.1%+3,143+4.6%AddedHistory
MRKMerck & Co., Inc.Stock114,230$10.3M1.1%+589+0.5%AddedHistory
AMDAdvanced Micro Devices IncStock98,917$10.2M1.1%+9,887+11.1%AddedHistory
NKENIKE, Inc.Stock159,631$10.1M1.1%+2,676+1.7%AddedHistory
SNPSSynopsys IncCOM23,540$10.1M1.1%+1,274+5.7%AddedHistory
BABoeing CoStock58,484$9.97M1.1%+743+1.3%AddedHistory
SYYSysco CorpStock129,787$9.74M1.0%−310−0.2%ReducedHistory
AXPAmerican Express CoStock35,514$9.55M1.0%−385−1.1%ReducedHistory
FISVFiserv IncStock42,671$9.42M1.0%−1,040−2.4%ReducedHistory
EWEdwards Lifesciences CorpStock125,573$9.10M1.0%−155−0.1%ReducedHistory
YUMYum Brands IncStock57,429$9.04M1.0%−618−1.1%ReducedHistory
UPSUnited Parcel Service IncStock82,088$9.03M1.0%−6,658−7.5%ReducedHistory
JNJJohnson & JohnsonStock54,315$9.01M1.0%−2,254−4.0%ReducedHistory
INTUIntuit Inc.Stock14,432$8.86M0.9%+1,084+8.1%AddedHistory
EAElectronic Arts Inc.COM59,117$8.54M0.9%+681+1.2%AddedHistory
ABTAbbott LaboratoriesStock63,135$8.37M0.9%−1,779−2.7%ReducedHistory
ROKRockwell Automation, IncStock31,315$8.09M0.9%+819+2.7%AddedHistory
MDLZMondelez International, Inc.Stock118,971$8.07M0.9%−3,980−3.2%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock15,417$7.67M0.8%+211+1.4%AddedHistory
AMTAmerican Tower CorpREIT35,190$7.66M0.8%+146+0.4%AddedHistory
NOWServiceNow, Inc.Stock9,492$7.56M0.8%+806+9.3%AddedHistory
CMGChipotle Mexican Grill IncCOM142,166$7.14M0.8%+33,773+31.2%AddedHistory
HUBBHubbell IncCOM21,416$7.09M0.8%−451−2.1%ReducedHistory
BKNGBooking Holdings Inc.Stock1,531$7.05M0.8%−8−0.5%ReducedHistory
WMTWalmart Inc.Stock77,941$6.84M0.7%−2,910−3.6%ReducedHistory
PGProcter & Gamble CoStock39,853$6.79M0.7%−838−2.1%ReducedHistory
DTEGYDeutsche Telekom AGCOM181,569$6.73M0.7%−9,155−4.8%ReducedHistory
BDXBecton Dickinson & CoStock28,709$6.58M0.7%−2,343−7.5%ReducedHistory
BRK.BBerkshire Hathaway IncStock12,195$6.49M0.7%−297−2.4%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock18,236$6.43M0.7%−182−1.0%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM10,050$6.37M0.7%+859+9.3%AddedHistory
STZConstellation Brands, Inc.Stock33,600$6.17M0.7%−5,589−14.3%ReducedHistory
LHLabcorp Holdings Inc.COM NEW24,968$5.81M0.6%−345−1.4%ReducedHistory
PFEPfizer IncStock228,842$5.80M0.6%−9,180−3.9%ReducedHistory
CSCOCisco Systems, Inc.Stock89,254$5.51M0.6%−6,257−6.6%ReducedHistory
ULUnilever PLCSPON ADR NEW90,403$5.38M0.6%−1,560−1.7%ReducedHistory
PANWPalo Alto Networks IncStock29,794$5.08M0.5%+1,724+6.1%AddedHistory
KOCoca Cola CoStock67,463$4.83M0.5%−12,234−15.4%ReducedHistory
NXPINXP Semiconductors N.V.COM24,915$4.74M0.5%+240+1.0%AddedHistory
KVUEKenvue Inc.Stock193,967$4.65M0.5%+2,467+1.3%AddedHistory
SNASnap-on IncCOM13,230$4.46M0.5%−170−1.3%ReducedHistory
CVXChevron CorpStock22,354$3.74M0.4%−368−1.6%ReducedHistory
WTSWatts Water Technologies IncCL A13,978$2.85M0.3%−582−4.0%ReducedHistory
GLWCorning IncCOM52,238$2.39M0.3%00.0%UnchangedHistory
EMREmerson Electric CoStock21,675$2.38M0.3%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock29,684$1.94M0.2%−710−2.3%ReducedHistory
TGTTarget CorpStock18,440$1.92M0.2%−2,323−11.2%ReducedHistory
TSLATesla, Inc.Stock6,965$1.80M0.2%−1,704−19.7%ReducedHistory
RTXRTX CorpStock10,356$1.37M0.1%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM11,504$1.37M0.1%−600−5.0%ReducedHistory
ABNBAirbnb, Inc.Stock11,086$1.32M0.1%00.0%UnchangedHistory
PLTRPalantir Technologies Inc.Stock14,368$1.21M0.1%−7,000−32.8%ReducedHistory
INTCIntel CorpStock52,404$1.19M0.1%−524−1.0%ReducedHistory
ORCLOracle CorpStock7,907$1.10M0.1%−114−1.4%ReducedHistory
ZBHZimmer Biomet Holdings, Inc.Stock8,888$1.00M0.1%−2,450−21.6%ReducedHistory
PNRPENTAIR plcSHS10,500$918.0K0.1%−159−1.5%ReducedHistory
CLColgate Palmolive CoStock7,938$743.0K0.1%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock10,042$720.0K0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock15,664$710.0K0.1%−535−3.3%ReducedHistory
MDTMedtronic plcStock7,390$664.0K0.1%−1,136−13.3%ReducedHistory
ORLYO Reilly Automotive IncStock440$630.0K0.1%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock2,424$594.0K0.1%00.0%UnchangedHistory
ADSKAutodesk, Inc.COM2,236$585.0K0.1%00.0%UnchangedHistory
GILDGilead Sciences, Inc.Stock4,890$547.0K0.1%−275−5.3%ReducedHistory
MSIMotorola Solutions, Inc.Stock1,128$493.0K0.1%−10−0.9%ReducedHistory
ANETArista Networks, Inc.COM6,148$476.0K0.1%−500−7.5%ReducedHistory
RPMRPM International IncCOM3,790$438.0K<0.1%−30−0.8%ReducedHistory
TAT&T Inc.Stock14,895$421.0K<0.1%−2,897−16.3%ReducedHistory

Sold out since Q4 2024 (6)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Jacobs & Co sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
TTDTrade Desk, Inc.Stock3,250$381.0K<0.1%History
ETNEaton Corp plcStock731$242.0K<0.1%History
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW2,100$216.0K<0.1%–
iShares Core S&P Small Cap ETF464287804ETF1,836$211.0K<0.1%–
MDYSPDR S&P Midcap 400 ETF TrustETF370$210.0K<0.1%History
BLKBlackRock, Inc.COM198$202.0K<0.1%History