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Jacobs & Co

SEC CIK
0001055544
Latest filing
Jul 8, 2026

CMI holding history

Cummins Inc in every 13F filed by Jacobs & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMI overviewAll 13F holders of CMIFull Q2 2026 holdings

Shares (Q2 2026)
30,374
Value
$21.7M
% of portfolio
1.9%
Quarters held
22
Since Q1 2021
Holdings of CMI by Jacobs & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,374$21.7M1.9%−1,114−3.5%ReducedHolders
Q1 202631,488$16.9M1.7%−806−2.5%ReducedHolders
Q4 202532,294$16.5M1.6%−1,733−5.1%ReducedHolders
Q3 202534,027$14.4M1.4%−816−2.3%ReducedHolders
Q2 202534,843$11.4M1.1%+309+0.9%AddedHolders
Q1 202534,534$10.8M1.2%−650−1.8%ReducedHolders
Q4 202435,184$12.3M1.2%−1,505−4.1%ReducedHolders
Q3 202436,689$11.9M1.2%−522−1.4%ReducedHolders
Q2 202437,211$10.3M1.1%−530−1.4%ReducedHolders
Q1 202437,741$11.1M1.2%−501−1.3%ReducedHolders
Q4 202338,242$9.16M1.0%+1,289+3.5%AddedHolders
Q3 202336,953$8.44M1.1%+43+0.1%AddedHolders
Q2 202336,910$9.05M1.1%+1,892+5.4%AddedHolders
Q1 202335,018$8.37M1.0%−282−0.8%ReducedHolders
Q4 202235,300$8.55M1.1%−210−0.6%ReducedHolders
Q3 202235,510$7.23M1.0%−130.0%ReducedHolders
Q2 202235,523$6.87M0.9%−170.0%ReducedHolders
Q1 202235,540$7.29M0.8%+1,770+5.2%AddedHolders
Q4 202133,770$7.37M0.8%+3,181+10.4%AddedHolders
Q3 202130,589$6.87M0.8%+4,123+15.6%AddedHolders
Q2 202126,466$6.45M0.7%−1,019−3.7%ReducedHolders
Q1 202127,485$7.12M0.9%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.