Institutions / Jacobs & CO/CA

Jacobs & CO/CA

CIK 1055544 · Institution · as of Mar 31, 2026
Portfolio value
$1.01M
Positions
124
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$1.01M-4.4%
$1.06M$1.04M$1.01MQ4 '25Q1 '26

Positions

124+0.0%
124124124Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 124 →
CompanyClassValueShares% of portfolio
Apple Inc.$61.0K240,2086.0%
NVIDIA Corp$52.2K299,2435.2%
Microsoft Corp$32.2K87,0343.2%
Amazon.com Inc$29.2K140,2642.9%
ELI LILLY & Co$28.3K30,7812.8%
Meta Platforms Inc$26.3K45,9642.6%
Visa Inc$25.1K83,1712.5%
Alphabet Inc.$24.9K86,8752.5%
Alphabet Inc.$24.7K85,8792.4%
Caterpillar Inc$24.1K33,9762.4%
Costco Wholesale Corp /New$23.6K23,7112.3%
Applied Materials Inc /De$21.6K63,2842.1%
Advanced Micro Devices Inc$19.7K96,7221.9%
Deere & Co$17.5K31,0241.7%
Cummins Inc$16.9K31,4881.7%
International Business Machines Corp$15.6K64,2151.5%
Home Depot, Inc.$15.4K46,8221.5%
Union Pacific Corp$15.3K63,0811.5%
Amgen Inc$15.2K43,1211.5%
Schwab Charles Corp$14.9K159,0831.5%
FedEx Corp$14.8K41,5251.5%
Honeywell International Inc$14.5K64,3321.4%
Netflix Inc$14.4K149,7001.4%
Pepsico Inc$14.3K92,0701.4%
Starbucks Corp$14.0K155,8931.4%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
NewWaters Corp
Common stock
$3.8K+13K
12,654
0.37% of portfolio
low
Q1 2026
as of
AddBooking Holdings Inc
Common stock
$3.0K+715
+47.41%
2,223
0.92% of portfolio
low
Q1 2026
as of
AddCrowdStrike Holdings, Inc.
Common stock
$3.0K+8K
+43.66%
25,016
0.96% of portfolio
low
Q1 2026
as of
TrimApplied Materials Inc /De
Common stock
$-1.8K-5K
-7.51%
63,284
2.13% of portfolio
low
Q1 2026
as of
TrimCsx Corp
Common stock
$-1.7K-42K
-18.06%
189,530
0.77% of portfolio
low
Q1 2026
as of
TrimBecton Dickinson & Co
Common stock
$-1.2K-8K
-42.60%
10,704
0.17% of portfolio
low
Q1 2026
as of
AddSalesforce Inc
Common stock
$1.1K+6K
+15.62%
43,910
0.81% of portfolio
low
Q1 2026
as of
AddNetflix Inc
Common stock
$1.1K+11K
+8.12%
149,700
1.42% of portfolio
low
Q1 2026
as of
AddUber Technologies, Inc
Common stock
$1.0K+15K
+12.80%
128,063
0.91% of portfolio
low
Q1 2026
as of
TrimFedEx Corp
Common stock
$-1.0K-3K
-6.44%
41,525
1.46% of portfolio
low