JACOBS & CO/CA

CIK 0001055544 • 6 13F filings • Apr 3, 2025 – Jul 9, 2026

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Filer information

Filed by: JACOBS & CO/CA, CCO
Address: 595 MARKET STREET SUITE 1330, SAN FRANCISCO, CA, 94105
Phone: 4157771617
AUM: $1.1M

AUM over time

$1.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $938K122 positionsView on SEC.gov

			% of Portfolio
AbbottLaboratories	COM	$8K	0.9%	63,135 SH
AbbVieInc	COM	$13K	1.3%	60,428 SH
AdobeSystems	COM	$15K	1.6%	38,122 SH
AdvancedMicroDevices	COM	$10K	1.1%	98,917 SH
AFLACInc	COM	$230	0.0%	2,077 SH
AirbnbIncA	COMCLA	$1K	0.1%	11,086 SH
AlphabetIncA	CLA	$15K	1.6%	94,043 SH
AlphabetIncC	CLC	$14K	1.5%	92,586 SH
AmazonComInc	COM	$27K	2.9%	140,777 SH
AmericanExpressCompany	COM	$10K	1.0%	35,514 SH
AmericanTowerCorpClassA	COM	$8K	0.8%	35,190 SH
AmgenIncorporated	COM	$14K	1.5%	43,919 SH
AnheuserBusch	ADR	$331	0.0%	5,383 SH
AppleInc.	COM	$54K	5.8%	245,305 SH
AppliedMaterialsInc	COM	$10K	1.1%	71,816 SH
AristaNetworksInc	COM	$476	0.1%	6,148 SH
AT&TInc	COM	$421	0.0%	14,895 SH
AutoDataProcessing	COM	$16K	1.8%	53,804 SH
Autodesk	COM	$585	0.1%	2,236 SH
BaxterInternationalInc	COM	$225	0.0%	6,579 SH
BectonDickinson&Co	COM	$7K	0.7%	28,709 SH
BerkshireHathawayClB	CLB	$6K	0.7%	12,195 SH
Boeing	COM	$10K	1.1%	58,484 SH
BookingHoldingsInc	COM	$7K	0.8%	1,531 SH
Bristol-MyersSquibbCo	COM	$256	0.0%	4,205 SH
Caterpillar	COM	$13K	1.4%	38,845 SH
CharlesSchwabCorp	COM	$13K	1.4%	167,166 SH
ChevronCorp	COM	$4K	0.4%	22,354 SH
ChipotleMexicanGrillInc	COM	$7K	0.8%	142,166 SH
CiscoSystems	COM	$6K	0.6%	89,254 SH
CocaColaCompany	COM	$5K	0.5%	67,463 SH
Colgate-PalmoliveCo	COM	$743	0.1%	7,938 SH
ConocoPhillips	COM	$359	0.0%	3,421 SH
ConstellationBrandsIncA	COM	$6K	0.7%	33,600 SH
CorningInc	CLA	$2K	0.3%	52,238 SH
CostcoCompaniesInc.	COM	$24K	2.6%	25,884 SH
CrowdStrikeHoldingsIncA	COM	$6K	0.7%	18,236 SH
CSXCorp	COM	$12K	1.3%	408,275 SH
CumminsInc	CLA	$11K	1.2%	34,534 SH
Deere&Co	COM	$15K	1.6%	32,224 SH
DeutscheTelekomAGADR	COM	$7K	0.7%	181,569 SH
DisneyWaltCo.	ADR	$12K	1.2%	116,637 SH
EdwardsLifesciencesCorp	COM	$9K	1.0%	125,573 SH
ElectronicArtsInc.	COM	$9K	0.9%	59,117 SH
EliLilly	COM	$25K	2.6%	29,812 SH
EmersonElectricCo	COM	$2K	0.3%	21,675 SH
EnbridgeInc	COM	$12K	1.3%	267,892 SH
ExxonMobilCorp	COM	$1K	0.1%	11,504 SH
FedexCorporation	COM	$11K	1.2%	46,945 SH
FiservInc	COM	$9K	1.0%	42,671 SH
GileadSciencesInc	COM	$547	0.1%	4,890 SH
HomeDepotInc	ADR	$16K	1.7%	44,176 SH
HoneywellInternational	COM	$13K	1.4%	62,793 SH
HPInc	COM	$205	0.0%	7,415 SH
HubbellIncClassB	COM	$7K	0.8%	21,416 SH
IntelCorp	CLB	$1K	0.1%	52,404 SH
IntlBusinessMachines	COM	$16K	1.7%	65,789 SH
IntuitInc	COM	$9K	0.9%	14,432 SH
InvescoQQQTrust	UNITSER1	$249	0.0%	532 SH
iSharesRussell3000	COM	$311	0.0%	982 SH
Johnson&Johnson	COM	$9K	1.0%	54,315 SH
JPMorganChase&Co	COM	$594	0.1%	2,424 SH
KenvueInc	COM	$5K	0.5%	193,967 SH
LaboratoryCorpofAmericaHld	COM	$6K	0.6%	24,968 SH
LockheedMartinCorp	COM	$245	0.0%	550 SH
MascoCorp	COM	$264	0.0%	3,805 SH
McCormick&CoIncN-Vt	COM	$12K	1.3%	147,120 SH
McDonaldsCorp	COMNONVTG	$13K	1.4%	42,450 SH
MedtronicInc	COM	$664	0.1%	7,390 SH
Merck	PLCSHS	$10K	1.1%	114,230 SH
MetaPlatformsIncA	COM	$28K	3.0%	48,250 SH
MicrosoftCorp	CLA	$34K	3.6%	90,564 SH
MondelezIntlIncClA	COM	$8K	0.9%	118,971 SH
MotorolaSolutionsInc	CLA	$493	0.1%	1,128 SH
NikeIncB	COM	$10K	1.1%	159,631 SH
NovartisAGADR	CLB	$289	0.0%	2,600 SH
nVentElectricPLC	ADR	$263	0.0%	5,025 SH
NVIDIACorp	COM	$36K	3.8%	327,908 SH
NXPSemiconductorN.V.	COM	$5K	0.5%	24,915 SH
OracleCorporation	COM	$1K	0.1%	7,907 SH
OReillyAutomotiveInc	COM	$630	0.1%	440 SH
PalantirTechnologiesIncA	COM	$1K	0.1%	14,368 SH
PaloAltoNetworksInc	CLA	$5K	0.5%	29,794 SH
PayPalHoldingsInc	COM	$2K	0.2%	29,684 SH
PentairLtdCom	COM	$918	0.1%	10,500 SH
PepsicoInc	PLC	$13K	1.4%	88,042 SH
PfizerInc	COM	$6K	0.6%	228,842 SH
PG&ECorporation	COM	$210	0.0%	12,271 SH
PhilipMorrisInt'lInc	COM	$226	0.0%	1,430 SH
Phillips66	COM	$289	0.0%	2,346 SH
Procter&Gamble	COM	$7K	0.7%	39,853 SH
QualcommInc	COM	$15K	1.6%	98,814 SH
RegeneronPharmsInc	COM	$6K	0.7%	10,050 SH
RockwellAutomationInc	COM	$8K	0.9%	31,315 SH
RpmInternationalInc	COM	$438	0.0%	3,790 SH
RTXCorp	COM	$1K	0.1%	10,356 SH
SanofiAventis	COM	$362	0.0%	6,540 SH
Schlumberger	ADR	$219	0.0%	5,255 SH
SchwabInternationalEquityET	INTLEQTYETF	$382	0.0%	19,362 SH
SchwabUSBroadMarketETF	COMSTK	$357	0.0%	16,592 SH
ServiceNowInc	COM	$8K	0.8%	9,492 SH
SherwinWilliamsCo	COM	$246	0.0%	705 SH
SnapOnTools	COM	$4K	0.5%	13,230 SH
StarbucksCorp	COM	$16K	1.7%	163,961 SH
SynopsysInc	COM	$10K	1.1%	23,540 SH
SyscoCorp.	COM	$10K	1.0%	129,787 SH
TargetCorporation	COM	$2K	0.2%	18,440 SH
TeslaMotorsInc	COM	$2K	0.2%	6,965 SH
TexasInstrumentsInc	COM	$242	0.0%	1,350 SH
ThermoFisherScientific	COM	$8K	0.8%	15,417 SH
UnileverPlcAmerShs	COMCLA	$5K	0.6%	90,403 SH
UnionPacificCorp	SPONADRNEW	$14K	1.5%	59,995 SH
UnitedhealthGroupInc	COM	$224	0.0%	429 SH
UnitedParcelServiceB	COM	$9K	1.0%	82,088 SH
VerizonCommunicationsInc	COM	$710	0.1%	15,664 SH
VisaInc.ClassA	COM	$29K	3.1%	83,701 SH
WalmartInc	CLA	$7K	0.7%	77,941 SH
WattsWaterTechIncA	COM	$3K	0.3%	13,978 SH
WellsFargo&Co	CLA	$720	0.1%	10,042 SH
YumBrands	COM	$9K	1.0%	57,429 SH
ZimmerBiometHldgsInc	COM	$1K	0.1%	8,888 SH
ZoetisInc	COM	$16K	1.7%	96,591 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 5, 2026	Q4 2025	13F-HR	0001055544-26-000001	$1.1M	View
Oct 9, 2026	Q3 2026	13F-HR	0001055544-26-000005	$1.2M	View
Oct 1, 2025	Q3 2025