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: $1.0M124 positionsView on SEC.gov

			% of Portfolio
Abbott Laboratories	COM	$8K	0.8%	60,739 SH	New
AbbVie Inc	COM	$14K	1.3%	60,100 SH	New
Adobe Systems	COM	$13K	1.2%	35,867 SH	New
Advanced Micro Devices	COM	$16K	1.6%	100,243 SH	New
Airbnb Inc A	COMCLA	$1K	0.1%	9,063 SH	New
Alphabet Inc A	CLA	$23K	2.2%	92,738 SH	New
Alphabet Inc C	CLC	$22K	2.1%	90,040 SH	New
Amazon Com Inc	COM	$31K	2.9%	139,407 SH	New
American Express Company	COM	$12K	1.1%	35,026 SH	New
American Tower Corp Class A	COM	$7K	0.7%	35,720 SH	New
Amgen Incorporated	COM	$13K	1.2%	45,059 SH	New
Anheuser Busch	ADR	$270	0.0%	4,533 SH	New
Apple Inc.	COM	$64K	6.1%	250,192 SH	New
Applied Materials Inc	COM	$15K	1.4%	72,691 SH	New
Arista Networks Inc	COM	$828	0.1%	5,683 SH	New
AT&T Inc	COM	$410	0.0%	14,550 SH	New
Auto Data Processing	COM	$15K	1.4%	50,966 SH	New
Autodesk	COM	$710	0.1%Prev: 0.0%	2,236 SH	Increased+200 SH
Becton Dickinson & Co	COM	$5K	0.4%	24,841 SH	New
Berkshire Hathaway Cl B	CLB	$6K	0.5%	11,335 SH	New
Blackrock Inc	COM	$230	0.0%	198 SH	New
Boeing	COM	$13K	1.2%Prev: 0.8%	58,390 SH	Increased+13,475 SH
Booking Holdings Inc	COM	$8K	0.8%	1,471 SH	New
Carrier Global Corp	COM	$9K	0.8%	145,929 SH	New
Caterpillar	COM	$18K	1.7%Prev: 2.9%	37,790 SH	Decreased+5,923 SH
Charles Schwab Corp	COM	$15K	1.5%	159,285 SH	New
Chevron Corp	COM	$3K	0.3%	21,719 SH	New
Chipotle Mexican Grill Inc	COM	$7K	0.7%	185,494 SH	New
Cisco Systems	COM	$6K	0.5%	80,674 SH	New
Coca Cola Company	COM	$4K	0.4%	57,595 SH	New
Colgate-Palmolive Co	COM	$594	0.1%	7,438 SH	New
ConocoPhillips	COM	$323	0.0%Prev: 0.0%	3,421 SH	Decreased
Corning Inc	CLA	$4K	0.4%	49,408 SH	New
Costco Companies Inc.	COM	$23K	2.2%	24,946 SH	New
CrowdStrike Holdings Inc A	COM	$9K	0.8%	17,742 SH	New
CSX Corp	COM	$14K	1.4%	403,837 SH	New
Cummins Inc	CLA	$14K	1.4%	34,027 SH	New
Deere & Co	COM	$14K	1.3%	30,742 SH	New
Deutsche Telekom AG ADR	COM	$6K	0.5%	162,684 SH	New
Disney Walt Co.	ADR	$13K	1.3%	114,273 SH	New
Edwards Lifesciences Corp	COM	$9K	0.8%	112,665 SH	New
Electronic Arts Inc.	COM	$11K	1.0%	54,267 SH	New
Eli Lilly	COM	$24K	2.3%	31,360 SH	New
Emerson Electric Co	COM	$3K	0.3%	21,375 SH	New
Enbridge Inc	COM	$13K	1.3%	261,532 SH	New
Exxon Mobil Corp	COM	$1K	0.1%	10,454 SH	New
Fedex Corporation	COM	$11K	1.1%	48,571 SH	New
Fiserv Inc	COM	$8K	0.8%	63,698 SH	New
Gilead Sciences Inc	COM	$505	0.0%	4,550 SH	New
Home Depot Inc	ADR	$18K	1.7%	44,941 SH	New
Honeywell International	COM	$13K	1.3%	63,597 SH	New
HP Inc	COM	$203	0.0%	7,478 SH	New
Hubbell Inc Class B	COM	$9K	0.9%	21,249 SH	New
Intel Corp	CLB	$2K	0.2%	51,608 SH	New
Intl Business Machines	COM	$18K	1.7%	63,502 SH	New
Intuit Inc	COM	$10K	0.9%	14,350 SH	New
Invesco QQQ Trust	UNITSER1	$319	0.0%	532 SH	New
iShares Core S&P 500	CORE S&P500 ETF	$220	0.0%	329 SH	New
iShares Core S&P Total US Stoc	CORE S&P TTL STK	$202	0.0%	1,390 SH	New
iShares Russell 3000	COM	$372	0.0%	982 SH	New
Ishares Tr S&P Smallcap	CORE S&P SCP ETF	$218	0.0%	1,836 SH	New
Johnson & Johnson	COM	$10K	0.9%	51,639 SH	New
JPMorgan Chase & Co	COM	$764	0.1%	2,424 SH	New
Kenvue Inc	COM	$4K	0.4%	253,617 SH	New
Laboratory Corp of America Hld	COM	$7K	0.7%	24,199 SH	New
Lockheed Martin Corp	COM	$274	0.0%	550 SH	New
Masco Corp	COM	$218	0.0%	3,110 SH	New
Mc Cormick & Co Inc N-Vt	COM	$8K	0.8%	125,950 SH	New
Mc Donalds Corp	COMNONVTG	$13K	1.2%	42,367 SH	New
Merck	PLCSHS	$9K	0.9%Prev: 1.1%	109,298 SH	Decreased+5,346 SH
Meta Platforms Inc A	COM	$34K	3.3%	46,315 SH	New
Microsoft Corp	CLA	$45K	4.3%	86,813 SH	New
Mondelez Intl Inc Cl A	COM	$6K	0.6%	103,536 SH	New
Motorola Solutions Inc	CLA	$504	0.0%	1,103 SH	New
Netflix Inc	COM	$240	0.0%	201 SH	New
Nike Inc B	COM	$11K	1.1%	162,008 SH	New
Novartis AG ADR	CLB	$333	0.0%	2,600 SH	New
nVent Electric PLC	ADR	$494	0.0%	5,012 SH	New
NVIDIA Corp	COM	$58K	5.5%	310,045 SH	New
NXP Semiconductor N.V.	COM	$6K	0.6%	26,455 SH	New
O Reilly Automotive Inc	COM	$711	0.1%	6,600 SH	New
Oracle Corporation	COM	$3K	0.3%	12,344 SH	New
Palantir Technologies Inc A	COM	$992	0.1%	5,443 SH	New
Palo Alto Networks Inc	CLA	$9K	0.8%	43,317 SH	New
PayPal Holdings Inc	COM	$2K	0.2%	24,091 SH	New
Pentair Ltd Com	COM	$1K	0.1%	9,901 SH	New
Pepsico Inc	PLC	$13K	1.3%	94,705 SH	New
Pfizer Inc	COM	$5K	0.4%	183,566 SH	New
Philip Morris Int'l Inc	COM	$231	0.0%	1,430 SH	New
Phillips 66	COM	$319	0.0%	2,346 SH	New
Procter & Gamble	COM	$6K	0.5%	36,644 SH	New
Qualcomm Inc	COM	$16K	1.5%	97,368 SH	New
Regeneron Pharms Inc	COM	$6K	0.5%	10,162 SH	New
Rockwell Automation Inc	COM	$10K	1.0%	29,369 SH	New
Rpm International Inc	COM	$446	0.0%	3,790 SH	New
RTX Corp	COM	$2K	0.2%	10,299 SH	New
Salesforce.Com	COM	$9K	0.8%Prev: 0.6%	36,933 SH	Increased-8,279 SH
Sanofi Aventis	COM	$308	0.0%	6,540 SH	New
Schwab Int'l Equity	INTL EQTY ETF	$450	0.0%	19,362 SH	New
Schwab US Broad Market	COMSTK	$422	0.0%	16,442 SH	New
ServiceNow Inc	COM	$10K	0.9%	10,436 SH	New
Sherwin Williams Co	COM	$244	0.0%	705 SH	New
Shopify Inc A	CL A	$331	0.0%	2,228 SH	New
Snap On Tools	COM	$5K	0.4%	13,220 SH	New
SPDR S&P MidCap 400	UTSER1 S&PDCRP	$220	0.0%	370 SH	New
Starbucks Corp	COM	$14K	1.3%	162,393 SH	New
Synopsys Inc	COM	$12K	1.2%	24,567 SH	New
Sysco Corp.	COM	$10K	1.0%	127,108 SH	New
Target Corporation	COM	$745	0.1%	8,306 SH	New
Tesla Motors Inc	COM	$2K	0.2%	4,628 SH	New
Texas Instruments Inc	COM	$249	0.0%	1,359 SH	New
Thermo Fisher Scientific	COM	$9K	0.8%	17,728 SH	New
Unilever Plc Amer Shs	COMCLA	$5K	0.5%	82,413 SH	New
Union Pacific Corp	SPONADRNEW	$15K	1.4%	61,701 SH	New
United Parcel Service B	COM	$297	0.0%	3,562 SH	New
Vanguard Russell 1000 Growth	VNG RUS1000GRW	$253	0.0%	2,100 SH	New
Verizon Communications Inc	COM	$637	0.1%	14,498 SH	New
Visa Inc. Class A	COM	$28K	2.7%	82,361 SH	New
Walmart Inc	CLA	$8K	0.7%	75,204 SH	New
Watts Water Tech Inc A	COM	$4K	0.4%	13,533 SH	New
Wells Fargo & Co	CLA	$767	0.1%	9,162 SH	New
Yum Brands	COM	$9K	0.8%	57,241 SH	New
Zimmer Biomet Hldgs Inc	COM	$394	0.0%	4,009 SH	New
Zoetis Inc	COM	$15K	1.4%	99,132 SH	New

Sold (vs prior filing)

AbbottLaboratories — $6K
AbbVieInc — $16K
AdobeSystems — $3K
AdvancedMicroDevices — $52K
AirbnbIncA — $581
AlphabetIncA — $29K
AlphabetIncC — $30K
AmazonComInc — $32K
AmericanExpressCompany — $11K
AmericanTowerCorpClassA — $4K
AmgenIncorporated — $15K
AnheuserBusch — $217
AppleInc. — $68K
AppliedMaterialsInc — $42K
AristaNetworksInc — $887
AutoDataProcessing — $12K
BectonDickinson&Co — $2K
BerkshireHathawayClB — $6K
BookingHoldingsInc — $10K
Bristol-MyersSquibbCo — $206
… and 108 more

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