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: $1.1M124 positionsView on SEC.gov

			% of Portfolio
AbbottLaboratories	COM	$8K	0.7%	60,990 SH	New
AbbVieInc	COM	$13K	1.3%	58,602 SH	New
AdobeSystems	COM	$13K	1.2%	36,103 SH	New
AdvancedMicroDevices	COM	$21K	2.0%	97,229 SH	New
AirbnbIncA	COMCLA	$1K	0.1%	9,063 SH	New
AlphabetIncA	CLA	$27K	2.6%	87,087 SH	New
AlphabetIncC	CLC	$27K	2.6%	87,533 SH	New
AmazonComInc	COM	$32K	3.0%	138,897 SH	New
AmericanExpressCompany	COM	$13K	1.2%	34,203 SH	New
AmericanTowerCorpClassA	COM	$6K	0.6%	35,933 SH	New
AmgenIncorporated	COM	$14K	1.3%	43,579 SH	New
AppleInc.	COM	$65K	6.2%	240,735 SH	New
AppliedMaterialsInc	COM	$18K	1.7%	68,422 SH	New
AristaNetworksInc	COM	$748	0.1%	5,713 SH	New
AT&TInc	COM	$312	0.0%	12,575 SH	New
AutoDataProcessing	COM	$13K	1.2%	51,286 SH	New
Autodesk	COM	$647	0.1%Prev: 0.0%	2,186 SH	Increased+150 SH
BectonDickinson&Co	COM	$4K	0.3%	18,649 SH	New
BerkshireHathawayClB	CLB	$6K	0.5%	11,020 SH	New
BlackrockInc	COM	$211	0.0%	198 SH	New
Boeing	COM	$12K	1.1%Prev: 0.7%	54,706 SH	Increased+10,330 SH
BookingHoldingsInc	COM	$8K	0.8%	1,508 SH	New
CarrierGlobalCorp	COM	$9K	0.8%	164,706 SH	New
Caterpillar	COM	$20K	1.9%Prev: 2.1%	35,351 SH	Decreased+4,857 SH
CharlesSchwabCorp	COM	$16K	1.5%	157,701 SH	New
ChevronCorp	COM	$3K	0.3%	21,424 SH	New
ChipotleMexicanGrillInc	COM	$9K	0.9%	244,419 SH	New
CiscoSystems	COM	$6K	0.6%	78,174 SH	New
CocaColaCompany	COM	$4K	0.3%	51,138 SH	New
Colgate-PalmoliveCo	COM	$592	0.1%	7,498 SH	New
ConocoPhillips	COM	$320	0.0%Prev: 0.0%	3,421 SH	Decreased
CorningInc	CLA	$4K	0.4%	46,883 SH	New
CostcoCompaniesInc.	COM	$20K	1.9%	23,723 SH	New
CrowdStrikeHoldingsIncA	COM	$8K	0.8%	17,413 SH	New
CSXCorp	COM	$8K	0.8%	231,307 SH	New
CumminsInc	CLA	$16K	1.6%	32,294 SH	New
Deere&Co	COM	$15K	1.4%	31,307 SH	New
DeutscheTelekomAGADR	COM	$5K	0.5%	160,009 SH	New
DisneyWaltCo.	ADR	$13K	1.2%	112,810 SH	New
EdwardsLifesciencesCorp	COM	$9K	0.8%	100,515 SH	New
ElectronicArtsInc.	COM	$2K	0.2%	8,225 SH	New
EliLilly	COM	$33K	3.1%	30,641 SH	New
EmersonElectricCo	COM	$3K	0.3%	21,375 SH	New
EnbridgeInc	COM	$12K	1.2%	256,686 SH	New
ExxonMobilCorp	COM	$1K	0.1%	10,454 SH	New
FedexCorporation	COM	$13K	1.2%	44,383 SH	New
FiservInc	COM	$4K	0.4%	64,591 SH	New
GileadSciencesInc	COM	$523	0.0%	4,262 SH	New
HomeDepotInc	ADR	$16K	1.5%	46,293 SH	New
HoneywellInternational	COM	$13K	1.2%	64,665 SH	New
HubbellIncClassB	COM	$9K	0.9%	20,319 SH	New
IdexxLabsInc	COM	$202	0.0%	300 SH	New
IntelCorp	CLB	$2K	0.2%	50,908 SH	New
IntlBusinessMachines	COM	$19K	1.8%	63,388 SH	New
IntuitInc	COM	$10K	0.9%	14,424 SH	New
InvescoQQQTrust	UNITSER1	$326	0.0%	532 SH	New
iSharesCoreS&P500	CORE S&P500 ETF	$225	0.0%	329 SH	New
iSharesRussell3000	COM	$379	0.0%	982 SH	New
IsharesTrS&PSmallcap	CORE S&P SCP ETF	$220	0.0%	1,836 SH	New
Johnson&Johnson	COM	$10K	1.0%	49,318 SH	New
JPMorganChase&Co	COM	$764	0.1%	2,374 SH	New
KenvueInc	COM	$3K	0.3%	183,638 SH	New
LaboratoryCorpofAmericaHld	COM	$6K	0.6%	23,606 SH	New
LockheedMartinCorp	COM	$266	0.0%	550 SH	New
McCormick&CoIncN-Vt	COM	$7K	0.7%	104,516 SH	New
McDonaldsCorp	COMNONVTG	$13K	1.2%	41,688 SH	New
McKessonHBOCInc	COM	$205	0.0%	250 SH	New
Merck	PLCSHS	$11K	1.1%Prev: 1.3%	109,069 SH	Decreased+6,127 SH
MetaPlatformsIncA	COM	$30K	2.8%	45,697 SH	New
MicrosoftCorp	CLA	$41K	3.9%	85,648 SH	New
MondelezIntlIncClA	COM	$4K	0.4%	70,170 SH	New
MotorolaSolutionsInc	CLA	$422	0.0%	1,103 SH	New
NetflixInc	COM	$13K	1.2%	138,454 SH	New
NewYorkTimesClassA	CLA	$229	0.0%	3,300 SH	New
NikeIncB	COM	$10K	1.0%	164,289 SH	New
NovartisAGADR	CLB	$358	0.0%	2,600 SH	New
nVentElectricPLC	ADR	$511	0.0%	5,012 SH	New
NVIDIACorp	COM	$56K	5.3%	298,975 SH	New
NXPSemiconductorN.V.	COM	$6K	0.5%	26,455 SH	New
OracleCorporation	COM	$2K	0.2%	11,902 SH	New
OReillyAutomotiveInc	COM	$601	0.1%	6,600 SH	New
PalantirTechnologiesIncA	COM	$424	0.0%	2,387 SH	New
PaloAltoNetworksInc	CLA	$8K	0.8%	45,149 SH	New
PayPalHoldingsInc	COM	$1K	0.1%	21,156 SH	New
PentairLtdCom	COM	$992	0.1%	9,526 SH	New
PepsicoInc	PLC	$13K	1.2%	91,627 SH	New
PfizerInc	COM	$4K	0.4%	155,500 SH	New
PhilipMorrisInt'lInc	COM	$228	0.0%	1,425 SH	New
Phillips66	COM	$302	0.0%	2,346 SH	New
Procter&Gamble	COM	$5K	0.4%	31,861 SH	New
QualcommInc	COM	$16K	1.5%	94,859 SH	New
RegeneronPharmsInc	COM	$8K	0.8%	10,326 SH	New
RockwellAutomationInc	COM	$11K	1.0%	27,674 SH	New
RpmInternationalInc	COM	$391	0.0%	3,760 SH	New
RTXCorp	COM	$2K	0.2%	10,299 SH	New
Salesforce.Com	COM	$10K	0.9%Prev: 0.9%	37,978 SH	Increased-5,214 SH
SanofiAventis	COM	$281	0.0%	5,815 SH	New
SchwabInt'lEquity	INTL EQTY ETF	$465	0.0%	19,362 SH	New
SchwabUSBroadMarket	COMSTK	$431	0.0%	16,442 SH	New
ServiceNowInc	COM	$9K	0.9%	60,245 SH	New
SherwinWilliamsCo	COM	$228	0.0%	705 SH	New
ShopifyIncA	CL A	$358	0.0%	2,228 SH	New
SnapOnTools	COM	$5K	0.5%	14,687 SH	New
SolsticeAdvancedMaterialsIn	COM	$244	0.0%	5,030 SH	New
SPDRS&PMidCap400	UTSER1 S&PDCRP	$223	0.0%	370 SH	New
StarbucksCorp	COM	$13K	1.2%	155,835 SH	New
SynopsysInc	COM	$13K	1.2%	27,411 SH	New
SyscoCorp.	COM	$9K	0.8%	121,133 SH	New
TargetCorporation	COM	$735	0.1%	7,523 SH	New
TeslaMotorsInc	COM	$2K	0.2%	4,596 SH	New
TexasInstrumentsInc	COM	$236	0.0%	1,365 SH	New
ThermoFisherScientific	COM	$10K	0.9%	17,235 SH	New
UberTechnologiesInc	COM	$9K	0.9%	113,535 SH	New
UnileverPlcAmerShs	COMCLA	$4K	0.4%	64,509 SH	New
UnionPacificCorp	SPONADRNEW	$14K	1.4%	62,499 SH	New
UnitedParcelServiceB	COM	$318	0.0%	3,212 SH	New
VanguardRussell1000Growth	VNG RUS1000GRW	$255	0.0%	2,100 SH	New
VerizonCommunicationsInc	COM	$462	0.0%	11,348 SH	New
VisaInc.ClassA	COM	$29K	2.7%	82,360 SH	New
WalmartInc	CLA	$8K	0.8%	73,380 SH	New
WattsWaterTechIncA	COM	$4K	0.3%	13,003 SH	New
WellsFargo&Co	CLA	$853	0.1%	9,162 SH	New
YumBrands	COM	$8K	0.8%	55,842 SH	New
ZoetisInc	COM	$12K	1.2%	97,547 SH	New

Sold (vs prior filing)

Abbott Laboratories — $6K
AbbVie Inc — $16K
Adobe Systems — $3K
Advanced Micro Devices — $52K
Airbnb Inc A — $629
Alphabet Inc A — $28K
Alphabet Inc C — $29K
Amazon Com Inc — $34K
American Express Company — $11K
American Tower Corp Class A — $4K
Amgen Incorporated — $17K
Apple Inc. — $80K
Applied Materials Inc — $30K
Arista Networks Inc — $961
Auto Data Processing — $13K
Becton Dickinson & Co — $2K
Berkshire Hathaway Cl B — $6K
Blackrock Inc — $209
Booking Holdings Inc — $10K
Bristol-Myers Squibb Co — $223
… and 106 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