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	$6K	0.6%	62,033 SH	New
AbbVie Inc	COM	$13K	1.3%	61,196 SH	New
Adobe Systems	COM	$8K	0.8%	33,110 SH	New
Advanced Micro Devices	COM	$20K	1.9%	96,722 SH	New
Airbnb Inc A	COMCLA	$513	0.1%	4,067 SH	New
Alphabet Inc A	CLA	$25K	2.4%	85,879 SH	New
Alphabet Inc C	CLC	$25K	2.5%	86,875 SH	New
Amazon Com Inc	COM	$29K	2.9%	140,264 SH	New
American Express Company	COM	$10K	1.0%	34,326 SH	New
American Tower Corp Class A	COM	$6K	0.6%	37,254 SH	New
Amgen Incorporated	COM	$15K	1.5%	43,121 SH	New
Apple Inc.	COM	$61K	6.0%	240,208 SH	New
Applied Materials Inc	COM	$22K	2.1%	63,284 SH	New
Arista Networks Inc	COM	$640	0.1%	5,213 SH	New
AT&T Inc	COM	$364	0.0%	12,575 SH	New
Auto Data Processing	COM	$11K	1.0%	52,272 SH	New
Autodesk	COM	$487	0.0%Prev: 0.1%	2,036 SH	Decreased-200 SH
Becton Dickinson & Co	COM	$2K	0.2%	10,704 SH	New
Berkshire Hathaway Cl B	CLB	$5K	0.5%	11,172 SH	New
Boeing	COM	$11K	1.1%Prev: 1.1%	54,003 SH	Increased-4,481 SH
Booking Holdings Inc	COM	$9K	0.9%	2,223 SH	New
Bristol-Myers Squibb Co	COM	$217	0.0%	3,580 SH	New
Carrier Global Corp	COM	$9K	0.9%	162,051 SH	New
Caterpillar	COM	$24K	2.4%Prev: 1.4%	33,976 SH	Increased-4,869 SH
Charles Schwab Corp	COM	$15K	1.5%	159,083 SH	New
Chevron Corp	COM	$4K	0.4%	21,232 SH	New
Chipotle Mexican Grill Inc	COM	$8K	0.8%	251,649 SH	New
Cisco Systems	COM	$6K	0.6%	77,543 SH	New
Coca Cola Company	COM	$4K	0.4%	46,778 SH	New
Colgate-Palmolive Co	COM	$639	0.1%	7,498 SH	New
ConocoPhillips	COM	$451	0.0%Prev: 0.0%	3,421 SH	Increased
Corning Inc	CLA	$6K	0.6%	46,748 SH	New
Costco Companies Inc.	COM	$24K	2.3%	23,711 SH	New
CrowdStrike Holdings Inc A	COM	$10K	1.0%	25,016 SH	New
CSX Corp	COM	$8K	0.8%	189,530 SH	New
Cummins Inc	CLA	$17K	1.7%	31,488 SH	New
Deere & Co	COM	$17K	1.7%	31,024 SH	New
Deutsche Telekom AG ADR	COM	$6K	0.6%	164,029 SH	New
Disney Walt Co.	ADR	$11K	1.1%	113,997 SH	New
Edwards Lifesciences Corp	COM	$8K	0.8%	95,575 SH	New
Electronic Arts Inc.	COM	$787	0.1%	3,864 SH	New
Eli Lilly	COM	$28K	2.8%	30,781 SH	New
Emerson Electric Co	COM	$3K	0.3%	20,775 SH	New
Enbridge Inc	COM	$14K	1.4%	256,824 SH	New
Exxon Mobil Corp	COM	$2K	0.2%	10,633 SH	New
Fedex Corporation	COM	$15K	1.5%	41,525 SH	New
Fiserv Inc	COM	$3K	0.3%	53,240 SH	New
Gilead Sciences Inc	COM	$589	0.1%	4,229 SH	New
Home Depot Inc	ADR	$15K	1.5%	46,822 SH	New
Honeywell International	COM	$15K	1.4%	64,332 SH	New
Hubbell Inc Class B	COM	$10K	1.0%	20,224 SH	New
Intel Corp	CLB	$2K	0.2%	50,908 SH	New
Intl Business Machines	COM	$16K	1.5%	64,215 SH	New
Intuit Inc	COM	$6K	0.6%	15,012 SH	New
Invesco QQQ Trust	UNITSER1	$307	0.0%	532 SH	New
iShares Core S&P 500	CORE S&P500 ETF	$214	0.0%	329 SH	New
iShares Russell 3000	COM	$364	0.0%	982 SH	New
Ishares Tr S&P Smallcap	CORE S&P SCP ETF	$228	0.0%	1,836 SH	New
Johnson & Johnson	COM	$12K	1.2%	48,707 SH	New
JPMorgan Chase & Co	COM	$715	0.1%	2,431 SH	New
Kenvue Inc	COM	$3K	0.3%	176,908 SH	New
Laboratory Corp of America Hld	COM	$6K	0.6%	24,117 SH	New
Lockheed Martin Corp	COM	$332	0.0%	550 SH	New
Mc Cormick & Co Inc N-Vt	COM	$4K	0.4%	88,481 SH	New
Mc Donalds Corp	COMNONVTG	$13K	1.3%	41,522 SH	New
McKesson HBOC Inc	COM	$216	0.0%	250 SH	New
Merck	PLCSHS	$13K	1.3%Prev: 1.1%	106,849 SH	Increased-7,381 SH
Meta Platforms Inc A	COM	$26K	2.6%	45,964 SH	New
Microsoft Corp	CLA	$32K	3.2%	87,034 SH	New
Mondelez Intl Inc Cl A	COM	$4K	0.4%	69,162 SH	New
Motorola Solutions Inc	CLA	$478	0.0%	1,103 SH	New
Netflix Inc	COM	$14K	1.4%	149,700 SH	New
New York Times Class A	CLA	$276	0.0%	3,300 SH	New
Nike Inc B	COM	$9K	0.9%	168,963 SH	New
Novartis AG ADR	CLB	$384	0.0%	2,520 SH	New
nVent Electric PLC	ADR	$592	0.1%	5,012 SH	New
NVIDIA Corp	COM	$52K	5.2%	299,243 SH	New
NXP Semiconductor N.V.	COM	$5K	0.5%	26,432 SH	New
O Reilly Automotive Inc	COM	$609	0.1%	6,600 SH	New
Oracle Corporation	COM	$2K	0.2%	11,902 SH	New
Palantir Technologies Inc A	COM	$350	0.0%	2,397 SH	New
Palo Alto Networks Inc	CLA	$8K	0.8%	50,911 SH	New
PayPal Holdings Inc	COM	$459	0.0%	10,167 SH	New
Pentair Ltd Com	COM	$726	0.1%	8,338 SH	New
Pepsico Inc	PLC	$14K	1.4%	92,070 SH	New
Pfizer Inc	COM	$3K	0.3%	124,429 SH	New
Philip Morris Int'l Inc	COM	$235	0.0%	1,425 SH	New
Phillips 66	COM	$427	0.0%	2,346 SH	New
Procter & Gamble	COM	$4K	0.4%	26,226 SH	New
Qualcomm Inc	COM	$12K	1.2%	92,827 SH	New
Regeneron Pharms Inc	COM	$8K	0.8%	10,277 SH	New
Rockwell Automation Inc	COM	$10K	1.0%	27,217 SH	New
Rpm International Inc	COM	$373	0.0%	3,760 SH	New
RTX Corp	COM	$2K	0.2%	10,329 SH	New
Salesforce.Com	COM	$8K	0.8%	43,910 SH	New
Sanofi Aventis	COM	$207	0.0%	4,305 SH	New
Schwab Int'l Equity	INTL EQTY ETF	$479	0.0%	19,362 SH	New
Schwab US Broad Market	COMSTK	$421	0.0%	16,772 SH	New
ServiceNow Inc	COM	$7K	0.7%	69,911 SH	New
Sherwin Williams Co	COM	$225	0.0%	705 SH	New
Shopify Inc A	CL A	$264	0.0%	2,228 SH	New
Snap On Tools	COM	$5K	0.5%	14,692 SH	New
Solstice Advanced Materials In	COM	$313	0.0%	4,117 SH	New
SPDR S&P MidCap 400	UTSER1 S&PDCRP	$228	0.0%	370 SH	New
Starbucks Corp	COM	$14K	1.4%	155,893 SH	New
Synopsys Inc	COM	$11K	1.1%	27,577 SH	New
Sysco Corp.	COM	$8K	0.8%	118,676 SH	New
Target Corporation	COM	$875	0.1%	7,223 SH	New
Tesla Motors Inc	COM	$2K	0.2%	4,446 SH	New
Texas Instruments Inc	COM	$265	0.0%	1,369 SH	New
Thermo Fisher Scientific	COM	$8K	0.8%	17,248 SH	New
Uber Technologies Inc	COM	$9K	0.9%	128,063 SH	New
Unilever Plc Amer Shs	COMCLA	$4K	0.4%	64,551 SH	New
Union Pacific Corp	SPONADRNEW	$15K	1.5%	63,081 SH	New
United Parcel Service B	COM	$268	0.0%	2,727 SH	New
Vanguard Russell 1000 Growth	VNG RUS1000GRW	$230	0.0%	2,100 SH	New
Verizon Communications Inc	COM	$587	0.1%	11,698 SH	New
Visa Inc. Class A	COM	$25K	2.5%	83,171 SH	New
Walmart Inc	CLA	$9K	0.9%	71,946 SH	New
Waters Corp	COM	$4K	0.4%	12,654 SH	New
Watts Water Tech Inc A	COM	$4K	0.4%	12,243 SH	New
Wells Fargo & Co	CLA	$729	0.1%	9,162 SH	New
Yum Brands	COM	$9K	0.9%	55,643 SH	New
Zoetis Inc	COM	$12K	1.1%	97,650 SH	New

Sold (vs prior filing)

AbbottLaboratories — $8K
AbbVieInc — $13K
AdobeSystems — $15K
AdvancedMicroDevices — $10K
AFLACInc — $230
AirbnbIncA — $1K
AlphabetIncA — $15K
AlphabetIncC — $14K
AmazonComInc — $27K
AmericanExpressCompany — $10K
AmericanTowerCorpClassA — $8K
AmgenIncorporated — $14K
AnheuserBusch — $331
AppleInc. — $54K
AppliedMaterialsInc — $10K
AristaNetworksInc — $476
AT&TInc — $421
AutoDataProcessing — $16K
BaxterInternationalInc — $225
BectonDickinson&Co — $7K
… and 97 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