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: $1.2M134 positionsView on SEC.gov

			% of Portfolio
AbbottLaboratories	COM	$6K	0.5%	65,437 SH	New
AbbVieInc	COM	$16K	1.3%	61,621 SH	New
AdobeSystems	COM	$3K	0.3%	14,346 SH	New
AdvancedMicroDevices	COM	$52K	4.4%	89,077 SH	New
AirbnbIncA	COM	$581	0.0%	4,067 SH	New
AlphabetIncA	COMCLA	$29K	2.5%	81,380 SH	New
AlphabetIncC	CLA	$30K	2.6%	85,257 SH	New
AmazonComInc	CLC	$32K	2.8%	136,344 SH	New
AmericanExpressCompany	COM	$11K	1.0%	33,547 SH	New
AmericanTowerCorpClassA	COM	$4K	0.4%	27,166 SH	New
AmgenIncorporated	COM	$15K	1.3%	42,343 SH	New
AnheuserBusch	SPONSOREDADR	$217	0.0%	2,638 SH	New
AppleInc.	COM	$68K	5.8%	234,066 SH	New
AppliedMaterialsInc	COM	$42K	3.6%	58,701 SH	New
AristaNetworksInc	COM	$887	0.1%	5,223 SH	New
AutoDataProcessing	COM	$12K	1.0%	51,635 SH	New
Autodesk	COM	$395	0.0%Prev: 0.1%	2,036 SH	Decreased-224 SH
BectonDickinson&Co	COM	$2K	0.1%	10,259 SH	New
BerkshireHathawayClB	CLB	$6K	0.5%	11,350 SH	New
Boeing	COM	$10K	0.8%Prev: 1.2%	44,915 SH	Decreased-13,216 SH
BookingHoldingsInc	COM	$10K	0.9%	58,876 SH	New
Bristol-MyersSquibbCo	COM	$206	0.0%	3,580 SH	New
CarrierGlobalCorp	COM	$12K	1.0%	163,091 SH	New
Caterpillar	COM	$34K	2.9%Prev: 1.5%	31,867 SH	Increased-6,995 SH
CharlesSchwabCorp	COM	$14K	1.2%	156,494 SH	New
ChevronCorp	COM	$3K	0.2%	16,927 SH	New
ChipotleMexicanGrillInc	COM	$9K	0.8%	273,055 SH	New
CiscoSystems	COM	$9K	0.8%	77,724 SH	New
CocaColaCompany	COM	$4K	0.3%	46,778 SH	New
Colgate-PalmoliveCo	COM	$441	0.0%	4,815 SH	New
ConocoPhillips	COM	$355	0.0%Prev: 0.0%	3,421 SH	Increased
CorningInc	CLA	$12K	1.0%	45,343 SH	New
CostcoCompaniesInc.	COM	$22K	1.9%	23,684 SH	New
CrowdStrikeHoldingsIncA	COM	$21K	1.8%	27,737 SH	New
CSXCorp	COM	$9K	0.7%	181,408 SH	New
CumminsInc	CLA	$22K	1.9%	30,374 SH	New
Deere&Co	COM	$20K	1.7%	31,161 SH	New
DeutscheTelekomAGADR	COM	$4K	0.3%	147,449 SH	New
DiscoverySilverCorp	ADR	$440	0.0%	73,755 SH	New
DisneyWaltCo.	COM	$10K	0.9%	104,241 SH	New
EdwardsLifesciencesCorp	COM	$8K	0.7%	90,643 SH	New
ElectronicArtsInc.	COM	$491	0.0%	2,399 SH	New
EliLilly	COM	$35K	3.0%	29,017 SH	New
EmersonElectricCo	COM	$3K	0.2%	19,825 SH	New
EnbridgeInc	COM	$13K	1.1%	246,172 SH	New
ExxonMobilCorp	COM	$1K	0.1%	10,054 SH	New
FedexCorporation	COM	$6K	0.5%	18,614 SH	New
FedexFghtHldgCoInc	COMMONSTOCK	$10K	0.9%	67,412 SH	New
FiservInc	COM	$892	0.1%	18,187 SH	New
GEAerospace	COMNEW	$201	0.0%	538 SH	New
GileadSciencesInc	COM	$516	0.0%	4,090 SH	New
HewlettPackardEnterprisesCo	COM	$289	0.0%	6,423 SH	New
HomeDepotInc	ADR	$16K	1.4%	45,172 SH	New
HoneywellAerospaceInc	COM	$12K	1.0%	52,032 SH	New
HoneywellInternational	COM	$14K	1.2%	64,555 SH	New
HubbellIncClassB	CLB	$11K	0.9%	20,103 SH	New
IntelCorp	COM	$7K	0.6%	48,833 SH	New
IntlBusinessMachines	COM	$18K	1.6%	64,514 SH	New
IntuitInc	COM	$4K	0.3%	14,484 SH	New
IntuitiveSurgicalInc	COMNEW	$10K	0.9%	26,043 SH	New
InvescoQQQTrust	UNITSER1	$391	0.0%	532 SH	New
iSharesCoreS&P500	CORES&P500ETF	$246	0.0%	329 SH	New
iSharesRussell3000	COM	$418	0.0%	982 SH	New
IsharesTrS&PSmallcap	CORES&PSCPETF	$272	0.0%	1,836 SH	New
Johnson&Johnson	COM	$12K	1.1%	48,675 SH	New
JPMorganChase&Co	COM	$799	0.1%	2,444 SH	New
KenvueInc	COM	$2K	0.2%	96,044 SH	New
LaboratoryCorpofAmericaHld	COM	$6K	0.5%	21,959 SH	New
LockheedMartinCorp	COM	$280	0.0%	550 SH	New
MascoCorp	COM	$253	0.0%	3,110 SH	New
McCormick&CoIncN-Vt	COM	$3K	0.2%	53,148 SH	New
McDonaldsCorp	COMNONVTG	$12K	1.0%	43,227 SH	New
Merck	PLCSHS	$13K	1.1%Prev: 0.9%	103,952 SH	Increased-7,055 SH
MetaPlatformsIncA	COM	$26K	2.2%	45,964 SH	New
MicronTechnologyInc	COM	$205	0.0%	178 SH	New
MicrosoftCorp	CLA	$34K	2.9%	90,747 SH	New
MondelezIntlIncClA	COM	$4K	0.3%	61,232 SH	New
MorganStanley	COMNEW	$219	0.0%	1,052 SH	New
MotorolaSolutionsInc	CLA	$458	0.0%	1,103 SH	New
NetflixInc	COM	$12K	1.0%	164,252 SH	New
NewYorkTimesClassA	CLA	$230	0.0%	3,300 SH	New
NikeIncB	COM	$5K	0.5%	129,614 SH	New
NovartisAGADR	CLB	$394	0.0%	2,520 SH	New
nVentElectricPLC	ADR	$853	0.1%	5,032 SH	New
NVIDIACorp	COM	$59K	5.1%	295,599 SH	New
NXPSemiconductorN.V.	COM	$7K	0.6%	26,454 SH	New
OracleCorporation	COM	$2K	0.2%	17,002 SH	New
OReillyAutomotiveInc	COM	$607	0.1%	6,600 SH	New
PalantirTechnologiesIncA	COM	$278	0.0%	2,387 SH	New
PaloAltoNetworksInc	CLA	$17K	1.5%	50,863 SH	New
PayPalHoldingsInc	COM	$258	0.0%	5,987 SH	New
PentairLtdCom	COM	$437	0.0%	5,707 SH	New
PepsicoInc	PLC	$12K	1.1%	92,075 SH	New
PfizerInc	COM	$2K	0.2%	82,804 SH	New
PhilipMorrisInt'lInc	COM	$257	0.0%	1,425 SH	New
Phillips66	COM	$389	0.0%	2,307 SH	New
Procter&Gamble	COM	$4K	0.3%	27,281 SH	New
QualcommInc	COM	$16K	1.4%	88,031 SH	New
RegeneronPharmsInc	COM	$6K	0.6%	10,372 SH	New
RockwellAutomationInc	COM	$13K	1.1%	25,790 SH	New
RpmInternationalInc	COM	$417	0.0%	3,760 SH	New
RTXCorp	COM	$2K	0.2%	9,789 SH	New
Salesforce.Com	COM	$7K	0.6%Prev: 0.9%	45,212 SH	Decreased+12,278 SH
SchwabInt'lEquity	INTLEQTYETF	$536	0.0%	19,362 SH	New
SchwabUSBroadMarket	COMSTK	$366	0.0%	12,669 SH	New
ServiceNowInc	COM	$7K	0.6%	70,046 SH	New
SherwinWilliamsCo	COM	$242	0.0%	705 SH	New
ShopifyIncA	CLA	$254	0.0%	2,228 SH	New
SnapOnTools	COM	$6K	0.5%	14,567 SH	New
SolsticeAdvancedMaterialsIn	COM	$337	0.0%	3,806 SH	New
SpaceExplorationTechnologies	CLASSACOMSTK	$325	0.0%	1,906 SH	New
SPDRS&PMidCap400	UTSER1S&PDCRP	$260	0.0%	370 SH	New
StarbucksCorp	COM	$16K	1.4%	155,863 SH	New
SynopsysInc	COM	$12K	1.1%	27,616 SH	New
SyscoCorp.	COM	$10K	0.8%	117,769 SH	New
TargetCorporation	COM	$914	0.1%	6,998 SH	New
TeslaMotorsInc	COM	$2K	0.2%	4,446 SH	New
TexasInstrumentsInc	COM	$409	0.0%	1,372 SH	New
ThermoFisherScientific	COM	$8K	0.7%	16,176 SH	New
UberTechnologiesInc	COM	$11K	0.9%	150,313 SH	New
UnileverPlcAmerShs	COMCLA	$320	0.0%	5,333 SH	New
UnionPacificCorp	SPONADRNEW	$17K	1.5%	62,280 SH	New
UnitedParcelServiceB	COM	$239	0.0%	2,232 SH	New
VanguardRussell1000Growth	VNGRUS1000GRW	$268	0.0%	2,100 SH	New
VanguardRussell1000Value	VNGRUS1000VAL	$220	0.0%	2,070 SH	New
VanguardTotalStockMkt	TOTALSTKMKT	$234	0.0%	635 SH	New
VerizonCommunicationsInc	COM	$424	0.0%	10,016 SH	New
VisaInc.ClassA	COM	$28K	2.4%	82,368 SH	New
WalmartInc	COM	$8K	0.7%	71,516 SH	New
WatersCorp	CLA	$6K	0.5%	15,518 SH	New
WattsWaterTechIncA	COM	$4K	0.3%	9,600 SH	New
WellsFargo&Co	COM	$757	0.1%	9,162 SH	New
YumBrands	CLA	$8K	0.7%	51,501 SH	New
ZoetisInc	COM	$6K	0.5%	77,738 SH	New

Sold (vs prior filing)

Abbott Laboratories — $8K
AbbVie Inc — $11K
Adobe Systems — $15K
Advanced Micro Devices — $14K
Airbnb Inc A — $1K
Alphabet Inc A — $17K
Alphabet Inc C — $16K
Amazon Com Inc — $31K
American Express Company — $11K
American Tower Corp Class A — $8K
Amgen Incorporated — $12K
Anheuser Busch — $359
Apple Inc. — $52K
Applied Materials Inc — $13K
Arista Networks Inc — $627
AT&T Inc — $426
Auto Data Processing — $16K
Becton Dickinson & Co — $4K
Berkshire Hathaway Cl B — $6K
Booking Holdings Inc — $9K
… 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