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: $1.2M132 positionsView on SEC.gov

			% of Portfolio
Abbott Laboratories	COM	$6K	0.5%Prev: 0.8%	63,302 SH	Decreased+2,563 SH
AbbVie Inc	COM	$16K	1.4%Prev: 1.3%	60,388 SH	Increased+288 SH
Adobe Systems	COM	$3K	0.3%Prev: 1.2%	13,414 SH	Decreased-22,453 SH
Advanced Micro Devices	COM	$52K	4.5%Prev: 1.6%	85,715 SH	Increased-14,528 SH
Airbnb Inc A	COM	$629	0.1%	3,917 SH	New
Alphabet Inc A	COMCLA	$28K	2.4%	81,217 SH	New
Alphabet Inc C	CLA	$29K	2.5%	85,117 SH	New
Amazon Com Inc	CLC	$34K	2.9%	136,032 SH	New
American Express Company	COM	$11K	0.9%Prev: 1.1%	34,997 SH	Decreased-29 SH
American Tower Corp Class A	COM	$4K	0.4%Prev: 0.7%	27,096 SH	Decreased-8,624 SH
Amgen Incorporated	COM	$17K	1.5%Prev: 1.2%	41,199 SH	Increased-3,860 SH
Apple Inc.	COM	$80K	6.9%Prev: 6.1%	239,202 SH	Increased-10,990 SH
Applied Materials Inc	COM	$30K	2.6%Prev: 1.4%	58,456 SH	Increased-14,235 SH
Arista Networks Inc	COM	$961	0.1%Prev: 0.1%	4,723 SH	Increased-960 SH
Auto Data Processing	COM	$13K	1.1%Prev: 1.4%	50,175 SH	Decreased-791 SH
Autodesk	COM	$425	0.0%Prev: 0.1%	2,036 SH	Decreased-200 SH
Becton Dickinson & Co	COM	$2K	0.1%Prev: 0.4%	9,684 SH	Decreased-15,157 SH
Berkshire Hathaway Cl B	CLB	$6K	0.5%Prev: 0.5%	11,337 SH	Decreased+2 SH
Blackrock Inc	COM	$209	0.0%Prev: 0.0%	198 SH	Decreased
Boeing	COM	$8K	0.7%Prev: 1.2%	44,376 SH	Decreased-14,014 SH
Booking Holdings Inc	COM	$10K	0.8%Prev: 0.8%	59,571 SH	Increased+58,100 SH
Bristol-Myers Squibb Co	COM	$223	0.0%	3,580 SH	New
Carrier Global Corp	COM	$8K	0.7%Prev: 0.8%	148,606 SH	Decreased+2,677 SH
Caterpillar	COM	$25K	2.1%Prev: 1.7%	30,494 SH	Increased-7,296 SH
Charles Schwab Corp	COM	$15K	1.3%Prev: 1.5%	152,097 SH	Decreased-7,188 SH
Chevron Corp	COM	$3K	0.3%Prev: 0.3%	15,925 SH	Decreased-5,794 SH
Chipotle Mexican Grill Inc	COM	$9K	0.8%Prev: 0.7%	278,933 SH	Increased+93,439 SH
Cisco Systems	COM	$8K	0.7%Prev: 0.5%	77,874 SH	Increased-2,800 SH
Coca Cola Company	COM	$4K	0.3%Prev: 0.4%	46,356 SH	Increased-11,239 SH
Colgate-Palmolive Co	COM	$410	0.0%Prev: 0.1%	4,815 SH	Decreased-2,623 SH
ConocoPhillips	COM	$428	0.0%Prev: 0.0%	3,421 SH	Increased
Corning Inc	CLA	$7K	0.6%Prev: 0.4%	44,883 SH	Increased-4,525 SH
Costco Companies Inc.	COM	$22K	1.9%Prev: 2.2%	23,824 SH	Decreased-1,122 SH
CrowdStrike Holdings Inc A	COM	$29K	2.5%Prev: 0.8%	109,232 SH	Increased+91,490 SH
CSX Corp	COM	$8K	0.7%Prev: 1.4%	178,212 SH	Decreased-225,625 SH
Cummins Inc	CLA	$16K	1.3%Prev: 1.4%	30,207 SH	Increased-3,820 SH
Deere & Co	COM	$20K	1.8%Prev: 1.3%	30,388 SH	Increased-354 SH
Deutsche Telekom AG ADR	COM	$4K	0.4%Prev: 0.5%	147,659 SH	Decreased-15,025 SH
Disney Walt Co.	COM	$10K	0.9%	97,061 SH	New
Edwards Lifesciences Corp	COM	$8K	0.7%Prev: 0.8%	88,933 SH	Decreased-23,732 SH
Eli Lilly	COM	$34K	2.9%Prev: 2.3%	28,975 SH	Increased-2,385 SH
Emerson Electric Co	COM	$3K	0.3%Prev: 0.3%	19,837 SH	Increased-1,538 SH
Enbridge Inc	COM	$11K	1.0%Prev: 1.3%	237,653 SH	Decreased-23,879 SH
ExxonMobil Holdings Corp	COM	$2K	0.1%	10,054 SH	New
Fedex Corporation	COM	$5K	0.4%Prev: 1.1%	17,568 SH	Decreased-31,003 SH
Fedex Fght Hldg Co Inc	COMMONSTOCK	$8K	0.7%	75,533 SH	New
Fiserv Inc	COM	$319	0.0%Prev: 0.8%	7,070 SH	Decreased-56,628 SH
Fortinet Inc	COM	$223	0.0%	1,250 SH	New
Gilead Sciences Inc	COM	$609	0.1%Prev: 0.0%	4,090 SH	Increased-460 SH
Hewlett Packard Enterprises Co	COM	$405	0.0%	6,343 SH	New
Home Depot Inc	ADR	$13K	1.1%Prev: 1.7%	46,000 SH	Decreased+1,059 SH
Honeywell Aerospace Inc	COM	$9K	0.8%	58,185 SH	New
Honeywell International	COM	$14K	1.2%Prev: 1.3%	64,949 SH	Increased+1,352 SH
HP Inc	COM	$221	0.0%Prev: 0.0%	7,078 SH	Increased-400 SH
Hubbell Inc Class B	CLB	$9K	0.8%	20,820 SH	New
Intel Corp	COM	$6K	0.5%	48,773 SH	New
Intl Business Machines	COM	$14K	1.2%Prev: 1.7%	65,409 SH	Decreased+1,907 SH
Intuit Inc	COM	$4K	0.3%Prev: 0.9%	14,184 SH	Decreased-166 SH
Intuitive Surgical Inc	COMNEW	$12K	1.0%	29,299 SH	New
Invesco QQQ Trust	UNITSER1	$393	0.0%Prev: 0.0%	532 SH	Increased
iShares Core S&P 500	CORES&P500ETF	$251	0.0%	329 SH	New
iShares Russell 3000	COM	$423	0.0%Prev: 0.0%	982 SH	Increased
Ishares Tr S&P Smallcap	CORES&PSCPETF	$249	0.0%	1,836 SH	New
Johnson & Johnson	COM	$13K	1.1%Prev: 0.9%	48,636 SH	Increased-3,003 SH
JPMorgan Chase & Co	COM	$811	0.1%Prev: 0.1%	2,452 SH	Increased+28 SH
Kenvue Inc	COM	$2K	0.1%Prev: 0.4%	91,961 SH	Decreased-161,656 SH
Laboratory Corp of America Hld	COM	$7K	0.6%Prev: 0.7%	21,199 SH	Decreased-3,000 SH
Lockheed Martin Corp	COM	$280	0.0%Prev: 0.0%	550 SH	Increased
Masco Corp	COM	$209	0.0%Prev: 0.0%	3,110 SH	Decreased
Mc Cormick & Co Inc N-Vt	COM	$2K	0.2%Prev: 0.8%	40,453 SH	Decreased-85,497 SH
Mc Donalds Corp	COMNONVTG	$10K	0.9%Prev: 1.2%	44,303 SH	Decreased+1,936 SH
McKesson HBOC Inc	COM	$213	0.0%	250 SH	New
Merck	PLCSHS	$15K	1.3%Prev: 0.9%	102,942 SH	Increased-6,356 SH
Meta Platforms Inc A	COM	$33K	2.8%Prev: 3.3%	45,221 SH	Decreased-1,094 SH
Microsoft Corp	CLA	$46K	4.0%Prev: 4.3%	89,568 SH	Increased+2,755 SH
Mondelez Intl Inc Cl A	COM	$3K	0.2%Prev: 0.6%	49,265 SH	Decreased-54,271 SH
Motorola Solutions Inc	CLA	$491	0.0%Prev: 0.0%	1,103 SH	Decreased
Netflix Inc	COM	$12K	1.1%Prev: 0.0%	174,772 SH	Increased+174,571 SH
New York Times Class A	CLA	$210	0.0%	3,300 SH	New
Nike Inc B	COM	$4K	0.3%Prev: 1.1%	111,735 SH	Decreased-50,273 SH
Novartis AG ADR	CLB	$359	0.0%Prev: 0.0%	2,520 SH	Increased-80 SH
nVent Electric PLC	ADR	$806	0.1%Prev: 0.0%	5,032 SH	Increased+20 SH
NVIDIA Corp	COM	$67K	5.8%Prev: 5.5%	293,140 SH	Increased-16,905 SH
NXP Semiconductor N.V.	COM	$6K	0.5%Prev: 0.6%	25,113 SH	Decreased-1,342 SH
O Reilly Automotive Inc	COM	$563	0.0%Prev: 0.1%	6,600 SH	Decreased
Oracle Corporation	COM	$2K	0.2%Prev: 0.3%	16,702 SH	Decreased+4,358 SH
Palantir Technologies Inc A	COM	$444	0.0%Prev: 0.1%	2,377 SH	Decreased-3,066 SH
Palo Alto Networks Inc	CLA	$20K	1.7%Prev: 0.8%	49,433 SH	Increased+6,116 SH
PayPal Holdings Inc	COM	$261	0.0%Prev: 0.2%	4,987 SH	Decreased-19,104 SH
Pentair Ltd Com	COM	$251	0.0%Prev: 0.1%	4,744 SH	Decreased-5,157 SH
Pepsico Inc	PLC	$12K	1.0%Prev: 1.3%	91,907 SH	Decreased-2,798 SH
Pfizer Inc	COM	$2K	0.2%Prev: 0.4%	75,914 SH	Decreased-107,652 SH
Philip Morris Int'l Inc	COM	$271	0.0%Prev: 0.0%	1,425 SH	Increased-5 SH
Phillips 66	COM	$589	0.1%Prev: 0.0%	2,307 SH	Increased-39 SH
Procter & Gamble	COM	$4K	0.3%Prev: 0.5%	26,994 SH	Decreased-9,650 SH
Qualcomm Inc	COM	$16K	1.4%Prev: 1.5%	86,391 SH	Decreased-10,977 SH
Regeneron Pharms Inc	COM	$8K	0.7%Prev: 0.5%	9,941 SH	Increased-221 SH
Rockwell Automation Inc	COM	$11K	1.0%Prev: 1.0%	25,343 SH	Increased-4,026 SH
Rpm International Inc	COM	$371	0.0%Prev: 0.0%	3,760 SH	Decreased-30 SH
RTX Corp	COM	$2K	0.2%Prev: 0.2%	9,789 SH	Increased-510 SH
Salesforce.Com	COM	$10K	0.9%Prev: 0.8%	43,192 SH	Increased+6,259 SH
Schwab Int'l Equity	INTLEQTYETF	$531	0.0%	19,362 SH	New
Schwab US Broad Market	COMSTK	$371	0.0%Prev: 0.0%	12,669 SH	Decreased-3,773 SH
Sector Spdr Technology	ST STR TECHN ETF	$205	0.0%	1,048 SH	New
ServiceNow Inc	COM	$9K	0.8%Prev: 0.9%	68,387 SH	Decreased+57,951 SH
Sherwin Williams Co	COM	$227	0.0%Prev: 0.0%	705 SH	Decreased
Shopify Inc A	CLA	$330	0.0%	2,228 SH	New
Snap On Tools	COM	$5K	0.5%Prev: 0.4%	14,572 SH	Increased+1,352 SH
Solstice Advanced Materials In	COM	$208	0.0%	3,703 SH	New
Space Exploration Technologies	CLASSACOMSTK	$319	0.0%	2,117 SH	New
SPDR S&P MidCap 400	UTSER1S&PDCRP	$242	0.0%	370 SH	New
Starbucks Corp	COM	$14K	1.2%Prev: 1.3%	149,293 SH	Increased-13,100 SH
Synopsys Inc	COM	$12K	1.0%Prev: 1.2%	26,908 SH	Decreased+2,341 SH
Sysco Corp.	COM	$9K	0.8%Prev: 1.0%	115,689 SH	Decreased-11,419 SH
Target Corporation	COM	$1K	0.1%Prev: 0.1%	6,768 SH	Increased-1,538 SH
Tesla Motors Inc	COM	$2K	0.1%Prev: 0.2%	4,398 SH	Decreased-230 SH
Texas Instruments Inc	COM	$385	0.0%Prev: 0.0%	1,376 SH	Increased+17 SH
Thermo Fisher Scientific	COM	$10K	0.9%Prev: 0.8%	15,386 SH	Increased-2,342 SH
Uber Technologies Inc	COM	$10K	0.9%	150,963 SH	New
Union Pacific Corp	SPONADRNEW	$17K	1.4%Prev: 1.4%	61,082 SH	Increased-619 SH
United Parcel Service B	COM	$208	0.0%Prev: 0.0%	2,232 SH	Decreased-1,330 SH
Vanguard Russell 1000 Growth	VNGRUS1000GRW	$270	0.0%	2,100 SH	New
Vanguard Russell 1000 Value	VNGRUS1000VAL	$225	0.0%	2,070 SH	New
Vanguard Total Stock Mkt	TOTALSTKMKT	$237	0.0%	635 SH	New
Verizon Communications Inc	COM	$423	0.0%Prev: 0.1%	9,242 SH	Decreased-5,256 SH
Visa Inc. Class A	COM	$29K	2.5%Prev: 2.7%	81,833 SH	Increased-528 SH
Walmart Inc	COM	$7K	0.6%	70,177 SH	New
Waters Corp	CLA	$7K	0.6%	15,547 SH	New
Watts Water Tech Inc A	COM	$3K	0.3%Prev: 0.4%	9,520 SH	Decreased-4,013 SH
Wells Fargo & Co	COM	$733	0.1%	9,162 SH	New
Yum Brands	CLA	$7K	0.6%	52,616 SH	New
Zoetis Inc	COM	$3K	0.3%Prev: 1.4%	43,285 SH	Decreased-55,847 SH

Sold (vs prior filing)

Airbnb Inc A — $1K
Alphabet Inc A — $23K
Alphabet Inc C — $22K
Amazon Com Inc — $31K
Anheuser Busch — $270
AT&T Inc — $410
Disney Walt Co. — $13K
Electronic Arts Inc. — $11K
Exxon Mobil Corp — $1K
Hubbell Inc Class B — $9K
Intel Corp — $2K
iShares Core S&P 500 — $220
iShares Core S&P Total US Stoc — $202
Ishares Tr S&P Smallcap — $218
Sanofi Aventis — $308
Schwab Int'l Equity — $450
Shopify Inc A — $331
SPDR S&P MidCap 400 — $220
Unilever Plc Amer Shs — $5K
Vanguard Russell 1000 Growth — $253
… and 4 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