§ 13F · FUND PROFILE
JACOBS & CO/CA.
AUM · $1M (13F)Positions · 134Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$35K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | AppleInc. | 234K | $68K | 5.8% | −3% |
| 2 | NVDA | NVIDIACorp | 296K | $59K | 5.1% | −1% |
| 3 | AMD | AdvancedMicroDevices | 89K | $52K | 4.4% | −8% |
| 4 | AMAT | AppliedMaterialsInc | 59K | $42K | 3.6% | −7% |
| 5 | LLY | EliLilly | 29K | $35K | 3.0% | −6% |
| 6 | CAT | Caterpillar | 32K | $34K | 2.9% | −6% |
| 7 | MSFT | MicrosoftCorp | 91K | $34K | 2.9% | +4% |
| 8 | AMZN | AmazonComInc | 136K | $32K | 2.8% | −3% |
| 9 | GOOG | AlphabetIncC | 85K | $30K | 2.6% | −2% |
| 10 | GOOGL | AlphabetIncA | 81K | $29K | 2.5% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JACOBS SIGNAL
AC read
JACOBS & CO/CA is a Other fund managing $1 million in assets. The fund runs a portfolio of 134 positions.
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