§ 13F · FUND PROFILE
JACOBS & CO/CA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1M (13F)Positions · 124Turnover · — · Q1Filed · Apr 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 240K | $61K | 6.0% | ±0% |
| 2 | NVDA | NVIDIA Corp | 299K | $52K | 5.2% | ±0% |
| 3 | MSFT | Microsoft Corp | 87K | $32K | 3.2% | +2% |
| 4 | AMZN | Amazon Com Inc | 140K | $29K | 2.9% | +1% |
| 5 | LLY | Eli Lilly | 31K | $28K | 2.8% | ±0% |
| 6 | META | Meta Platforms Inc A | 46K | $26K | 2.6% | +1% |
| 7 | V | Visa Inc. Class A | 83K | $25K | 2.5% | +1% |
| 8 | GOOG | Alphabet Inc C | 87K | $25K | 2.5% | −1% |
| 9 | GOOGL | Alphabet Inc A | 86K | $25K | 2.4% | −1% |
| 10 | CAT | Caterpillar | 34K | $24K | 2.4% | −4% |
§ 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 124 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed