JACOBS & CO/CA
CIK 1055544
13F filing for Q2 2026・No. 2,322
- Holdings
- US$1.17B
- Quarter change
- +US$153.17M
- Entries
- 134
- Net bought (estimate)
- −US$14.46M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 3
- Cut 69
- Added 28
- Corporate actions 0
- Unchanged 24
Largest holdings
134 stocks worth US$1.17B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 234,066 | US$67.73M | 5.81% |
| NVDANvidiaCOM | Cut | 295,599 | US$59.15M | 5.07% |
| AMDAMDCOM | Cut | 89,077 | US$51.75M | 4.44% |
| AMATAppliedMaterialsIncCOM | Cut | 58,701 | US$42.44M | 3.64% |
| LLYEliLillyCOM | Cut | 29,017 | US$34.8M | 2.98% |
| CATCaterpillarCOM | Cut | 31,867 | US$33.94M | 2.91% |
| MSFTMicrosoftCLA | Added | 90,747 | US$33.85M | 2.90% |
| AMZNAmazonCLC | Cut | 136,344 | US$32.5M | 2.79% |
| GOOGAlphabetIncCCLA | Cut | 85,257 | US$30.12M | 2.58% |
| GOOGLAlphabetCOMCLA | Cut | 81,380 | US$29.08M | 2.49% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 9, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.