Jacobs & CO has filed its 13F form on January 02, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.06 Billion distributed in 124 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $65.4M, Nvidia Corp with a value of $55.8M, Microsoft Corp with a value of $41.4M, Eli Lilly & CO with a value of $32.9M, and Amazon Com Inc with a value of $32.1M.
Examining the 13F form we can see an increase of $14.5M in the current position value, from $1.05B to 1.06B.
Below you can find more details about Jacobs & CO portfolio as well as his latest detailed transactions.
Portfolio value
$1.06 Billion
Technology: $343 Million
Industrials: $169 Million
Healthcare: $144 Million
Communication Services: $119 Million
Consumer Cyclical: $114 Million
Consumer Defensive: $75.5 Million
Financial Services: $65.7 Million
Energy: $17.4 Million
Other: $9.45 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions