JACOBS & CO/CA: 13F holdings

CIK 10555442026Q2

Positions134
Reported value$1.2bn
Filed2026-07-09

Top 10 holdings

SecuritySharesValueWeight
AAPL AppleInc.234,066$67.7m5.8%
NVDA NVIDIACorp295,599$59.1m5.1%
AMD AdvancedMicroDevices89,077$51.7m4.4%
AMAT AppliedMaterialsInc58,701$42.4m3.6%
LLY EliLilly29,017$34.8m3.0%
CAT Caterpillar31,867$33.9m2.9%
MSFT MicrosoftCorp90,747$33.9m2.9%
AMZN AmazonComInc136,344$32.5m2.8%
GOOG AlphabetIncC85,257$30.1m2.6%
GOOGL AlphabetIncA81,380$29.1m2.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1055544")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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