Jacobs & Co/Ca Top Holdings and 13F Report (2025) About Jacobs & Co/CaInvestment ActivityJacobs & Co/Ca has $1.05 million in total holdings as of September 30, 2025.Jacobs & Co/Ca owns shares of 124 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 1.33% of the portfolio was purchased this quarter.About 2.01% of the portfolio was sold this quarter.This quarter, Jacobs & Co/Ca has purchased 123 new stocks and bought additional shares in 28 stocks.Jacobs & Co/Ca sold shares of 68 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $63,706NVIDIA $57,848Microsoft $44,965Meta Platforms $34,013Amazon.com $30,609 Largest New Holdings this Quarter 040413106 - Arista Networks $828 Holding09247X101 - BlackRock $230 Holding40434L105 - HP $203 Holding464287150 - iShares Core S&P Total U.S. Stock Market ETF $202 Holding Largest Purchases this Quarter Palo Alto Networks 12,288 shares (about $2.50K)Fiserv 9,705 shares (about $1.25K)Chipotle Mexican Grill 30,783 shares (about $1.21K)Kenvue 60,585 shares (about $983.25)Salesforce 3,999 shares (about $947.75) Largest Sales this Quarter NVIDIA 9,916 shares (about $1.85K)Apple 4,276 shares (about $1.09K)Adobe 2,395 shares (about $844.83)Palantir Technologies Inc A 4,000 shares (about $729.01)Meta Platforms 991 shares (about $727.77) Sector Allocation Over TimeMap of 500 Largest Holdings ofJacobs & Co/Ca Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$63,706$1,089 ▼-1.7%250,1926.1%Computer and TechnologyNVDANVIDIA$57,848$1,850 ▼-3.1%310,0455.5%Computer and TechnologyMSFTMicrosoft$44,965$599 ▼-1.3%86,8134.3%Computer and TechnologyMETAMeta Platforms$34,013$728 ▼-2.1%46,3153.3%Computer and TechnologyAMZNAmazon.com$30,609$299 ▼-1.0%139,4072.9%Retail/WholesaleVVisa$28,116$1 ▲0.0%82,3612.7%Business ServicesLLYEli Lilly and Company$23,928$576 ▲2.5%31,3602.3%MedicalCOSTCostco Wholesale$23,091$161 ▼-0.7%24,9462.2%Retail/WholesaleGOOGLAlphabet$22,544$704 ▼-3.0%92,7382.2%Computer and TechnologyGOOGAlphabet$21,929$458 ▼-2.0%90,0402.1%Computer and TechnologyHDHome Depot$18,209$113 ▼-0.6%44,9411.7%Retail/WholesaleCATCaterpillar$18,031$511 ▼-2.8%37,7901.7%IndustrialsIBMInternational Business Machines$17,917$91 ▼-0.5%63,5021.7%Computer and TechnologyAMDAdvanced Micro Devices$16,218$297 ▼-1.8%100,2431.6%Computer and TechnologyQCOMQUALCOMM$16,198$193 ▼-1.2%97,3681.5%Computer and TechnologySCHWCharles Schwab$15,206$345 ▼-2.2%159,2851.5%FinanceADPAutomatic Data Processing$14,958$208 ▼-1.4%50,9661.4%Computer and TechnologyAMATApplied Materials$14,882$89 ▼-0.6%72,6911.4%Computer and TechnologyUNPUnion Pacific$14,584$378 ▲2.7%61,7011.4%TransportationZTSZoetis$14,504$176 ▲1.2%99,1321.4%MedicalCMICummins$14,371$345 ▼-2.3%34,0271.4%Auto/Tires/TrucksCSXCSX$14,340$89 ▼-0.6%403,8371.4%TransportationDEDeere & Company$14,057$110 ▼-0.8%30,7421.3%IndustrialsABBVAbbVie$13,915$356 ▼-2.5%60,1001.3%MedicalSBUXStarbucks$13,738$115 ▲0.8%162,3931.3%Retail/WholesaleHONHoneywell International$13,387$234 ▲1.8%63,5971.3%Multi-Sector ConglomeratesPEPPepsiCo$13,300$690 ▲5.5%94,7051.3%Consumer StaplesENBEnbridge$13,196$55 ▲0.4%261,5321.3%EnergyDISWalt Disney$13,084$137 ▼-1.0%114,2731.3%Consumer DiscretionaryMCDMcDonald's$12,875$128 ▼-1.0%42,3671.2%Retail/WholesaleAMGNAmgen$12,715$304 ▲2.5%45,0591.2%MedicalADBEAdobe$12,652$845 ▼-6.3%35,8671.2%Computer and TechnologyBABoeing$12,602$56 ▲0.4%58,3901.2%AerospaceSNPSSynopsys$12,121$191 ▲1.6%24,5671.2%Computer and TechnologyAXPAmerican Express$11,634$195 ▼-1.7%35,0261.1%FinanceFDXFedEx$11,453$135 ▲1.2%48,5711.1%TransportationNKENIKE$11,296$200 ▲1.8%162,0081.1%Consumer DiscretionaryEAElectronic Arts$10,945$685 ▼-5.9%54,2671.0%Consumer DiscretionarySYYSysco$10,466$142 ▼-1.3%127,1081.0%Consumer StaplesROKRockwell Automation$10,265$358 ▼-3.4%29,3691.0%Computer and TechnologyINTUIntuit$9,799$62 ▼-0.6%14,3500.9%Computer and TechnologyNOWServiceNow$9,604$930 ▲10.7%10,4360.9%Computer and TechnologyJNJJohnson & Johnson$9,575$89 ▼-0.9%51,6390.9%MedicalMRKMerck & Co., Inc.$9,173$143 ▼-1.5%109,2980.9%MedicalHUBBHubbell$9,143$81 ▲0.9%21,2490.9%IndustrialsPANWPalo Alto Networks$8,820$2,502 ▲39.6%43,3170.8%Computer and TechnologyEWEdwards Lifesciences$8,761$439 ▼-4.8%112,6650.8%MedicalCRMSalesforce$8,753$948 ▲12.1%36,9330.8%Computer and TechnologyCARRCarrier Global$8,711$760 ▲9.6%145,9290.8%ConstructionCRWDCrowdStrike$8,700$162 ▲1.9%17,7420.8%Computer and TechnologyYUMYum! Brands$8,700$78 ▲0.9%57,2410.8%Retail/WholesaleTMOThermo Fisher Scientific$8,598$107 ▲1.3%17,7280.8%MedicalMKCMcCormick & Company, Incorporated$8,427$402 ▼-4.6%125,9500.8%Consumer StaplesFIFiserv$8,212$1,251 ▲18.0%63,6980.8%Business ServicesABTAbbott Laboratories$8,135$99 ▲1.2%60,7390.8%MedicalBKNGBooking$7,942$43 ▼-0.5%1,4710.8%Retail/WholesaleWMTWalmart$7,750$79 ▼-1.0%75,2040.7%Retail/WholesaleCMGChipotle Mexican Grill$7,269$1,206 ▲19.9%185,4940.7%Retail/WholesaleLHLabcorp$6,946$101 ▼-1.4%24,1990.7%MedicalAMTAmerican Tower$6,869$91 ▲1.3%35,7200.7%FinanceMDLZMondelez International$6,467$410 ▼-6.0%103,5360.6%Consumer StaplesNXPINXP Semiconductors$6,024$165 ▲2.8%26,4550.6%Computer and TechnologyREGNRegeneron Pharmaceuticals$5,713$74 ▼-1.3%10,1620.5%MedicalBRK.BBerkshire Hathaway$5,698$15 ▼-0.3%11,3350.5%FinancePGProcter & Gamble$5,630$261 ▼-4.4%36,6440.5%Consumer StaplesDTEGYDeutsche Telekom$5,555$71 ▼-1.3%162,6840.5%UtilitiesCSCOCisco Systems$5,519$115 ▼-2.0%80,6740.5%Computer and TechnologyULUnilever$4,885$115 ▼-2.3%82,4130.5%Consumer StaplesPFEPfizer$4,677$230 ▼-4.7%183,5660.4%MedicalBDXBecton, Dickinson and Company$4,649$15 ▼-0.3%24,8410.4%MedicalSNASnap-On$4,581$3 ▼-0.1%13,2200.4%Consumer DiscretionaryKVUEKenvue$4,116$983 ▲31.4%253,6170.4%Consumer StaplesGLWCorning$4,052$232 ▼-5.4%49,4080.4%Computer and TechnologyKOCocaCola$3,819$359 ▼-8.6%57,5950.4%Consumer StaplesWTSWatts Water Technologies$3,779$78 ▼-2.0%13,5330.4%Computer and TechnologyORCLOracle$3,471$10 ▼-0.3%12,3440.3%Computer and TechnologyCVXChevron$3,372$80 ▼-2.3%21,7190.3%EnergyEMREmerson Electric$2,8030.0%21,3750.3%IndustrialsTSLATesla$2,058$169 ▼-7.6%4,6280.2%Auto/Tires/TrucksINTCIntel$1,731$20 ▼-1.1%51,6080.2%Computer and TechnologyRTXRTX$1,7230.0%10,2990.2%AerospacePYPLPayPal$1,615$138 ▼-7.9%24,0910.2%Business ServicesXOMExxon Mobil$1,1780.0%10,4540.1%EnergyABNBAirbnb$1,100$3 ▼-0.3%9,0630.1%Consumer DiscretionaryPNRPentair$1,096$57 ▼-4.9%9,9010.1%Business ServicesPalantir Technologies Inc A$992$729 ▼-42.4%5,4430.1%COMANETArista Networks$828$828 ▲New Holding5,6830.1%Computer and TechnologyWFCWells Fargo & Company$767$74 ▼-8.8%9,1620.1%FinanceJPMJPMorgan Chase & Co.$7640.0%2,4240.1%FinanceTGTTarget$745$63 ▼-7.8%8,3060.1%Retail/WholesaleORLYO'Reilly Automotive$7110.0%6,6000.1%Retail/WholesaleADSKAutodesk$710$8 ▼-1.1%2,2360.1%Computer and TechnologyVZVerizon Communications$637$4 ▼-0.7%14,4980.1%Computer and TechnologyCLColgate-Palmolive$594$40 ▼-6.3%7,4380.1%Consumer StaplesGILDGilead Sciences$505$3 ▼-0.5%4,5500.0%MedicalMSIMotorola Solutions$5040.0%1,1030.0%Computer and TechnologyNVTnVent Electric$4940.0%5,0120.0%Computer and TechnologySCHFSchwab International Equity ETF$4500.0%19,3620.0%ETFRPMRPM International$4460.0%3,7900.0%Basic MaterialsSCHBSchwab US Broad Market ETF$422$4 ▼-0.9%16,4420.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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