Jacobs & CO has filed its 13F form on October 01, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.05 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 $63.7M, Nvidia Corp with a value of $57.8M, Microsoft Corp with a value of $45M, Meta Platforms, Inc. with a value of $34M, and Amazon Com Inc with a value of $30.6M.
Examining the 13F form we can see an increase of $37.5M in the current position value, from $1.01B to 1.05B.
Below you can find more details about Jacobs & CO portfolio as well as his latest detailed transactions.
Portfolio value
$1.05 Billion
Technology: $335 Million
Industrials: $171 Million
Healthcare: $133 Million
Consumer Cyclical: $115 Million
Communication Services: $109 Million
Consumer Defensive: $85.7 Million
Financial Services: $64 Million
Energy: $18.4 Million
Other: $10.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
