Jacobs & CO has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $954 Million distributed in 120 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $54.6M, Nvidia Corp with a value of $42.6M, Microsoft Corp with a value of $42.5M, Amazon Com Inc with a value of $28.6M, and Meta Platforms, Inc. with a value of $27.2M.
Examining the 13F form we can see an increase of $9.5M in the current position value, from $945M to 954M.
Below you can find more details about Jacobs & CO portfolio as well as his latest detailed transactions.
Portfolio value
$954 Million
Technology: $274 Million
Industrials: $152 Million
Healthcare: $149 Million
Consumer Defensive: $105 Million
Consumer Cyclical: $102 Million
Communication Services: $87.7 Million
Financial Services: $53.3 Million
Energy: $16.5 Million
Other: $6.22 Million
Stock Holdings Table Market Cap. of $200 Billions or more