Jacobs & CO has filed its 13F form on July 02, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.01 Billion distributed in 123 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $52.2M, Nvidia Corp with a value of $50.6M, Microsoft Corp with a value of $43.8M, Meta Platforms, Inc. with a value of $34.9M, and Amazon Com Inc with a value of $30.9M.
Examining the 13F form we can see an increase of $69.7M in the current position value, from $938M to 1.01B.
Below you can find more details about Jacobs & CO portfolio as well as his latest detailed transactions.
Portfolio value
$1.01 Billion
Technology: $312 Million
Industrials: $166 Million
Healthcare: $127 Million
Consumer Cyclical: $115 Million
Communication Services: $99 Million
Consumer Defensive: $93.3 Million
Financial Services: $64.4 Million
Energy: $16.7 Million
Other: $10.7 Million
Stock Holdings Table Market Cap. of $200 Billions or more
