Jacobs & CO has filed its 13F form on April 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $938 Million distributed in 122 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $54.5M, Nvidia Corp with a value of $35.5M, Microsoft Corp with a value of $34M, Visa Inc. with a value of $29.3M, and Meta Platforms, Inc. with a value of $27.8M.
Examining the 13F form we can see an decrease of $44.9M in the current position value, from $983M to 938M.
Below you can find more details about Jacobs & CO portfolio as well as his latest detailed transactions.
Portfolio value
$938 Million
Technology: $256 Million
Industrials: $153 Million
Healthcare: $139 Million
Consumer Cyclical: $109 Million
Consumer Defensive: $101 Million
Communication Services: $84.7 Million
Financial Services: $61.9 Million
Energy: $17.8 Million
Other: $9.85 Million
Stock Holdings Table Market Cap. of $200 Billions or more
