account_balance
Investment manager · 13F filer · SEC CIK 1055544
Jacobs & Co
Reported value$1.16Bas of Sep 30, 2026
Positions132 5 new, 7 sold out
Top 10 weight37.5%AAPL alone is 7%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.9%Added +2%
NVDANVIDIA Corp
5.8%
AMDAdvanced Micro Devices Inc
4.5%Trimmed −4%
MSFTMicrosoft Corp
4.0%
AMZNAmazon.com Inc
2.9%
LLYELI Lilly & Co
2.9%
METAMeta Platforms, Inc.
2.8%
AMATApplied Materials Inc
2.6%
VVisa Inc.
2.5%
GOOGAlphabet Inc.
2.5%
CRWDCrowdStrike Holdings, Inc.
2.5%
GOOGLAlphabet Inc.
2.4%
AAPLApple Inc.
6.9%Added +2%
NVDANVIDIA Corp
5.8%
AMDAdvanced Micro Devices Inc
4.5%−4%
MSFTMicrosoft Corp
4.0%
AMZN2.9%LLYELI Lilly & Co
2.9%
METAMeta Platforms, Inc.
2.8%
AMATApplied Materials Inc
2.6%
VVisa Inc.
2.5%
GOOGCRWDGOOGLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.9% Added +2%NVDA NVIDIA Corp 5.8% HeldAMD Advanced Micro Devices Inc 4.5% Trimmed −4%MSFT Microsoft Corp 4.0% HeldAMZN Amazon.com Inc 2.9% HeldLLY ELI Lilly & Co 2.9% HeldMETA Meta Platforms, Inc. 2.8% HeldAMAT Applied Materials Inc 2.6% HeldV Visa Inc. 2.5% HeldGOOG Alphabet Inc. 2.5% HeldCRWD CrowdStrike Holdings, Inc. 2.5% HeldGOOGL Alphabet Inc. 2.4% Held
What changed
Biggest moves since Jun 30, 2026
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