First seen by DFX
Sep 12, 2026
date not stated
Jacobs & Co/ca files Form 13F (non_adviser_filer, $1,059,767 in 124 positions)
First seen by DFX
Sep 12, 2026
date not stated
Jacobs & Co/ca: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company)
Jacobs & Co/ca reported $1,013,205,000 across 124 13(f) positions for the quarter ended 2026-03-31
Jacobs & Co/ca reduced Becton Dickinson & Co 18,649 -> 10,704 shares ($3,619,000 -> $1,683,000)
Jacobs & Co/ca opened a $3,768,000 position in Waters Corp (12,654 shares)
Jacobs & Co/ca increased Booking Holdings Inc 1,508 -> 2,223 shares ($8,075,000 -> $9,359,000)
Jacobs & Co/ca increased CrowdStrike Holdings Inc A 17,413 -> 25,016 shares ($8,162,000 -> $9,766,000)
Jacobs & Co/ca reported $1,059,767,000 across 124 13(f) positions for the quarter ended 2025-12-31
Jacobs & Co/ca reduced CSXCorp 403,837 -> 231,307 shares ($14,340,000 -> $8,384,000)
Jacobs & Co/ca reduced ElectronicArtsInc. 54,267 -> 8,225 shares ($10,945,000 -> $1,680,000)
Jacobs & Co/ca reduced KenvueInc 253,617 -> 183,638 shares ($4,116,000 -> $3,167,000)
Jacobs & Co/ca reduced MondelezIntlIncClA 103,536 -> 70,170 shares ($6,467,000 -> $3,777,000)
Jacobs & Co/ca opened a $9,276,000 position in UberTechnologiesInc (113,535 shares)
Jacobs & Co/ca increased ChipotleMexicanGrillInc 185,494 -> 244,419 shares ($7,269,000 -> $9,043,000)
Jacobs & Co/ca increased NetflixInc 201 -> 138,454 shares ($240,000 -> $12,981,000)
Jacobs & Co/ca increased ServiceNowInc 10,436 -> 60,245 shares ($9,604,000 -> $9,228,000)
Jacobs & Co/ca reported $1,045,313,000 across 124 13(f) positions for the quarter ended 2025-09-30
Jacobs & Co/ca increased Kenvue Inc 193,032 -> 253,617 shares ($4,040,000 -> $4,116,000)
Jacobs & Co/ca increased Palo Alto Networks Inc 31,029 -> 43,317 shares ($6,349,000 -> $8,820,000)
Jacobs & Co/ca exited Constellation Brands Inc A (was $3,998,000, 24,578 shares)
Jacobs & Co/ca reported $1,007,838,000 across 123 13(f) positions for the quarter ended 2025-06-30
Jacobs & Co/ca reduced United Parcel Service B 82,088 -> 5,387 shares ($9,028,000 -> $543,000)
Jacobs & Co/ca reduced Constellation Brands Inc A 33,600 -> 24,578 shares ($6,166,000 -> $3,998,000)
Jacobs & Co/ca increased Fiserv Inc 42,671 -> 53,993 shares ($9,423,000 -> $9,308,000)
Jacobs & Co/ca increased Oracle Corporation 7,907 -> 12,379 shares ($1,105,000 -> $2,706,000)
Jacobs & Co/ca opened a $8,980,000 position in Salesforce.Com (32,934 shares)
Jacobs & Co/ca opened a $9,748,000 position in Carrier Global Corp (133,199 shares)
Jacobs & Co/ca reported $938,108,000 across 122 13(f) positions for the quarter ended 2025-03-31
Jacobs & Co/ca increased ChipotleMexicanGrillInc 108,393 -> 142,166 shares ($6,536,000 -> $7,138,000)
Jacobs & Co/ca reported $982,983,000 across 126 13(f) positions for the quarter ended 2024-12-31