Jacobs & Co. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, submitted on October 9, 2026, lists the firm’s total holdings across 132 distinct securities.
The report details a portfolio valued at $1,157,266, with the top five positions by value including NVIDIA Corporation, which holds the largest position at $293,140. Other significant holdings include Visa Inc. Class A ($81,833), Walmart Inc. ($70,177), and United Parcel Service B ($22,332). The filing also lists substantial positions in Uber Technologies Inc. ($150,963), Sysco Corp. ($115,689), Starbucks Corp. ($149,293), and Zoetis Inc. ($43,285).
The portfolio is diversified across various sectors and includes a mix of individual equities and exchange-traded funds (ETFs). Notable ETF holdings include the Schwab International Equity ETF, the Schwab US Broad Market ETF, and the Invesco QQQ Trust. The filing indicates that all positions are held in a Sole voting capacity.
