Jacobs
$1.2B 13F equity value
137 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Jacobs covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | AppleInc. | 234,066 | $68M | 5.8% |
| NVDA | NVIDIACorp | 295,599 | $59M | 5.1% |
| AMD | AdvancedMicroDevices | 89,077 | $52M | 4.4% |
| AMAT | AppliedMaterialsInc | 58,701 | $42M | 3.6% |
| LLY | EliLilly | 29,017 | $35M | 3.0% |
| CAT | Caterpillar | 31,867 | $34M | 2.9% |
| MSFT | MicrosoftCorp | 90,747 | $34M | 2.9% |
| AMZN | AmazonComInc | 136,344 | $32M | 2.8% |
| GOOG | AlphabetIncC | 85,257 | $30M | 2.6% |
| GOOGL | AlphabetIncA | 81,380 | $29M | 2.5% |
Track Jacobs's 13F portfolio: $1.2B in reported holdings, 137 positions. Top holdings and quarterly changes on SentiSense.
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