Jacobs & Co/ca
Jacobs & Company, LLC is an independent investment advisory firm headquartered in San Francisco, California. The firm primarily operates in the financial services sector, providing investment advisory and portfolio management services. Jacobs & Company serves high-net-worth individuals, institutions, and other clients seeking custom investment strategies. Details such as the exact year founded and employee count are not widely published, but the firm is registered with the U.S. SEC and operates from its San Francisco office.
Investment Strategy
Jacobs & Company, LLC provides personalized investment advisory services, focusing on constructing diversified portfolios tailored to each client's financial objectives, risk tolerance, and time horizon. The firm employs a disciplined and research-driven approach to asset allocation, including equities, fixed income, and alternative investments, with an emphasis on risk management and long-term growth.
Top Holdings
Equity Positions (121)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | Apple Inc. | 6.09% | $63.7M | 250,192 | $34.61 | $254.63 | +$11.5M |
N NVDA | NVIDIA Corp | 5.53% | $57.8M | 310,045 | $11.85 | $186.58 | +$7.3M |
M MSFT | Microsoft Corp | 4.30% | $45.0M | 86,813 | $57.49 | $517.95 | +$1.2M |
M META | Meta Platforms Inc A | 3.25% | $34.0M | 46,315 | $71.53 | $734.38 | -$903.0K |
A AMZN | Amazon Com Inc | 2.93% | $30.6M | 139,407 | $99.81 | $219.57 | -$274.0K |