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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.
Latest 13F Filing Activity
Jacobs & Co/ca filed their most recent 13F report on Sep 30, 2025 disclosing 121 equity positions with a total 13F market value of $1B. The fund increased holdings in Apple Inc., Nvidia Corp., Alphabet Inc. A among other positions. Jacobs & Co/ca reduced exposure to Constellation Brands Inc. A, Adobe Systems, Costco Companies Inc. among others.
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 |
Industry Allocation
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