JACOBS & CO/CA
CIK 1055544 · SEC EDGAR पर देखें ↗
- पोर्टफोलियो मूल्य
- $1.2M
- पोजीशन
- 134
- तिथि अनुसार
- 30 जून 2026
13F मूल्य के अनुसार 8643 में से #8399 · शीर्ष 97.2%
पोर्टफोलियो मूल्य QoQ: +15.1% 13F नकद का खुलासा नहीं करता है
- शीर्ष 10 होल्डिंग्स का भार
- 35.61%
- शीर्ष 25 होल्डिंग्स का भार
- 60.02%
- 1% से ऊपर की स्थितियाँ
- 35
- स्थितियों की प्रभावी संख्या
- 47.4
केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)
टर्नओवर Q2 2026: 5.06% अनुमानित। खरीदें $55144 · बेचें $60093
औसत होल्डिंग: 7.0 तिमाहियां ट्रैक किया गया Q4 2024–Q2 2026 · 87.0% अभी भी रखा गया
- नई स्थितियाँ
- 13
- बढ़ाया
- 28
- घटा हुआ
- 69
- बंद
- 3
इस पृष्ठ पर
- क्षेत्रवार विवरण पोर्टफोलियो विभिन्न बाजार क्षेत्रों में कैसे विभाजित है।
- पोर्टफोलियो इस संस्था द्वारा रिपोर्ट की गई हर स्टॉक होल्डिंग, उसके नवीनतम 13F से।
- उच्च-विश्वास दांव जिन होल्डिंग्स में यह प्रबंधक सबसे अधिक केंद्रित है।
- सबसे बड़े नए दांव नवीनतम तिमाही में खोले गए बिल्कुल नए पद।
- शीर्ष चालें इस तिमाही में सबसे बड़ी स्थिति वृद्धि और कमी।
- बाहर निकली पोजीशन पिछले तिमाही में प्रबंधक द्वारा पूरी तरह से बेचे गए पद।
क्षेत्रवार विवरण
Technology
32.5%
Industrials
18.1%
Healthcare
13.1%
Communication Services
9.2%
Retail
7.7%
Consumer Discretionary
5.4%
Financial Services
4.8%
Consumer Staples
2.0%
Energy
1.6%
Communications
0.9%
Logistics & Transportation
0.5%
Consumer products
0.5%
Real Estate
0.4%
Financials
0.1%
Materials
0.1%
Telecommunication
0.0%
अन्य/अनमैप्ड
3.1%
पूर्ण पोर्टफोलियो 134 पोजीशन
| प्रकार | लगातार | 8 तिमाही का रुझान | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $67729 | 5.81% | 234066 | $6767 | नीचे ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $59146 | 5.07% | 295599 | $6958 | नीचे ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $51746 | 4.44% | 89077 | $32070 | नीचे ×4 | ||
| AMAT Applied Materials, Inc. - Common Stock | $42440 | 3.64% | 58701 | $20811 | नीचे ×4 | ||
| LLY Eli Lilly and Company Common Stock | $34804 | 2.98% | 29017 | $6493 | नीचे ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $33935 | 2.91% | 31867 | $9865 | नीचे ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $33850 | 2.90% | 90747 | $1633 | ऊपर ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $32496 | 2.79% | 136344 | $3284 | नीचे ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $30124 | 2.58% | 85257 | $5203 | नीचे ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $29082 | 2.49% | 81380 | $4387 | नीचे ×4 | ||
| V Visa Inc. | $28259 | 2.42% | 82368 | $3122 | नीचे ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $25891 | 2.22% | 45964 | $-406 | |||
| COST Costco Wholesale Corporation - Common Stock | $22156 | 1.90% | 23684 | $-1471 | नीचे ×6 | ||
| CMI Cummins Inc. Common Stock | $21663 | 1.86% | 30374 | $4722 | नीचे ×4 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $21167 | 1.81% | 27737 | $11401 | ऊपर ×2 | ||
| DE Deere & Company Common Stock | $19766 | 1.69% | 31161 | $2290 | ऊपर ×1 | ||
| IBM International Business Machines Corporation Common Stock | $18142 | 1.56% | 64514 | $2577 | ऊपर ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $17345 | 1.49% | 50863 | $9183 | नीचे ×1 | ||
| UNP Union Pacific Corporation Common Stock | $16940 | 1.45% | 62280 | $1636 | नीचे ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $16267 | 1.39% | 88031 | $4313 | नीचे ×5 | ||
| HD Home Depot, Inc. (The) Common Stock | $15931 | 1.37% | 45172 | $532 | नीचे ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $15927 | 1.37% | 155863 | $1961 | नीचे ×1 | ||
| ABBV AbbVie Inc. Common Stock | $15506 | 1.33% | 61621 | $2197 | ऊपर ×2 | ||
| AMGN Amgen Inc. - Common Stock | $15333 | 1.31% | 42343 | $161 | नीचे ×3 | ||
| HON Honeywell International Inc. - Common Stock | $14453 | 1.24% | 64555 | $-87 | ऊपर ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $14439 | 1.24% | 156494 | $-511 | नीचे ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $13357 | 1.15% | 103952 | $505 | नीचे ×5 | ||
| ENB Enbridge Inc Common Stock | $13344 | 1.14% | 246172 | $-560 | नीचे ×1 | ||
| ROK Rockwell Automation, Inc. Common Stock | $12768 | 1.09% | 25790 | $3001 | नीचे ×5 | ||
| PEP PepsiCo, Inc. - Common Stock | $12466 | 1.07% | 92075 | $-1831 | ऊपर ×2 | ||
| JNJ Johnson & Johnson Common Stock | $12362 | 1.06% | 48675 | $456 | नीचे ×6 | ||
| SNPS Synopsys, Inc. - Common Stock | $12318 | 1.06% | 27616 | $1385 | ऊपर ×6 | ||
| CARR Carrier Global Corporation Common Stock | $11962 | 1.03% | 163091 | $2837 | ऊपर ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $11727 | 1.01% | 164252 | $-2666 | ऊपर ×3 | ||
| MCD McDonald's Corporation Common Stock | $11684 | 1.00% | 43227 | $-1220 | ऊपर ×1 | ||
| GLW Corning Incorporated Common Stock | $11581 | 0.99% | 45343 | $5225 | नीचे ×4 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $11563 | 0.99% | 51635 | $943 | नीचे ×1 | ||
| अज्ञात जारीकर्ता (CUSIP: 43849R105) | $11503 | 0.99% | 52032 | ऊपर ×1 | |||
| AXP American Express Company Common Stock | $11347 | 0.97% | 33547 | $964 | नीचे ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $10846 | 0.93% | 150313 | $1635 | ऊपर ×2 | ||
| HUBB Hubbell Inc Common Stock | $10517 | 0.90% | 20103 | $593 | नीचे ×3 | ||
| BKNG Booking Holdings Inc. - Common Stock | $10494 | 0.90% | 58876 | $1135 | ऊपर ×3 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $10356 | 0.89% | 26043 | ऊपर ×1 | |||
| अज्ञात जारीकर्ता (CUSIP: 314352105) | $10179 | 0.87% | 67412 | ऊपर ×1 | |||
| DIS Walt Disney Company (The) Common Stock | $10033 | 0.86% | 104241 | $-954 | नीचे ×1 | ||
| SYY Sysco Corporation Common Stock | $9843 | 0.84% | 117769 | $1378 | नीचे ×6 | ||
| BA Boeing Company (The) Common Stock | $9722 | 0.83% | 44915 | $-1026 | नीचे ×3 | ||
| CMG Chipotle Mexican Grill, Inc. Common Stock | $9283 | 0.80% | 273055 | $1228 | ऊपर ×6 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $9129 | 0.78% | 77724 | $3113 | ऊपर ×1 | ||
| CSX CSX Corporation - Common Stock | $8622 | 0.74% | 181408 | $842 | नीचे ×5 | ||
| YUM Yum! Brands, Inc. | $8232 | 0.71% | 51501 | $-419 | नीचे ×3 | ||
| EW Edwards Lifesciences Corporation Common Stock | $8199 | 0.70% | 90643 | $546 | नीचे ×6 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $8109 | 0.70% | 16176 | $-368 | नीचे ×1 | ||
| WMT Walmart Inc. - Common Stock | $8100 | 0.69% | 71516 | $-841 | नीचे ×6 | ||
| NXPI NXP Semiconductors N.V. - Common Stock | $7434 | 0.64% | 26454 | $2231 | ऊपर ×1 | ||
| CRM Salesforce, Inc. Common Stock | $7082 | 0.61% | 45212 | $-1114 | ऊपर ×4 | ||
| NOW ServiceNow, Inc. Common Stock | $6954 | 0.60% | 70046 | $-355 | ऊपर ×4 | ||
| INTC Intel Corporation - Common Stock | $6818 | 0.58% | 48833 | $4572 | नीचे ×1 | ||
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | $6467 | 0.55% | 10372 | $-1473 | ऊपर ×1 | ||
| LH Labcorp Holdings Inc. Common Stock | $6148 | 0.53% | 21959 | $-286 | नीचे ×1 | ||
| ABT Abbott Laboratories Common Stock | $5937 | 0.51% | 65437 | $-431 | ऊपर ×4 | ||
| SNA Snap-On Incorporated Common Stock | $5861 | 0.50% | 14567 | $525 | नीचे ×1 | ||
| FDX FedEx Corporation Common Stock | $5828 | 0.50% | 18614 | $-8962 | नीचे ×3 | ||
| WAT Waters Corporation Common Stock | $5819 | 0.50% | 15518 | $2051 | ऊपर ×1 | ||
| BRKB | $5679 | 0.49% | 11350 | $326 | ऊपर ×2 | ||
| ZTS Zoetis Inc. Class A Common Stock | $5586 | 0.48% | 77738 | $-5957 | नीचे ×1 | ||
| NKE Nike, Inc. Common Stock | $5320 | 0.46% | 129614 | $-3604 | नीचे ×1 | ||
| AMT American Tower Corporation (REIT) Common Stock | $4443 | 0.38% | 27166 | $-1986 | नीचे ×1 | ||
| DTEGY | $4022 | 0.34% | 147449 | $-2060 | नीचे ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $4000 | 0.34% | 27281 | $212 | ऊपर ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $3801 | 0.33% | 46778 | $244 | |||
| INTU Intuit Inc. - Common Stock | $3780 | 0.32% | 14484 | $-2710 | नीचे ×1 | ||
| WTS Watts Water Technologies, Inc. Class A Common Stock | $3757 | 0.32% | 9600 | $203 | नीचे ×6 | ||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $3541 | 0.30% | 61232 | $-445 | नीचे ×6 | ||
| ADBE Adobe Inc. - Common Stock | $2941 | 0.25% | 14346 | $-5107 | नीचे ×2 | ||
| EMR Emerson Electric Company Common Stock | $2837 | 0.24% | 19825 | $116 | नीचे ×2 | ||
| CVX Chevron Corporation Common Stock | $2805 | 0.24% | 16927 | $-1587 | नीचे ×6 | ||
| MKC McCormick & Company, Incorporated Common Stock | $2679 | 0.23% | 53148 | $-1783 | नीचे ×6 | ||
| ORCL Oracle Corporation Common Stock | $2491 | 0.21% | 17002 | $740 | ऊपर ×1 | ||
| PFE Pfizer, Inc. Common Stock | $1993 | 0.17% | 82804 | $-1500 | नीचे ×6 | ||
| TSLA Tesla, Inc. - Common Stock | $1869 | 0.16% | 4446 | $217 | |||
| RTX RTX Corporation Common Stock | $1857 | 0.16% | 9789 | $-135 | नीचे ×1 | ||
| KVUE Kenvue Inc. Common Stock | $1835 | 0.16% | 96044 | $-1214 | नीचे ×3 | ||
| BDX Becton, Dickinson and Company Common Stock | $1552 | 0.13% | 10259 | $-131 | नीचे ×6 | ||
| XOM Exxon Mobil Corporation Common Stock | $1374 | 0.12% | 10054 | $-429 | नीचे ×1 | ||
| TGT Target Corporation Common Stock | $914 | 0.08% | 6998 | $39 | नीचे ×6 | ||
| FISV Fiserv, Inc. - Common Stock | $892 | 0.08% | 18187 | $-2078 | नीचे ×2 | ||
| ANET Arista Networks, Inc. Common Stock | $887 | 0.08% | 5223 | $247 | ऊपर ×1 | ||
| NVT nVent Electric plc Ordinary Shares | $853 | 0.07% | 5032 | $261 | ऊपर ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $799 | 0.07% | 2444 | $84 | ऊपर ×2 | ||
| WFC Wells Fargo & Company Common Stock | $757 | 0.06% | 9162 | $28 | |||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $607 | 0.05% | 6600 | $-2 | |||
| ABNB Airbnb, Inc. - Class A Common Stock | $581 | 0.05% | 4067 | $68 | |||
| SCHF | $536 | 0.05% | 19362 | $57 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $516 | 0.04% | 4090 | $-73 | नीचे ×6 | ||
| EA Electronic Arts Inc. - Common Stock | $491 | 0.04% | 2399 | $-296 | नीचे ×5 | ||
| MSI Motorola Solutions, Inc. Common Stock | $458 | 0.04% | 1103 | $-20 | |||
| CL Colgate-Palmolive Company Common Stock | $441 | 0.04% | 4815 | $-198 | नीचे ×1 | ||
| DSVSF | $440 | 0.04% | 73755 | ऊपर ×1 | |||
| PNR Pentair plc. Ordinary Share | $437 | 0.04% | 5707 | $-289 | नीचे ×6 | ||
| कोई मिलान नहीं | |||||||
कन्विकशन होल्डिंग्स
3+ लगातार तिमाहियों के लिए स्थितियाँ बढ़ाई गईं।
शेयर गणना 13F फाइलिंग में रिपोर्ट की गई है (स्प्लिट-एडजस्टेड नहीं)
सबसे बड़े नए दांव
इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।
| सुरक्षा | मूल्य | शेयर | % पोर्टफोलियो का |
|---|---|---|---|
| अज्ञात जारीकर्ता (CUSIP: 43849R105) | $11503 | 52032 | 0.99% |
| ISRG | $10356 | 26043 | 0.89% |
| अज्ञात जारीकर्ता (CUSIP: 314352105) | $10179 | 67412 | 0.87% |
| DSVSF | $440 | 73755 | 0.04% |
| अज्ञात जारीकर्ता (CUSIP: 84615Q103) | $325 | 1906 | 0.03% |
| HPE | $289 | 6423 | 0.02% |
| MAS | $253 | 3110 | 0.02% |
| VTI | $234 | 635 | 0.02% |
| VONV | $220 | 2070 | 0.02% |
| MS | $219 | 1052 | 0.02% |
| BUD | $217 | 2638 | 0.02% |
| MU | $205 | 178 | 0.02% |
| GE | $201 | 538 | 0.02% |
शीर्ष मूवर्स (तिमाही-दर-तिमाही)
बाहर निकली पोजीशन
कॉर्पोरेट घटनाओं (विलय, डिलिस्टिंग) को शामिल करता है — सभी निकास बिक्री नहीं हैं
बंद पोजीशन 13F रिपोर्टिंग परिवर्तनों को दर्शाती हैं; इंडेक्स प्रबंधकों के लिए ये अक्सर यांत्रिक (डीलिस्टिंग, एम एंड ए, इंडेक्स रीबैलेंसिंग) होते हैं, न कि सक्रिय निर्णय।
| सुरक्षा | Quarter | शेयर पहले | मूल्य पहले | निकास के बाद से मूल्य |
|---|---|---|---|---|
| STZ | 30 सितमबर 2025 | 24578 | $3998 | -3.1% |
| ANETXXXX | 31 दिसमबर 2025 | 5683 | $828 | अब ट्रैक नहीं किया जा रहा है |
| MDT | 30 जून 2025 | 7390 | $664 | 6.4% |
| ANET | 30 सितमबर 2025 | 6130 | $627 | 34.4% |
| ANETXXXX | 30 जून 2025 | 6148 | $476 | अब ट्रैक नहीं किया जा रहा है |
| ZBH | 31 दिसमबर 2025 | 4009 | $394 | 11.2% |
| TTD | 31 मार्च 2025 | 3250 | $381 | -75.0% |
| T | 30 जून 2026 | 12575 | $364 | 20.9% |
| BUD | 31 दिसमबर 2025 | 4533 | $270 | 21.2% |
| BMY | 30 जून 2025 | 4205 | $256 | 41.9% |
| ETN | 31 मार्च 2025 | 731 | $242 | 61.6% |
| AFL | 30 जून 2025 | 2077 | $230 | 15.7% |
| BLKXXXX | 31 दिसमबर 2025 | 198 | $230 | अब ट्रैक नहीं किया जा रहा है |
| BAX | 30 जून 2025 | 6579 | $225 | -14.0% |
| UNH | 30 जून 2025 | 429 | $224 | 27.4% |
| SLB | 30 जून 2025 | 5255 | $219 | 59.5% |
| MAS | 31 दिसमबर 2025 | 3110 | $218 | 16.8% |
| MCK | 30 जून 2026 | 250 | $216 | 16.7% |
| VONG | 31 मार्च 2025 | 2100 | $216 | |
| BLK | 31 मार्च 2026 | 198 | $211 | 19.4% |
| IJR | 31 मार्च 2025 | 1836 | $211 | अब ट्रैक नहीं किया जा रहा है |
| MDY | 31 मार्च 2025 | 370 | $210 | अब ट्रैक नहीं किया जा रहा है |
| PCG | 30 जून 2025 | 12271 | $210 | 28.7% |
| SNY | 30 जून 2026 | 4305 | $207 | 5.8% |
| HPQ | 30 जून 2025 | 7415 | $205 | 21.9% |
| HPQ | 31 दिसमबर 2025 | 7478 | $203 | 33.9% |
| SYK | 30 सितमबर 2025 | 515 | $203 | -8.8% |
| BLKXXXX | 31 मार्च 2025 | 198 | $202 | अब ट्रैक नहीं किया जा रहा है |
| IDXX | 31 मार्च 2026 | 300 | $202 | -0.9% |
| ITOT | 31 दिसमबर 2025 | 1390 | $202 | अब ट्रैक नहीं किया जा रहा है |