Fund Holdings

JACOBS & CO/CA

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Applied Materials Inc68,42263,284-5,13817,58321,6292.13%+4,046
Caterpillar(CAT)35,35133,976-1,37520,25124,0702.38%+3,819
Waters Corp(WAT)012,654+12,65403,7680.37%+3,768
Costco Companies Inc.(COST)23,72323,711-1220,45723,6272.33%+3,170
Deere & Co(DE)31,30731,024-28314,57617,4761.72%+2,900
Corning Inc(GLW)46,88346,748-1354,1056,3560.63%+2,251
Fedex Corporation(FDX)44,38341,525-2,85812,82014,7901.46%+1,970
Honeywell International(HON)64,66564,332-33312,61514,5401.44%+1,925
Johnson & Johnson(JNJ)49,31848,707-61110,20611,9061.18%+1,700
Enbridge Inc(ENB)256,686256,824+13812,27713,9041.37%+1,627
CrowdStrike Holdings Inc A(CRWD)17,41325,016+7,6038,1629,7660.96%+1,604
Netflix Inc(NFLX)138,454149,700+11,24612,98114,3931.42%+1,412
Merck(MRK)109,069106,849-2,22011,48012,8521.27%+1,372
Booking Holdings Inc(BKNG)1,5082,223+7158,0759,3590.92%+1,284
Pepsico Inc(PEP)91,62792,070+44313,15014,2971.41%+1,147
Chevron Corp(CVX)21,42421,232-1923,2654,3920.43%+1,127
Amgen Incorporated(AMGN)43,57943,121-45814,26415,1721.50%+908
Hubbell Inc Class B(HUBB)20,31920,224-959,0239,9240.98%+901
Deutsche Telekom AG ADR(DTEGF)160,009164,029+4,0205,2326,0820.60%+850
Union Pacific Corp(UNP)62,49963,081+58214,45715,3041.51%+847
Starbucks Corp(SBUX)155,835155,893+5813,12213,9661.38%+844
Walmart Inc(WMT)73,38071,946-1,4348,1758,9410.88%+766
Exxon Mobil Corp10,45410,633+1791,2581,8030.18%+545
Laboratory Corp of America Hld23,60624,117+5115,9226,4340.64%+512
Cummins Inc(CMI)32,29431,488-80616,48416,9411.67%+457
Carrier Global Corp(CARR)164,706162,051-2,6558,7039,1250.90%+422
Intel Corp(INTC)50,90850,90801,8782,2460.22%+368
Snap On Tools(SNA)14,68714,692+55,0615,3360.53%+275
Bristol-Myers Squibb Co(BMY)03,580+3,58002170.02%+217
Mondelez Intl Inc Cl A(MDLZ)70,17069,162-1,0083,7773,9860.39%+209
Yum Brands(YUM)55,84255,643-1998,4478,6510.85%+204
Mc Donalds Corp(MCD)41,68841,522-16612,74112,9041.27%+163
Target Corporation(TGT)7,5237,223-3007358750.09%+140
ConocoPhillips(COP)3,4213,42103204510.04%+131
Phillips 66(PSX)2,3462,34603024270.04%+125
Verizon Communications Inc(VZ)11,34811,698+3504625870.06%+125
American Tower Corp Class A(AMT)35,93337,254+1,3216,3086,4290.63%+121
RTX Corp(RTX)10,29910,329+301,8881,9920.20%+104
nVent Electric PLC(NVT)5,0125,01205115920.06%+81
Solstice Advanced Materials In(SOLS)5,0304,117-9132443130.03%+69
Gilead Sciences Inc(GILD)4,2624,229-335235890.06%+66
Lockheed Martin Corp(LMT)55055002663320.03%+66
Motorola Solutions Inc(MSI)1,1031,10304224780.05%+56
AT&T Inc(T)12,57512,57503123640.04%+52
Colgate-Palmolive Co(CL)7,4987,49805926390.06%+47
New York Times Class A(NYT)3,3003,30002292760.03%+47
Texas Instruments Inc(TXN)1,3651,369+42362650.03%+29
Novartis AG ADR(NVS)2,6002,520-803583840.04%+26
Schwab Int'l Equity19,36219,36204654790.05%+14
McKesson HBOC Inc(MCK)25025002052160.02%+11
Ishares Tr S&P Smallcap1,8361,83602202280.02%+8
O Reilly Automotive Inc(ORLY)6,6006,60006016090.06%+8
Philip Morris Int'l Inc(PM)1,4251,42502282350.02%+7
SPDR S&P MidCap 400(MDY)37037002232280.02%+5
Sherwin Williams Co(SHW)70570502282250.02%-3
Cisco Systems(CSCO)78,17477,543-6316,0216,0160.59%-5
Schwab US Broad Market16,44216,772+3304314210.04%-10
iShares Core S&P 50032932902252140.02%-11
iShares Russell 300098298203793640.04%-15
Coca Cola Company(KO)51,13846,778-4,3603,5753,5570.35%-18
Rpm International Inc(RPM)3,7603,76003913730.04%-18
Invesco QQQ Trust53253203263070.03%-19
Vanguard Russell 1000 Growth
VNG RUS1000GRW
2,1002,10002552300.02%-25
Regeneron Pharms Inc(REGN)10,32610,277-497,9707,9400.78%-30
Watts Water Tech Inc A(WTS)13,00312,243-7603,5893,5540.35%-35
JPMorgan Chase & Co(JPM)2,3742,431+577647150.07%-49
United Parcel Service B(UPS)3,2122,727-4853182680.03%-50
Uber Technologies Inc(UBER)113,535128,063+14,5289,2769,2110.91%-65
Palantir Technologies Inc A(PLTR)2,3872,397+104243500.03%-74
Sanofi Aventis(SNY)5,8154,305-1,5102812070.02%-74
AbbVie Inc(ABBV)58,60261,196+2,59413,38913,3091.31%-80
Shopify Inc A(SHOP)2,2282,22803582640.03%-94
Arista Networks Inc(ANET)5,7135,213-5007486400.06%-108
Emerson Electric Co(EMR)21,37520,775-6002,8362,7210.27%-115
Kenvue Inc(KVUE)183,638176,908-6,7303,1673,0490.30%-118
Wells Fargo & Co(WFC)9,1629,16208537290.07%-124
Palo Alto Networks Inc(PANW)45,14950,911+5,7628,3168,1620.81%-154
Autodesk2,1862,036-1506474870.05%-160
Berkshire Hathaway Cl B11,02011,172+1525,5395,3530.53%-186
IdexxLabsInc(IDXX)3000-3002020-202
BlackrockInc(BLK)1980-1982110-211
Pentair Ltd Com(PNR)9,5268,338-1,1889927260.07%-266
Pfizer Inc(PFE)155,500124,429-31,0713,8713,4930.34%-378
Tesla Motors Inc(TSLA)4,5964,446-1502,0661,6520.16%-414
Sysco Corp.(SYY)121,133118,676-2,4578,9268,4650.84%-461
Home Depot Inc(HD)46,29346,822+52915,92915,3991.52%-530
NXP Semiconductor N.V.
COM
26,45526,432-235,7425,2030.51%-539
Unilever Plc Amer Shs(UL)64,50964,551+424,2183,6770.36%-541
Oracle Corporation(ORCL)11,90211,90202,3201,7510.17%-569
CSX Corp(CSX)231,307189,530-41,7778,3847,7800.77%-604
Airbnb Inc A9,0634,067-4,9961,2305130.05%-717
Zoetis Inc(ZTS)97,54797,650+10312,27311,5431.14%-730
PayPal Holdings Inc(PYPL)21,15610,167-10,9891,2354590.05%-776
Procter & Gamble(PG)31,86126,226-5,6354,5653,7880.37%-777
Charles Schwab Corp(SCHW)157,701159,083+1,38215,75514,9501.48%-805
Electronic Arts Inc.(EA)8,2253,864-4,3611,6807870.08%-893
Edwards Lifesciences Corp100,51595,575-4,9408,5687,6530.76%-915
Chipotle Mexican Grill Inc(CMG)244,419251,649+7,2309,0438,0550.80%-988
Rockwell Automation Inc(ROK)27,67427,217-45710,7679,7670.96%-1,000
Boeing(BA)54,70654,003-70311,87710,7481.06%-1,129
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