JACOBS & CO/CA
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| NetflixInc | 201 | 138,454 | +138,253 | 240 | 12,981 | +12,741 |
| UberTechnologiesInc | 0 | 113,535 | +113,535 | 0 | 9,276 | +9,276 |
| EliLilly | 31,360 | 30,641 | -719 | 23,928 | 32,929 | +9,001 |
| AlphabetIncC | 90,040 | 87,533 | -2,507 | 21,929 | 27,468 | +5,539 |
| AlphabetIncA | 92,738 | 87,087 | -5,651 | 22,544 | 27,258 | +4,714 |
| AdvancedMicroDevices | 100,243 | 97,229 | -3,014 | 16,218 | 20,822 | +4,604 |
| AppliedMaterialsInc | 72,691 | 68,422 | -4,269 | 14,882 | 17,583 | +2,701 |
| Merck | 109,298 | 109,069 | -229 | 9,173 | 11,480 | +2,307 |
| RegeneronPharmsInc | 10,162 | 10,326 | +164 | 5,713 | 7,970 | +2,257 |
| Caterpillar | 37,790 | 35,351 | -2,439 | 18,031 | 20,251 | +2,220 |
| CumminsInc | 34,027 | 32,294 | -1,733 | 14,371 | 16,484 | +2,113 |
| ChipotleMexicanGrillInc | 185,494 | 244,419 | +58,925 | 7,269 | 9,043 | +1,774 |
| AppleInc. | 250,192 | 240,735 | -9,457 | 63,706 | 65,446 | +1,740 |
| AmgenIncorporated | 45,059 | 43,579 | -1,480 | 12,715 | 14,264 | +1,549 |
| AmazonComInc | 139,407 | 138,897 | -510 | 30,609 | 32,060 | +1,451 |
| ThermoFisherScientific | 17,728 | 17,235 | -493 | 8,598 | 9,986 | +1,388 |
| FedexCorporation | 48,571 | 44,383 | -4,188 | 11,453 | 12,820 | +1,367 |
| Salesforce.Com | 36,933 | 37,978 | +1,045 | 8,753 | 10,060 | +1,307 |
| AmericanExpressCompany | 35,026 | 34,203 | -823 | 11,634 | 12,653 | +1,019 |
| IntlBusinessMachines | 63,502 | 63,388 | -114 | 17,917 | 18,776 | +859 |
| VisaInc.ClassA | 82,361 | 82,360 | -1 | 28,116 | 28,884 | +768 |
| SynopsysInc | 24,567 | 27,411 | +2,844 | 12,121 | 12,875 | +754 |
| AristaNetworksInc | 0 | 5,713 | +5,713 | 0 | 748 | +748 |
| Johnson&Johnson | 51,639 | 49,318 | -2,321 | 9,575 | 10,206 | +631 |
| CharlesSchwabCorp | 159,285 | 157,701 | -1,584 | 15,206 | 15,755 | +549 |
| Deere&Co | 30,742 | 31,307 | +565 | 14,057 | 14,576 | +519 |
| CiscoSystems | 80,674 | 78,174 | -2,500 | 5,519 | 6,021 | +502 |
| RockwellAutomationInc | 29,369 | 27,674 | -1,695 | 10,265 | 10,767 | +502 |
| SnapOnTools | 13,220 | 14,687 | +1,467 | 4,581 | 5,061 | +480 |
| WalmartInc | 75,204 | 73,380 | -1,824 | 7,750 | 8,175 | +425 |
| SolsticeAdvancedMaterialsIn | 0 | 5,030 | +5,030 | 0 | 244 | +244 |
| NewYorkTimesClassA | 0 | 3,300 | +3,300 | 0 | 229 | +229 |
| BlackrockInc | 0 | 198 | +198 | 0 | 211 | +211 |
| McKessonHBOCInc | 0 | 250 | +250 | 0 | 205 | +205 |
| IdexxLabsInc | 0 | 300 | +300 | 0 | 202 | +202 |
| RTXCorp | 10,299 | 10,299 | 0 | 1,723 | 1,888 | +165 |
| IntelCorp | 51,608 | 50,908 | -700 | 1,731 | 1,878 | +147 |
| BookingHoldingsInc | 1,471 | 1,508 | +37 | 7,942 | 8,075 | +133 |
| AirbnbIncA | 9,063 | 9,063 | 0 | 1,100 | 1,230 | +130 |
| WellsFargo&Co | 9,162 | 9,162 | 0 | 767 | 853 | +86 |
| ExxonMobilCorp | 10,454 | 10,454 | 0 | 1,178 | 1,258 | +80 |
| CorningInc | 49,408 | 46,883 | -2,525 | 4,052 | 4,105 | +53 |
| EmersonElectricCo | 21,375 | 21,375 | 0 | 2,803 | 2,836 | +33 |
| QualcommInc | 97,368 | 94,859 | -2,509 | 16,198 | 16,225 | +27 |
| ShopifyIncA | 2,228 | 2,228 | 0 | 331 | 358 | +27 |
| NovartisAGADR | 2,600 | 2,600 | 0 | 333 | 358 | +25 |
| UnitedParcelServiceB | 3,562 | 3,212 | -350 | 297 | 318 | +21 |
| GileadSciencesInc | 4,550 | 4,262 | -288 | 505 | 523 | +18 |
| nVentElectricPLC | 5,012 | 5,012 | 0 | 494 | 511 | +17 |
| SchwabInt'lEquity | 19,362 | 19,362 | 0 | 450 | 465 | +15 |
| SchwabUSBroadMarket | 16,442 | 16,442 | 0 | 422 | 431 | +9 |
| TeslaMotorsInc | 4,628 | 4,596 | -32 | 2,058 | 2,066 | +8 |
| InvescoQQQTrust | 532 | 532 | 0 | 319 | 326 | +7 |
| iSharesRussell3000 | 982 | 982 | 0 | 372 | 379 | +7 |
| iSharesCoreS&P500 | 329 | 329 | 0 | 220 | 225 | +5 |
| SPDRS&PMidCap400 | 370 | 370 | 0 | 220 | 223 | +3 |
| IsharesTrS&PSmallcap | 1,836 | 1,836 | 0 | 218 | 220 | +2 |
| VanguardRussell1000Growth | 2,100 | 2,100 | 0 | 253 | 255 | +2 |
| JPMorganChase&Co | 2,424 | 2,374 | -50 | 764 | 764 | 0 |
| Colgate-PalmoliveCo | 7,438 | 7,498 | +60 | 594 | 592 | -2 |
| ConocoPhillips | 3,421 | 3,421 | 0 | 323 | 320 | -3 |
| PhilipMorrisInt'lInc | 1,430 | 1,425 | -5 | 231 | 228 | -3 |
| CarrierGlobalCorp | 145,929 | 164,706 | +18,777 | 8,711 | 8,703 | -8 |
| LockheedMartinCorp | 550 | 550 | 0 | 274 | 266 | -8 |
| TargetCorporation | 8,306 | 7,523 | -783 | 745 | 735 | -10 |
| TexasInstrumentsInc | 1,359 | 1,365 | +6 | 249 | 236 | -13 |
| SherwinWilliamsCo | 705 | 705 | 0 | 244 | 228 | -16 |
| AdobeSystems | 35,867 | 36,103 | +236 | 12,652 | 12,635 | -17 |
| Phillips66 | 2,346 | 2,346 | 0 | 319 | 302 | -17 |
| SanofiAventis | 6,540 | 5,815 | -725 | 308 | 281 | -27 |
| RpmInternationalInc | 3,790 | 3,760 | -30 | 446 | 391 | -55 |
| Autodesk | 2,236 | 2,186 | -50 | 710 | 647 | -63 |
| MotorolaSolutionsInc | 1,103 | 1,103 | 0 | 504 | 422 | -82 |
| AT&TInc | 14,550 | 12,575 | -1,975 | 410 | 312 | -98 |
| PentairLtdCom | 9,901 | 9,526 | -375 | 1,096 | 992 | -104 |
| ChevronCorp | 21,719 | 21,424 | -295 | 3,372 | 3,265 | -107 |
| OReillyAutomotiveInc | 6,600 | 6,600 | 0 | 711 | 601 | -110 |
| HubbellIncClassB | 21,249 | 20,319 | -930 | 9,143 | 9,023 | -120 |
| UnionPacificCorp | 61,701 | 62,499 | +798 | 14,584 | 14,457 | -127 |
| McDonaldsCorp | 42,367 | 41,688 | -679 | 12,875 | 12,741 | -134 |
| PepsicoInc | 94,705 | 91,627 | -3,078 | 13,300 | 13,150 | -150 |
| BerkshireHathawayClB | 11,335 | 11,020 | -315 | 5,698 | 5,539 | -159 |
| VerizonCommunicationsInc | 14,498 | 11,348 | -3,150 | 637 | 462 | -175 |
| WattsWaterTechIncA | 13,533 | 13,003 | -530 | 3,779 | 3,589 | -190 |
| EdwardsLifesciencesCorp | 112,665 | 100,515 | -12,150 | 8,761 | 8,568 | -193 |
| CocaColaCompany | 57,595 | 51,138 | -6,457 | 3,819 | 3,575 | -244 |
| IntuitInc | 14,350 | 14,424 | +74 | 9,799 | 9,554 | -245 |
| DisneyWaltCo. | 114,273 | 112,810 | -1,463 | 13,084 | 12,834 | -250 |
| YumBrands | 57,241 | 55,842 | -1,399 | 8,700 | 8,447 | -253 |
| NXPSemiconductorN.V. | 26,455 | 26,455 | 0 | 6,024 | 5,742 | -282 |
| DeutscheTelekomAGADR | 162,684 | 160,009 | -2,675 | 5,555 | 5,232 | -323 |
| ServiceNowInc | 10,436 | 60,245 | +49,809 | 9,604 | 9,228 | -376 |
| PayPalHoldingsInc | 24,091 | 21,156 | -2,935 | 1,615 | 1,235 | -380 |
| AbbottLaboratories | 60,739 | 60,990 | +251 | 8,135 | 7,641 | -494 |
| PaloAltoNetworksInc | 43,317 | 45,149 | +1,832 | 8,820 | 8,316 | -504 |
| AbbVieInc | 60,100 | 58,602 | -1,498 | 13,915 | 13,389 | -526 |
| CrowdStrikeHoldingsIncA | 17,742 | 17,413 | -329 | 8,700 | 8,162 | -538 |
| AmericanTowerCorpClassA | 35,720 | 35,933 | +213 | 6,869 | 6,308 | -561 |
| PalantirTechnologiesIncA | 5,443 | 2,387 | -3,056 | 992 | 424 | -568 |
| StarbucksCorp | 162,393 | 155,835 | -6,558 | 13,738 | 13,122 | -616 |