JACOBS & CO/CA

CIK

1055544

City

SAN FRANCISCO

State / Country

Stock

DTEGY — Deutsche Telekom AG

Top Portfolio Positions

115 positions · $968,963,803 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	240,208	$60,962,388	6.29%
NVDA	Nvidia Corp Technology	299,243	$52,187,979	5.39%
MSFT	Microsoft Corp Technology	87,034	$32,217,375	3.32%
AMZN	Amazon Com Inc Consumer Cyclical	140,264	$29,212,783	3.01%
LLY	ELI LILLY & Co Healthcare	30,781	$28,311,440	2.92%
META	Meta Platforms, Inc. Communication Services	45,964	$26,297,383	2.71%
V	Visa Inc. Financial Services	83,171	$25,137,603	2.59%
GOOGL	Alphabet Inc. Communication Services	85,879	$24,695,365	2.55%
CAT	Caterpillar Inc Industrials	33,976	$24,070,636	2.48%
COST	Costco Wholesale Corp /New Consumer Defensive	23,711	$23,626,351	2.44%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,082,195	164,029	+2.5%	Shares	Sole	2026-04-07
2025-12-31	$5,232,294	160,009	-1.6%	Shares	Sole	2026-01-05
2025-09-30	$5,555,658	162,684	-1.3%	Shares	Sole	2025-10-01
2025-06-30	$6,028,714	164,764	-9.3%	Shares	Sole	2025-07-02
2025-03-31	$6,730,762	181,569	-4.8%	Shares	Sole	2025-04-03
2024-12-31	$5,693,111	190,724	-3.7%	Shares	Sole	2025-01-10
2024-09-30	$5,828,287	198,039	-2.1%	Shares	Sole	2024-10-01
2024-06-30	$5,095,156	202,269	+1.4%	Shares	Sole	2024-07-12
2024-03-31	$4,829,071	199,466	-1.1%	Shares	Sole	2024-04-12
2023-12-31	$4,866,272	201,669	-1.7%	Shares	Sole	2024-01-18
2023-09-30	$4,301,285	205,214	-0.4%	Shares	Sole	2023-10-13
2023-06-30	$4,501,952	206,039	-2.5%	Shares	Sole	2023-07-11
2023-03-31	$5,112,314	211,340	-5.8%	Shares	Sole	2023-04-17
2022-12-31	$4,480,295	224,239	+1.2%	Shares	Sole	2023-01-13
2022-09-30	$3,779,455	221,539	+3.0%	Shares	Sole	2022-10-11
2022-06-30	$4,283,477	215,034	-1.3%	Shares	Sole	2022-07-19
2022-03-31	$4,055,231	217,789	+1.0%	Shares	Sole	2022-04-14
2021-12-31	$3,992,810	215,711	+4.0%	Shares	Sole	2022-01-21
2021-09-30	$4,180,339	207,461	-0.1%	Shares	Sole	2021-10-13
2021-06-30	$4,414,872	207,661	-1.0%	Shares	Sole	2021-07-15
2021-03-31	$4,245,926	209,779	-0.3%	Shares	Sole	2021-04-05
2020-12-31	$3,845,761	210,496	+4.0%	Shares	Sole	2021-01-12
2020-09-30	$3,411,636	202,471	-0.8%	Shares	Sole	2020-12-03
2020-06-30	$3,423,109	204,121	+1.4%	Shares	Sole	2020-07-09
2020-03-31	$2,604,524	201,277	—	Shares	Sole	2020-04-13
No 13F history on record for this holder in this stock.