Jacobs & Co/Ca Portfolio Shifts: Focus on Tech and Consumer Cyclical in Q2 2026
Jacobs & Co/Ca's portfolio as of June 30, 2026, shows a concentration in Technology and Industrials sectors with notable changes across various holdings.
As of June 30, 2026, Jacobs & Co/Ca maintains a substantial portfolio valued at $1.14 million. The investor's focus appears to be heavily weighted towards Technology and Industrials sectors, with these two categories accounting for approximately one-third (36.62%) and nearly one-fifth (15.95%) of the total value respectively.
The period saw significant activity from Jacobs & Co/Ca across several stocks:
- Booking Holdings Inc (BKNG) experienced a massive increase of over 2,500% in shares held.
- Intuitive Surgical Inc (ISRG) saw its position fully doubled with a 100% increase in shares.
- Uber Technologies Inc (UBER) added to its stake, albeit more modestly by about 17.37%.
In contrast, the investor also divested from several positions:
- FedEx Corporation (FDX) was sold off significantly with a nearly -55% reduction in shares.
- Fiserv Inc (FI) saw its stake reduced by over two-thirds (-65.84%).
- The investor completely exited its position in UnileverPlcAmerShs (UL) with a -91.74% change.
Jacobs & Co/Ca also increased its stake in Kenvue Inc (KVUE) by a substantial margin, though the exact percentage increase isn't provided.
The investor's portfolio saw other changes including:
- A reduction in holdings of PfizerInc (PFE) by about one-third (-33.45%).
- Sales from companies like NikeIncB (NKE) and MCCormick&CoIncN-Vt (MKC).
- Decreases in holdings of several Technology stocks including AdobeSystems (ADBE) and others.
No purchases or sales are disclosed for sectors outside the ones listed, such as Real Estate or Energy. The investor's portfolio includes 128 holdings across various sectors including Consumer Defensive, Healthcare, and Communication Services.