Long-term investor

Jacobs & Co. @jacobscoca

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001055544).

Record

  • Tracked since 2025-09-30 (375 days), 23 trades recorded
  • Returns: week n/a · month n/a · 90 days -4.3% · 6 months +39.3% · 1 year n/a · all +27.3%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 6.9% · long · since 2025-09-30
  • NVDA · 5.8% · long · since 2025-09-30
  • AMD · 4.5% · long · since 2025-09-30
  • MSFT · 4.0% · long · since 2025-09-30
  • AMZN · 2.9% · long · since 2025-09-30
  • LLY · 2.9% · long · since 2025-09-30
  • 30303M102 · 2.8% · long · since 2025-09-30
  • AMAT · 2.6% · long · since 2025-09-30
  • V · 2.5% · long · since 2025-09-30
  • 02079K107 · 2.5% · long · since 2025-09-30
  • 22788C105 · 2.5% · long · since 2025-09-30
  • 02079K305 · 2.4% · long · since 2025-09-30

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