JACOBS & CO/CA Diversified Active

CIK: 0001055544 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Oct 9, 2013

Total Value ($000): $287,589 (100.0% shares, 0.0% debt)

Holdings (116)

CVX Chevron Corp 3.1%
Value ($000) $9,030 Shares 74,324 Est. Cost $71.30 Unrealized +2.5%
IBM Intl Business Machines 2.9%
Value ($000) $8,414 Shares 45,438 Est. Cost $118.62 Unrealized -6.0%
INTC Intel Corp 2.6%
Value ($000) $7,577 Shares 330,583 Est. Cost $17.18 Unrealized -1.6%
PEP Pepsico Inc 2.5%
Value ($000) $7,315 Shares 92,023 Est. Cost $56.00 Unrealized +1.4%
SLB Schlumberger 2.4%
Value ($000) $6,852 Shares 77,555 Est. Cost $52.90 Unrealized +11.5%
XOM Exxon Mobil Corporation 2.4%
Value ($000) $6,827 Shares 79,350 Est. Cost $53.69 Unrealized +0.9%
BA Boeing 2.3%
Value ($000) $6,478 Shares 55,138 Est. Cost $80.37 Unrealized +13.9%
T AT&T New 2.1%
Value ($000) $5,960 Shares 176,237 Est. Cost $11.40 Unrealized -3.9%
PG Procter & Gamble 1.9%
Value ($000) $5,577 Shares 73,785 Est. Cost $55.00 Unrealized +2.2%
EMR Emerson Electric Co 1.9%
Value ($000) $5,449 Shares 84,233 Est. Cost $40.02 Unrealized +9.5%
JNJ Johnson & Johnson 1.9%
Value ($000) $5,381 Shares 62,073 Est. Cost $59.66 Unrealized +6.5%
PFE Pfizer Inc 1.8%
Value ($000) $5,173 Shares 180,113 Est. Cost $16.46 Unrealized -0.6%
Walgreen Co. 1.8%
Value ($000) $5,093 Shares 94,680 Est. Cost $44.20 Unrealized
3M 1.8%
Value ($000) $5,061 Shares 42,390 Est. Cost $109.34 Unrealized
AAPL Apple Inc. 1.7%
Value ($000) $4,928 Shares 10,338 Est. Cost $13.18 Unrealized +8.3%
Vodafone Group Plc 1.7%
Value ($000) $4,859 Shares 138,130 Est. Cost $28.74 Unrealized
MSFT Microsoft Corp 1.7%
Value ($000) $4,755 Shares 142,893 Est. Cost $26.70 Unrealized +1.1%
Target Corporation 1.6%
Value ($000) $4,638 Shares 72,502 Est. Cost $68.54 Unrealized
General Electric 1.6%
Value ($000) $4,574 Shares 191,496 Est. Cost $23.19 Unrealized
VZ Verizon Communications 1.6%
Value ($000) $4,510 Shares 96,631 Est. Cost $26.13 Unrealized 0.0%
CSCO Cisco Systems 1.6%
Value ($000) $4,485 Shares 191,421 Est. Cost $15.24 Unrealized +11.1%
V Visa Inc. Class A 1.5%
Value ($000) $4,453 Shares 23,305 Est. Cost $40.02 Unrealized +5.8%
UPS United Parcel Service B 1.5%
Value ($000) $4,453 Shares 48,743 Est. Cost $55.38 Unrealized +3.1%
Google Inc Class A 1.5%
Value ($000) $4,399 Shares 5,023 Est. Cost $880.14 Unrealized
BDX Becton Dickinson & Co 1.4%
Value ($000) $4,043 Shares 40,428 Est. Cost $78.11 Unrealized +3.2%
GLW Corning Inc 1.4%
Value ($000) $4,023 Shares 275,755 Est. Cost $10.49 Unrealized +2.5%
MKC Mc Cormick & Co Inc N-Vt 1.3%
Value ($000) $3,822 Shares 59,080 Est. Cost $28.19 Unrealized -2.1%
CSX C S X Corp 1.3%
Value ($000) $3,739 Shares 145,285 Est. Cost $6.66 Unrealized +3.0%
BAX Baxter International Inc 1.2%
Value ($000) $3,593 Shares 54,703 Est. Cost $30.42 Unrealized +2.1%
Costco Companies Inc. 1.2%
Value ($000) $3,487 Shares 30,278 Est. Cost $110.56 Unrealized
SYY Sysco Corp. 1.2%
Value ($000) $3,472 Shares 109,099 Est. Cost $24.40 Unrealized -1.7%
DIS Disney Walt Co. 1.2%
Value ($000) $3,369 Shares 52,242 Est. Cost $56.11 Unrealized +1.5%
AMGN Amgen Incorporated 1.2%
Value ($000) $3,352 Shares 29,952 Est. Cost $73.34 Unrealized +5.0%
SBUX Starbucks Corp 1.1%
Value ($000) $3,213 Shares 41,750 Est. Cost $24.37 Unrealized +16.0%
ZTS Zoetis Inc 1.1%
Value ($000) $3,051 Shares 98,069 Est. Cost $28.62 Unrealized -2.9%
Spectra Energy Corp 1.1%
Value ($000) $3,032 Shares 88,584 Est. Cost $34.46 Unrealized
Safeway Inc 1.1%
Value ($000) $3,031 Shares 94,775 Est. Cost $23.66 Unrealized
Royal Dutch Shell PLC ADR A 1.0%
Value ($000) $2,982 Shares 45,402 Est. Cost $63.79 Unrealized
HD Home Depot Inc 1.0%
Value ($000) $2,895 Shares 38,173 Est. Cost $56.05 Unrealized +3.2%
META Facebook Inc Class A 1.0%
Value ($000) $2,889 Shares 57,525 Est. Cost $25.71 Unrealized +43.7%
NKE Nike Inc Class B 1.0%
Value ($000) $2,845 Shares 39,171 Est. Cost $26.53 Unrealized +5.3%
Union Pacific Corp 1.0%
Value ($000) $2,845 Shares 18,315 Est. Cost $155.34 Unrealized
LLY Eli Lilly 1.0%
Value ($000) $2,828 Shares 56,194 Est. Cost $42.21 Unrealized -2.9%
MDLZ Mondelez Intl Inc Cl A 0.9%
Value ($000) $2,707 Shares 86,167 Est. Cost $23.16 Unrealized +2.4%
ABT Abbott Laboratories 0.9%
Value ($000) $2,703 Shares 81,467 Est. Cost $28.83 Unrealized -3.9%
ADP Auto Data Processing 0.9%
Value ($000) $2,655 Shares 36,688 Est. Cost $45.09 Unrealized +7.2%
E M C Corp Mass 0.9%
Value ($000) $2,653 Shares 103,829 Est. Cost $23.62 Unrealized
DTEGY Deutsche Telekom AG ADR 0.9%
Value ($000) $2,583 Shares 176,950 Est. Cost $11.66 Unrealized
QCOM Qualcomm Inc 0.9%
Value ($000) $2,556 Shares 37,980 Est. Cost $45.06 Unrealized +3.3%
Medtronic Inc 0.9%
Value ($000) $2,496 Shares 46,879 Est. Cost $51.45 Unrealized
KO Coca Cola Company 0.9%
Value ($000) $2,456 Shares 64,853 Est. Cost $27.85 Unrealized -3.9%
ABBV Abbvie Inc 0.8%
Value ($000) $2,418 Shares 54,074 Est. Cost $26.55 Unrealized +2.3%
CMI Cummins Inc 0.8%
Value ($000) $2,416 Shares 18,185 Est. Cost $81.53 Unrealized +9.3%
COP ConocoPhillips 0.8%
Value ($000) $2,387 Shares 34,352 Est. Cost $39.96 Unrealized +11.3%
Hewlett-Packard Company 0.8%
Value ($000) $2,348 Shares 111,865 Est. Cost $24.80 Unrealized
MCD Mc Donalds Corp 0.8%
Value ($000) $2,338 Shares 24,310 Est. Cost $71.61 Unrealized -1.5%
CAT Caterpillar 0.7%
Value ($000) $2,150 Shares 25,790 Est. Cost $61.55 Unrealized +0.1%
ZBH Zimmer Holdings Inc 0.7%
Value ($000) $2,019 Shares 24,587 Est. Cost $67.30 Unrealized +5.6%
GILD Gilead Sciences Inc 0.7%
Value ($000) $1,975 Shares 31,425 Est. Cost $36.21 Unrealized +14.7%
SNA Snap On Tools 0.7%
Value ($000) $1,953 Shares 19,635 Est. Cost $66.38 Unrealized +9.9%
Hubbell Inc Class A 0.7%
Value ($000) $1,947 Shares 20,675 Est. Cost $89.96 Unrealized
HON Honeywell International 0.7%
Value ($000) $1,942 Shares 23,392 Est. Cost $53.13 Unrealized +8.2%
BUD Anheuser Busch 0.7%
Value ($000) $1,941 Shares 19,575 Est. Cost $90.22 Unrealized
Pentair Ltd Com USD 16.75 0.7%
Value ($000) $1,917 Shares 29,526 Est. Cost $57.69 Unrealized
Merck 0.7%
Value ($000) $1,902 Shares 39,967 Est. Cost $46.44 Unrealized
WMT Wal-Mart Stores Inc 0.7%
Value ($000) $1,881 Shares 25,445 Est. Cost $19.98 Unrealized -1.0%
Berkshire Hathaway Cl B 0.6%
Value ($000) $1,707 Shares 15,042 Est. Cost $111.89 Unrealized
DE Deere & Co 0.6%
Value ($000) $1,677 Shares 20,615 Est. Cost $67.67 Unrealized -2.5%
ORCL Oracle Corporation 0.5%
Value ($000) $1,529 Shares 46,125 Est. Cost $27.58 Unrealized -1.9%
ADBE Adobe Systems 0.5%
Value ($000) $1,492 Shares 28,740 Est. Cost $44.30 Unrealized +7.7%
EBAY Ebay Inc 0.5%
Value ($000) $1,472 Shares 26,400 Est. Cost $20.18 Unrealized -1.1%
WTS Watts Water Tech Inc A 0.5%
Value ($000) $1,324 Shares 23,500 Est. Cost $46.26 Unrealized +15.0%
Anadarko Petroleum Corp 0.5%
Value ($000) $1,315 Shares 14,144 Est. Cost $85.90 Unrealized
SNY Sanofi Aventis 0.5%
Value ($000) $1,302 Shares 25,725 Est. Cost $51.48 Unrealized
PCAR Paccar Inc 0.4%
Value ($000) $1,220 Shares 21,930 Est. Cost $21.67 Unrealized +8.2%
Hubbell Inc Class B 0.4%
Value ($000) $1,181 Shares 11,280 Est. Cost $98.94 Unrealized
INTU Intuit Inc 0.4%
Value ($000) $1,079 Shares 16,275 Est. Cost $54.39 Unrealized +6.9%
Glaxosmithkline Plc Adrf 0.4%
Value ($000) $1,037 Shares 20,685 Est. Cost $49.94 Unrealized
Hospira 0.3%
Value ($000) $1,006 Shares 25,660 Est. Cost $38.31 Unrealized
Yahoo! Inc 0.3%
Value ($000) $932 Shares 28,118 Est. Cost $25.10 Unrealized
CL Colgate-Palmolive Co 0.3%
Value ($000) $932 Shares 15,732 Est. Cost $44.38 Unrealized +0.4%
Intl Game Technology 0.3%
Value ($000) $880 Shares 46,515 Est. Cost $16.70 Unrealized
Edwards Lifesciences Cp 0.3%
Value ($000) $862 Shares 12,385 Est. Cost $67.27 Unrealized
MSI Motorola Solutions Inc 0.3%
Value ($000) $862 Shares 14,517 Est. Cost $47.39 Unrealized -1.3%
Dr Pepper Snapple Group 0.3%
Value ($000) $847 Shares 18,907 Est. Cost $44.80 Unrealized
TRMB Trimble Navigation Ltd 0.3%
Value ($000) $832 Shares 28,035 Est. Cost $27.35 Unrealized 0.0%
Raytheon Company New 0.3%
Value ($000) $820 Shares 10,650 Est. Cost $66.06 Unrealized
DuPont 0.3%
Value ($000) $753 Shares 12,875 Est. Cost $52.49 Unrealized
Iron Mountain Inc 0.3%
Value ($000) $752 Shares 27,836 Est. Cost $26.59 Unrealized
Viacom Inc Non Vtg Cl B 0.3%
Value ($000) $746 Shares 8,927 Est. Cost $67.97 Unrealized
WFC Wells Fargo & Company 0.2%
Value ($000) $672 Shares 16,284 Est. Cost $27.36 Unrealized +10.3%
BMY Bristol Myers Squibb 0.2%
Value ($000) $593 Shares 12,822 Est. Cost $28.67 Unrealized +1.9%
NVS Novartis A G Spon Adr 0.2%
Value ($000) $573 Shares 7,480 Est. Cost $70.62 Unrealized
UNFI United Natural Foods Inc 0.2%
Value ($000) $526 Shares 7,825 Est. Cost $51.91 Unrealized +17.1%
DUK Duke Energy 0.2%
Value ($000) $513 Shares 7,689 Est. Cost $41.83 Unrealized -2.4%
EA Electronic Arts Inc. 0.2%
Value ($000) $502 Shares 19,650 Est. Cost $19.79 Unrealized +27.6%
CPB Campbell Soup Company 0.2%
Value ($000) $486 Shares 11,950 Est. Cost $30.86 Unrealized -0.7%
BP BP Plc 0.2%
Value ($000) $484 Shares 11,521 Est. Cost $41.72 Unrealized
PSX Phillips 66 0.2%
Value ($000) $471 Shares 8,148 Est. Cost $37.50 Unrealized 0.0%
Time Warner Incorporated 0.2%
Value ($000) $470 Shares 7,146 Est. Cost $57.74 Unrealized
Dow Chemical Company 0.2%
Value ($000) $447 Shares 11,650 Est. Cost $32.14 Unrealized
KR Kroger Company 0.1%
Value ($000) $414 Shares 10,268 Est. Cost $13.44 Unrealized +13.3%
PM Philip Morris Intl Inc 0.1%
Value ($000) $395 Shares 4,570 Est. Cost $49.85 Unrealized -5.0%
CAG Conagra Incorporated 0.1%
Value ($000) $356 Shares 11,750 Est. Cost $17.69 Unrealized +0.4%
AXP American Express Company 0.1%
Value ($000) $323 Shares 4,280 Est. Cost $59.62 Unrealized +6.1%
HAL Halliburton 0.1%
Value ($000) $296 Shares 6,150 Est. Cost $33.21 Unrealized +12.4%
BAC Bank of America Corp 0.1%
Value ($000) $279 Shares 20,246 Est. Cost $10.03 Unrealized +12.0%
Total S A Adr 0.1%
Value ($000) $266 Shares 4,600 Est. Cost $57.83 Unrealized
Altria Group Inc. 0.1%
Value ($000) $261 Shares 7,600 Est. Cost $34.87 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $255 Shares 2,000 Est. Cost $71.65 Unrealized +20.1%
VNQ Vanguard Reit Index ETF 0.1%
Value ($000) $248 Shares 3,750 Est. Cost $68.60 Unrealized
Marathon Oil Corp 0.1%
Value ($000) $233 Shares 6,700 Est. Cost $34.48 Unrealized
MAS Masco Corp 0.1%
Value ($000) $232 Shares 10,925 Est. Cost $14.92 Unrealized -0.6%
MPC Marathon Petroleum Corp 0.1%
Value ($000) $231 Shares 3,600 Est. Cost $27.55 Unrealized -11.5%
Kraft Foods Group 0.1%
Value ($000) $206 Shares 3,941 Est. Cost $55.82 Unrealized
Monsanto Co New Del 0.1%
Value ($000) $203 Shares 1,950 Est. Cost $104.10 Unrealized