JACOBS & CO/CA Diversified Active

CIK: 0001055544 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Jan 27, 2014

Total Value ($000): $312,461 (100.0% shares, 0.0% debt)

Holdings (118)

CVX Chevron Corp 2.9%
Value ($000) $9,177 Shares 73,475 Est. Cost $71.30 Unrealized +1.7%
IBM Intl Business Machines 2.8%
Value ($000) $8,681 Shares 46,283 Est. Cost $118.39 Unrealized -10.1%
INTC Intel Corp 2.7%
Value ($000) $8,506 Shares 327,735 Est. Cost $17.18 Unrealized +4.4%
XOM Exxon Mobil Corporation 2.6%
Value ($000) $8,179 Shares 800,820 Est. Cost $55.72 Unrealized +0.4%
PEP Pepsico Inc 2.4%
Value ($000) $7,626 Shares 91,951 Est. Cost $56.00 Unrealized +3.1%
BA Boeing 2.3%
Value ($000) $7,238 Shares 53,031 Est. Cost $80.37 Unrealized +38.0%
SLB Schlumberger 2.2%
Value ($000) $6,932 Shares 76,929 Est. Cost $52.90 Unrealized +23.0%
T AT&T New 2.0%
Value ($000) $6,317 Shares 179,678 Est. Cost $11.39 Unrealized -1.9%
PG Procter & Gamble 1.9%
Value ($000) $5,940 Shares 72,965 Est. Cost $55.00 Unrealized +5.5%
EMR Emerson Electric Co 1.9%
Value ($000) $5,798 Shares 82,624 Est. Cost $40.02 Unrealized +20.4%
AAPL Apple Inc. 1.9%
Value ($000) $5,793 Shares 10,327 Est. Cost $13.18 Unrealized +24.2%
3M 1.8%
Value ($000) $5,724 Shares 40,819 Est. Cost $109.34 Unrealized
JNJ Johnson & Johnson 1.8%
Value ($000) $5,671 Shares 61,924 Est. Cost $59.66 Unrealized +10.2%
Google Inc Class A 1.8%
Value ($000) $5,479 Shares 4,889 Est. Cost $880.14 Unrealized
PFE Pfizer Inc 1.7%
Value ($000) $5,458 Shares 178,208 Est. Cost $16.46 Unrealized +7.1%
Walgreen Co. 1.7%
Value ($000) $5,406 Shares 94,128 Est. Cost $44.20 Unrealized
General Electric 1.7%
Value ($000) $5,330 Shares 190,171 Est. Cost $23.19 Unrealized
MSFT Microsoft Corp 1.7%
Value ($000) $5,309 Shares 141,936 Est. Cost $26.70 Unrealized +12.4%
UPS United Parcel Service B 1.6%
Value ($000) $5,032 Shares 47,890 Est. Cost $55.38 Unrealized +16.4%
Vodafone Group Plc 1.6%
Value ($000) $5,002 Shares 127,268 Est. Cost $28.74 Unrealized
GLW Corning Inc 1.6%
Value ($000) $4,942 Shares 277,370 Est. Cost $10.49 Unrealized +14.9%
V Visa Inc. Class A 1.6%
Value ($000) $4,919 Shares 22,091 Est. Cost $40.02 Unrealized +15.7%
VZ Verizon Communications 1.6%
Value ($000) $4,883 Shares 99,371 Est. Cost $26.14 Unrealized +1.8%
TGT Target Corporation 1.5%
Value ($000) $4,671 Shares 73,842 Est. Cost $44.59 Unrealized 0.0%
BDX Becton Dickinson & Co 1.4%
Value ($000) $4,404 Shares 39,864 Est. Cost $78.11 Unrealized +9.8%
CSCO Cisco Systems 1.4%
Value ($000) $4,312 Shares 192,254 Est. Cost $15.24 Unrealized -0.2%
CSX C S X Corp 1.3%
Value ($000) $4,175 Shares 145,126 Est. Cost $6.66 Unrealized +10.6%
MKC Mc Cormick & Co Inc N-Vt 1.3%
Value ($000) $4,061 Shares 58,930 Est. Cost $28.19 Unrealized -4.2%
BAX Baxter International Inc 1.2%
Value ($000) $3,875 Shares 55,728 Est. Cost $30.40 Unrealized -3.9%
SYY Sysco Corp. 1.2%
Value ($000) $3,869 Shares 107,191 Est. Cost $24.40 Unrealized -0.1%
DIS Disney Walt Co. 1.2%
Value ($000) $3,745 Shares 49,027 Est. Cost $56.11 Unrealized +9.9%
ZTS Zoetis Inc 1.1%
Value ($000) $3,493 Shares 106,854 Est. Cost $28.65 Unrealized +1.2%
Costco Companies Inc. 1.1%
Value ($000) $3,419 Shares 28,727 Est. Cost $110.56 Unrealized
AMGN Amgen Incorporated 1.1%
Value ($000) $3,398 Shares 29,788 Est. Cost $73.34 Unrealized +10.6%
Royal Dutch Shell PLC ADR A 1.0%
Value ($000) $3,271 Shares 45,903 Est. Cost $63.87 Unrealized
Spectra Energy Corp 1.0%
Value ($000) $3,137 Shares 88,084 Est. Cost $34.46 Unrealized
ABT Abbott Laboratories 1.0%
Value ($000) $3,122 Shares 81,467 Est. Cost $28.83 Unrealized +1.4%
HD Home Depot Inc 1.0%
Value ($000) $3,053 Shares 37,082 Est. Cost $56.05 Unrealized +4.8%
DTEGY Deutsche Telekom AG ADR 1.0%
Value ($000) $3,045 Shares 176,466 Est. Cost $11.66 Unrealized
SBUX Starbucks Corp 1.0%
Value ($000) $3,032 Shares 38,686 Est. Cost $24.37 Unrealized +28.1%
MDLZ Mondelez Intl Inc Cl A 1.0%
Value ($000) $3,030 Shares 85,851 Est. Cost $23.16 Unrealized +10.2%
META Facebook Inc Class A 1.0%
Value ($000) $3,018 Shares 55,232 Est. Cost $25.71 Unrealized +93.9%
Hewlett-Packard Company 0.9%
Value ($000) $2,966 Shares 106,013 Est. Cost $24.80 Unrealized
Union Pacific Corp 0.9%
Value ($000) $2,959 Shares 17,615 Est. Cost $155.34 Unrealized
NKE Nike Inc Class B 0.9%
Value ($000) $2,927 Shares 37,231 Est. Cost $26.53 Unrealized +23.9%
ADP Auto Data Processing 0.9%
Value ($000) $2,892 Shares 35,800 Est. Cost $45.09 Unrealized +14.1%
Safeway Inc 0.9%
Value ($000) $2,867 Shares 88,035 Est. Cost $23.66 Unrealized
LLY Eli Lilly 0.9%
Value ($000) $2,855 Shares 55,994 Est. Cost $42.21 Unrealized -6.2%
ABBV Abbvie Inc 0.9%
Value ($000) $2,846 Shares 53,899 Est. Cost $26.55 Unrealized +14.5%
QCOM Qualcomm Inc 0.9%
Value ($000) $2,805 Shares 37,788 Est. Cost $45.06 Unrealized +11.8%
E M C Corp Mass 0.9%
Value ($000) $2,699 Shares 107,329 Est. Cost $23.67 Unrealized
Medtronic Inc 0.9%
Value ($000) $2,678 Shares 46,679 Est. Cost $51.45 Unrealized
KO Coca Cola Company 0.9%
Value ($000) $2,677 Shares 64,803 Est. Cost $27.85 Unrealized -3.3%
CMI Cummins Inc 0.8%
Value ($000) $2,561 Shares 18,167 Est. Cost $81.53 Unrealized +18.1%
MCD Mc Donalds Corp 0.8%
Value ($000) $2,475 Shares 25,513 Est. Cost $71.53 Unrealized -2.1%
COP ConocoPhillips 0.8%
Value ($000) $2,406 Shares 34,068 Est. Cost $39.96 Unrealized +21.1%
CAT Caterpillar 0.7%
Value ($000) $2,291 Shares 25,233 Est. Cost $61.55 Unrealized +1.8%
ZBH Zimmer Holdings Inc 0.7%
Value ($000) $2,267 Shares 24,337 Est. Cost $67.30 Unrealized +16.3%
Pentair Ltd Com USD 16.75 0.7%
Value ($000) $2,190 Shares 28,201 Est. Cost $57.69 Unrealized
GILD Gilead Sciences Inc 0.7%
Value ($000) $2,182 Shares 29,060 Est. Cost $36.21 Unrealized +33.6%
HON Honeywell International 0.7%
Value ($000) $2,100 Shares 22,992 Est. Cost $53.13 Unrealized +14.5%
SNA Snap On Tools 0.7%
Value ($000) $2,100 Shares 19,175 Est. Cost $66.38 Unrealized +19.4%
BUD Anheuser Busch 0.7%
Value ($000) $2,039 Shares 19,162 Est. Cost $90.22 Unrealized
Merck 0.6%
Value ($000) $2,010 Shares 40,167 Est. Cost $46.44 Unrealized
DE Deere & Co 0.6%
Value ($000) $1,991 Shares 21,805 Est. Cost $67.66 Unrealized -0.3%
WMT Wal-Mart Stores Inc 0.6%
Value ($000) $1,988 Shares 25,271 Est. Cost $19.98 Unrealized +1.8%
Hubbell Inc Class A 0.6%
Value ($000) $1,971 Shares 20,125 Est. Cost $89.96 Unrealized
Berkshire Hathaway Cl B 0.6%
Value ($000) $1,756 Shares 14,817 Est. Cost $111.89 Unrealized
ADBE Adobe Systems 0.5%
Value ($000) $1,679 Shares 28,040 Est. Cost $44.30 Unrealized +24.7%
ORCL Oracle Corporation 0.5%
Value ($000) $1,667 Shares 43,572 Est. Cost $27.58 Unrealized +4.4%
EBAY Ebay Inc 0.5%
Value ($000) $1,453 Shares 26,500 Est. Cost $20.18 Unrealized -2.4%
WTS Watts Water Tech Inc A 0.5%
Value ($000) $1,415 Shares 22,875 Est. Cost $46.26 Unrealized +25.3%
SNY Sanofi Aventis 0.4%
Value ($000) $1,374 Shares 25,625 Est. Cost $51.48 Unrealized
PCAR Paccar Inc 0.4%
Value ($000) $1,297 Shares 21,930 Est. Cost $21.67 Unrealized +10.8%
Hubbell Inc Class B 0.4%
Value ($000) $1,212 Shares 11,131 Est. Cost $98.94 Unrealized
TRMB Trimble Navigation Ltd 0.4%
Value ($000) $1,175 Shares 33,885 Est. Cost $28.07 Unrealized +12.3%
Anadarko Petroleum Corp 0.4%
Value ($000) $1,153 Shares 14,544 Est. Cost $85.72 Unrealized
Yahoo! Inc 0.4%
Value ($000) $1,137 Shares 28,118 Est. Cost $25.10 Unrealized
Glaxosmithkline Plc Adrf 0.4%
Value ($000) $1,104 Shares 20,685 Est. Cost $49.94 Unrealized
Praxair Inc 0.4%
Value ($000) $1,102 Shares 8,480 Est. Cost $129.95 Unrealized
Hospira 0.3%
Value ($000) $1,055 Shares 25,560 Est. Cost $38.31 Unrealized
INTU Intuit Inc 0.3%
Value ($000) $1,000 Shares 13,111 Est. Cost $54.39 Unrealized +19.5%
CL Colgate-Palmolive Co 0.3%
Value ($000) $978 Shares 15,007 Est. Cost $44.38 Unrealized +9.1%
MSI Motorola Solutions Inc 0.3%
Value ($000) $974 Shares 14,442 Est. Cost $47.39 Unrealized +9.9%
EW Edwards Lifesciences Cp 0.3%
Value ($000) $954 Shares 14,515 Est. Cost $11.27 Unrealized 0.0%
Raytheon Company New 0.3%
Value ($000) $947 Shares 10,450 Est. Cost $66.06 Unrealized
Dr Pepper Snapple Group 0.3%
Value ($000) $921 Shares 18,908 Est. Cost $44.80 Unrealized
YUM Yum Brands 0.3%
Value ($000) $878 Shares 11,625 Est. Cost $40.89 Unrealized 0.0%
Dow Chemical Company 0.3%
Value ($000) $876 Shares 19,751 Est. Cost $37.15 Unrealized
DuPont 0.3%
Value ($000) $836 Shares 12,875 Est. Cost $52.49 Unrealized
Iron Mountain Inc 0.3%
Value ($000) $803 Shares 26,480 Est. Cost $26.59 Unrealized
Viacom Inc Non Vtg Cl B 0.2%
Value ($000) $779 Shares 8,927 Est. Cost $67.97 Unrealized
WFC Wells Fargo & Company 0.2%
Value ($000) $736 Shares 16,214 Est. Cost $27.36 Unrealized +12.4%
Intl Game Technology 0.2%
Value ($000) $700 Shares 38,250 Est. Cost $16.70 Unrealized
BMY Bristol Myers Squibb 0.2%
Value ($000) $681 Shares 12,822 Est. Cost $28.67 Unrealized +19.2%
NVS Novartis A G Spon Adr 0.2%
Value ($000) $601 Shares 7,480 Est. Cost $70.62 Unrealized
PSX Phillips 66 0.2%
Value ($000) $584 Shares 7,575 Est. Cost $37.50 Unrealized +15.7%
BP BP Plc 0.2%
Value ($000) $560 Shares 11,521 Est. Cost $41.72 Unrealized
UNFI United Natural Foods Inc 0.2%
Value ($000) $559 Shares 7,425 Est. Cost $51.91 Unrealized +36.0%
CPB Campbell Soup Company 0.2%
Value ($000) $517 Shares 11,950 Est. Cost $30.86 Unrealized -7.6%
Time Warner Incorporated 0.2%
Value ($000) $478 Shares 6,863 Est. Cost $57.74 Unrealized
EA Electronic Arts Inc. 0.1%
Value ($000) $445 Shares 19,425 Est. Cost $19.79 Unrealized +17.9%
KR Kroger Company 0.1%
Value ($000) $405 Shares 10,268 Est. Cost $13.44 Unrealized +22.4%
PM Philip Morris Intl Inc 0.1%
Value ($000) $398 Shares 4,570 Est. Cost $49.85 Unrealized -4.0%
AXP American Express Company 0.1%
Value ($000) $388 Shares 4,280 Est. Cost $59.62 Unrealized +16.2%
CAG Conagra Incorporated 0.1%
Value ($000) $379 Shares 11,250 Est. Cost $17.69 Unrealized -6.3%
DUK Duke Energy 0.1%
Value ($000) $338 Shares 4,907 Est. Cost $41.83 Unrealized +1.2%
MPC Marathon Petroleum Corp 0.1%
Value ($000) $330 Shares 3,600 Est. Cost $27.55 Unrealized -2.6%
BAC Bank of America Corp 0.1%
Value ($000) $312 Shares 20,046 Est. Cost $10.03 Unrealized +16.5%
LMT Lockheed Martin Corp 0.1%
Value ($000) $297 Shares 2,000 Est. Cost $71.65 Unrealized +35.6%
HAL Halliburton 0.1%
Value ($000) $296 Shares 5,850 Est. Cost $33.21 Unrealized +24.3%
Altria Group Inc. 0.1%
Value ($000) $291 Shares 7,600 Est. Cost $34.87 Unrealized
Total S A Adr 0.1%
Value ($000) $269 Shares 4,400 Est. Cost $61.14 Unrealized
MAS Masco Corp 0.1%
Value ($000) $244 Shares 10,725 Est. Cost $14.92 Unrealized +4.1%
VNQ Vanguard Reit Index ETF 0.1%
Value ($000) $242 Shares 3,750 Est. Cost $68.60 Unrealized
Marathon Oil Corp 0.1%
Value ($000) $236 Shares 6,700 Est. Cost $34.48 Unrealized
Monsanto Co New Del 0.1%
Value ($000) $227 Shares 1,950 Est. Cost $116.41 Unrealized
MWA Mueller Water Products A 0.1%
Value ($000) $209 Shares 22,333 Est. Cost $7.13 Unrealized 0.0%