JACOBS & CO/CA Diversified Active

CIK: 0001055544 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: Apr 22, 2014

Total Value ($000): $322,396 (100.0% shares, 0.0% debt)

Holdings (122)

IBM Intl Business Machines 2.8%
Value ($000) $9,125 Shares 47,405 Est. Cost $118.17 Unrealized -7.6%
CVX Chevron Corp 2.8%
Value ($000) $8,928 Shares 75,078 Est. Cost $71.28 Unrealized -1.3%
INTC Intel Corp 2.7%
Value ($000) $8,693 Shares 336,739 Est. Cost $17.22 Unrealized +8.5%
XOM Exxon Mobil Corporation 2.5%
Value ($000) $8,031 Shares 82,215 Est. Cost $55.72 Unrealized +4.2%
PEP Pepsico Inc 2.4%
Value ($000) $7,880 Shares 94,366 Est. Cost $56.02 Unrealized +1.5%
SLB Schlumberger 2.3%
Value ($000) $7,471 Shares 76,624 Est. Cost $52.90 Unrealized +23.8%
JNJ Johnson & Johnson 2.1%
Value ($000) $6,849 Shares 69,723 Est. Cost $60.44 Unrealized +10.3%
T AT&T New 2.1%
Value ($000) $6,615 Shares 188,628 Est. Cost $11.37 Unrealized -4.5%
VZ Verizon Communications 2.0%
Value ($000) $6,583 Shares 138,391 Est. Cost $26.07 Unrealized -0.7%
BA Boeing 2.0%
Value ($000) $6,555 Shares 52,238 Est. Cost $80.37 Unrealized +39.0%
AAPL Apple Inc. 2.0%
Value ($000) $6,392 Shares 11,908 Est. Cost $13.63 Unrealized +21.6%
Walgreen Co. 1.9%
Value ($000) $6,179 Shares 93,578 Est. Cost $44.20 Unrealized
GLW Corning Inc 1.8%
Value ($000) $5,911 Shares 283,900 Est. Cost $10.56 Unrealized +30.8%
MSFT Microsoft Corp 1.8%
Value ($000) $5,903 Shares 144,010 Est. Cost $26.77 Unrealized +16.8%
PG Procter & Gamble 1.8%
Value ($000) $5,867 Shares 72,789 Est. Cost $55.00 Unrealized +2.7%
PFE Pfizer Inc 1.8%
Value ($000) $5,669 Shares 176,488 Est. Cost $16.46 Unrealized +10.6%
EMR Emerson Electric Co 1.7%
Value ($000) $5,629 Shares 84,259 Est. Cost $40.17 Unrealized +19.0%
Google Inc 1.7%
Value ($000) $5,483 Shares 4,920 Est. Cost $880.14 Unrealized
3M 1.7%
Value ($000) $5,440 Shares 40,100 Est. Cost $109.34 Unrealized
General Electric 1.6%
Value ($000) $5,223 Shares 201,741 Est. Cost $23.34 Unrealized
V Visa Inc. Class A 1.5%
Value ($000) $4,746 Shares 21,986 Est. Cost $40.02 Unrealized +27.7%
UPS United Parcel Service B 1.4%
Value ($000) $4,656 Shares 47,814 Est. Cost $55.38 Unrealized +15.9%
BAX Baxter International Inc 1.4%
Value ($000) $4,641 Shares 63,068 Est. Cost $30.39 Unrealized -0.2%
BDX Becton Dickinson & Co 1.4%
Value ($000) $4,587 Shares 39,174 Est. Cost $78.11 Unrealized +17.0%
CSCO Cisco Systems 1.4%
Value ($000) $4,395 Shares 196,079 Est. Cost $15.24 Unrealized +0.4%
CSX C S X Corp 1.3%
Value ($000) $4,238 Shares 146,301 Est. Cost $6.66 Unrealized +15.1%
MKC Mc Cormick & Co Inc N-Vt 1.3%
Value ($000) $4,166 Shares 58,075 Est. Cost $28.19 Unrealized -5.0%
TGT Target Corporation 1.3%
Value ($000) $4,142 Shares 78,362 Est. Cost $44.42 Unrealized -6.2%
SYY Sysco Corp. 1.2%
Value ($000) $3,952 Shares 109,393 Est. Cost $24.44 Unrealized +6.8%
DIS Disney Walt Co. 1.2%
Value ($000) $3,857 Shares 48,172 Est. Cost $56.11 Unrealized +24.2%
AMGN Amgen Incorporated 1.1%
Value ($000) $3,674 Shares 29,788 Est. Cost $73.34 Unrealized +18.5%
Hewlett-Packard Company 1.1%
Value ($000) $3,488 Shares 107,802 Est. Cost $24.92 Unrealized
Royal Dutch Shell PLC ADR A 1.1%
Value ($000) $3,425 Shares 46,885 Est. Cost $64.06 Unrealized
MCD Mc Donalds Corp 1.1%
Value ($000) $3,422 Shares 34,903 Est. Cost $71.19 Unrealized -1.3%
ZTS Zoetis Inc 1.1%
Value ($000) $3,417 Shares 118,075 Est. Cost $28.57 Unrealized -2.6%
META Facebook Inc Class A 1.0%
Value ($000) $3,323 Shares 55,157 Est. Cost $25.71 Unrealized +144.7%
Spectra Energy Corp 1.0%
Value ($000) $3,251 Shares 88,009 Est. Cost $34.46 Unrealized
Union Pacific Corp 1.0%
Value ($000) $3,237 Shares 17,250 Est. Cost $155.34 Unrealized
LLY Eli Lilly 1.0%
Value ($000) $3,236 Shares 54,984 Est. Cost $42.21 Unrealized +5.5%
Costco Companies Inc. 1.0%
Value ($000) $3,187 Shares 28,537 Est. Cost $110.56 Unrealized
ABT Abbott Laboratories 1.0%
Value ($000) $3,157 Shares 81,967 Est. Cost $28.83 Unrealized +6.6%
COP ConocoPhillips 0.9%
Value ($000) $3,012 Shares 42,817 Est. Cost $41.07 Unrealized +10.6%
QCOM Qualcomm Inc 0.9%
Value ($000) $2,980 Shares 37,790 Est. Cost $45.06 Unrealized +19.9%
KO Coca Cola Company 0.9%
Value ($000) $2,971 Shares 76,853 Est. Cost $27.65 Unrealized -4.0%
MDLZ Mondelez Intl Inc Cl A 0.9%
Value ($000) $2,966 Shares 85,851 Est. Cost $23.16 Unrealized +13.8%
E M C Corp Mass 0.9%
Value ($000) $2,926 Shares 106,739 Est. Cost $23.67 Unrealized
HD Home Depot Inc 0.9%
Value ($000) $2,913 Shares 36,807 Est. Cost $56.05 Unrealized +7.5%
Medtronic Inc 0.9%
Value ($000) $2,912 Shares 47,319 Est. Cost $51.59 Unrealized
SBUX Starbucks Corp 0.9%
Value ($000) $2,877 Shares 39,203 Est. Cost $24.43 Unrealized +19.9%
ABBV Abbvie Inc 0.9%
Value ($000) $2,791 Shares 54,304 Est. Cost $26.55 Unrealized +18.6%
ADP Auto Data Processing 0.8%
Value ($000) $2,740 Shares 35,460 Est. Cost $45.09 Unrealized +16.3%
NKE Nike Inc Class B 0.8%
Value ($000) $2,727 Shares 36,916 Est. Cost $26.53 Unrealized +22.7%
CMI Cummins Inc 0.8%
Value ($000) $2,707 Shares 18,167 Est. Cost $81.53 Unrealized +24.2%
CAT Caterpillar 0.8%
Value ($000) $2,493 Shares 25,084 Est. Cost $61.55 Unrealized +13.2%
Merck 0.7%
Value ($000) $2,364 Shares 41,647 Est. Cost $46.81 Unrealized
DE Deere & Co 0.7%
Value ($000) $2,338 Shares 25,750 Est. Cost $68.03 Unrealized +3.0%
ZBH Zimmer Holdings Inc 0.7%
Value ($000) $2,302 Shares 24,337 Est. Cost $67.30 Unrealized +24.2%
Safeway Inc 0.7%
Value ($000) $2,262 Shares 61,235 Est. Cost $23.66 Unrealized
Pentair Ltd Com USD 16.75 0.7%
Value ($000) $2,232 Shares 28,127 Est. Cost $57.69 Unrealized
Hubbell Inc Class A 0.7%
Value ($000) $2,204 Shares 19,825 Est. Cost $89.96 Unrealized
SNA Snap On Tools 0.7%
Value ($000) $2,176 Shares 19,175 Est. Cost $66.38 Unrealized +25.0%
HON Honeywell International 0.7%
Value ($000) $2,129 Shares 22,952 Est. Cost $53.13 Unrealized +21.8%
Vodafone Group Plc 0.6%
Value ($000) $2,063 Shares 70,709 Est. Cost $28.74 Unrealized
GILD Gilead Sciences Inc 0.6%
Value ($000) $2,039 Shares 28,780 Est. Cost $36.21 Unrealized +50.5%
BUD Anheuser Busch 0.6%
Value ($000) $2,012 Shares 19,112 Est. Cost $90.22 Unrealized
WMT Wal-Mart Stores Inc 0.6%
Value ($000) $1,931 Shares 25,270 Est. Cost $19.98 Unrealized -0.4%
DTEGY Deutsche Telekom AG ADR 0.6%
Value ($000) $1,878 Shares 177,466 Est. Cost $11.66 Unrealized
Berkshire Hathaway Cl B 0.6%
Value ($000) $1,828 Shares 14,627 Est. Cost $111.89 Unrealized
ADBE Adobe Systems 0.6%
Value ($000) $1,827 Shares 27,790 Est. Cost $44.30 Unrealized +44.8%
ORCL Oracle Corporation 0.6%
Value ($000) $1,798 Shares 43,962 Est. Cost $27.58 Unrealized +15.9%
EBAY Ebay Inc 0.5%
Value ($000) $1,631 Shares 29,525 Est. Cost $20.23 Unrealized +2.2%
PCAR Paccar Inc 0.5%
Value ($000) $1,479 Shares 21,930 Est. Cost $21.67 Unrealized +22.6%
SNY Sanofi Aventis 0.4%
Value ($000) $1,431 Shares 27,375 Est. Cost $51.53 Unrealized
WTS Watts Water Tech Inc A 0.4%
Value ($000) $1,343 Shares 22,875 Est. Cost $46.26 Unrealized +25.9%
Hubbell Inc Class B 0.4%
Value ($000) $1,322 Shares 11,030 Est. Cost $98.94 Unrealized
TRMB Trimble Navigation Ltd 0.4%
Value ($000) $1,317 Shares 33,885 Est. Cost $28.07 Unrealized +28.2%
Anadarko Petroleum Corp 0.4%
Value ($000) $1,233 Shares 14,544 Est. Cost $85.72 Unrealized
YUM Yum Brands 0.4%
Value ($000) $1,153 Shares 15,300 Est. Cost $41.18 Unrealized +2.2%
EW Edwards Lifesciences Cp 0.3%
Value ($000) $1,125 Shares 15,165 Est. Cost $11.28 Unrealized +2.3%
Hospira 0.3%
Value ($000) $1,105 Shares 25,560 Est. Cost $38.31 Unrealized
Glaxosmithkline Plc Adrf 0.3%
Value ($000) $1,092 Shares 20,435 Est. Cost $49.94 Unrealized
Dr Pepper Snapple Group 0.3%
Value ($000) $1,030 Shares 18,907 Est. Cost $44.80 Unrealized
Raytheon Company New 0.3%
Value ($000) $1,017 Shares 10,300 Est. Cost $66.06 Unrealized
INTU Intuit Inc 0.3%
Value ($000) $1,010 Shares 12,991 Est. Cost $54.39 Unrealized +27.3%
Yahoo! Inc 0.3%
Value ($000) $1,009 Shares 28,118 Est. Cost $25.10 Unrealized
Genesee & Wyoming Cl A 0.3%
Value ($000) $998 Shares 10,255 Est. Cost $97.32 Unrealized
Dow Chemical Company 0.3%
Value ($000) $991 Shares 20,392 Est. Cost $37.51 Unrealized
CL Colgate-Palmolive Co 0.3%
Value ($000) $930 Shares 14,332 Est. Cost $44.38 Unrealized +7.9%
MSI Motorola Solutions Inc 0.3%
Value ($000) $928 Shares 14,442 Est. Cost $47.39 Unrealized +13.2%
DuPont 0.3%
Value ($000) $864 Shares 12,875 Est. Cost $52.49 Unrealized
Intl Game Technology 0.3%
Value ($000) $845 Shares 60,065 Est. Cost $15.75 Unrealized
WFC Wells Fargo & Company 0.2%
Value ($000) $787 Shares 15,816 Est. Cost $27.36 Unrealized +22.1%
Viacom Inc Non Vtg Cl B 0.2%
Value ($000) $759 Shares 8,927 Est. Cost $67.97 Unrealized
NVS Novartis A G Spon Adr 0.2%
Value ($000) $721 Shares 8,480 Est. Cost $72.32 Unrealized
BMY Bristol Myers Squibb 0.2%
Value ($000) $666 Shares 12,822 Est. Cost $28.67 Unrealized +25.3%
Iron Mountain Inc 0.2%
Value ($000) $641 Shares 23,243 Est. Cost $26.59 Unrealized
Praxair Inc 0.2%
Value ($000) $619 Shares 4,730 Est. Cost $129.95 Unrealized
PSX Phillips 66 0.2%
Value ($000) $580 Shares 7,525 Est. Cost $37.50 Unrealized +32.8%
EA Electronic Arts Inc. 0.2%
Value ($000) $564 Shares 19,425 Est. Cost $19.79 Unrealized +31.7%
Total S A Adr 0.2%
Value ($000) $556 Shares 8,475 Est. Cost $63.28 Unrealized
BP BP Plc 0.2%
Value ($000) $554 Shares 11,521 Est. Cost $41.72 Unrealized
UNFI United Natural Foods Inc 0.2%
Value ($000) $527 Shares 7,425 Est. Cost $51.91 Unrealized +37.3%
CPB Campbell Soup Company 0.2%
Value ($000) $525 Shares 11,700 Est. Cost $30.86 Unrealized -3.7%
LDOS Leidos Holdings Inc 0.1%
Value ($000) $478 Shares 13,524 Est. Cost $25.83 Unrealized 0.0%
KR Kroger Company 0.1%
Value ($000) $448 Shares 10,268 Est. Cost $13.44 Unrealized +18.3%
Time Warner Incorporated 0.1%
Value ($000) $448 Shares 6,863 Est. Cost $57.74 Unrealized
AXP American Express Company 0.1%
Value ($000) $385 Shares 4,280 Est. Cost $59.62 Unrealized +26.6%
PM Philip Morris Intl Inc 0.1%
Value ($000) $374 Shares 4,570 Est. Cost $49.85 Unrealized -10.2%
BAC Bank of America Corp 0.1%
Value ($000) $355 Shares 20,650 Est. Cost $10.12 Unrealized +31.0%
CAG Conagra Incorporated 0.1%
Value ($000) $344 Shares 11,100 Est. Cost $17.69 Unrealized -9.3%
HAL Halliburton 0.1%
Value ($000) $336 Shares 5,700 Est. Cost $33.21 Unrealized +28.8%
LMT Lockheed Martin Corp 0.1%
Value ($000) $326 Shares 2,000 Est. Cost $71.65 Unrealized +58.2%
MPC Marathon Petroleum Corp 0.1%
Value ($000) $313 Shares 3,600 Est. Cost $27.55 Unrealized +11.5%
DUK Duke Energy 0.1%
Value ($000) $288 Shares 4,041 Est. Cost $41.83 Unrealized +2.0%
Altria Group Inc. 0.1%
Value ($000) $284 Shares 7,600 Est. Cost $34.87 Unrealized
SAIC Science Applications 0.1%
Value ($000) $275 Shares 7,365 Est. Cost $36.64 Unrealized 0.0%
VNQ Vanguard Reit Index ETF 0.1%
Value ($000) $265 Shares 3,750 Est. Cost $68.60 Unrealized
Marathon Oil Corp 0.1%
Value ($000) $238 Shares 6,700 Est. Cost $34.48 Unrealized
MAS Masco Corp 0.1%
Value ($000) $230 Shares 10,375 Est. Cost $14.92 Unrealized +10.8%
Monsanto Co New Del 0.1%
Value ($000) $222 Shares 1,950 Est. Cost $116.41 Unrealized
MWA Mueller Water Products A 0.1%
Value ($000) $212 Shares 22,336 Est. Cost $7.13 Unrealized +7.9%
Kraft Foods Group 0.1%
Value ($000) $202 Shares 3,608 Est. Cost $55.99 Unrealized