JACOBS & CO/CA Diversified Active

CIK: 0001055544 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 16, 2014

Total Value ($000): $345,040 (100.0% shares, 0.0% debt)

Holdings (118)

INTC Intel Corp 3.0%
Value ($000) $10,265 Shares 332,205 Est. Cost $17.22 Unrealized +20.1%
CVX Chevron Corp 2.7%
Value ($000) $9,459 Shares 72,455 Est. Cost $71.28 Unrealized +6.5%
SLB Schlumberger 2.6%
Value ($000) $8,848 Shares 75,013 Est. Cost $52.90 Unrealized +41.5%
IBM Intl Business Machines 2.5%
Value ($000) $8,562 Shares 47,233 Est. Cost $118.17 Unrealized -5.0%
PEP Pepsico Inc 2.4%
Value ($000) $8,448 Shares 94,562 Est. Cost $56.02 Unrealized +8.7%
XOM Exxon Mobil Corporation 2.4%
Value ($000) $8,117 Shares 80,617 Est. Cost $55.72 Unrealized +11.0%
AAPL Apple Inc. 2.3%
Value ($000) $7,840 Shares 84,360 Est. Cost $17.95 Unrealized +3.9%
JNJ Johnson & Johnson 2.1%
Value ($000) $7,102 Shares 67,881 Est. Cost $60.44 Unrealized +21.0%
VZ Verizon Communications 2.0%
Value ($000) $7,010 Shares 143,264 Est. Cost $26.09 Unrealized +2.7%
Walgreen Co. 2.0%
Value ($000) $6,748 Shares 91,027 Est. Cost $44.20 Unrealized
T AT&T New 1.9%
Value ($000) $6,716 Shares 189,943 Est. Cost $11.37 Unrealized +3.6%
BA Boeing 1.9%
Value ($000) $6,544 Shares 51,436 Est. Cost $80.37 Unrealized +40.1%
GLW Corning Inc 1.8%
Value ($000) $6,205 Shares 282,679 Est. Cost $10.56 Unrealized +48.3%
MSFT Microsoft Corp 1.7%
Value ($000) $5,840 Shares 140,052 Est. Cost $26.77 Unrealized +26.9%
PG Procter & Gamble 1.7%
Value ($000) $5,740 Shares 73,042 Est. Cost $55.00 Unrealized +6.0%
3M 1.6%
Value ($000) $5,639 Shares 39,367 Est. Cost $109.34 Unrealized
EMR Emerson Electric Co 1.6%
Value ($000) $5,568 Shares 83,911 Est. Cost $40.17 Unrealized +22.3%
General Electric 1.6%
Value ($000) $5,510 Shares 209,683 Est. Cost $23.46 Unrealized
PFE Pfizer Inc 1.6%
Value ($000) $5,404 Shares 182,089 Est. Cost $16.49 Unrealized +6.4%
TGT Target Corporation 1.5%
Value ($000) $5,095 Shares 87,915 Est. Cost $44.12 Unrealized -5.6%
V Visa Inc. Class A 1.4%
Value ($000) $4,912 Shares 23,314 Est. Cost $40.48 Unrealized +19.0%
UPS United Parcel Service B 1.4%
Value ($000) $4,878 Shares 47,518 Est. Cost $55.38 Unrealized +20.2%
Cisco Systems 1.4%
Value ($000) $4,839 Shares 194,742 Est. Cost $24.85 Unrealized
BDX Becton Dickinson & Co 1.3%
Value ($000) $4,643 Shares 39,251 Est. Cost $78.11 Unrealized +21.3%
BAX Baxter International Inc 1.3%
Value ($000) $4,567 Shares 83,168 Est. Cost $30.95 Unrealized +5.6%
CSX C S X Corp 1.3%
Value ($000) $4,474 Shares 145,213 Est. Cost $6.66 Unrealized +21.5%
SYY Sysco Corp. 1.3%
Value ($000) $4,402 Shares 107,925 Est. Cost $24.44 Unrealized +10.1%
DIS Disney Walt Co. 1.2%
Value ($000) $4,089 Shares 47,694 Est. Cost $56.11 Unrealized +30.9%
HD Home Depot Inc 1.2%
Value ($000) $4,083 Shares 50,429 Est. Cost $57.15 Unrealized +5.2%
MKC Mc Cormick & Co Inc N-Vt 1.2%
Value ($000) $4,063 Shares 56,750 Est. Cost $28.19 Unrealized +1.3%
ZTS Zoetis Inc 1.2%
Value ($000) $4,017 Shares 124,489 Est. Cost $28.54 Unrealized -1.8%
META Facebook Inc Class A 1.1%
Value ($000) $3,783 Shares 56,217 Est. Cost $26.38 Unrealized +131.6%
Royal Dutch Shell PLC ADR A 1.1%
Value ($000) $3,772 Shares 45,798 Est. Cost $64.06 Unrealized
Google Inc 1.1%
Value ($000) $3,742 Shares 6,504 Est. Cost $575.34 Unrealized
Spectra Energy Corp 1.1%
Value ($000) $3,685 Shares 86,734 Est. Cost $34.46 Unrealized
ConocoPhillips 1.1%
Value ($000) $3,684 Shares 42,967 Est. Cost $85.74 Unrealized
Hewlett-Packard Company 1.0%
Value ($000) $3,598 Shares 106,815 Est. Cost $24.92 Unrealized
Ensco PLC 1.0%
Value ($000) $3,560 Shares 64,061 Est. Cost $55.57 Unrealized
AMGN Amgen Incorporated 1.0%
Value ($000) $3,523 Shares 29,762 Est. Cost $73.34 Unrealized +13.7%
KO Coca Cola Company 1.0%
Value ($000) $3,497 Shares 82,565 Est. Cost $27.68 Unrealized +1.5%
MCD Mc Donalds Corp 1.0%
Value ($000) $3,460 Shares 34,363 Est. Cost $71.19 Unrealized +5.1%
Union Pacific Corp 1.0%
Value ($000) $3,426 Shares 34,350 Est. Cost $127.66 Unrealized
QCOM Qualcomm Inc 1.0%
Value ($000) $3,412 Shares 43,079 Est. Cost $46.56 Unrealized +23.1%
ABT Abbott Laboratories 1.0%
Value ($000) $3,387 Shares 82,816 Est. Cost $28.85 Unrealized +9.1%
LLY Eli Lilly 1.0%
Value ($000) $3,349 Shares 53,867 Est. Cost $42.21 Unrealized +13.8%
Costco Companies Inc. 0.9%
Value ($000) $3,264 Shares 28,345 Est. Cost $115.15 Unrealized
SBUX Starbucks Corp 0.9%
Value ($000) $3,264 Shares 42,180 Est. Cost $24.75 Unrealized +16.7%
MDLZ Mondelez Intl Inc Cl A 0.9%
Value ($000) $3,220 Shares 85,605 Est. Cost $23.16 Unrealized +22.2%
DTEGY Deutsche Telekom AG ADR 0.9%
Value ($000) $3,109 Shares 177,466 Est. Cost $11.66 Unrealized
Vodafone Group Plc 0.9%
Value ($000) $3,100 Shares 92,845 Est. Cost $29.85 Unrealized
Google Inc. Class A 0.9%
Value ($000) $2,971 Shares 5,082 Est. Cost $870.72 Unrealized
Medtronic Inc 0.9%
Value ($000) $2,969 Shares 46,570 Est. Cost $51.59 Unrealized
E M C Corp Mass 0.8%
Value ($000) $2,895 Shares 109,895 Est. Cost $23.74 Unrealized
EBAY Ebay Inc 0.8%
Value ($000) $2,873 Shares 57,391 Est. Cost $19.82 Unrealized -2.2%
NKE Nike Inc Class B 0.8%
Value ($000) $2,850 Shares 36,755 Est. Cost $26.53 Unrealized +21.2%
CMI Cummins Inc 0.8%
Value ($000) $2,788 Shares 18,067 Est. Cost $81.53 Unrealized +35.8%
CAT Caterpillar 0.8%
Value ($000) $2,733 Shares 25,145 Est. Cost $61.55 Unrealized +26.8%
ADP Auto Data Processing 0.8%
Value ($000) $2,709 Shares 34,175 Est. Cost $45.09 Unrealized +17.2%
ZBH Zimmer Holdings Inc 0.7%
Value ($000) $2,513 Shares 24,197 Est. Cost $67.30 Unrealized +31.7%
Hubbell Inc Class A 0.7%
Value ($000) $2,418 Shares 19,375 Est. Cost $89.96 Unrealized
Merck 0.7%
Value ($000) $2,413 Shares 41,709 Est. Cost $46.81 Unrealized
DE Deere & Co 0.7%
Value ($000) $2,404 Shares 26,546 Est. Cost $68.22 Unrealized +8.6%
GILD Gilead Sciences Inc 0.7%
Value ($000) $2,395 Shares 28,890 Est. Cost $36.21 Unrealized +49.3%
ABBV Abbvie Inc 0.7%
Value ($000) $2,291 Shares 52,988 Est. Cost $26.55 Unrealized +24.2%
SNA Snap On Tools 0.6%
Value ($000) $2,219 Shares 18,725 Est. Cost $66.38 Unrealized +34.1%
Genesee & Wyoming Cl A 0.6%
Value ($000) $2,219 Shares 21,135 Est. Cost $101.27 Unrealized
BUD Anheuser Busch 0.6%
Value ($000) $2,201 Shares 19,151 Est. Cost $90.22 Unrealized
HON Honeywell International 0.6%
Value ($000) $2,048 Shares 22,031 Est. Cost $53.13 Unrealized +23.7%
Pentair Ltd Com USD 16.75 0.6%
Value ($000) $1,983 Shares 27,492 Est. Cost $57.69 Unrealized
WMT Wal-Mart Stores Inc 0.6%
Value ($000) $1,906 Shares 25,395 Est. Cost $19.98 Unrealized +2.7%
ADBE Adobe Systems 0.6%
Value ($000) $1,904 Shares 26,315 Est. Cost $44.30 Unrealized +45.6%
Berkshire Hathaway Cl B 0.5%
Value ($000) $1,888 Shares 14,915 Est. Cost $112.17 Unrealized
Anadarko Petroleum Corp 0.5%
Value ($000) $1,573 Shares 14,365 Est. Cost $85.72 Unrealized
ORCL Oracle Corporation 0.4%
Value ($000) $1,501 Shares 37,029 Est. Cost $27.58 Unrealized +25.7%
PCAR Paccar Inc 0.4%
Value ($000) $1,378 Shares 21,930 Est. Cost $21.67 Unrealized +27.5%
Celgene Corp 0.4%
Value ($000) $1,365 Shares 15,892 Est. Cost $85.89 Unrealized
WTS Watts Water Tech Inc A 0.4%
Value ($000) $1,357 Shares 21,975 Est. Cost $46.26 Unrealized +24.2%
YUM Yum Brands 0.4%
Value ($000) $1,345 Shares 16,566 Est. Cost $41.44 Unrealized +7.7%
Hubbell Inc Class B 0.4%
Value ($000) $1,308 Shares 10,620 Est. Cost $98.94 Unrealized
EW Edwards Lifesciences Cp 0.4%
Value ($000) $1,302 Shares 15,165 Est. Cost $11.28 Unrealized +20.1%
Hospira 0.4%
Value ($000) $1,298 Shares 25,260 Est. Cost $38.31 Unrealized
TRMB Trimble Navigation Ltd 0.4%
Value ($000) $1,252 Shares 33,885 Est. Cost $28.07 Unrealized +33.2%
SNY Sanofi Aventis 0.3%
Value ($000) $1,190 Shares 22,393 Est. Cost $51.53 Unrealized
Yahoo! Inc 0.3%
Value ($000) $1,173 Shares 33,398 Est. Cost $26.69 Unrealized
Dr Pepper Snapple Group 0.3%
Value ($000) $1,108 Shares 18,907 Est. Cost $44.80 Unrealized
Glaxosmithkline Plc Adrf 0.3%
Value ($000) $1,061 Shares 19,832 Est. Cost $49.94 Unrealized
INTU Intuit Inc 0.3%
Value ($000) $1,046 Shares 12,991 Est. Cost $54.39 Unrealized +29.0%
CL Colgate-Palmolive Co 0.3%
Value ($000) $964 Shares 14,132 Est. Cost $44.38 Unrealized +15.4%
MSI Motorola Solutions Inc 0.3%
Value ($000) $961 Shares 14,442 Est. Cost $47.39 Unrealized +14.6%
Dow Chemical Company 0.3%
Value ($000) $936 Shares 18,192 Est. Cost $37.51 Unrealized
Intl Game Technology 0.3%
Value ($000) $924 Shares 58,107 Est. Cost $15.75 Unrealized
Raytheon Company New 0.3%
Value ($000) $865 Shares 9,373 Est. Cost $66.06 Unrealized
DuPont 0.2%
Value ($000) $825 Shares 12,610 Est. Cost $52.49 Unrealized
WFC Wells Fargo & Company 0.2%
Value ($000) $799 Shares 15,193 Est. Cost $27.36 Unrealized +32.7%
BMY Bristol Myers Squibb 0.2%
Value ($000) $740 Shares 15,252 Est. Cost $29.44 Unrealized +13.8%
NVS Novartis A G Spon Adr 0.2%
Value ($000) $726 Shares 8,020 Est. Cost $72.32 Unrealized
Viacom Inc Non Vtg Cl B 0.2%
Value ($000) $715 Shares 8,227 Est. Cost $67.97 Unrealized
EA Electronic Arts Inc. 0.2%
Value ($000) $661 Shares 18,425 Est. Cost $19.79 Unrealized +59.5%
BP BP Plc 0.2%
Value ($000) $609 Shares 11,545 Est. Cost $41.72 Unrealized
PSX Phillips 66 0.2%
Value ($000) $605 Shares 7,525 Est. Cost $37.50 Unrealized +44.5%
Total S A Adr 0.2%
Value ($000) $572 Shares 7,925 Est. Cost $63.28 Unrealized
Praxair Inc 0.1%
Value ($000) $508 Shares 3,830 Est. Cost $129.95 Unrealized
KR Kroger Company 0.1%
Value ($000) $508 Shares 10,268 Est. Cost $13.44 Unrealized +39.0%
Time Warner Incorporated 0.1%
Value ($000) $482 Shares 6,863 Est. Cost $57.74 Unrealized
UNFI United Natural Foods Inc 0.1%
Value ($000) $478 Shares 7,350 Est. Cost $51.91 Unrealized +28.8%
CPB Campbell Soup Company 0.1%
Value ($000) $463 Shares 10,100 Est. Cost $30.86 Unrealized +2.3%
AXP American Express Company 0.1%
Value ($000) $402 Shares 4,237 Est. Cost $59.62 Unrealized +28.1%
PM Philip Morris Intl Inc 0.1%
Value ($000) $343 Shares 4,070 Est. Cost $49.85 Unrealized -3.2%
Altria Group Inc. 0.1%
Value ($000) $298 Shares 7,100 Est. Cost $34.87 Unrealized
HAL Halliburton 0.1%
Value ($000) $291 Shares 4,100 Est. Cost $33.21 Unrealized +55.0%
BAC Bank of America Corp 0.1%
Value ($000) $285 Shares 18,565 Est. Cost $10.12 Unrealized +21.0%
MPC Marathon Petroleum Corp 0.1%
Value ($000) $281 Shares 3,600 Est. Cost $27.55 Unrealized +13.1%
VNQ Vanguard Reit Index ETF 0.1%
Value ($000) $280 Shares 3,750 Est. Cost $68.60 Unrealized
CAG Conagra Incorporated 0.1%
Value ($000) $276 Shares 9,300 Est. Cost $17.69 Unrealized -7.8%
Marathon Oil Corp 0.1%
Value ($000) $268 Shares 6,720 Est. Cost $34.48 Unrealized
Monsanto Co New Del 0.1%
Value ($000) $246 Shares 1,973 Est. Cost $116.51 Unrealized
Kraft Foods Group 0.1%
Value ($000) $216 Shares 3,608 Est. Cost $59.87 Unrealized
MAS Masco Corp 0.1%
Value ($000) $204 Shares 9,175 Est. Cost $14.92 Unrealized +6.4%