JACOBS & CO/CA Diversified Active

CIK: 0001055544 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 7, 2014

Total Value ($000): $353,586 (100.0% shares, 0.0% debt)

Holdings (117)

INTC Intel Corp 3.2%
Value ($000) $11,440 Shares 328,543 Est. Cost $17.22 Unrealized +49.5%
IBM Intl Business Machines 2.6%
Value ($000) $9,321 Shares 49,103 Est. Cost $118.03 Unrealized -3.1%
PEP Pepsico Inc 2.5%
Value ($000) $8,792 Shares 94,445 Est. Cost $56.02 Unrealized +15.8%
CVX Chevron Corp 2.4%
Value ($000) $8,567 Shares 71,796 Est. Cost $71.28 Unrealized +10.1%
AAPL Apple Inc. 2.4%
Value ($000) $8,527 Shares 84,638 Est. Cost $17.95 Unrealized +20.5%
SLB Schlumberger 2.2%
Value ($000) $7,704 Shares 75,763 Est. Cost $52.90 Unrealized +50.3%
XOM Exxon Mobil Corporation 2.1%
Value ($000) $7,541 Shares 80,178 Est. Cost $55.72 Unrealized +10.4%
JNJ Johnson & Johnson 2.0%
Value ($000) $7,220 Shares 67,732 Est. Cost $60.44 Unrealized +25.1%
VZ Verizon Communications 2.0%
Value ($000) $7,197 Shares 143,973 Est. Cost $26.09 Unrealized +6.5%
T AT&T New 1.9%
Value ($000) $6,816 Shares 193,427 Est. Cost $11.38 Unrealized +4.6%
BA Boeing 1.9%
Value ($000) $6,785 Shares 53,265 Est. Cost $81.37 Unrealized +34.3%
MSFT Microsoft Corp 1.8%
Value ($000) $6,449 Shares 139,115 Est. Cost $26.77 Unrealized +40.7%
PG Procter & Gamble 1.8%
Value ($000) $6,213 Shares 74,190 Est. Cost $55.08 Unrealized +8.5%
TGT Target Corporation 1.6%
Value ($000) $5,666 Shares 90,401 Est. Cost $44.09 Unrealized -2.0%
PFE Pfizer Inc 1.6%
Value ($000) $5,656 Shares 191,267 Est. Cost $16.54 Unrealized +5.5%
GLW Corning Inc 1.6%
Value ($000) $5,608 Shares 289,969 Est. Cost $10.69 Unrealized +44.8%
General Electric 1.6%
Value ($000) $5,588 Shares 218,114 Est. Cost $23.54 Unrealized
3M 1.6%
Value ($000) $5,581 Shares 39,395 Est. Cost $109.34 Unrealized
Walgreen Co. 1.6%
Value ($000) $5,555 Shares 93,727 Est. Cost $44.63 Unrealized
EMR Emerson Electric Co 1.6%
Value ($000) $5,493 Shares 87,775 Est. Cost $40.51 Unrealized +17.9%
Cisco Systems 1.5%
Value ($000) $5,196 Shares 206,437 Est. Cost $24.87 Unrealized
V Visa Inc. Class A 1.4%
Value ($000) $5,081 Shares 23,815 Est. Cost $40.68 Unrealized +22.0%
UPS United Parcel Service B 1.3%
Value ($000) $4,747 Shares 48,298 Est. Cost $55.56 Unrealized +19.4%
CSX C S X Corp 1.3%
Value ($000) $4,656 Shares 145,218 Est. Cost $6.66 Unrealized +29.4%
HD Home Depot Inc 1.3%
Value ($000) $4,636 Shares 50,538 Est. Cost $57.15 Unrealized +15.0%
ZTS Zoetis Inc 1.3%
Value ($000) $4,635 Shares 125,447 Est. Cost $28.54 Unrealized +9.7%
BAX Baxter International Inc 1.3%
Value ($000) $4,516 Shares 62,925 Est. Cost $30.95 Unrealized +8.0%
BDX Becton Dickinson & Co 1.3%
Value ($000) $4,467 Shares 39,252 Est. Cost $78.11 Unrealized +22.5%
META Facebook Inc Class A 1.2%
Value ($000) $4,379 Shares 55,405 Est. Cost $26.38 Unrealized +176.1%
DIS Disney Walt Co. 1.2%
Value ($000) $4,227 Shares 47,474 Est. Cost $56.11 Unrealized +41.3%
AMGN Amgen Incorporated 1.2%
Value ($000) $4,209 Shares 29,965 Est. Cost $73.34 Unrealized +28.9%
MCD Mc Donalds Corp 1.2%
Value ($000) $4,156 Shares 43,830 Est. Cost $71.20 Unrealized +0.1%
SYY Sysco Corp. 1.2%
Value ($000) $4,100 Shares 108,048 Est. Cost $24.44 Unrealized +12.8%
QCOM Qualcomm Inc 1.1%
Value ($000) $3,865 Shares 51,694 Est. Cost $48.04 Unrealized +15.4%
Google Inc 1.1%
Value ($000) $3,844 Shares 6,658 Est. Cost $575.38 Unrealized
MKC Mc Cormick & Co Inc N-Vt 1.1%
Value ($000) $3,797 Shares 56,750 Est. Cost $28.19 Unrealized -1.8%
Hewlett-Packard Company 1.1%
Value ($000) $3,789 Shares 106,815 Est. Cost $24.92 Unrealized
Union Pacific Corp 1.0%
Value ($000) $3,698 Shares 34,110 Est. Cost $127.66 Unrealized
KO Coca Cola Company 1.0%
Value ($000) $3,620 Shares 84,865 Est. Cost $27.71 Unrealized +4.1%
Vodafone Group Plc 1.0%
Value ($000) $3,513 Shares 106,801 Est. Cost $30.25 Unrealized
Costco Companies Inc. 1.0%
Value ($000) $3,500 Shares 27,926 Est. Cost $115.15 Unrealized
LLY Eli Lilly 1.0%
Value ($000) $3,484 Shares 53,717 Est. Cost $42.21 Unrealized +21.7%
Royal Dutch Shell PLC ADR A 1.0%
Value ($000) $3,466 Shares 45,528 Est. Cost $64.06 Unrealized
ABT Abbott Laboratories 1.0%
Value ($000) $3,458 Shares 83,153 Est. Cost $28.85 Unrealized +18.2%
MDLZ Mondelez Intl Inc Cl A 1.0%
Value ($000) $3,452 Shares 100,743 Est. Cost $23.93 Unrealized +18.3%
EBAY Ebay Inc 1.0%
Value ($000) $3,409 Shares 60,205 Est. Cost $19.82 Unrealized -0.1%
Spectra Energy Corp 1.0%
Value ($000) $3,405 Shares 86,734 Est. Cost $34.46 Unrealized
Ensco PLC 1.0%
Value ($000) $3,391 Shares 82,085 Est. Cost $52.44 Unrealized
E M C Corp Mass 0.9%
Value ($000) $3,300 Shares 112,787 Est. Cost $23.88 Unrealized
ConocoPhillips 0.9%
Value ($000) $3,280 Shares 42,867 Est. Cost $85.74 Unrealized
NKE Nike Inc Class B 0.9%
Value ($000) $3,240 Shares 36,320 Est. Cost $26.53 Unrealized +29.6%
SBUX Starbucks Corp 0.9%
Value ($000) $3,139 Shares 41,604 Est. Cost $24.75 Unrealized +24.7%
ABBV Abbvie Inc 0.9%
Value ($000) $3,074 Shares 53,225 Est. Cost $26.55 Unrealized +32.5%
GILD Gilead Sciences Inc 0.9%
Value ($000) $3,024 Shares 28,405 Est. Cost $36.21 Unrealized +87.9%
Google Inc. Class A 0.8%
Value ($000) $2,986 Shares 5,075 Est. Cost $870.72 Unrealized
Medtronic Inc 0.8%
Value ($000) $2,876 Shares 46,421 Est. Cost $51.59 Unrealized
ADP Auto Data Processing 0.8%
Value ($000) $2,806 Shares 33,775 Est. Cost $45.09 Unrealized +24.8%
DE Deere & Co 0.8%
Value ($000) $2,706 Shares 33,004 Est. Cost $68.44 Unrealized +1.4%
DTEGY Deutsche Telekom AG ADR 0.8%
Value ($000) $2,684 Shares 177,533 Est. Cost $11.66 Unrealized
CAT Caterpillar 0.7%
Value ($000) $2,490 Shares 25,147 Est. Cost $61.55 Unrealized +28.8%
Merck 0.7%
Value ($000) $2,467 Shares 41,609 Est. Cost $46.81 Unrealized
ZBH Zimmer Holdings Inc 0.7%
Value ($000) $2,433 Shares 24,198 Est. Cost $67.30 Unrealized +33.1%
Hubbell Inc Class A 0.7%
Value ($000) $2,396 Shares 19,300 Est. Cost $89.96 Unrealized
CMI Cummins Inc 0.7%
Value ($000) $2,385 Shares 18,068 Est. Cost $81.53 Unrealized +30.1%
SNA Snap On Tools 0.6%
Value ($000) $2,267 Shares 18,725 Est. Cost $66.38 Unrealized +43.0%
Genesee & Wyoming Cl A 0.6%
Value ($000) $2,244 Shares 23,540 Est. Cost $100.66 Unrealized
BUD Anheuser Busch 0.6%
Value ($000) $2,098 Shares 18,927 Est. Cost $90.22 Unrealized
Berkshire Hathaway Cl B 0.6%
Value ($000) $2,060 Shares 14,915 Est. Cost $112.17 Unrealized
HON Honeywell International 0.6%
Value ($000) $2,052 Shares 22,031 Est. Cost $53.13 Unrealized +26.3%
WMT Wal-Mart Stores Inc 0.5%
Value ($000) $1,923 Shares 25,145 Est. Cost $19.98 Unrealized +1.6%
ADBE Adobe Systems 0.5%
Value ($000) $1,835 Shares 26,515 Est. Cost $44.30 Unrealized +60.0%
Pentair Ltd Com USD 16.75 0.5%
Value ($000) $1,788 Shares 27,302 Est. Cost $57.69 Unrealized
YUM Yum Brands 0.5%
Value ($000) $1,740 Shares 24,180 Est. Cost $41.90 Unrealized +2.4%
TRMB Trimble Navigation Ltd 0.5%
Value ($000) $1,606 Shares 52,670 Est. Cost $29.65 Unrealized +9.6%
Yahoo! Inc 0.4%
Value ($000) $1,587 Shares 38,948 Est. Cost $28.69 Unrealized
EW Edwards Lifesciences Cp 0.4%
Value ($000) $1,549 Shares 15,165 Est. Cost $11.28 Unrealized +39.9%
Celgene Corp 0.4%
Value ($000) $1,506 Shares 15,892 Est. Cost $85.89 Unrealized
Anadarko Petroleum Corp 0.4%
Value ($000) $1,457 Shares 14,365 Est. Cost $85.72 Unrealized
ORCL Oracle Corporation 0.4%
Value ($000) $1,380 Shares 36,049 Est. Cost $27.58 Unrealized +24.0%
Hospira 0.4%
Value ($000) $1,314 Shares 25,260 Est. Cost $38.31 Unrealized
Hubbell Inc Class B 0.4%
Value ($000) $1,280 Shares 10,620 Est. Cost $98.94 Unrealized
WTS Watts Water Tech Inc A 0.4%
Value ($000) $1,271 Shares 21,825 Est. Cost $46.26 Unrealized +32.2%
SNY Sanofi Aventis 0.4%
Value ($000) $1,263 Shares 22,375 Est. Cost $51.53 Unrealized
PCAR Paccar Inc 0.4%
Value ($000) $1,247 Shares 21,930 Est. Cost $21.67 Unrealized +24.9%
Dr Pepper Snapple Group 0.3%
Value ($000) $1,216 Shares 18,907 Est. Cost $44.80 Unrealized
INTU Intuit Inc 0.3%
Value ($000) $1,104 Shares 12,591 Est. Cost $54.39 Unrealized +39.2%
BMY Bristol Myers Squibb 0.3%
Value ($000) $1,055 Shares 20,608 Est. Cost $30.68 Unrealized +11.5%
Raytheon Company New 0.3%
Value ($000) $1,054 Shares 10,373 Est. Cost $69.48 Unrealized
Intl Game Technology 0.3%
Value ($000) $984 Shares 58,313 Est. Cost $15.75 Unrealized
BP BP Plc 0.3%
Value ($000) $976 Shares 22,196 Est. Cost $42.80 Unrealized
Dow Chemical Company 0.3%
Value ($000) $954 Shares 18,192 Est. Cost $37.51 Unrealized
MSI Motorola Solutions Inc 0.3%
Value ($000) $914 Shares 14,442 Est. Cost $47.39 Unrealized +10.0%
Glaxosmithkline Plc Adrf 0.3%
Value ($000) $912 Shares 19,832 Est. Cost $49.94 Unrealized
DuPont 0.3%
Value ($000) $911 Shares 12,695 Est. Cost $52.49 Unrealized
CL Colgate-Palmolive Co 0.3%
Value ($000) $902 Shares 13,832 Est. Cost $44.38 Unrealized +14.2%
WFC Wells Fargo & Company 0.2%
Value ($000) $784 Shares 15,116 Est. Cost $27.36 Unrealized +36.7%
NVS Novartis A G Spon Adr 0.2%
Value ($000) $755 Shares 8,020 Est. Cost $72.32 Unrealized
EA Electronic Arts Inc. 0.2%
Value ($000) $654 Shares 18,295 Est. Cost $19.79 Unrealized +79.1%
Viacom Inc Non Vtg Cl B 0.2%
Value ($000) $633 Shares 8,227 Est. Cost $67.97 Unrealized
PSX Phillips 66 0.2%
Value ($000) $612 Shares 7,525 Est. Cost $37.50 Unrealized +46.9%
KR Kroger Company 0.2%
Value ($000) $534 Shares 10,268 Est. Cost $13.44 Unrealized +51.3%
Time Warner Incorporated 0.1%
Value ($000) $516 Shares 6,863 Est. Cost $57.74 Unrealized
Total S A Adr 0.1%
Value ($000) $511 Shares 7,925 Est. Cost $63.28 Unrealized
Praxair Inc 0.1%
Value ($000) $449 Shares 3,480 Est. Cost $129.95 Unrealized
CPB Campbell Soup Company 0.1%
Value ($000) $432 Shares 10,100 Est. Cost $30.86 Unrealized -0.2%
UNFI United Natural Foods Inc 0.1%
Value ($000) $418 Shares 6,800 Est. Cost $51.91 Unrealized +21.0%
PM Philip Morris Intl Inc 0.1%
Value ($000) $381 Shares 4,570 Est. Cost $49.63 Unrealized -3.5%
AXP American Express Company 0.1%
Value ($000) $366 Shares 4,180 Est. Cost $59.62 Unrealized +28.3%
Altria Group Inc. 0.1%
Value ($000) $349 Shares 7,600 Est. Cost $35.60 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $305 Shares 17,865 Est. Cost $10.12 Unrealized +24.2%
MPC Marathon Petroleum Corp 0.1%
Value ($000) $305 Shares 3,600 Est. Cost $27.55 Unrealized +9.1%
CAG Conagra Incorporated 0.1%
Value ($000) $274 Shares 8,300 Est. Cost $17.69 Unrealized -5.4%
HAL Halliburton 0.1%
Value ($000) $264 Shares 4,100 Est. Cost $33.21 Unrealized +66.2%
Marathon Oil Corp 0.1%
Value ($000) $253 Shares 6,720 Est. Cost $34.48 Unrealized
MAS Masco Corp 0.1%
Value ($000) $219 Shares 9,150 Est. Cost $14.92 Unrealized +11.9%
Monsanto Co New Del 0.1%
Value ($000) $219 Shares 1,950 Est. Cost $116.51 Unrealized
Kraft Foods Group 0.1%
Value ($000) $203 Shares 3,608 Est. Cost $59.87 Unrealized