JACOBS & CO/CA Diversified Active

CIK: 0001055544 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Mar 10, 2015

Total Value ($000): $379,837 (100.0% shares, 0.0% debt)

Holdings (120)

INTC Intel Corp 3.3%
Value ($000) $12,370 Shares 340,892 Est. Cost $17.56 Unrealized +51.7%
AAPL Apple Inc. 2.7%
Value ($000) $10,312 Shares 93,427 Est. Cost $18.52 Unrealized +30.0%
PEP Pepsico Inc 2.4%
Value ($000) $9,136 Shares 96,620 Est. Cost $56.30 Unrealized +21.9%
CVX Chevron Corp 2.2%
Value ($000) $8,288 Shares 73,882 Est. Cost $71.26 Unrealized -1.0%
IBM Intl Business Machines 2.2%
Value ($000) $8,274 Shares 51,573 Est. Cost $117.19 Unrealized -14.3%
XOM Exxon Mobil Corporation 1.9%
Value ($000) $7,332 Shares 79,313 Est. Cost $55.72 Unrealized +4.1%
Walgreens Boots Alliance Inc 1.9%
Value ($000) $7,331 Shares 96,213 Est. Cost $45.45 Unrealized
BA Boeing 1.9%
Value ($000) $7,222 Shares 55,564 Est. Cost $82.58 Unrealized +34.0%
JNJ Johnson & Johnson 1.9%
Value ($000) $7,172 Shares 68,586 Est. Cost $60.65 Unrealized +27.5%
TGT Target Corporation 1.8%
Value ($000) $6,934 Shares 91,350 Est. Cost $44.14 Unrealized +10.1%
GLW Corning Inc 1.8%
Value ($000) $6,864 Shares 299,374 Est. Cost $10.83 Unrealized +40.4%
VZ Verizon Communications 1.8%
Value ($000) $6,846 Shares 146,358 Est. Cost $26.12 Unrealized +5.9%
MSFT Microsoft Corp 1.8%
Value ($000) $6,837 Shares 147,195 Est. Cost $27.49 Unrealized +45.1%
SLB Schlumberger 1.8%
Value ($000) $6,782 Shares 79,414 Est. Cost $53.56 Unrealized +25.7%
PG Procter & Gamble 1.8%
Value ($000) $6,764 Shares 74,262 Est. Cost $55.08 Unrealized +17.3%
V Visa Inc. Class A 1.8%
Value ($000) $6,743 Shares 25,718 Est. Cost $41.79 Unrealized +33.3%
T AT&T New 1.8%
Value ($000) $6,681 Shares 198,921 Est. Cost $11.39 Unrealized +3.7%
3M 1.7%
Value ($000) $6,623 Shares 40,310 Est. Cost $110.58 Unrealized
PFE Pfizer Inc 1.6%
Value ($000) $6,138 Shares 197,054 Est. Cost $16.58 Unrealized +8.4%
Cisco Systems 1.6%
Value ($000) $6,027 Shares 216,696 Est. Cost $25.01 Unrealized
General Electric 1.5%
Value ($000) $5,794 Shares 229,321 Est. Cost $23.62 Unrealized
UPS United Parcel Service B 1.5%
Value ($000) $5,633 Shares 50,673 Est. Cost $56.28 Unrealized +26.0%
ZTS Zoetis Inc 1.5%
Value ($000) $5,511 Shares 128,080 Est. Cost $28.72 Unrealized +29.6%
EMR Emerson Electric Co 1.4%
Value ($000) $5,503 Shares 89,160 Est. Cost $40.60 Unrealized +14.3%
BDX Becton Dickinson & Co 1.4%
Value ($000) $5,475 Shares 39,344 Est. Cost $78.11 Unrealized +38.1%
CSX C S X Corp 1.4%
Value ($000) $5,398 Shares 149,016 Est. Cost $6.74 Unrealized +45.9%
HD Home Depot Inc 1.4%
Value ($000) $5,361 Shares 51,076 Est. Cost $57.33 Unrealized +30.5%
AMGN Amgen Incorporated 1.3%
Value ($000) $5,110 Shares 32,081 Est. Cost $75.98 Unrealized +49.1%
BAX Baxter International Inc 1.3%
Value ($000) $4,757 Shares 64,920 Est. Cost $30.99 Unrealized +4.2%
DIS Disney Walt Co. 1.2%
Value ($000) $4,681 Shares 49,699 Est. Cost $57.24 Unrealized +42.0%
META Facebook Inc Class A 1.2%
Value ($000) $4,580 Shares 58,705 Est. Cost $29.16 Unrealized +160.3%
SYY Sysco Corp. 1.1%
Value ($000) $4,346 Shares 109,499 Est. Cost $24.50 Unrealized +17.8%
MCD Mc Donalds Corp 1.1%
Value ($000) $4,302 Shares 45,918 Est. Cost $71.17 Unrealized -0.9%
MKC Mc Cormick & Co Inc N-Vt 1.1%
Value ($000) $4,277 Shares 57,575 Est. Cost $28.20 Unrealized +2.6%
Hewlett-Packard Company 1.1%
Value ($000) $4,249 Shares 105,882 Est. Cost $24.92 Unrealized
QCOM Qualcomm Inc 1.1%
Value ($000) $4,210 Shares 56,639 Est. Cost $48.50 Unrealized +10.0%
Union Pacific Corp 1.1%
Value ($000) $4,039 Shares 33,910 Est. Cost $127.66 Unrealized
ABT Abbott Laboratories 1.1%
Value ($000) $3,991 Shares 88,658 Est. Cost $29.26 Unrealized +20.7%
Costco Companies Inc. 1.0%
Value ($000) $3,928 Shares 27,715 Est. Cost $115.15 Unrealized
MDLZ Mondelez Intl Inc Cl A 1.0%
Value ($000) $3,820 Shares 105,176 Est. Cost $24.12 Unrealized +17.8%
Vodafone Group Plc 1.0%
Value ($000) $3,760 Shares 110,048 Est. Cost $30.36 Unrealized
LLY Eli Lilly 1.0%
Value ($000) $3,752 Shares 54,396 Est. Cost $42.38 Unrealized +30.3%
Google Inc Class C Non-Voting 1.0%
Value ($000) $3,717 Shares 7,063 Est. Cost $572.57 Unrealized
ABBV Abbvie Inc 1.0%
Value ($000) $3,699 Shares 56,540 Est. Cost $27.35 Unrealized +47.1%
KO Coca Cola Company 1.0%
Value ($000) $3,696 Shares 87,565 Est. Cost $27.79 Unrealized +8.2%
SBUX Starbucks Corp 1.0%
Value ($000) $3,688 Shares 44,953 Est. Cost $25.23 Unrealized +23.9%
NKE Nike Inc Class B 1.0%
Value ($000) $3,635 Shares 37,813 Est. Cost $27.09 Unrealized +50.5%
EBAY Ebay Inc 0.9%
Value ($000) $3,547 Shares 63,211 Est. Cost $19.84 Unrealized +1.8%
E M C Corp Mass 0.9%
Value ($000) $3,515 Shares 118,202 Est. Cost $24.15 Unrealized
Medtronic Inc 0.9%
Value ($000) $3,413 Shares 47,283 Est. Cost $51.96 Unrealized
Spectra Energy Corp 0.8%
Value ($000) $3,225 Shares 88,849 Est. Cost $34.50 Unrealized
DTEGY Deutsche Telekom AG ADR 0.8%
Value ($000) $3,037 Shares 191,183 Est. Cost $11.96 Unrealized
DE Deere & Co 0.8%
Value ($000) $3,022 Shares 34,166 Est. Cost $68.52 Unrealized +3.1%
ConocoPhillips 0.8%
Value ($000) $3,019 Shares 43,717 Est. Cost $85.42 Unrealized
CMI Cummins Inc 0.8%
Value ($000) $2,861 Shares 19,846 Est. Cost $83.59 Unrealized +25.1%
ADP Auto Data Processing 0.7%
Value ($000) $2,828 Shares 33,921 Est. Cost $45.09 Unrealized +40.9%
Google Inc. Class A 0.7%
Value ($000) $2,801 Shares 5,279 Est. Cost $857.58 Unrealized
GILD Gilead Sciences Inc 0.7%
Value ($000) $2,794 Shares 29,645 Est. Cost $37.70 Unrealized +90.6%
ZBH Zimmer Holdings Inc 0.7%
Value ($000) $2,789 Shares 24,598 Est. Cost $67.77 Unrealized +42.0%
Ensco PLC 0.7%
Value ($000) $2,660 Shares 88,819 Est. Cost $50.74 Unrealized
Merck 0.7%
Value ($000) $2,611 Shares 45,994 Est. Cost $47.76 Unrealized
SNA Snap On Tools 0.7%
Value ($000) $2,498 Shares 18,275 Est. Cost $66.38 Unrealized +53.1%
CAT Caterpillar 0.7%
Value ($000) $2,473 Shares 27,019 Est. Cost $62.37 Unrealized +17.6%
Genesee & Wyoming Cl A 0.6%
Value ($000) $2,434 Shares 27,075 Est. Cost $99.26 Unrealized
Glaxosmithkline Plc Adrf 0.6%
Value ($000) $2,357 Shares 55,150 Est. Cost $45.33 Unrealized
Berkshire Hathaway Cl B 0.6%
Value ($000) $2,254 Shares 15,015 Est. Cost $112.17 Unrealized
HON Honeywell International 0.6%
Value ($000) $2,229 Shares 22,311 Est. Cost $53.32 Unrealized +28.1%
BUD Anheuser Busch 0.6%
Value ($000) $2,215 Shares 19,724 Est. Cost $91.11 Unrealized
Hubbell Inc Class A 0.6%
Value ($000) $2,150 Shares 19,350 Est. Cost $89.96 Unrealized
WMT Wal-Mart Stores Inc 0.6%
Value ($000) $2,098 Shares 24,430 Est. Cost $19.98 Unrealized +9.2%
Yahoo! Inc 0.5%
Value ($000) $2,041 Shares 40,423 Est. Cost $29.49 Unrealized
ADBE Adobe Systems 0.5%
Value ($000) $2,025 Shares 27,865 Est. Cost $45.55 Unrealized +53.9%
EW Edwards Lifesciences Cp 0.5%
Value ($000) $1,995 Shares 15,665 Est. Cost $11.56 Unrealized +73.7%
Pentair Ltd Com USD 16.75 0.5%
Value ($000) $1,941 Shares 29,229 Est. Cost $58.26 Unrealized
Celgene Corp 0.5%
Value ($000) $1,917 Shares 17,140 Est. Cost $87.78 Unrealized
YUM Yum Brands 0.5%
Value ($000) $1,907 Shares 26,190 Est. Cost $41.93 Unrealized +0.7%
Hospira 0.4%
Value ($000) $1,605 Shares 26,210 Est. Cost $39.14 Unrealized
ORCL Oracle Corporation 0.4%
Value ($000) $1,600 Shares 35,584 Est. Cost $27.58 Unrealized +25.1%
TRMB Trimble Navigation Ltd 0.4%
Value ($000) $1,545 Shares 58,220 Est. Cost $29.51 Unrealized -4.4%
PCAR Paccar Inc 0.4%
Value ($000) $1,491 Shares 21,930 Est. Cost $21.67 Unrealized +30.2%
WTS Watts Water Tech Inc A 0.4%
Value ($000) $1,428 Shares 22,520 Est. Cost $46.71 Unrealized +30.2%
Dr Pepper Snapple Group 0.4%
Value ($000) $1,416 Shares 19,763 Est. Cost $45.96 Unrealized
BMY Bristol Myers Squibb 0.4%
Value ($000) $1,355 Shares 22,968 Est. Cost $31.52 Unrealized +23.4%
INTU Intuit Inc 0.3%
Value ($000) $1,271 Shares 13,787 Est. Cost $56.72 Unrealized +43.3%
Anadarko Petroleum Corp 0.3%
Value ($000) $1,243 Shares 15,070 Est. Cost $85.57 Unrealized
Hubbell Inc Class B 0.3%
Value ($000) $1,126 Shares 10,544 Est. Cost $98.94 Unrealized
Raytheon Company New 0.3%
Value ($000) $1,122 Shares 10,373 Est. Cost $69.48 Unrealized
MSI Motorola Solutions Inc 0.3%
Value ($000) $1,049 Shares 15,649 Est. Cost $47.84 Unrealized +11.2%
BP BP Plc 0.3%
Value ($000) $1,034 Shares 27,143 Est. Cost $41.94 Unrealized
DuPont 0.3%
Value ($000) $1,031 Shares 13,945 Est. Cost $54.41 Unrealized
SNY Sanofi Aventis 0.3%
Value ($000) $977 Shares 21,425 Est. Cost $51.53 Unrealized
Intl Game Technology 0.3%
Value ($000) $971 Shares 56,319 Est. Cost $15.75 Unrealized
CL Colgate-Palmolive Co 0.3%
Value ($000) $957 Shares 13,832 Est. Cost $44.38 Unrealized +17.6%
WFC Wells Fargo & Company 0.2%
Value ($000) $941 Shares 17,166 Est. Cost $28.73 Unrealized +35.0%
Viacom Inc Non Vtg Cl B 0.2%
Value ($000) $854 Shares 11,352 Est. Cost $69.97 Unrealized
Dow Chemical Company 0.2%
Value ($000) $816 Shares 17,892 Est. Cost $37.51 Unrealized
EA Electronic Arts Inc. 0.2%
Value ($000) $762 Shares 16,220 Est. Cost $19.79 Unrealized +102.6%
NVS Novartis A G Spon Adr 0.2%
Value ($000) $743 Shares 8,020 Est. Cost $72.32 Unrealized
Time Warner Incorporated 0.2%
Value ($000) $665 Shares 7,791 Est. Cost $61.03 Unrealized
KR Kroger Company 0.2%
Value ($000) $659 Shares 10,268 Est. Cost $13.44 Unrealized +73.9%
UNFI United Natural Foods Inc 0.2%
Value ($000) $572 Shares 7,400 Est. Cost $53.43 Unrealized +32.3%
PSX Phillips 66 0.1%
Value ($000) $540 Shares 7,538 Est. Cost $37.50 Unrealized +31.1%
Total S A Adr 0.1%
Value ($000) $456 Shares 8,925 Est. Cost $61.92 Unrealized
Praxair Inc 0.1%
Value ($000) $450 Shares 3,480 Est. Cost $129.95 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $441 Shares 5,420 Est. Cost $49.57 Unrealized -0.7%
AXP American Express Company 0.1%
Value ($000) $416 Shares 4,480 Est. Cost $60.74 Unrealized +25.8%
Altria Group Inc. 0.1%
Value ($000) $413 Shares 8,400 Est. Cost $36.89 Unrealized
CPB Campbell Soup Company 0.1%
Value ($000) $393 Shares 8,950 Est. Cost $30.86 Unrealized +0.4%
BAC Bank of America Corp 0.1%
Value ($000) $378 Shares 21,169 Est. Cost $10.66 Unrealized +27.2%
Marathon Oil Corp 0.1%
Value ($000) $324 Shares 3,600 Est. Cost $34.48 Unrealized
Kraft Foods Group 0.1%
Value ($000) $317 Shares 5,072 Est. Cost $60.63 Unrealized
CDK Global Inc 0.1%
Value ($000) $311 Shares 7,635 Est. Cost $40.73 Unrealized
HAIN Hain Celestial Group Inc. 0.1%
Value ($000) $307 Shares 5,280 Est. Cost $54.10 Unrealized 0.0%
Monsanto Co New Del 0.1%
Value ($000) $280 Shares 2,350 Est. Cost $116.96 Unrealized
CAG Conagra Incorporated 0.1%
Value ($000) $264 Shares 7,300 Est. Cost $17.69 Unrealized +5.9%
MAS Masco Corp 0.1%
Value ($000) $230 Shares 9,150 Est. Cost $14.92 Unrealized +17.3%
Regeneron Pharms Inc 0.1%
Value ($000) $215 Shares 525 Est. Cost $409.52 Unrealized
DUK Duke Energy 0.1%
Value ($000) $213 Shares 2,556 Est. Cost $50.97 Unrealized 0.0%
Frontier Communications 0.1%
Value ($000) $209 Shares 31,424 Est. Cost $6.65 Unrealized
CVS CVS Corp. 0.1%
Value ($000) $203 Shares 2,116 Est. Cost $64.44 Unrealized 0.0%