JACOBS & CO/CA Diversified Active

CIK: 0001055544 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 7, 2015

Total Value ($000): $394,843 (100.0% shares, 0.0% debt)

Holdings (125)

AAPL Apple Inc. 3.0%
Value ($000) $11,916 Shares 95,757 Est. Cost $18.73 Unrealized +43.3%
INTC Intel Corp 2.7%
Value ($000) $10,685 Shares 341,671 Est. Cost $17.56 Unrealized +48.1%
PEP Pepsico Inc 2.3%
Value ($000) $9,223 Shares 96,449 Est. Cost $56.30 Unrealized +23.8%
IBM Intl Business Machines 2.1%
Value ($000) $8,355 Shares 52,055 Est. Cost $117.19 Unrealized -17.7%
Walgreens Boots Alliance Inc 2.1%
Value ($000) $8,224 Shares 97,114 Est. Cost $45.45 Unrealized
BA Boeing 2.1%
Value ($000) $8,219 Shares 54,760 Est. Cost $82.58 Unrealized +54.8%
CVX Chevron Corp 2.1%
Value ($000) $8,138 Shares 77,517 Est. Cost $71.05 Unrealized -5.8%
TGT Target Corporation 1.9%
Value ($000) $7,601 Shares 92,616 Est. Cost $44.30 Unrealized +26.4%
VZ Verizon Communications 1.8%
Value ($000) $7,122 Shares 146,451 Est. Cost $26.12 Unrealized +5.8%
PFE Pfizer Inc 1.8%
Value ($000) $7,112 Shares 204,421 Est. Cost $16.71 Unrealized +20.3%
SLB Schlumberger 1.8%
Value ($000) $7,071 Shares 84,744 Est. Cost $54.05 Unrealized +13.5%
JNJ Johnson & Johnson 1.8%
Value ($000) $6,953 Shares 69,111 Est. Cost $60.65 Unrealized +23.8%
XOM Exxon Mobil Corporation 1.8%
Value ($000) $6,922 Shares 81,428 Est. Cost $55.72 Unrealized -0.3%
V Visa Inc. Class A 1.7%
Value ($000) $6,839 Shares 104,552 Est. Cost $56.49 Unrealized +8.5%
GLW Corning Inc 1.7%
Value ($000) $6,819 Shares 300,669 Est. Cost $10.83 Unrealized +64.6%
T AT&T New 1.7%
Value ($000) $6,663 Shares 204,081 Est. Cost $11.40 Unrealized +3.4%
3M 1.7%
Value ($000) $6,560 Shares 39,771 Est. Cost $110.58 Unrealized
PG Procter & Gamble 1.6%
Value ($000) $6,421 Shares 78,354 Est. Cost $55.52 Unrealized +14.5%
MSFT Microsoft Corp 1.6%
Value ($000) $6,206 Shares 152,655 Est. Cost $27.84 Unrealized +33.8%
Cisco Systems 1.5%
Value ($000) $6,083 Shares 221,007 Est. Cost $25.06 Unrealized
ZTS Zoetis Inc 1.5%
Value ($000) $5,953 Shares 128,596 Est. Cost $28.72 Unrealized +44.3%
General Electric 1.5%
Value ($000) $5,813 Shares 234,301 Est. Cost $23.65 Unrealized
HD Home Depot Inc 1.5%
Value ($000) $5,784 Shares 50,911 Est. Cost $57.33 Unrealized +48.8%
BDX Becton Dickinson & Co 1.4%
Value ($000) $5,646 Shares 39,316 Est. Cost $78.11 Unrealized +51.8%
DIS Disney Walt Co. 1.4%
Value ($000) $5,605 Shares 53,434 Est. Cost $59.66 Unrealized +54.0%
EMR Emerson Electric Co 1.4%
Value ($000) $5,572 Shares 98,401 Est. Cost $40.86 Unrealized +6.2%
UPS United Parcel Service B 1.4%
Value ($000) $5,483 Shares 56,563 Est. Cost $57.65 Unrealized +20.4%
AMGN Amgen Incorporated 1.3%
Value ($000) $5,173 Shares 32,358 Est. Cost $75.98 Unrealized +51.4%
META Facebook Inc Class A 1.3%
Value ($000) $4,943 Shares 60,120 Est. Cost $30.31 Unrealized +156.7%
CSX C S X Corp 1.3%
Value ($000) $4,936 Shares 149,020 Est. Cost $6.74 Unrealized +43.9%
MCD Mc Donalds Corp 1.2%
Value ($000) $4,672 Shares 47,951 Est. Cost $71.21 Unrealized +1.3%
QCOM Qualcomm Inc 1.2%
Value ($000) $4,656 Shares 67,144 Est. Cost $48.99 Unrealized +5.4%
BAX Baxter International Inc 1.1%
Value ($000) $4,540 Shares 66,275 Est. Cost $31.00 Unrealized +2.1%
MKC Mc Cormick & Co Inc N-Vt 1.1%
Value ($000) $4,393 Shares 56,975 Est. Cost $28.20 Unrealized +7.0%
SYY Sysco Corp. 1.1%
Value ($000) $4,381 Shares 116,125 Est. Cost $24.78 Unrealized +19.2%
SBUX Starbucks Corp 1.1%
Value ($000) $4,286 Shares 45,255 Est. Cost $25.23 Unrealized +43.1%
Google Inc Class C Non Voting 1.1%
Value ($000) $4,257 Shares 7,769 Est. Cost $570.33 Unrealized
ABT Abbott Laboratories 1.1%
Value ($000) $4,241 Shares 91,538 Est. Cost $29.51 Unrealized +26.8%
Costco Companies Inc. 1.1%
Value ($000) $4,185 Shares 27,624 Est. Cost $115.15 Unrealized
Spectra Energy Corp 1.0%
Value ($000) $4,141 Shares 114,490 Est. Cost $34.87 Unrealized
Union Pacific Corp 1.0%
Value ($000) $4,128 Shares 38,110 Est. Cost $125.53 Unrealized
ABBV Abbvie Inc 1.0%
Value ($000) $4,030 Shares 68,840 Est. Cost $29.41 Unrealized +32.1%
NKE Nike Inc Class B 1.0%
Value ($000) $3,974 Shares 39,612 Est. Cost $27.75 Unrealized +50.2%
LLY Eli Lilly 1.0%
Value ($000) $3,968 Shares 54,621 Est. Cost $42.38 Unrealized +38.4%
MDLZ Mondelez Intl Inc Cl A 1.0%
Value ($000) $3,789 Shares 104,980 Est. Cost $24.12 Unrealized +17.4%
Vodafone Group Plc 0.9%
Value ($000) $3,745 Shares 114,590 Est. Cost $30.45 Unrealized
EBAY Ebay Inc 0.9%
Value ($000) $3,725 Shares 64,586 Est. Cost $19.87 Unrealized +6.8%
Medtronic Inc 0.9%
Value ($000) $3,585 Shares 45,968 Est. Cost $51.96 Unrealized
KO Coca Cola Company 0.9%
Value ($000) $3,545 Shares 87,418 Est. Cost $27.79 Unrealized +6.6%
DTEGY Deutsche Telekom AG ADR 0.9%
Value ($000) $3,473 Shares 190,483 Est. Cost $11.96 Unrealized
Hewlett-Packard Company 0.8%
Value ($000) $3,351 Shares 107,531 Est. Cost $25.02 Unrealized
CMI Cummins Inc 0.8%
Value ($000) $3,322 Shares 23,963 Est. Cost $87.24 Unrealized +20.2%
DE Deere & Co 0.8%
Value ($000) $3,289 Shares 37,504 Est. Cost $68.92 Unrealized +5.9%
Royal Dutch Shell PLC ADR A 0.8%
Value ($000) $3,223 Shares 54,038 Est. Cost $59.64 Unrealized
GILD Gilead Sciences Inc 0.8%
Value ($000) $3,133 Shares 31,930 Est. Cost $40.05 Unrealized +76.1%
E M C Corp Mass 0.8%
Value ($000) $3,071 Shares 120,172 Est. Cost $24.18 Unrealized
Google Inc. Class A 0.7%
Value ($000) $2,950 Shares 5,319 Est. Cost $857.58 Unrealized
ZBH Zimmer Holdings Inc 0.7%
Value ($000) $2,932 Shares 24,949 Est. Cost $68.29 Unrealized +52.9%
ADP Auto Data Processing 0.7%
Value ($000) $2,931 Shares 34,224 Est. Cost $45.09 Unrealized +50.6%
Genesee & Wyoming Cl A 0.7%
Value ($000) $2,887 Shares 29,940 Est. Cost $98.99 Unrealized
ConocoPhillips 0.7%
Value ($000) $2,879 Shares 46,247 Est. Cost $84.15 Unrealized
CAT Caterpillar 0.7%
Value ($000) $2,831 Shares 35,372 Est. Cost $62.55 Unrealized +0.9%
SNA Snap On Tools 0.7%
Value ($000) $2,675 Shares 18,190 Est. Cost $66.38 Unrealized +64.9%
Glaxosmithkline Plc Adrf 0.7%
Value ($000) $2,674 Shares 57,940 Est. Cost $45.37 Unrealized
Merck 0.7%
Value ($000) $2,642 Shares 45,969 Est. Cost $47.76 Unrealized
BUD Anheuser Busch 0.6%
Value ($000) $2,435 Shares 19,979 Est. Cost $91.50 Unrealized
HON Honeywell International 0.6%
Value ($000) $2,307 Shares 22,121 Est. Cost $53.32 Unrealized +36.9%
Berkshire Hathaway Cl B 0.6%
Value ($000) $2,210 Shares 15,315 Est. Cost $112.80 Unrealized
EW Edwards Lifesciences Cp 0.5%
Value ($000) $2,171 Shares 15,240 Est. Cost $11.56 Unrealized +94.0%
ADBE Adobe Systems 0.5%
Value ($000) $2,116 Shares 28,615 Est. Cost $46.31 Unrealized +61.1%
WMT Wal-Mart Stores Inc 0.5%
Value ($000) $2,075 Shares 25,230 Est. Cost $20.08 Unrealized +14.7%
YUM Yum Brands 0.5%
Value ($000) $2,066 Shares 26,250 Est. Cost $41.93 Unrealized +6.2%
Hubbell Inc Class A 0.5%
Value ($000) $2,064 Shares 19,500 Est. Cost $89.96 Unrealized
Ensco Plc Adr 0.5%
Value ($000) $2,033 Shares 96,521 Est. Cost $48.37 Unrealized
Celgene Corp 0.5%
Value ($000) $1,959 Shares 16,995 Est. Cost $87.78 Unrealized
ORCL Oracle Corporation 0.5%
Value ($000) $1,928 Shares 44,679 Est. Cost $29.47 Unrealized +25.0%
Viacom Inc Non Vtg Cl B 0.5%
Value ($000) $1,890 Shares 27,672 Est. Cost $68.99 Unrealized
Yahoo! Inc 0.5%
Value ($000) $1,879 Shares 42,293 Est. Cost $30.15 Unrealized
Pentair Ltd Com 0.5%
Value ($000) $1,788 Shares 28,432 Est. Cost $58.26 Unrealized
TRMB Trimble Navigation Ltd 0.4%
Value ($000) $1,523 Shares 60,470 Est. Cost $29.37 Unrealized -12.7%
Dr Pepper Snapple Group 0.4%
Value ($000) $1,503 Shares 19,162 Est. Cost $45.96 Unrealized
BMY Bristol Myers Squibb 0.4%
Value ($000) $1,468 Shares 22,768 Est. Cost $31.52 Unrealized +37.8%
PCAR Paccar Inc 0.4%
Value ($000) $1,384 Shares 21,930 Est. Cost $21.67 Unrealized +30.1%
INTU Intuit Inc 0.3%
Value ($000) $1,329 Shares 13,708 Est. Cost $56.72 Unrealized +50.1%
Anadarko Petroleum Corp 0.3%
Value ($000) $1,320 Shares 15,945 Est. Cost $85.42 Unrealized
WTS Watts Water Tech Inc A 0.3%
Value ($000) $1,255 Shares 22,820 Est. Cost $46.85 Unrealized +21.7%
Hubbell Inc Class B 0.3%
Value ($000) $1,186 Shares 10,820 Est. Cost $99.21 Unrealized
BP BP Plc 0.3%
Value ($000) $1,088 Shares 27,818 Est. Cost $41.87 Unrealized
Raytheon Company New 0.3%
Value ($000) $1,065 Shares 9,748 Est. Cost $69.48 Unrealized
DUK DuPont 0.3%
Value ($000) $1,061 Shares 14,845 Est. Cost $51.65 Unrealized +0.3%
SNY Sanofi Aventis 0.3%
Value ($000) $1,027 Shares 20,775 Est. Cost $51.53 Unrealized
MSI Motorola Solutions Inc 0.3%
Value ($000) $1,021 Shares 15,324 Est. Cost $47.84 Unrealized +15.8%
CL Colgate-Palmolive Co 0.2%
Value ($000) $983 Shares 14,182 Est. Cost $44.61 Unrealized +20.3%
EA Electronic Arts Inc. 0.2%
Value ($000) $974 Shares 16,570 Est. Cost $20.48 Unrealized +156.0%
WFC Wells Fargo & Company 0.2%
Value ($000) $912 Shares 16,766 Est. Cost $28.73 Unrealized +38.7%
Dow Chemical Company 0.2%
Value ($000) $858 Shares 17,892 Est. Cost $37.51 Unrealized
AXP American Express Company 0.2%
Value ($000) $848 Shares 10,865 Est. Cost $66.78 Unrealized +6.3%
KR Kroger Company 0.2%
Value ($000) $787 Shares 10,268 Est. Cost $13.44 Unrealized +115.1%
NVS Novartis A G Spon Adr 0.2%
Value ($000) $763 Shares 7,745 Est. Cost $72.32 Unrealized
SCHW Charles Schwab Corp 0.2%
Value ($000) $742 Shares 24,390 Est. Cost $25.40 Unrealized 0.0%
Time Warner Incorporated 0.2%
Value ($000) $659 Shares 7,811 Est. Cost $61.03 Unrealized
UNFI United Natural Foods Inc 0.2%
Value ($000) $639 Shares 8,300 Est. Cost $56.14 Unrealized +39.6%
Kraft Foods Group 0.1%
Value ($000) $554 Shares 6,362 Est. Cost $65.99 Unrealized
PSX Phillips 66 0.1%
Value ($000) $483 Shares 6,149 Est. Cost $37.50 Unrealized +31.3%
Altria Group Inc. 0.1%
Value ($000) $420 Shares 8,400 Est. Cost $36.89 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $408 Shares 5,420 Est. Cost $49.57 Unrealized -5.0%
CPB Campbell Soup Company 0.1%
Value ($000) $405 Shares 8,700 Est. Cost $30.86 Unrealized +6.8%
Marathon Petroleum Corp 0.1%
Value ($000) $368 Shares 3,600 Est. Cost $34.48 Unrealized
HAIN Hain Celestial Group Inc 0.1%
Value ($000) $338 Shares 5,280 Est. Cost $54.10 Unrealized +9.4%
BAC Bank of America Corp 0.1%
Value ($000) $315 Shares 20,519 Est. Cost $10.66 Unrealized +19.7%
CAG Conagra Incorporated 0.1%
Value ($000) $303 Shares 8,300 Est. Cost $17.84 Unrealized +6.4%
Monsanto Co New Del 0.1%
Value ($000) $280 Shares 2,490 Est. Cost $116.70 Unrealized
CVS CVS Corp. 0.1%
Value ($000) $279 Shares 2,706 Est. Cost $66.59 Unrealized +11.5%
Praxair Inc 0.1%
Value ($000) $275 Shares 2,280 Est. Cost $129.95 Unrealized
MET MetLife Inc 0.1%
Value ($000) $271 Shares 5,380 Est. Cost $31.21 Unrealized 0.0%
Firstmerit Corp 0.1%
Value ($000) $256 Shares 13,460 Est. Cost $19.02 Unrealized
XBI SPDR S&P Biotech 0.1%
Value ($000) $250 Shares 1,110 Est. Cost $225.23 Unrealized
MAS Masco Corp 0.1%
Value ($000) $244 Shares 9,150 Est. Cost $14.92 Unrealized +29.5%
CTSH Cognizant Technology Solutions 0.1%
Value ($000) $243 Shares 3,900 Est. Cost $52.28 Unrealized 0.0%
LOW Lowes Companies Inc 0.1%
Value ($000) $239 Shares 3,225 Est. Cost $58.94 Unrealized 0.0%
Regeneron Pharms Inc 0.1%
Value ($000) $225 Shares 500 Est. Cost $409.52 Unrealized
PCG PG&E Corporation 0.1%
Value ($000) $215 Shares 4,051 Est. Cost $49.93 Unrealized 0.0%
IAT iShare Regional Bank 0.1%
Value ($000) $209 Shares 6,000 Est. Cost $34.83 Unrealized
BIIB Biogen Idec Inc 0.1%
Value ($000) $202 Shares 480 Est. Cost $394.14 Unrealized 0.0%
PowerShares Senior Loan 0.1%
Value ($000) $201 Shares 8,365 Est. Cost $24.03 Unrealized