JACOBS & CO/CA Diversified Active

CIK: 0001055544 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 2, 2015

Total Value ($000): $399,545 (100.0% shares, 0.0% debt)

Holdings (124)

AAPL Apple Inc. 3.1%
Value ($000) $12,308 Shares 98,136 Est. Cost $18.96 Unrealized +50.5%
INTC Intel Corp 2.5%
Value ($000) $10,130 Shares 333,075 Est. Cost $17.56 Unrealized +42.9%
PEP Pepsico Inc 2.2%
Value ($000) $8,946 Shares 95,844 Est. Cost $56.30 Unrealized +23.1%
IBM Intl Business Machines 2.2%
Value ($000) $8,635 Shares 53,089 Est. Cost $116.91 Unrealized -11.9%
Walgreens Boots Alliance Inc 2.0%
Value ($000) $7,990 Shares 94,624 Est. Cost $45.45 Unrealized
TGT Target Corporation 1.9%
Value ($000) $7,762 Shares 95,091 Est. Cost $44.69 Unrealized +32.2%
CVX Chevron Corp 1.9%
Value ($000) $7,644 Shares 79,246 Est. Cost $70.95 Unrealized -6.3%
BA Boeing 1.9%
Value ($000) $7,520 Shares 54,215 Est. Cost $82.58 Unrealized +56.0%
SLB Schlumberger 1.8%
Value ($000) $7,388 Shares 85,728 Est. Cost $54.20 Unrealized +23.2%
V Visa Inc. Class A 1.8%
Value ($000) $7,376 Shares 109,854 Est. Cost $56.80 Unrealized +10.8%
T AT&T New 1.8%
Value ($000) $7,106 Shares 200,072 Est. Cost $11.40 Unrealized +7.2%
PFE Pfizer Inc 1.7%
Value ($000) $6,927 Shares 206,614 Est. Cost $16.75 Unrealized +24.0%
MSFT Microsoft Corp 1.7%
Value ($000) $6,835 Shares 154,815 Est. Cost $28.00 Unrealized +40.3%
VZ Verizon Communications 1.7%
Value ($000) $6,820 Shares 146,337 Est. Cost $26.12 Unrealized +8.5%
XOM Exxon Mobil Corporation 1.7%
Value ($000) $6,811 Shares 81,868 Est. Cost $55.72 Unrealized -2.6%
JNJ Johnson & Johnson 1.6%
Value ($000) $6,521 Shares 66,911 Est. Cost $60.65 Unrealized +22.8%
DIS Disney Walt Co. 1.6%
Value ($000) $6,503 Shares 56,974 Est. Cost $62.16 Unrealized +60.9%
General Electric 1.6%
Value ($000) $6,453 Shares 242,895 Est. Cost $23.75 Unrealized
ZTS Zoetis Inc 1.5%
Value ($000) $6,107 Shares 126,653 Est. Cost $28.72 Unrealized +53.1%
3M 1.5%
Value ($000) $6,065 Shares 39,310 Est. Cost $110.58 Unrealized
UPS United Parcel Service B 1.5%
Value ($000) $6,054 Shares 62,473 Est. Cost $58.60 Unrealized +15.6%
GLW Corning Inc 1.5%
Value ($000) $5,986 Shares 303,397 Est. Cost $10.83 Unrealized +48.8%
Cisco Systems 1.5%
Value ($000) $5,970 Shares 217,418 Est. Cost $25.06 Unrealized
PG Procter & Gamble 1.5%
Value ($000) $5,815 Shares 74,327 Est. Cost $55.52 Unrealized +8.0%
EMR Emerson Electric Co 1.4%
Value ($000) $5,534 Shares 99,848 Est. Cost $40.91 Unrealized +8.1%
HD Home Depot Inc 1.4%
Value ($000) $5,532 Shares 49,782 Est. Cost $57.33 Unrealized +51.9%
BDX Becton Dickinson & Co 1.4%
Value ($000) $5,475 Shares 38,653 Est. Cost $78.11 Unrealized +50.3%
META Facebook Inc Class A 1.3%
Value ($000) $5,356 Shares 62,455 Est. Cost $32.21 Unrealized +151.8%
CSX C S X Corp 1.3%
Value ($000) $5,018 Shares 153,720 Est. Cost $6.84 Unrealized +43.7%
AMGN Amgen Incorporated 1.2%
Value ($000) $4,931 Shares 32,124 Est. Cost $75.98 Unrealized +54.8%
MCD Mc Donalds Corp 1.2%
Value ($000) $4,768 Shares 50,161 Est. Cost $71.34 Unrealized +4.0%
SBUX Starbucks Corp 1.2%
Value ($000) $4,755 Shares 88,702 Est. Cost $32.92 Unrealized +24.3%
ABBV Abbvie Inc 1.2%
Value ($000) $4,621 Shares 68,776 Est. Cost $29.41 Unrealized +44.0%
QCOM Qualcomm Inc 1.1%
Value ($000) $4,566 Shares 72,907 Est. Cost $49.10 Unrealized +2.5%
MKC Mc Cormick & Co Inc N-Vt 1.1%
Value ($000) $4,528 Shares 55,945 Est. Cost $28.20 Unrealized +12.8%
Union Pacific Corp 1.1%
Value ($000) $4,471 Shares 46,884 Est. Cost $119.88 Unrealized
ABT Abbott Laboratories 1.1%
Value ($000) $4,467 Shares 91,031 Est. Cost $29.51 Unrealized +33.3%
Google Inc Class C Non Voting 1.1%
Value ($000) $4,380 Shares 8,416 Est. Cost $566.50 Unrealized
LLY Eli Lilly 1.1%
Value ($000) $4,369 Shares 52,340 Est. Cost $42.38 Unrealized +49.1%
MDLZ Mondelez Intl Inc Cl A 1.1%
Value ($000) $4,294 Shares 104,384 Est. Cost $24.12 Unrealized +27.9%
SYY Sysco Corp. 1.1%
Value ($000) $4,279 Shares 118,535 Est. Cost $24.86 Unrealized +13.8%
Spectra Energy Corp 1.1%
Value ($000) $4,273 Shares 131,078 Est. Cost $34.59 Unrealized
BAX Baxter International Inc 1.1%
Value ($000) $4,255 Shares 60,856 Est. Cost $31.00 Unrealized +1.5%
Vodafone Group Plc 1.1%
Value ($000) $4,213 Shares 115,601 Est. Cost $30.45 Unrealized
NKE Nike Inc Class B 1.0%
Value ($000) $4,188 Shares 38,777 Est. Cost $27.75 Unrealized +61.4%
EBAY Ebay Inc 1.0%
Value ($000) $3,890 Shares 64,586 Est. Cost $19.87 Unrealized +11.7%
DE Deere & Co 0.9%
Value ($000) $3,784 Shares 38,996 Est. Cost $69.16 Unrealized +9.0%
GILD Gilead Sciences Inc 0.9%
Value ($000) $3,745 Shares 31,990 Est. Cost $40.05 Unrealized +89.7%
Costco Companies Inc. 0.9%
Value ($000) $3,697 Shares 27,375 Est. Cost $115.15 Unrealized
CMI Cummins Inc 0.8%
Value ($000) $3,393 Shares 25,865 Est. Cost $88.38 Unrealized +16.3%
Medtronic Inc 0.8%
Value ($000) $3,297 Shares 44,494 Est. Cost $51.96 Unrealized
KO Coca Cola Company 0.8%
Value ($000) $3,276 Shares 83,528 Est. Cost $27.79 Unrealized +4.5%
DTEGY Deutsche Telekom AG ADR 0.8%
Value ($000) $3,260 Shares 189,383 Est. Cost $11.96 Unrealized
Royal Dutch Shell PLC ADR A 0.8%
Value ($000) $3,246 Shares 56,953 Est. Cost $59.51 Unrealized
E M C Corp Mass 0.8%
Value ($000) $3,133 Shares 118,753 Est. Cost $24.18 Unrealized
CAT Caterpillar 0.8%
Value ($000) $3,103 Shares 36,586 Est. Cost $62.66 Unrealized +5.1%
Twitter Inc 0.8%
Value ($000) $3,102 Shares 85,665 Est. Cost $36.21 Unrealized
Hewlett-Packard Company 0.8%
Value ($000) $3,043 Shares 101,406 Est. Cost $25.02 Unrealized
SNA Snap On Tools 0.7%
Value ($000) $2,906 Shares 18,250 Est. Cost $66.38 Unrealized +81.6%
Google Inc. Class A 0.7%
Value ($000) $2,868 Shares 5,312 Est. Cost $857.58 Unrealized
ZBH Zimmer Biomet Hldgs Inc 0.7%
Value ($000) $2,722 Shares 24,924 Est. Cost $68.29 Unrealized +48.6%
ConocoPhillips 0.7%
Value ($000) $2,717 Shares 44,248 Est. Cost $84.15 Unrealized
ADP Auto Data Processing 0.7%
Value ($000) $2,706 Shares 33,733 Est. Cost $45.09 Unrealized +49.9%
Merck 0.7%
Value ($000) $2,679 Shares 47,064 Est. Cost $47.97 Unrealized
Glaxosmithkline Plc Adrf 0.6%
Value ($000) $2,473 Shares 59,395 Est. Cost $45.28 Unrealized
BUD Anheuser Busch 0.6%
Value ($000) $2,431 Shares 20,147 Est. Cost $91.50 Unrealized
Genesee & Wyoming Cl A 0.6%
Value ($000) $2,429 Shares 31,887 Est. Cost $97.59 Unrealized
YUM Yum Brands 0.6%
Value ($000) $2,364 Shares 26,250 Est. Cost $41.93 Unrealized +24.0%
ADBE Adobe Systems 0.6%
Value ($000) $2,297 Shares 28,365 Est. Cost $46.31 Unrealized +68.5%
HON Honeywell International 0.6%
Value ($000) $2,243 Shares 21,998 Est. Cost $53.32 Unrealized +40.2%
Hubbell Inc Class A 0.5%
Value ($000) $2,102 Shares 19,500 Est. Cost $89.96 Unrealized
EW Edwards Lifesciences Cp 0.5%
Value ($000) $2,095 Shares 14,715 Est. Cost $11.56 Unrealized +95.1%
Berkshire Hathaway Cl B 0.5%
Value ($000) $2,077 Shares 15,267 Est. Cost $112.80 Unrealized
Celgene Corp 0.5%
Value ($000) $1,961 Shares 16,945 Est. Cost $87.78 Unrealized
Pentair Ltd Com 0.5%
Value ($000) $1,947 Shares 28,328 Est. Cost $58.26 Unrealized
Ensco Plc Adr 0.5%
Value ($000) $1,934 Shares 86,862 Est. Cost $48.37 Unrealized
Viacom Inc Non Vtg Cl B 0.5%
Value ($000) $1,928 Shares 29,842 Est. Cost $68.67 Unrealized
ORCL Oracle Corporation 0.4%
Value ($000) $1,660 Shares 41,194 Est. Cost $29.47 Unrealized +25.6%
Yahoo! Inc 0.4%
Value ($000) $1,644 Shares 41,848 Est. Cost $30.15 Unrealized
UNFI United Natural Foods Inc 0.4%
Value ($000) $1,528 Shares 23,996 Est. Cost $63.73 Unrealized +6.3%
BMY Bristol Myers Squibb 0.4%
Value ($000) $1,488 Shares 22,368 Est. Cost $31.52 Unrealized +45.9%
AXP American Express Company 0.4%
Value ($000) $1,480 Shares 19,055 Est. Cost $67.33 Unrealized +1.1%
PCAR Paccar Inc 0.4%
Value ($000) $1,399 Shares 21,930 Est. Cost $21.67 Unrealized +32.7%
Dr Pepper Snapple Group 0.3%
Value ($000) $1,391 Shares 19,087 Est. Cost $45.96 Unrealized
INTU Intuit Inc 0.3%
Value ($000) $1,358 Shares 13,484 Est. Cost $56.72 Unrealized +65.4%
Anadarko Petroleum Corp 0.3%
Value ($000) $1,240 Shares 15,895 Est. Cost $85.42 Unrealized
SCHW Charles Schwab Corp 0.3%
Value ($000) $1,213 Shares 37,170 Est. Cost $26.21 Unrealized +5.9%
Bed Bath & Beyond 0.3%
Value ($000) $1,200 Shares 17,400 Est. Cost $68.97 Unrealized
WTS Watts Water Tech Inc A 0.3%
Value ($000) $1,181 Shares 22,780 Est. Cost $46.85 Unrealized +16.0%
Hubbell Inc Class B 0.3%
Value ($000) $1,171 Shares 10,820 Est. Cost $99.21 Unrealized
Whole Foods Market Inc 0.3%
Value ($000) $1,127 Shares 28,587 Est. Cost $39.42 Unrealized
BP BP Plc 0.3%
Value ($000) $1,117 Shares 27,958 Est. Cost $41.87 Unrealized
WMT Wal-Mart Stores Inc 0.3%
Value ($000) $1,083 Shares 15,270 Est. Cost $20.08 Unrealized +4.0%
EA Electronic Arts Inc. 0.3%
Value ($000) $1,057 Shares 15,895 Est. Cost $20.48 Unrealized +192.0%
SNY Sanofi Aventis 0.3%
Value ($000) $1,028 Shares 20,775 Est. Cost $51.53 Unrealized
WFC Wells Fargo & Company 0.2%
Value ($000) $956 Shares 17,007 Est. Cost $28.91 Unrealized +43.2%
Raytheon Company New 0.2%
Value ($000) $919 Shares 9,611 Est. Cost $69.48 Unrealized
Dow Chemical Company 0.2%
Value ($000) $915 Shares 17,892 Est. Cost $37.51 Unrealized
CL Colgate-Palmolive Co 0.2%
Value ($000) $898 Shares 13,732 Est. Cost $44.61 Unrealized +18.7%
DUK DuPont 0.2%
Value ($000) $846 Shares 13,235 Est. Cost $51.65 Unrealized -5.7%
KR Kroger Company 0.2%
Value ($000) $744 Shares 10,268 Est. Cost $13.44 Unrealized +119.6%
Time Warner Incorporated 0.2%
Value ($000) $682 Shares 7,811 Est. Cost $61.03 Unrealized
NVS Novartis A G Spon Adr 0.2%
Value ($000) $649 Shares 6,600 Est. Cost $72.32 Unrealized
Kraft Foods Group 0.1%
Value ($000) $541 Shares 6,362 Est. Cost $65.99 Unrealized
PSX Phillips 66 0.1%
Value ($000) $486 Shares 6,037 Est. Cost $37.50 Unrealized +43.1%
Regeneron Pharms Inc 0.1%
Value ($000) $438 Shares 859 Est. Cost $451.47 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $434 Shares 5,420 Est. Cost $49.57 Unrealized -2.5%
Altria Group Inc. 0.1%
Value ($000) $401 Shares 8,200 Est. Cost $36.89 Unrealized
Marathon Petroleum Corp 0.1%
Value ($000) $376 Shares 7,200 Est. Cost $43.35 Unrealized
CAG Conagra Incorporated 0.1%
Value ($000) $362 Shares 8,300 Est. Cost $17.84 Unrealized +16.8%
HAIN Hain Celestial Group Inc 0.1%
Value ($000) $347 Shares 5,280 Est. Cost $54.10 Unrealized +16.8%
BAC Bank of America Corp 0.1%
Value ($000) $303 Shares 17,819 Est. Cost $10.66 Unrealized +23.2%
MET MetLife Inc 0.1%
Value ($000) $301 Shares 5,380 Est. Cost $31.21 Unrealized +6.1%
CVS CVS Corp. 0.1%
Value ($000) $283 Shares 2,706 Est. Cost $66.59 Unrealized +13.0%
Firstmerit Corp 0.1%
Value ($000) $280 Shares 13,460 Est. Cost $19.02 Unrealized
XBI SPDR S&P Biotech 0.1%
Value ($000) $279 Shares 1,110 Est. Cost $225.23 Unrealized
Praxair Inc 0.1%
Value ($000) $272 Shares 2,280 Est. Cost $129.95 Unrealized
CPB Campbell Soup Company 0.1%
Value ($000) $271 Shares 5,700 Est. Cost $30.86 Unrealized +8.7%
Monsanto Co New Del 0.1%
Value ($000) $265 Shares 2,490 Est. Cost $116.70 Unrealized
MAS Masco Corp 0.1%
Value ($000) $244 Shares 9,175 Est. Cost $14.92 Unrealized +35.5%
CTSH Cognizant Technology Solutions 0.1%
Value ($000) $238 Shares 3,900 Est. Cost $52.28 Unrealized +6.4%
IAT iShares US Regional Banks 0.1%
Value ($000) $222 Shares 6,080 Est. Cost $34.86 Unrealized
MSI Motorola Solutions Inc 0.1%
Value ($000) $220 Shares 3,846 Est. Cost $47.84 Unrealized +5.4%
LOW Lowes Companies Inc 0.1%
Value ($000) $215 Shares 3,225 Est. Cost $58.94 Unrealized -0.2%