JACOBS & CO/CA Diversified Active

CIK: 0001055544 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 15, 2015

Total Value ($000): $376,553 (100.0% shares, 0.0% debt)

Holdings (125)

AAPL Apple Inc. 2.9%
Value ($000) $11,047 Shares 100,154 Est. Cost $19.11 Unrealized +37.5%
INTC Intel Corp 2.7%
Value ($000) $10,039 Shares 333,109 Est. Cost $17.56 Unrealized +28.9%
PEP Pepsico Inc 2.4%
Value ($000) $9,109 Shares 96,600 Est. Cost $56.30 Unrealized +23.5%
V Visa Inc. Class A 2.2%
Value ($000) $8,107 Shares 116,389 Est. Cost $57.33 Unrealized +15.8%
Walgreens Boots Alliance Inc 2.1%
Value ($000) $7,828 Shares 94,200 Est. Cost $45.45 Unrealized
IBM Intl Business Machines 2.1%
Value ($000) $7,751 Shares 53,466 Est. Cost $116.91 Unrealized -18.4%
TGT Target Corporation 2.1%
Value ($000) $7,734 Shares 98,324 Est. Cost $45.14 Unrealized +29.9%
BA Boeing 1.9%
Value ($000) $7,303 Shares 55,769 Est. Cost $83.71 Unrealized +47.3%
MSFT Microsoft Corp 1.9%
Value ($000) $7,153 Shares 161,628 Est. Cost $28.46 Unrealized +36.8%
T AT&T New 1.8%
Value ($000) $6,640 Shares 203,811 Est. Cost $11.42 Unrealized +7.5%
PFE Pfizer Inc 1.8%
Value ($000) $6,632 Shares 211,147 Est. Cost $16.83 Unrealized +22.4%
UPS United Parcel Service B 1.7%
Value ($000) $6,544 Shares 66,311 Est. Cost $59.13 Unrealized +14.7%
General Electric 1.7%
Value ($000) $6,431 Shares 254,999 Est. Cost $23.82 Unrealized
DIS Disney Walt Co. 1.7%
Value ($000) $6,393 Shares 62,556 Est. Cost $65.52 Unrealized +52.2%
VZ Verizon Communications 1.7%
Value ($000) $6,366 Shares 146,330 Est. Cost $26.12 Unrealized +3.4%
XOM Exxon Mobil Corporation 1.7%
Value ($000) $6,280 Shares 84,471 Est. Cost $55.51 Unrealized -11.6%
JNJ Johnson & Johnson 1.7%
Value ($000) $6,219 Shares 66,622 Est. Cost $60.65 Unrealized +19.5%
CVX Chevron Corp 1.6%
Value ($000) $6,107 Shares 77,426 Est. Cost $70.95 Unrealized -24.1%
SLB Schlumberger 1.6%
Value ($000) $6,079 Shares 88,140 Est. Cost $54.33 Unrealized +8.4%
META Facebook Inc Class A 1.6%
Value ($000) $6,062 Shares 67,433 Est. Cost $36.56 Unrealized +149.3%
3M 1.6%
Value ($000) $5,902 Shares 41,635 Est. Cost $112.33 Unrealized
HD Home Depot Inc 1.5%
Value ($000) $5,807 Shares 50,287 Est. Cost $57.67 Unrealized +56.9%
Cisco Systems 1.5%
Value ($000) $5,759 Shares 219,415 Est. Cost $25.06 Unrealized
Google Inc. Class A 1.4%
Value ($000) $5,292 Shares 8,698 Est. Cost $760.58 Unrealized
ZTS Zoetis Inc 1.4%
Value ($000) $5,228 Shares 126,959 Est. Cost $28.72 Unrealized +48.9%
GLW Corning Inc 1.4%
Value ($000) $5,106 Shares 298,253 Est. Cost $10.83 Unrealized +25.9%
MCD Mc Donalds Corp 1.4%
Value ($000) $5,098 Shares 51,746 Est. Cost $71.47 Unrealized +5.4%
BDX Becton Dickinson & Co 1.4%
Value ($000) $5,087 Shares 38,349 Est. Cost $78.11 Unrealized +52.7%
SBUX Starbucks Corp 1.3%
Value ($000) $5,060 Shares 89,029 Est. Cost $32.92 Unrealized +37.7%
PG Procter & Gamble 1.3%
Value ($000) $5,059 Shares 70,324 Est. Cost $55.52 Unrealized +1.5%
SYY Sysco Corp. 1.3%
Value ($000) $4,753 Shares 121,990 Est. Cost $24.98 Unrealized +16.4%
NKE Nike Inc Class B 1.3%
Value ($000) $4,742 Shares 38,567 Est. Cost $27.75 Unrealized +78.7%
AMGN Amgen Incorporated 1.2%
Value ($000) $4,640 Shares 33,550 Est. Cost $77.69 Unrealized +49.6%
MKC Mc Cormick & Co Inc N-Vt 1.2%
Value ($000) $4,556 Shares 55,445 Est. Cost $28.20 Unrealized +18.3%
HON Honeywell International 1.2%
Value ($000) $4,551 Shares 48,064 Est. Cost $64.17 Unrealized +14.3%
Union Pacific Corp 1.2%
Value ($000) $4,415 Shares 49,949 Est. Cost $117.95 Unrealized
MDLZ Mondelez Intl Inc Cl A 1.2%
Value ($000) $4,337 Shares 103,588 Est. Cost $24.12 Unrealized +41.1%
LLY Eli Lilly 1.1%
Value ($000) $4,322 Shares 51,654 Est. Cost $42.38 Unrealized +66.3%
CSX C S X Corp 1.1%
Value ($000) $4,242 Shares 157,718 Est. Cost $6.88 Unrealized +21.6%
Costco Companies Inc. 1.0%
Value ($000) $3,921 Shares 27,125 Est. Cost $115.15 Unrealized
ABBV Abbvie Inc 1.0%
Value ($000) $3,846 Shares 70,690 Est. Cost $29.76 Unrealized +42.9%
QCOM Qualcomm Inc 1.0%
Value ($000) $3,838 Shares 71,449 Est. Cost $49.10 Unrealized -10.1%
ABT Abbott Laboratories 1.0%
Value ($000) $3,761 Shares 93,534 Est. Cost $29.76 Unrealized +30.4%
Vodafone Group Plc 1.0%
Value ($000) $3,709 Shares 116,872 Est. Cost $30.47 Unrealized
Spectra Energy Corp 1.0%
Value ($000) $3,622 Shares 137,878 Est. Cost $34.18 Unrealized
Google Inc Class C Non Voting 0.9%
Value ($000) $3,379 Shares 5,294 Est. Cost $566.50 Unrealized
DTEGY Deutsche Telekom AG ADR 0.9%
Value ($000) $3,364 Shares 189,335 Est. Cost $11.96 Unrealized
KO Coca Cola Company 0.9%
Value ($000) $3,229 Shares 80,493 Est. Cost $27.79 Unrealized +3.8%
GILD Gilead Sciences Inc 0.9%
Value ($000) $3,214 Shares 32,736 Est. Cost $40.91 Unrealized +89.4%
CMI Cummins Inc 0.8%
Value ($000) $3,027 Shares 27,884 Est. Cost $88.71 Unrealized +4.8%
DE Deere & Co 0.8%
Value ($000) $3,025 Shares 40,879 Est. Cost $69.36 Unrealized +5.8%
Medtronic Inc 0.8%
Value ($000) $2,959 Shares 44,210 Est. Cost $51.96 Unrealized
PYPL PayPal Holdings Inc 0.8%
Value ($000) $2,929 Shares 94,376 Est. Cost $35.85 Unrealized 0.0%
SNA Snap On Tools 0.7%
Value ($000) $2,754 Shares 18,250 Est. Cost $66.38 Unrealized +89.3%
E M C Corp Mass 0.7%
Value ($000) $2,742 Shares 113,519 Est. Cost $24.18 Unrealized
ADBE Adobe Systems 0.7%
Value ($000) $2,737 Shares 33,294 Est. Cost $51.46 Unrealized +57.5%
ADP Auto Data Processing 0.7%
Value ($000) $2,707 Shares 33,686 Est. Cost $45.09 Unrealized +41.7%
Royal Dutch Shell PLC ADR A 0.7%
Value ($000) $2,700 Shares 56,982 Est. Cost $59.51 Unrealized
Twitter Inc 0.7%
Value ($000) $2,656 Shares 98,610 Est. Cost $34.99 Unrealized
ZBH Zimmer Biomet Hldgs Inc 0.7%
Value ($000) $2,646 Shares 28,172 Est. Cost $71.02 Unrealized +29.6%
CAT Caterpillar 0.6%
Value ($000) $2,380 Shares 36,421 Est. Cost $62.66 Unrealized -5.7%
Merck 0.6%
Value ($000) $2,346 Shares 47,504 Est. Cost $47.97 Unrealized
Glaxosmithkline Plc Adrf 0.6%
Value ($000) $2,345 Shares 61,000 Est. Cost $45.10 Unrealized
Hewlett-Packard Company 0.6%
Value ($000) $2,246 Shares 87,727 Est. Cost $25.02 Unrealized
YUM Yum Brands 0.6%
Value ($000) $2,232 Shares 27,920 Est. Cost $42.40 Unrealized +17.6%
AXP American Express Company 0.6%
Value ($000) $2,215 Shares 29,890 Est. Cost $66.93 Unrealized -1.0%
BUD Anheuser Busch 0.6%
Value ($000) $2,138 Shares 20,112 Est. Cost $91.50 Unrealized
Hubbell Inc Class A 0.6%
Value ($000) $2,100 Shares 19,425 Est. Cost $89.96 Unrealized
EW Edwards Lifesciences Cp 0.5%
Value ($000) $2,067 Shares 14,545 Est. Cost $11.56 Unrealized +108.7%
ConocoPhillips 0.5%
Value ($000) $2,060 Shares 42,960 Est. Cost $84.15 Unrealized
EMR Emerson Electric Co 0.5%
Value ($000) $2,032 Shares 46,024 Est. Cost $40.91 Unrealized -8.7%
BAX Baxter International Inc 0.5%
Value ($000) $1,991 Shares 60,612 Est. Cost $31.00 Unrealized +3.4%
Berkshire Hathaway Cl B 0.5%
Value ($000) $1,990 Shares 15,267 Est. Cost $112.80 Unrealized
Baxalta Inc 0.5%
Value ($000) $1,916 Shares 60,806 Est. Cost $31.51 Unrealized
Genesee & Wyoming Cl A 0.5%
Value ($000) $1,874 Shares 31,722 Est. Cost $97.59 Unrealized
Celgene Corp 0.5%
Value ($000) $1,828 Shares 16,907 Est. Cost $87.78 Unrealized
SCHW Charles Schwab Corp 0.5%
Value ($000) $1,698 Shares 59,485 Est. Cost $26.97 Unrealized +4.7%
Viacom Inc Non Vtg Cl B 0.4%
Value ($000) $1,555 Shares 36,052 Est. Cost $64.27 Unrealized
Dr Pepper Snapple Group 0.4%
Value ($000) $1,500 Shares 18,987 Est. Cost $45.96 Unrealized
ORCL Oracle Corporation 0.4%
Value ($000) $1,470 Shares 40,714 Est. Cost $29.47 Unrealized +11.7%
Pentair Ltd Com 0.4%
Value ($000) $1,409 Shares 27,606 Est. Cost $58.26 Unrealized
EBAY Ebay Inc 0.4%
Value ($000) $1,404 Shares 57,486 Est. Cost $19.87 Unrealized +20.4%
UNFI United Natural Foods Inc 0.4%
Value ($000) $1,403 Shares 28,931 Est. Cost $61.62 Unrealized -16.6%
BMY Bristol Myers Squibb 0.4%
Value ($000) $1,324 Shares 22,368 Est. Cost $31.52 Unrealized +41.3%
WTS Watts Water Tech Inc A 0.3%
Value ($000) $1,196 Shares 22,655 Est. Cost $46.85 Unrealized +13.4%
INTU Intuit Inc 0.3%
Value ($000) $1,187 Shares 13,385 Est. Cost $56.72 Unrealized +57.6%
PCAR Paccar Inc 0.3%
Value ($000) $1,144 Shares 21,930 Est. Cost $21.67 Unrealized +24.9%
EA Electronic Arts Inc. 0.3%
Value ($000) $1,120 Shares 16,545 Est. Cost $22.35 Unrealized +204.9%
Bed Bath & Beyond 0.3%
Value ($000) $1,067 Shares 18,715 Est. Cost $68.13 Unrealized
Raytheon Company New 0.3%
Value ($000) $1,050 Shares 9,611 Est. Cost $69.48 Unrealized
SNY Sanofi Aventis 0.3%
Value ($000) $962 Shares 20,275 Est. Cost $51.53 Unrealized
Anadarko Petroleum Corp 0.3%
Value ($000) $959 Shares 15,895 Est. Cost $85.42 Unrealized
Ensco Plc Adr 0.2%
Value ($000) $938 Shares 66,624 Est. Cost $48.37 Unrealized
Whole Foods Market Inc 0.2%
Value ($000) $935 Shares 29,572 Est. Cost $39.16 Unrealized
Hubbell Inc Class B 0.2%
Value ($000) $914 Shares 10,770 Est. Cost $99.21 Unrealized
CL Colgate-Palmolive Co 0.2%
Value ($000) $863 Shares 13,607 Est. Cost $44.61 Unrealized +15.0%
WFC Wells Fargo & Company 0.2%
Value ($000) $852 Shares 16,608 Est. Cost $28.91 Unrealized +42.1%
Lab Cp Of Amer Hldg New 0.2%
Value ($000) $836 Shares 7,713 Est. Cost $108.39 Unrealized
BP BP Plc 0.2%
Value ($000) $804 Shares 26,333 Est. Cost $41.87 Unrealized
WMT Wal-Mart Stores Inc 0.2%
Value ($000) $797 Shares 12,300 Est. Cost $20.08 Unrealized -5.8%
Dow Chemical Company 0.2%
Value ($000) $750 Shares 17,692 Est. Cost $37.51 Unrealized
KR Kroger Company 0.2%
Value ($000) $740 Shares 20,536 Est. Cost $21.81 Unrealized +38.4%
NVS Novartis A G Spon Adr 0.1%
Value ($000) $560 Shares 6,100 Est. Cost $72.32 Unrealized
Time Warner Incorporated 0.1%
Value ($000) $537 Shares 7,811 Est. Cost $61.03 Unrealized
PSX Phillips 66 0.1%
Value ($000) $463 Shares 6,037 Est. Cost $37.50 Unrealized +44.1%
Kraft Heinz Co 0.1%
Value ($000) $449 Shares 6,362 Est. Cost $65.99 Unrealized
Altria Group Inc. 0.1%
Value ($000) $418 Shares 7,700 Est. Cost $36.89 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $402 Shares 5,070 Est. Cost $49.57 Unrealized -1.4%
Regeneron Pharms Inc 0.1%
Value ($000) $399 Shares 859 Est. Cost $451.47 Unrealized
CAG Conagra Incorporated 0.1%
Value ($000) $336 Shares 8,300 Est. Cost $17.84 Unrealized +31.3%
MSI Mylan Laboratories Inc 0.1%
Value ($000) $334 Shares 8,310 Est. Cost $50.84 Unrealized +5.1%
Marathon Petroleum Corp 0.1%
Value ($000) $310 Shares 6,700 Est. Cost $43.35 Unrealized
HAIN Hain Celestial Group Inc 0.1%
Value ($000) $293 Shares 5,680 Est. Cost $54.74 Unrealized +15.6%
CPB Campbell Soup Company 0.1%
Value ($000) $288 Shares 5,700 Est. Cost $30.86 Unrealized +15.1%
DUK DuPont 0.1%
Value ($000) $262 Shares 5,455 Est. Cost $51.65 Unrealized -8.7%
CVS CVS Corp. 0.1%
Value ($000) $261 Shares 2,706 Est. Cost $66.59 Unrealized +16.8%
BAC Bank of America Corp 0.1%
Value ($000) $258 Shares 16,575 Est. Cost $10.66 Unrealized +26.2%
CTSH Cognizant Technology Solutions 0.1%
Value ($000) $244 Shares 3,900 Est. Cost $52.28 Unrealized +6.4%
MET MetLife Inc 0.1%
Value ($000) $241 Shares 5,130 Est. Cost $31.21 Unrealized +5.4%
Firstmerit Corp 0.1%
Value ($000) $237 Shares 13,460 Est. Cost $19.02 Unrealized
Praxair Inc 0.1%
Value ($000) $232 Shares 2,280 Est. Cost $129.95 Unrealized
LOW Lowes Companies Inc 0.1%
Value ($000) $221 Shares 3,220 Est. Cost $58.94 Unrealized -3.4%
PG&E Corporation 0.1%
Value ($000) $213 Shares 4,051 Est. Cost $52.58 Unrealized
Monsanto Co New Del 0.1%
Value ($000) $208 Shares 2,440 Est. Cost $116.70 Unrealized
IAT iShares US Regional Banks 0.1%
Value ($000) $205 Shares 6,080 Est. Cost $34.86 Unrealized