JACOBS & CO/CA Diversified Active

CIK: 0001055544 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 14, 2016

Total Value ($000): $386,056 (100.0% shares, 0.0% debt)

Holdings (122)

INTC Intel Corp 2.8%
Value ($000) $10,710 Shares 327,741 Est. Cost $17.56 Unrealized +51.8%
AAPL Apple Inc. 2.7%
Value ($000) $10,253 Shares 102,576 Est. Cost $19.27 Unrealized +33.5%
PEP Pepsico Inc 2.4%
Value ($000) $9,092 Shares 93,140 Est. Cost $56.30 Unrealized +30.5%
V Visa Inc. Class A 2.3%
Value ($000) $8,984 Shares 120,174 Est. Cost $57.80 Unrealized +24.9%
MSFT Microsoft Corp 2.3%
Value ($000) $8,812 Shares 166,973 Est. Cost $29.02 Unrealized +58.3%
Walgreens Boots Alliance Inc 2.0%
Value ($000) $7,904 Shares 96,611 Est. Cost $81.81 Unrealized
BA Boeing 2.0%
Value ($000) $7,701 Shares 58,378 Est. Cost $85.73 Unrealized +50.3%
META Facebook Inc Class A 1.9%
Value ($000) $7,424 Shares 74,717 Est. Cost $42.94 Unrealized +137.6%
General Electric 1.9%
Value ($000) $7,423 Shares 259,189 Est. Cost $23.90 Unrealized
TGT Target Corporation 1.9%
Value ($000) $7,250 Shares 98,834 Est. Cost $45.14 Unrealized +22.4%
IBM Intl Business Machines 1.9%
Value ($000) $7,245 Shares 54,518 Est. Cost $116.34 Unrealized -24.8%
T AT&T New 1.9%
Value ($000) $7,153 Shares 211,031 Est. Cost $11.45 Unrealized +8.6%
DIS Disney Walt Co. 1.8%
Value ($000) $7,101 Shares 69,993 Est. Cost $69.42 Unrealized +47.3%
SBUX Starbucks Corp 1.8%
Value ($000) $6,864 Shares 115,449 Est. Cost $36.69 Unrealized +34.7%
VZ Verizon Communications 1.7%
Value ($000) $6,627 Shares 147,504 Est. Cost $26.12 Unrealized +3.1%
PFE Pfizer Inc 1.7%
Value ($000) $6,543 Shares 211,080 Est. Cost $16.83 Unrealized +21.1%
XOM Exxon Mobil Corporation 1.7%
Value ($000) $6,502 Shares 86,470 Est. Cost $55.42 Unrealized -7.3%
GOOG Alphabet Inc C Non Voting Shar 1.7%
Value ($000) $6,486 Shares 8,934 Est. Cost $35.61 Unrealized 0.0%
JNJ Johnson & Johnson 1.7%
Value ($000) $6,474 Shares 65,902 Est. Cost $60.65 Unrealized +25.2%
CVX Chevron Corp 1.7%
Value ($000) $6,464 Shares 78,687 Est. Cost $70.75 Unrealized -17.4%
HD Home Depot Inc 1.6%
Value ($000) $6,330 Shares 49,652 Est. Cost $57.67 Unrealized +73.4%
UPS United Parcel Service B 1.6%
Value ($000) $6,294 Shares 67,686 Est. Cost $59.37 Unrealized +19.0%
MCD Mc Donalds Corp 1.6%
Value ($000) $6,048 Shares 51,503 Est. Cost $71.47 Unrealized +22.1%
3M 1.5%
Value ($000) $5,937 Shares 42,155 Est. Cost $112.68 Unrealized
CSCO Cisco Systems 1.5%
Value ($000) $5,855 Shares 231,001 Est. Cost $20.16 Unrealized 0.0%
SLB Schlumberger 1.5%
Value ($000) $5,825 Shares 89,977 Est. Cost $54.36 Unrealized +3.2%
ZTS Zoetis Inc 1.5%
Value ($000) $5,713 Shares 127,046 Est. Cost $28.72 Unrealized +45.4%
BDX Becton Dickinson & Co 1.4%
Value ($000) $5,329 Shares 37,411 Est. Cost $78.11 Unrealized +58.0%
PG Procter & Gamble 1.4%
Value ($000) $5,311 Shares 69,423 Est. Cost $55.52 Unrealized +4.4%
AMGN Amgen Incorporated 1.4%
Value ($000) $5,301 Shares 35,157 Est. Cost $79.46 Unrealized +46.6%
HON Honeywell International 1.4%
Value ($000) $5,231 Shares 52,751 Est. Cost $65.07 Unrealized +14.2%
SYY Sysco Corp. 1.3%
Value ($000) $5,052 Shares 124,148 Est. Cost $25.09 Unrealized +25.5%
GLW Corning Inc 1.2%
Value ($000) $4,671 Shares 269,398 Est. Cost $10.83 Unrealized +28.0%
MKC Mc Cormick & Co Inc N-Vt 1.2%
Value ($000) $4,555 Shares 53,280 Est. Cost $28.20 Unrealized +23.4%
MDLZ Mondelez Intl Inc Cl A 1.1%
Value ($000) $4,337 Shares 102,985 Est. Cost $24.12 Unrealized +47.1%
NKE Nike Inc Class B 1.1%
Value ($000) $4,303 Shares 71,791 Est. Cost $41.13 Unrealized +37.8%
Union Pacific Corp 1.1%
Value ($000) $4,159 Shares 54,537 Est. Cost $114.44 Unrealized
Costco Companies Inc. 1.1%
Value ($000) $4,128 Shares 26,452 Est. Cost $156.06 Unrealized
ABBV Abbvie Inc 1.0%
Value ($000) $4,010 Shares 73,130 Est. Cost $30.03 Unrealized +26.4%
LLY Eli Lilly 1.0%
Value ($000) $3,985 Shares 49,569 Est. Cost $42.38 Unrealized +64.5%
ABT Abbott Laboratories 1.0%
Value ($000) $3,927 Shares 94,726 Est. Cost $29.85 Unrealized +22.4%
GOOGL Alphabet Inc A 1.0%
Value ($000) $3,889 Shares 5,219 Est. Cost $36.73 Unrealized 0.0%
CSX C S X Corp 1.0%
Value ($000) $3,773 Shares 159,230 Est. Cost $6.88 Unrealized +13.3%
Vodafone Group Plc 1.0%
Value ($000) $3,691 Shares 114,829 Est. Cost $30.47 Unrealized
PYPL PayPal Holdings Inc 1.0%
Value ($000) $3,671 Shares 110,996 Est. Cost $35.76 Unrealized -1.6%
QCOM Qualcomm Inc 0.9%
Value ($000) $3,612 Shares 77,647 Est. Cost $48.37 Unrealized -17.3%
DTEGY Deutsche Telekom AG ADR 0.9%
Value ($000) $3,551 Shares 204,370 Est. Cost $12.36 Unrealized
Spectra Energy Corp 0.9%
Value ($000) $3,402 Shares 140,407 Est. Cost $34.00 Unrealized
Medtronic Inc 0.9%
Value ($000) $3,326 Shares 43,511 Est. Cost $51.96 Unrealized
GILD Gilead Sciences Inc 0.9%
Value ($000) $3,287 Shares 33,852 Est. Cost $41.96 Unrealized +73.7%
KO Coca Cola Company 0.8%
Value ($000) $3,233 Shares 76,758 Est. Cost $27.79 Unrealized +11.0%
ZBH Zimmer Biomet Hldgs Inc 0.8%
Value ($000) $3,209 Shares 31,197 Est. Cost $72.86 Unrealized +23.5%
ADBE Adobe Systems 0.8%
Value ($000) $3,176 Shares 35,364 Est. Cost $53.70 Unrealized +67.3%
SNA Snap On Tools 0.8%
Value ($000) $2,958 Shares 17,950 Est. Cost $66.38 Unrealized +97.2%
Hubbell Inc Class B 0.7%
Value ($000) $2,781 Shares 30,145 Est. Cost $94.74 Unrealized
ADP Auto Data Processing 0.7%
Value ($000) $2,681 Shares 33,738 Est. Cost $45.09 Unrealized +53.3%
DE Deere & Co 0.7%
Value ($000) $2,552 Shares 34,258 Est. Cost $69.36 Unrealized -6.2%
Glaxosmithkline Plc Adrf 0.7%
Value ($000) $2,552 Shares 64,710 Est. Cost $44.77 Unrealized
SCHW Charles Schwab Corp 0.7%
Value ($000) $2,538 Shares 86,810 Est. Cost $27.26 Unrealized +2.3%
YUM Yum Brands 0.6%
Value ($000) $2,462 Shares 35,395 Est. Cost $42.59 Unrealized +1.7%
E M C Corp Mass 0.6%
Value ($000) $2,461 Shares 99,806 Est. Cost $24.18 Unrealized
Merck 0.6%
Value ($000) $2,415 Shares 46,667 Est. Cost $47.97 Unrealized
BUD Anheuser Busch 0.6%
Value ($000) $2,388 Shares 20,075 Est. Cost $91.50 Unrealized
Baxalta Inc 0.6%
Value ($000) $2,332 Shares 57,856 Est. Cost $31.51 Unrealized
AXP American Express Company 0.6%
Value ($000) $2,324 Shares 36,090 Est. Cost $66.24 Unrealized -5.1%
Berkshire Hathaway Cl B 0.6%
Value ($000) $2,184 Shares 16,962 Est. Cost $114.39 Unrealized
CMI Cummins Inc 0.6%
Value ($000) $2,162 Shares 24,961 Est. Cost $88.71 Unrealized -14.6%
BAX Baxter International Inc 0.5%
Value ($000) $2,108 Shares 59,413 Est. Cost $31.00 Unrealized +0.2%
EW Edwards Lifesciences Cp 0.5%
Value ($000) $2,030 Shares 26,110 Est. Cost $17.94 Unrealized +44.7%
EMR Emerson Electric Co 0.5%
Value ($000) $1,966 Shares 44,474 Est. Cost $40.91 Unrealized -10.8%
Amazon Com Inc 0.5%
Value ($000) $1,900 Shares 3,076 Est. Cost $617.69 Unrealized
Celgene Corp 0.5%
Value ($000) $1,879 Shares 17,587 Est. Cost $88.52 Unrealized
Twitter Inc 0.5%
Value ($000) $1,789 Shares 91,211 Est. Cost $34.99 Unrealized
Royal Dutch Shell PLC ADR A 0.5%
Value ($000) $1,777 Shares 44,513 Est. Cost $59.51 Unrealized
Dr Pepper Snapple Group 0.4%
Value ($000) $1,734 Shares 18,712 Est. Cost $45.96 Unrealized
CAT Caterpillar 0.4%
Value ($000) $1,573 Shares 25,551 Est. Cost $62.66 Unrealized -12.9%
Viacom Inc Non Vtg Cl B 0.4%
Value ($000) $1,532 Shares 36,757 Est. Cost $63.84 Unrealized
COP ConocoPhillips 0.4%
Value ($000) $1,447 Shares 35,963 Est. Cost $38.37 Unrealized 0.0%
BMY Bristol Myers Squibb 0.4%
Value ($000) $1,432 Shares 22,578 Est. Cost $31.52 Unrealized +48.1%
Lab Cp Of Amer Hldg New 0.4%
Value ($000) $1,374 Shares 11,943 Est. Cost $110.75 Unrealized
Pentair Ltd Com 0.3%
Value ($000) $1,337 Shares 28,994 Est. Cost $57.68 Unrealized
INTU Intuit Inc 0.3%
Value ($000) $1,264 Shares 13,336 Est. Cost $56.72 Unrealized +57.5%
EBAY Ebay Inc 0.3%
Value ($000) $1,247 Shares 47,611 Est. Cost $19.87 Unrealized +23.7%
EA Electronic Arts Inc. 0.3%
Value ($000) $1,180 Shares 17,987 Est. Cost $26.03 Unrealized +162.1%
Raytheon Company New 0.3%
Value ($000) $1,154 Shares 9,240 Est. Cost $69.48 Unrealized
Genesee & Wyoming Cl A 0.3%
Value ($000) $1,141 Shares 23,292 Est. Cost $97.59 Unrealized
WTS Watts Water Tech Inc A 0.3%
Value ($000) $1,105 Shares 24,155 Est. Cost $47.33 Unrealized +15.4%
ORCL Oracle Corporation 0.3%
Value ($000) $1,096 Shares 31,003 Est. Cost $29.47 Unrealized +11.4%
Whole Foods Market Inc 0.3%
Value ($000) $1,039 Shares 32,215 Est. Cost $38.60 Unrealized
PCAR Paccar Inc 0.3%
Value ($000) $991 Shares 21,930 Est. Cost $21.67 Unrealized +6.1%
UNFI United Natural Foods Inc 0.2%
Value ($000) $913 Shares 24,374 Est. Cost $61.62 Unrealized -24.0%
HPE Hewlett Packard Enterprises Co 0.2%
Value ($000) $864 Shares 65,189 Est. Cost $6.50 Unrealized 0.0%
WFC Wells Fargo & Company 0.2%
Value ($000) $853 Shares 16,610 Est. Cost $28.91 Unrealized +41.3%
CL Colgate-Palmolive Co 0.2%
Value ($000) $852 Shares 13,457 Est. Cost $44.61 Unrealized +17.8%
KR Kroger Company 0.2%
Value ($000) $846 Shares 20,536 Est. Cost $21.81 Unrealized +45.1%
SNY Sanofi Aventis 0.2%
Value ($000) $814 Shares 20,125 Est. Cost $51.53 Unrealized
Dow Chemical Company 0.2%
Value ($000) $787 Shares 17,592 Est. Cost $37.51 Unrealized
BP BP Plc 0.2%
Value ($000) $759 Shares 26,512 Est. Cost $41.87 Unrealized
HAIN Hain Celestial Group Inc 0.2%
Value ($000) $745 Shares 19,075 Est. Cost $48.15 Unrealized -5.8%
HPQ HP Inc 0.2%
Value ($000) $705 Shares 65,189 Est. Cost $9.12 Unrealized 0.0%
WMT Wal-Mart Stores Inc 0.2%
Value ($000) $689 Shares 10,840 Est. Cost $20.08 Unrealized -17.2%
Anadarko Petroleum Corp 0.1%
Value ($000) $554 Shares 14,849 Est. Cost $85.42 Unrealized
Time Warner Incorporated 0.1%
Value ($000) $504 Shares 7,091 Est. Cost $61.03 Unrealized
NVS Novartis A G Spon Adr 0.1%
Value ($000) $467 Shares 5,680 Est. Cost $72.32 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $460 Shares 5,170 Est. Cost $49.62 Unrealized +5.4%
KHC Kraft Heinz Co 0.1%
Value ($000) $457 Shares 6,252 Est. Cost $47.05 Unrealized 0.0%
Altria Group Inc. 0.1%
Value ($000) $451 Shares 7,600 Est. Cost $36.89 Unrealized
Mylan Laboratories Inc 0.1%
Value ($000) $449 Shares 8,980 Est. Cost $50.00 Unrealized
Regeneron Pharms Inc 0.1%
Value ($000) $408 Shares 859 Est. Cost $451.47 Unrealized
PSX Phillips 66 0.1%
Value ($000) $380 Shares 4,886 Est. Cost $37.50 Unrealized +57.5%
CAG Conagra Incorporated 0.1%
Value ($000) $329 Shares 8,100 Est. Cost $17.84 Unrealized +25.7%
DuPont 0.1%
Value ($000) $319 Shares 5,455 Est. Cost $58.48 Unrealized
MPC Marathon Petroleum Corp 0.1%
Value ($000) $310 Shares 6,700 Est. Cost $38.07 Unrealized 0.0%
CPB Campbell Soup Company 0.1%
Value ($000) $259 Shares 4,850 Est. Cost $30.86 Unrealized +20.7%
CVS CVS Corp. 0.1%
Value ($000) $256 Shares 2,676 Est. Cost $66.59 Unrealized +9.0%
BAC Bank of America Corp 0.1%
Value ($000) $242 Shares 15,855 Est. Cost $10.66 Unrealized +27.2%
LOW Lowes Companies Inc 0.1%
Value ($000) $235 Shares 3,220 Est. Cost $58.94 Unrealized +4.7%
Firstmerit Corp 0.1%
Value ($000) $232 Shares 13,460 Est. Cost $19.02 Unrealized
CTSH Cognizant Technology Solutions 0.1%
Value ($000) $232 Shares 3,900 Est. Cost $52.28 Unrealized +9.3%
Praxair Inc 0.1%
Value ($000) $227 Shares 2,280 Est. Cost $129.95 Unrealized
Monsanto Co New Del 0.1%
Value ($000) $225 Shares 2,440 Est. Cost $116.70 Unrealized
MET MetLife Inc 0.1%
Value ($000) $215 Shares 5,130 Est. Cost $31.21 Unrealized -0.1%