JACOBS & CO/CA Diversified Active

CIK: 0001055544 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Apr 14, 2016

Total Value ($000): $415,535 (100.0% shares, 0.0% debt)

Holdings (125)

AAPL Apple Inc. 2.7%
Value ($000) $11,315 Shares 103,817 Est. Cost $19.31 Unrealized +16.8%
INTC Intel Corp 2.5%
Value ($000) $10,364 Shares 320,401 Est. Cost $17.56 Unrealized +38.9%
V Visa Inc. Class A 2.3%
Value ($000) $9,470 Shares 123,827 Est. Cost $58.10 Unrealized +16.7%
PEP Pepsico Inc 2.3%
Value ($000) $9,398 Shares 91,715 Est. Cost $56.30 Unrealized +30.1%
MSFT Microsoft Corp 2.2%
Value ($000) $9,177 Shares 166,167 Est. Cost $29.02 Unrealized +58.8%
META Facebook Inc Class A 2.1%
Value ($000) $8,840 Shares 77,477 Est. Cost $45.14 Unrealized +132.1%
T AT&T New 2.0%
Value ($000) $8,201 Shares 209,370 Est. Cost $11.45 Unrealized +20.9%
IBM Intl Business Machines 2.0%
Value ($000) $8,173 Shares 53,965 Est. Cost $116.34 Unrealized -27.7%
Walgreens Boots Alliance Inc 2.0%
Value ($000) $8,147 Shares 96,716 Est. Cost $81.81 Unrealized
General Electric 2.0%
Value ($000) $8,125 Shares 255,614 Est. Cost $23.90 Unrealized
TGT Target Corporation 1.9%
Value ($000) $8,101 Shares 98,464 Est. Cost $45.14 Unrealized +24.9%
VZ Verizon Communications 1.9%
Value ($000) $7,917 Shares 146,402 Est. Cost $26.12 Unrealized +15.0%
CVX Chevron Corp 1.8%
Value ($000) $7,454 Shares 78,142 Est. Cost $70.75 Unrealized -18.8%
DIS Disney Walt Co. 1.8%
Value ($000) $7,442 Shares 74,947 Est. Cost $70.71 Unrealized +25.8%
XOM Exxon Mobil Corporation 1.8%
Value ($000) $7,361 Shares 88,063 Est. Cost $55.35 Unrealized -6.1%
BA Boeing 1.7%
Value ($000) $7,254 Shares 57,148 Est. Cost $85.73 Unrealized +30.5%
SBUX Starbucks Corp 1.7%
Value ($000) $7,143 Shares 119,659 Est. Cost $37.07 Unrealized +27.9%
UPS United Parcel Service B 1.7%
Value ($000) $7,052 Shares 66,871 Est. Cost $59.37 Unrealized +14.0%
JNJ Johnson & Johnson 1.7%
Value ($000) $6,870 Shares 63,499 Est. Cost $60.65 Unrealized +29.9%
HD Home Depot Inc 1.6%
Value ($000) $6,777 Shares 50,793 Est. Cost $58.58 Unrealized +67.9%
3M 1.6%
Value ($000) $6,774 Shares 40,655 Est. Cost $112.68 Unrealized
GOOG Alphabet Inc C Non Voting Shar 1.6%
Value ($000) $6,744 Shares 9,054 Est. Cost $35.61 Unrealized -0.2%
SLB Schlumberger 1.6%
Value ($000) $6,564 Shares 89,007 Est. Cost $54.36 Unrealized -2.3%
MCD Mc Donalds Corp 1.5%
Value ($000) $6,313 Shares 50,231 Est. Cost $71.47 Unrealized +31.5%
CSCO Cisco Systems 1.5%
Value ($000) $6,275 Shares 220,430 Est. Cost $20.16 Unrealized -6.0%
PFE Pfizer Inc 1.5%
Value ($000) $6,062 Shares 204,532 Est. Cost $16.83 Unrealized +11.0%
HON Honeywell International 1.4%
Value ($000) $5,931 Shares 52,937 Est. Cost $65.07 Unrealized +17.3%
SYY Sysco Corp. 1.4%
Value ($000) $5,626 Shares 120,407 Est. Cost $25.09 Unrealized +33.0%
PG Procter & Gamble 1.3%
Value ($000) $5,556 Shares 67,508 Est. Cost $55.52 Unrealized +11.0%
ZTS Zoetis Inc 1.3%
Value ($000) $5,542 Shares 125,022 Est. Cost $28.72 Unrealized +36.8%
BDX Becton Dickinson & Co 1.3%
Value ($000) $5,432 Shares 35,783 Est. Cost $78.11 Unrealized +56.5%
AMGN Amgen Incorporated 1.3%
Value ($000) $5,324 Shares 35,513 Est. Cost $79.78 Unrealized +38.9%
Amazon Com Inc 1.3%
Value ($000) $5,207 Shares 8,772 Est. Cost $602.04 Unrealized
GLW Corning Inc 1.2%
Value ($000) $5,182 Shares 248,078 Est. Cost $10.83 Unrealized +31.7%
MKC Mc Cormick & Co Inc N-Vt 1.2%
Value ($000) $5,170 Shares 51,980 Est. Cost $28.20 Unrealized +32.2%
NKE Nike Inc Class B 1.2%
Value ($000) $5,071 Shares 82,501 Est. Cost $42.70 Unrealized +24.6%
Union Pacific Corp 1.1%
Value ($000) $4,539 Shares 57,065 Est. Cost $112.90 Unrealized
Spectra Energy Corp 1.1%
Value ($000) $4,418 Shares 144,387 Est. Cost $33.90 Unrealized
ABBV Abbvie Inc 1.0%
Value ($000) $4,235 Shares 74,158 Est. Cost $30.13 Unrealized +23.2%
PYPL PayPal Holdings Inc 1.0%
Value ($000) $4,164 Shares 107,901 Est. Cost $35.76 Unrealized +0.8%
Costco Companies Inc. 1.0%
Value ($000) $4,161 Shares 26,406 Est. Cost $156.06 Unrealized
QCOM Qualcomm Inc 1.0%
Value ($000) $4,145 Shares 81,064 Est. Cost $47.89 Unrealized -22.9%
CSX C S X Corp 1.0%
Value ($000) $4,028 Shares 156,460 Est. Cost $6.88 Unrealized +1.9%
GOOGL Alphabet Inc A 1.0%
Value ($000) $3,962 Shares 5,194 Est. Cost $36.73 Unrealized -0.5%
ABT Abbott Laboratories 0.9%
Value ($000) $3,915 Shares 93,611 Est. Cost $29.85 Unrealized +10.6%
MDLZ Mondelez Intl Inc Cl A 0.9%
Value ($000) $3,886 Shares 96,871 Est. Cost $24.12 Unrealized +34.4%
ADBE Adobe Systems 0.9%
Value ($000) $3,733 Shares 39,799 Est. Cost $57.38 Unrealized +51.1%
DTEGY Deutsche Telekom AG ADR 0.9%
Value ($000) $3,730 Shares 208,275 Est. Cost $12.46 Unrealized
Vodafone Group Plc 0.9%
Value ($000) $3,712 Shares 115,847 Est. Cost $30.47 Unrealized
LLY Eli Lilly 0.9%
Value ($000) $3,553 Shares 49,354 Est. Cost $42.38 Unrealized +51.0%
KO Coca Cola Company 0.8%
Value ($000) $3,500 Shares 75,462 Est. Cost $27.79 Unrealized +14.6%
ZBH Zimmer Biomet Hldgs Inc 0.8%
Value ($000) $3,359 Shares 31,508 Est. Cost $72.86 Unrealized +22.4%
Medtronic Inc 0.8%
Value ($000) $3,299 Shares 43,998 Est. Cost $52.22 Unrealized
Hubbell Inc Class B 0.8%
Value ($000) $3,156 Shares 29,795 Est. Cost $94.74 Unrealized
GILD Gilead Sciences Inc 0.7%
Value ($000) $3,082 Shares 33,560 Est. Cost $41.96 Unrealized +51.2%
ADP Auto Data Processing 0.7%
Value ($000) $2,932 Shares 32,690 Est. Cost $45.09 Unrealized +50.1%
SNA Snap On Tools 0.7%
Value ($000) $2,817 Shares 17,950 Est. Cost $66.38 Unrealized +82.2%
DE Deere & Co 0.7%
Value ($000) $2,786 Shares 36,198 Est. Cost $69.19 Unrealized -4.2%
YUM Yum Brands 0.7%
Value ($000) $2,708 Shares 33,085 Est. Cost $42.59 Unrealized +2.8%
Glaxosmithkline Plc Adrf 0.6%
Value ($000) $2,691 Shares 66,365 Est. Cost $44.67 Unrealized
CMI Cummins Inc 0.6%
Value ($000) $2,654 Shares 24,143 Est. Cost $88.71 Unrealized -16.4%
SCHW Charles Schwab Corp 0.6%
Value ($000) $2,531 Shares 90,330 Est. Cost $27.10 Unrealized -14.0%
Merck 0.6%
Value ($000) $2,469 Shares 46,680 Est. Cost $47.97 Unrealized
AXP American Express Company 0.6%
Value ($000) $2,439 Shares 39,725 Est. Cost $64.79 Unrealized -22.1%
EMR Emerson Electric Co 0.6%
Value ($000) $2,389 Shares 43,934 Est. Cost $40.91 Unrealized -8.6%
Edwards Lifesciences Cp 0.6%
Value ($000) $2,389 Shares 27,087 Est. Cost $88.20 Unrealized
Berkshire Hathaway Cl B 0.6%
Value ($000) $2,379 Shares 16,771 Est. Cost $114.39 Unrealized
BAX Baxter International Inc 0.6%
Value ($000) $2,346 Shares 57,131 Est. Cost $31.00 Unrealized +4.7%
BUD Anheuser Busch 0.6%
Value ($000) $2,346 Shares 18,825 Est. Cost $91.50 Unrealized
KHC Kraft Heinz Co 0.5%
Value ($000) $2,200 Shares 28,008 Est. Cost $48.03 Unrealized +0.6%
Baxalta Inc 0.5%
Value ($000) $2,184 Shares 54,081 Est. Cost $31.51 Unrealized
Royal Dutch Shell PLC ADR A 0.5%
Value ($000) $1,957 Shares 40,400 Est. Cost $59.51 Unrealized
RHHBY Roche Hldg Ltd Spon Adrf 0.5%
Value ($000) $1,913 Shares 62,486 Est. Cost $30.61 Unrealized
CAT Caterpillar 0.4%
Value ($000) $1,813 Shares 23,697 Est. Cost $62.66 Unrealized -15.3%
Celgene Corp 0.4%
Value ($000) $1,753 Shares 17,522 Est. Cost $88.52 Unrealized
E M C Corp Mass 0.4%
Value ($000) $1,673 Shares 62,808 Est. Cost $24.18 Unrealized
Dr Pepper Snapple Group 0.4%
Value ($000) $1,663 Shares 18,602 Est. Cost $89.40 Unrealized
Viacom Inc Non Vtg Cl B 0.4%
Value ($000) $1,578 Shares 38,250 Est. Cost $62.95 Unrealized
Lab Cp Of Amer Hldg New 0.4%
Value ($000) $1,571 Shares 13,413 Est. Cost $111.45 Unrealized
Pentair Ltd Com 0.4%
Value ($000) $1,530 Shares 28,213 Est. Cost $57.68 Unrealized
BMY Bristol Myers Squibb 0.4%
Value ($000) $1,496 Shares 23,423 Est. Cost $32.00 Unrealized +40.0%
INTU Intuit Inc 0.3%
Value ($000) $1,387 Shares 13,337 Est. Cost $56.72 Unrealized +57.9%
EA Electronic Arts Inc. 0.3%
Value ($000) $1,377 Shares 20,832 Est. Cost $30.95 Unrealized +100.5%
Twitter Inc 0.3%
Value ($000) $1,361 Shares 82,246 Est. Cost $34.99 Unrealized
COP ConocoPhillips 0.3%
Value ($000) $1,337 Shares 33,205 Est. Cost $38.37 Unrealized -26.8%
WTS Watts Water Tech Inc A 0.3%
Value ($000) $1,326 Shares 24,055 Est. Cost $47.33 Unrealized +6.7%
Genesee & Wyoming Cl A 0.3%
Value ($000) $1,319 Shares 21,042 Est. Cost $97.59 Unrealized
PCAR Paccar Inc 0.3%
Value ($000) $1,210 Shares 22,130 Est. Cost $21.67 Unrealized +7.4%
ORCL Oracle Corporation 0.3%
Value ($000) $1,115 Shares 27,278 Est. Cost $29.47 Unrealized +8.4%
Raytheon Company New 0.2%
Value ($000) $1,031 Shares 8,412 Est. Cost $69.48 Unrealized
CL Colgate-Palmolive Co 0.2%
Value ($000) $933 Shares 13,207 Est. Cost $44.61 Unrealized +18.5%
Whole Foods Market Inc 0.2%
Value ($000) $914 Shares 29,390 Est. Cost $38.60 Unrealized
UNFI United Natural Foods Inc 0.2%
Value ($000) $914 Shares 22,684 Est. Cost $61.62 Unrealized -40.1%
Dow Chemical Company 0.2%
Value ($000) $884 Shares 17,392 Est. Cost $37.51 Unrealized
WFC Wells Fargo & Company 0.2%
Value ($000) $827 Shares 17,112 Est. Cost $29.15 Unrealized +27.3%
SNY Sanofi Aventis 0.2%
Value ($000) $796 Shares 19,825 Est. Cost $51.53 Unrealized
KR Kroger Company 0.2%
Value ($000) $781 Shares 20,426 Est. Cost $21.81 Unrealized +44.9%
BP BP Plc 0.2%
Value ($000) $756 Shares 25,053 Est. Cost $41.87 Unrealized
HAIN Hain Celestial Group Inc 0.2%
Value ($000) $722 Shares 17,650 Est. Cost $48.15 Unrealized -22.0%
HPE Hewlett Packard Enterprises Co 0.2%
Value ($000) $654 Shares 36,920 Est. Cost $6.50 Unrealized -2.0%
Anadarko Petroleum Corp 0.2%
Value ($000) $653 Shares 14,026 Est. Cost $85.42 Unrealized
Time Warner Incorporated 0.1%
Value ($000) $514 Shares 7,091 Est. Cost $61.03 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $497 Shares 5,070 Est. Cost $49.62 Unrealized +12.6%
Altria Group Inc. 0.1%
Value ($000) $492 Shares 7,860 Est. Cost $37.74 Unrealized
Genl Amer Investors Co 0.1%
Value ($000) $461 Shares 14,785 Est. Cost $31.18 Unrealized
HPQ HP Inc 0.1%
Value ($000) $451 Shares 36,670 Est. Cost $9.12 Unrealized -15.5%
Firstmerit Corp 0.1%
Value ($000) $449 Shares 21,375 Est. Cost $19.75 Unrealized
PSX Phillips 66 0.1%
Value ($000) $414 Shares 4,786 Est. Cost $37.50 Unrealized +49.4%
NVS Novartis A G Spon Adr 0.1%
Value ($000) $411 Shares 5,680 Est. Cost $72.32 Unrealized
CAG Conagra Incorporated 0.1%
Value ($000) $361 Shares 8,100 Est. Cost $17.84 Unrealized +28.6%
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $358 Shares 5,230 Est. Cost $20.08 Unrealized -8.8%
DuPont 0.1%
Value ($000) $345 Shares 5,455 Est. Cost $58.48 Unrealized
Mylan Laboratories Inc 0.1%
Value ($000) $330 Shares 7,130 Est. Cost $50.00 Unrealized
CPB Campbell Soup Company 0.1%
Value ($000) $309 Shares 4,850 Est. Cost $30.86 Unrealized +39.4%
PCG PG&E Corporation 0.1%
Value ($000) $279 Shares 4,682 Est. Cost $52.19 Unrealized 0.0%
CVS CVS Corp. 0.1%
Value ($000) $277 Shares 2,676 Est. Cost $66.59 Unrealized +8.7%
LOW Lowes Companies Inc 0.1%
Value ($000) $273 Shares 3,605 Est. Cost $58.93 Unrealized -0.1%
Praxair Inc 0.1%
Value ($000) $261 Shares 2,285 Est. Cost $129.95 Unrealized
EBAY Ebay Inc 0.1%
Value ($000) $252 Shares 10,598 Est. Cost $19.87 Unrealized +9.0%
MPC Marathon Petroleum Corp 0.1%
Value ($000) $249 Shares 6,700 Est. Cost $38.07 Unrealized -26.8%
CTSH Cognizant Technology Solutions 0.1%
Value ($000) $244 Shares 3,900 Est. Cost $52.28 Unrealized -1.4%
MET MetLife Inc 0.1%
Value ($000) $225 Shares 5,130 Est. Cost $31.21 Unrealized -14.3%
MAS Masco Corp 0.1%
Value ($000) $219 Shares 6,975 Est. Cost $23.79 Unrealized 0.0%
Monsanto Co New Del 0.1%
Value ($000) $218 Shares 2,485 Est. Cost $116.18 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $211 Shares 15,655 Est. Cost $10.66 Unrealized +1.9%