JACOBS & CO/CA Diversified Active

CIK: 0001055544 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jul 11, 2016

Total Value ($000): $425,674 (100.0% shares, 0.0% debt)

Holdings (121)

INTC Intel Corp 2.5%
Value ($000) $10,791 Shares 329,001 Est. Cost $17.76 Unrealized +41.4%
AAPL Apple Inc. 2.4%
Value ($000) $10,251 Shares 107,230 Est. Cost $19.41 Unrealized +16.5%
PEP Pepsico Inc 2.2%
Value ($000) $9,521 Shares 89,875 Est. Cost $56.30 Unrealized +36.9%
META Facebook Inc Class A 2.1%
Value ($000) $9,101 Shares 79,643 Est. Cost $47.03 Unrealized +143.3%
V Visa Inc. Class A 2.1%
Value ($000) $9,058 Shares 122,136 Est. Cost $58.10 Unrealized +26.0%
T AT&T New 2.1%
Value ($000) $8,987 Shares 207,991 Est. Cost $11.45 Unrealized +32.0%
MSFT Microsoft Corp 2.0%
Value ($000) $8,690 Shares 169,842 Est. Cost $29.38 Unrealized +56.5%
IBM Intl Business Machines 2.0%
Value ($000) $8,401 Shares 55,352 Est. Cost $115.81 Unrealized -17.9%
XOM Exxon Mobil Corporation 1.9%
Value ($000) $8,257 Shares 88,090 Est. Cost $55.35 Unrealized +4.5%
General Electric 1.9%
Value ($000) $8,198 Shares 260,444 Est. Cost $24.04 Unrealized
CVX Chevron Corp 1.9%
Value ($000) $8,198 Shares 78,211 Est. Cost $70.75 Unrealized -5.6%
VZ Verizon Communications 1.9%
Value ($000) $8,184 Shares 146,572 Est. Cost $26.12 Unrealized +20.5%
Walgreens Boots Alliance Inc 1.9%
Value ($000) $8,008 Shares 96,171 Est. Cost $81.81 Unrealized
DIS Disney Walt Co. 1.9%
Value ($000) $7,889 Shares 80,655 Est. Cost $72.23 Unrealized +27.6%
SBUX Starbucks Corp 1.8%
Value ($000) $7,710 Shares 134,983 Est. Cost $38.13 Unrealized +21.8%
JNJ Johnson & Johnson 1.8%
Value ($000) $7,647 Shares 63,048 Est. Cost $60.65 Unrealized +43.5%
BA Boeing 1.7%
Value ($000) $7,440 Shares 57,292 Est. Cost $85.73 Unrealized +38.3%
UPS United Parcel Service B 1.7%
Value ($000) $7,301 Shares 67,786 Est. Cost $59.55 Unrealized +22.7%
SLB Schlumberger 1.7%
Value ($000) $7,281 Shares 92,080 Est. Cost $54.49 Unrealized +6.9%
3M 1.7%
Value ($000) $7,084 Shares 40,455 Est. Cost $112.68 Unrealized
PFE Pfizer Inc 1.7%
Value ($000) $7,068 Shares 200,752 Est. Cost $16.83 Unrealized +25.1%
TGT Target Corporation 1.6%
Value ($000) $6,868 Shares 98,373 Est. Cost $45.14 Unrealized +24.3%
GOOG Alphabet Inc C Non Voting Shar 1.5%
Value ($000) $6,551 Shares 9,466 Est. Cost $35.61 Unrealized +0.1%
Amazon Com Inc 1.5%
Value ($000) $6,543 Shares 9,144 Est. Cost $606.66 Unrealized
CSCO Cisco Systems 1.5%
Value ($000) $6,542 Shares 228,041 Est. Cost $20.19 Unrealized +3.3%
HD Home Depot Inc 1.5%
Value ($000) $6,467 Shares 50,648 Est. Cost $58.58 Unrealized +79.2%
MCD Mc Donalds Corp 1.5%
Value ($000) $6,213 Shares 51,635 Est. Cost $72.22 Unrealized +37.3%
HON Honeywell International 1.4%
Value ($000) $6,171 Shares 53,060 Est. Cost $65.07 Unrealized +29.4%
NKE Nike Inc Class B 1.4%
Value ($000) $6,165 Shares 111,693 Est. Cost $44.69 Unrealized +12.6%
SYY Sysco Corp. 1.4%
Value ($000) $6,082 Shares 119,876 Est. Cost $25.09 Unrealized +50.2%
ZTS Zoetis Inc 1.4%
Value ($000) $5,951 Shares 125,392 Est. Cost $28.72 Unrealized +52.7%
BDX Becton Dickinson & Co 1.4%
Value ($000) $5,772 Shares 34,038 Est. Cost $78.11 Unrealized +77.1%
AMGN Amgen Incorporated 1.4%
Value ($000) $5,748 Shares 37,783 Est. Cost $82.00 Unrealized +42.3%
Spectra Energy Corp 1.3%
Value ($000) $5,531 Shares 151,013 Est. Cost $34.02 Unrealized
PG Procter & Gamble 1.3%
Value ($000) $5,378 Shares 63,523 Est. Cost $55.52 Unrealized +14.1%
Union Pacific Corp 1.2%
Value ($000) $5,289 Shares 60,619 Est. Cost $111.39 Unrealized
MKC Mc Cormick & Co Inc N-Vt 1.2%
Value ($000) $5,194 Shares 48,695 Est. Cost $28.20 Unrealized +44.1%
QCOM Qualcomm Inc 1.1%
Value ($000) $4,829 Shares 90,157 Est. Cost $47.12 Unrealized -14.5%
ABBV Abbvie Inc 1.1%
Value ($000) $4,799 Shares 77,523 Est. Cost $30.60 Unrealized +33.9%
CSX C S X Corp 1.0%
Value ($000) $4,416 Shares 169,351 Est. Cost $6.93 Unrealized +9.4%
GLW Corning Inc 1.0%
Value ($000) $4,214 Shares 205,796 Est. Cost $10.83 Unrealized +43.3%
ADBE Adobe Systems 1.0%
Value ($000) $4,211 Shares 43,964 Est. Cost $61.04 Unrealized +57.3%
PYPL PayPal Holdings Inc 1.0%
Value ($000) $4,175 Shares 114,356 Est. Cost $35.89 Unrealized +6.3%
Costco Companies Inc. 1.0%
Value ($000) $4,139 Shares 26,356 Est. Cost $156.06 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.9%
Value ($000) $3,986 Shares 87,600 Est. Cost $24.12 Unrealized +44.4%
ZBH Zimmer Biomet Hldgs Inc 0.9%
Value ($000) $3,895 Shares 32,359 Est. Cost $73.70 Unrealized +41.9%
ABT Abbott Laboratories 0.9%
Value ($000) $3,832 Shares 97,501 Est. Cost $29.99 Unrealized +11.2%
LLY Eli Lilly 0.9%
Value ($000) $3,810 Shares 48,389 Est. Cost $42.38 Unrealized +51.2%
DTEGY Deutsche Telekom AG ADR 0.9%
Value ($000) $3,719 Shares 219,040 Est. Cost $12.68 Unrealized
Vodafone Group Plc 0.9%
Value ($000) $3,702 Shares 119,870 Est. Cost $30.48 Unrealized
Medtronic Inc 0.9%
Value ($000) $3,695 Shares 42,595 Est. Cost $52.22 Unrealized
GOOGL Alphabet Inc A 0.9%
Value ($000) $3,643 Shares 5,179 Est. Cost $36.73 Unrealized -0.8%
Edwards Lifesciences Cp 0.8%
Value ($000) $3,356 Shares 33,652 Est. Cost $90.45 Unrealized
KO Coca Cola Company 0.7%
Value ($000) $3,173 Shares 70,002 Est. Cost $27.79 Unrealized +19.9%
Hubbell Inc Class B 0.7%
Value ($000) $3,110 Shares 29,495 Est. Cost $94.74 Unrealized
KHC Kraft Heinz Co 0.7%
Value ($000) $3,067 Shares 34,672 Est. Cost $49.10 Unrealized +9.1%
DE Deere & Co 0.7%
Value ($000) $3,064 Shares 37,817 Est. Cost $69.23 Unrealized +1.1%
Glaxosmithkline Plc Adrf 0.7%
Value ($000) $3,046 Shares 70,297 Est. Cost $44.59 Unrealized
ADP Auto Data Processing 0.7%
Value ($000) $2,952 Shares 32,142 Est. Cost $45.09 Unrealized +59.2%
YUM Yum Brands 0.7%
Value ($000) $2,912 Shares 35,130 Est. Cost $42.99 Unrealized +15.1%
CMI Cummins Inc 0.7%
Value ($000) $2,869 Shares 25,521 Est. Cost $88.66 Unrealized -1.1%
SNA Snap On Tools 0.7%
Value ($000) $2,832 Shares 17,950 Est. Cost $66.38 Unrealized +89.6%
GILD Gilead Sciences Inc 0.7%
Value ($000) $2,831 Shares 33,940 Est. Cost $42.19 Unrealized +48.7%
Merck 0.6%
Value ($000) $2,656 Shares 46,105 Est. Cost $47.97 Unrealized
SCHW Charles Schwab Corp 0.6%
Value ($000) $2,651 Shares 104,759 Est. Cost $26.84 Unrealized -6.2%
AXP American Express Company 0.6%
Value ($000) $2,611 Shares 42,985 Est. Cost $64.07 Unrealized -13.8%
BAX Baxter International Inc 0.6%
Value ($000) $2,454 Shares 54,275 Est. Cost $31.00 Unrealized +20.9%
BUD Anheuser Busch 0.6%
Value ($000) $2,449 Shares 18,602 Est. Cost $91.50 Unrealized
Royal Dutch Shell PLC ADR A 0.6%
Value ($000) $2,394 Shares 43,359 Est. Cost $59.21 Unrealized
Berkshire Hathaway Cl B 0.6%
Value ($000) $2,384 Shares 16,471 Est. Cost $114.39 Unrealized
EMR Emerson Electric Co 0.5%
Value ($000) $2,286 Shares 43,834 Est. Cost $40.91 Unrealized +1.5%
Lab Cp Of Amer Hldg New 0.4%
Value ($000) $1,878 Shares 14,423 Est. Cost $112.76 Unrealized
EA Electronic Arts Inc. 0.4%
Value ($000) $1,866 Shares 24,632 Est. Cost $36.73 Unrealized +86.3%
CAT Caterpillar 0.4%
Value ($000) $1,845 Shares 24,348 Est. Cost $62.58 Unrealized -4.4%
Viacom Inc Non Vtg Cl B 0.4%
Value ($000) $1,844 Shares 44,473 Est. Cost $59.95 Unrealized
Celgene Corp 0.4%
Value ($000) $1,819 Shares 18,447 Est. Cost $89.02 Unrealized
BMY Bristol Myers Squibb 0.4%
Value ($000) $1,719 Shares 23,384 Est. Cost $32.00 Unrealized +57.8%
Dr Pepper Snapple Group 0.4%
Value ($000) $1,653 Shares 17,115 Est. Cost $89.40 Unrealized
Pentair Ltd Com 0.4%
Value ($000) $1,633 Shares 28,031 Est. Cost $57.68 Unrealized
INTU Intuit Inc 0.3%
Value ($000) $1,488 Shares 13,338 Est. Cost $56.72 Unrealized +71.4%
WTS Watts Water Tech Inc A 0.3%
Value ($000) $1,397 Shares 23,990 Est. Cost $47.33 Unrealized +19.6%
COP ConocoPhillips 0.3%
Value ($000) $1,367 Shares 31,357 Est. Cost $38.37 Unrealized -14.5%
Twitter Inc 0.3%
Value ($000) $1,284 Shares 75,961 Est. Cost $34.99 Unrealized
Genesee & Wyoming Cl A 0.3%
Value ($000) $1,177 Shares 19,967 Est. Cost $97.59 Unrealized
PCAR Paccar Inc 0.3%
Value ($000) $1,147 Shares 22,130 Est. Cost $21.67 Unrealized +18.4%
Raytheon Company New 0.3%
Value ($000) $1,125 Shares 8,279 Est. Cost $69.48 Unrealized
ORCL Oracle Corporation 0.2%
Value ($000) $1,020 Shares 24,928 Est. Cost $29.47 Unrealized +17.4%
UNFI United Natural Foods Inc 0.2%
Value ($000) $977 Shares 20,894 Est. Cost $61.62 Unrealized -37.7%
CL Colgate-Palmolive Co 0.2%
Value ($000) $933 Shares 12,757 Est. Cost $44.61 Unrealized +27.5%
HAIN Hain Celestial Group Inc 0.2%
Value ($000) $894 Shares 17,975 Est. Cost $48.11 Unrealized -3.8%
BP BP Plc 0.2%
Value ($000) $889 Shares 25,053 Est. Cost $41.87 Unrealized
Dow Chemical Company 0.2%
Value ($000) $834 Shares 16,792 Est. Cost $37.51 Unrealized
SNY Sanofi Aventis 0.2%
Value ($000) $779 Shares 18,615 Est. Cost $51.53 Unrealized
Whole Foods Market Inc 0.2%
Value ($000) $713 Shares 22,280 Est. Cost $38.60 Unrealized
WFC Wells Fargo & Company 0.2%
Value ($000) $691 Shares 14,614 Est. Cost $29.15 Unrealized +27.7%
Anadarko Petroleum Corp 0.2%
Value ($000) $683 Shares 12,827 Est. Cost $85.42 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $523 Shares 5,150 Est. Cost $49.80 Unrealized +23.3%
Altria Group Inc. 0.1%
Value ($000) $519 Shares 7,528 Est. Cost $37.74 Unrealized
HPE Hewlett Packard Enterprises Co 0.1%
Value ($000) $483 Shares 26,445 Est. Cost $6.50 Unrealized +19.4%
NVS Novartis A G Spon Adr 0.1%
Value ($000) $468 Shares 5,680 Est. Cost $72.32 Unrealized
Genl Amer Investors Co 0.1%
Value ($000) $455 Shares 14,785 Est. Cost $31.18 Unrealized
Time Warner Incorporated 0.1%
Value ($000) $455 Shares 6,191 Est. Cost $61.03 Unrealized
Firstmerit Corp 0.1%
Value ($000) $433 Shares 21,375 Est. Cost $19.75 Unrealized
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $381 Shares 5,230 Est. Cost $20.08 Unrealized -2.8%
CAG Conagra Incorporated 0.1%
Value ($000) $363 Shares 7,600 Est. Cost $17.84 Unrealized +42.0%
PSX Phillips 66 0.1%
Value ($000) $349 Shares 4,406 Est. Cost $37.50 Unrealized +51.2%
DuPont 0.1%
Value ($000) $343 Shares 5,300 Est. Cost $58.48 Unrealized
HPQ HP Inc 0.1%
Value ($000) $328 Shares 26,195 Est. Cost $9.12 Unrealized -0.7%
Mylan Laboratories Inc 0.1%
Value ($000) $315 Shares 7,305 Est. Cost $49.84 Unrealized
LOW Lowes Companies Inc 0.1%
Value ($000) $285 Shares 3,605 Est. Cost $58.93 Unrealized +10.0%
CPB Campbell Soup Company 0.1%
Value ($000) $279 Shares 4,200 Est. Cost $30.86 Unrealized +49.5%
PCG PG&E Corporation 0.1%
Value ($000) $262 Shares 4,106 Est. Cost $52.19 Unrealized +8.3%
KR Kroger Company 0.1%
Value ($000) $261 Shares 7,096 Est. Cost $21.81 Unrealized +35.5%
Monsanto Co New Del 0.1%
Value ($000) $256 Shares 2,485 Est. Cost $116.18 Unrealized
CVS CVS Corp. 0.1%
Value ($000) $256 Shares 2,676 Est. Cost $66.59 Unrealized +11.9%
MPC Marathon Petroleum Corp 0.1%
Value ($000) $254 Shares 6,700 Est. Cost $38.07 Unrealized -28.5%
CTSH Cognizant Technology Solutions 0.1%
Value ($000) $223 Shares 3,900 Est. Cost $52.28 Unrealized +2.5%
MAS Masco Corp 0.1%
Value ($000) $215 Shares 6,975 Est. Cost $23.79 Unrealized +14.9%
Praxair Inc 0.0%
Value ($000) $211 Shares 1,885 Est. Cost $129.95 Unrealized
BAC Bank of America Corp 0.0%
Value ($000) $207 Shares 15,655 Est. Cost $10.66 Unrealized +6.4%
MET MetLife Inc 0.0%
Value ($000) $203 Shares 5,115 Est. Cost $31.21 Unrealized -9.8%