JACOBS & CO/CA Diversified Active

CIK: 0001055544 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Oct 11, 2016

Total Value ($000): $448,476 (100.0% shares, 0.0% debt)

Holdings (119)

AAPL Apple Inc. 2.7%
Value ($000) $12,303 Shares 108,831 Est. Cost $19.48 Unrealized +24.4%
INTC Intel Corp 2.7%
Value ($000) $12,164 Shares 322,235 Est. Cost $17.76 Unrealized +61.2%
V Visa Inc. Class A 2.3%
Value ($000) $10,467 Shares 126,566 Est. Cost $58.69 Unrealized +27.8%
META Facebook Inc Class A 2.3%
Value ($000) $10,222 Shares 79,698 Est. Cost $47.03 Unrealized +162.2%
MSFT Microsoft Corp 2.2%
Value ($000) $9,773 Shares 169,682 Est. Cost $29.38 Unrealized +71.2%
PEP Pepsico Inc 2.2%
Value ($000) $9,661 Shares 88,825 Est. Cost $56.30 Unrealized +44.0%
IBM Intl Business Machines 2.0%
Value ($000) $8,756 Shares 55,123 Est. Cost $115.81 Unrealized -12.1%
T AT&T New 1.9%
Value ($000) $8,431 Shares 207,631 Est. Cost $11.45 Unrealized +42.3%
CVX Chevron Corp 1.8%
Value ($000) $8,064 Shares 78,355 Est. Cost $70.75 Unrealized -3.2%
Walgreens Boots Alliance Inc 1.8%
Value ($000) $7,968 Shares 98,845 Est. Cost $81.78 Unrealized
SBUX Starbucks Corp 1.8%
Value ($000) $7,917 Shares 146,246 Est. Cost $38.73 Unrealized +18.4%
Amazon Com Inc 1.8%
Value ($000) $7,905 Shares 9,441 Est. Cost $613.92 Unrealized
General Electric 1.7%
Value ($000) $7,833 Shares 264,472 Est. Cost $24.12 Unrealized
DIS Disney Walt Co. 1.7%
Value ($000) $7,779 Shares 83,781 Est. Cost $72.85 Unrealized +22.0%
BA Boeing 1.7%
Value ($000) $7,727 Shares 58,655 Est. Cost $86.55 Unrealized +39.6%
XOM Exxon Mobil Corporation 1.7%
Value ($000) $7,621 Shares 87,319 Est. Cost $55.35 Unrealized +5.7%
VZ Verizon Communications 1.7%
Value ($000) $7,548 Shares 145,210 Est. Cost $26.12 Unrealized +26.0%
SLB Schlumberger 1.7%
Value ($000) $7,478 Shares 95,093 Est. Cost $54.69 Unrealized +10.9%
JNJ Johnson & Johnson 1.7%
Value ($000) $7,432 Shares 62,919 Est. Cost $60.65 Unrealized +54.3%
UPS United Parcel Service B 1.7%
Value ($000) $7,426 Shares 67,906 Est. Cost $59.55 Unrealized +29.7%
GOOG Alphabet Inc C Non Voting Shar 1.7%
Value ($000) $7,418 Shares 9,544 Est. Cost $35.61 Unrealized +5.8%
CSCO Cisco Systems 1.6%
Value ($000) $7,256 Shares 228,769 Est. Cost $20.19 Unrealized +14.3%
3M 1.6%
Value ($000) $7,024 Shares 39,860 Est. Cost $112.68 Unrealized
PFE Pfizer Inc 1.5%
Value ($000) $6,867 Shares 202,775 Est. Cost $16.89 Unrealized +31.8%
NKE Nike Inc Class B 1.5%
Value ($000) $6,857 Shares 130,251 Est. Cost $45.45 Unrealized +10.0%
TGT Target Corporation 1.5%
Value ($000) $6,793 Shares 98,913 Est. Cost $45.14 Unrealized +20.4%
HD Home Depot Inc 1.4%
Value ($000) $6,480 Shares 50,363 Est. Cost $58.58 Unrealized +81.5%
ZTS Zoetis Inc 1.4%
Value ($000) $6,473 Shares 124,459 Est. Cost $28.72 Unrealized +63.9%
AMGN Amgen Incorporated 1.4%
Value ($000) $6,436 Shares 38,586 Est. Cost $82.95 Unrealized +54.0%
Spectra Energy Corp 1.4%
Value ($000) $6,384 Shares 149,354 Est. Cost $34.02 Unrealized
QCOM Qualcomm Inc 1.4%
Value ($000) $6,283 Shares 91,729 Est. Cost $47.12 Unrealized -0.4%
HON Honeywell International 1.4%
Value ($000) $6,180 Shares 53,010 Est. Cost $65.07 Unrealized +32.2%
MCD Mc Donalds Corp 1.4%
Value ($000) $6,084 Shares 52,746 Est. Cost $72.69 Unrealized +30.1%
BDX Becton Dickinson & Co 1.3%
Value ($000) $6,017 Shares 33,478 Est. Cost $78.11 Unrealized +90.1%
Union Pacific Corp 1.3%
Value ($000) $5,965 Shares 61,168 Est. Cost $111.39 Unrealized
SYY Sysco Corp. 1.3%
Value ($000) $5,801 Shares 118,364 Est. Cost $25.09 Unrealized +60.4%
PG Procter & Gamble 1.3%
Value ($000) $5,652 Shares 62,978 Est. Cost $55.52 Unrealized +21.6%
ADBE Adobe Systems 1.2%
Value ($000) $5,310 Shares 48,924 Est. Cost $65.03 Unrealized +54.3%
CSX C S X Corp 1.2%
Value ($000) $5,195 Shares 170,343 Est. Cost $6.93 Unrealized +19.6%
PYPL PayPal Holdings Inc 1.1%
Value ($000) $4,945 Shares 120,716 Est. Cost $36.02 Unrealized +6.5%
ABBV Abbvie Inc 1.1%
Value ($000) $4,936 Shares 78,268 Est. Cost $30.60 Unrealized +43.5%
MKC Mc Cormick & Co Inc N-Vt 1.1%
Value ($000) $4,823 Shares 48,270 Est. Cost $28.20 Unrealized +50.3%
GLW Corning Inc 1.0%
Value ($000) $4,444 Shares 187,931 Est. Cost $10.83 Unrealized +60.4%
ZBH Zimmer Biomet Hldgs Inc 0.9%
Value ($000) $4,234 Shares 32,570 Est. Cost $73.70 Unrealized +55.3%
GOOGL Alphabet Inc A 0.9%
Value ($000) $4,218 Shares 5,246 Est. Cost $36.76 Unrealized +5.6%
Edwards Lifesciences Cp 0.9%
Value ($000) $4,089 Shares 33,917 Est. Cost $90.45 Unrealized
ABT Abbott Laboratories 0.9%
Value ($000) $4,052 Shares 95,816 Est. Cost $29.99 Unrealized +20.5%
Costco Companies Inc. 0.9%
Value ($000) $3,934 Shares 25,801 Est. Cost $156.06 Unrealized
LLY Eli Lilly 0.9%
Value ($000) $3,869 Shares 48,214 Est. Cost $42.38 Unrealized +61.8%
MDLZ Mondelez Intl Inc Cl A 0.9%
Value ($000) $3,837 Shares 87,404 Est. Cost $24.12 Unrealized +46.0%
DTEGY Deutsche Telekom AG ADR 0.8%
Value ($000) $3,742 Shares 222,907 Est. Cost $12.76 Unrealized
Vodafone Group Plc 0.8%
Value ($000) $3,732 Shares 128,043 Est. Cost $30.40 Unrealized
Medtronic Inc 0.8%
Value ($000) $3,705 Shares 42,888 Est. Cost $52.22 Unrealized
DE Deere & Co 0.8%
Value ($000) $3,494 Shares 40,947 Est. Cost $69.31 Unrealized +1.5%
SCHW Charles Schwab Corp 0.8%
Value ($000) $3,419 Shares 108,326 Est. Cost $26.81 Unrealized -2.9%
KHC Kraft Heinz Co 0.7%
Value ($000) $3,302 Shares 36,893 Est. Cost $49.64 Unrealized +16.9%
CMI Cummins Inc 0.7%
Value ($000) $3,243 Shares 25,313 Est. Cost $88.66 Unrealized +6.8%
YUM Yum Brands 0.7%
Value ($000) $3,173 Shares 34,946 Est. Cost $42.99 Unrealized +25.3%
Hubbell Inc Class B 0.7%
Value ($000) $3,150 Shares 29,245 Est. Cost $94.74 Unrealized
NXP Semiconductor N.V. 0.7%
Value ($000) $3,142 Shares 30,810 Est. Cost $101.98 Unrealized
Glaxosmithkline Plc Adrf 0.7%
Value ($000) $3,120 Shares 72,352 Est. Cost $44.55 Unrealized
KO Coca Cola Company 0.6%
Value ($000) $2,878 Shares 68,012 Est. Cost $27.79 Unrealized +17.2%
Merck 0.6%
Value ($000) $2,861 Shares 45,855 Est. Cost $47.97 Unrealized
AXP American Express Company 0.6%
Value ($000) $2,838 Shares 44,320 Est. Cost $63.84 Unrealized -11.8%
ADP Auto Data Processing 0.6%
Value ($000) $2,830 Shares 32,094 Est. Cost $45.09 Unrealized +64.3%
SNA Snap On Tools 0.6%
Value ($000) $2,727 Shares 17,950 Est. Cost $66.38 Unrealized +85.2%
GILD Gilead Sciences Inc 0.6%
Value ($000) $2,697 Shares 34,088 Est. Cost $42.19 Unrealized +36.9%
BMY Bristol Myers Squibb 0.6%
Value ($000) $2,595 Shares 48,138 Est. Cost $39.27 Unrealized +17.5%
BUD Anheuser Busch 0.5%
Value ($000) $2,418 Shares 18,402 Est. Cost $91.50 Unrealized
EMR Emerson Electric Co 0.5%
Value ($000) $2,386 Shares 43,772 Est. Cost $40.91 Unrealized +3.4%
Berkshire Hathaway Cl B 0.5%
Value ($000) $2,379 Shares 16,471 Est. Cost $114.39 Unrealized
BAX Baxter International Inc 0.5%
Value ($000) $2,374 Shares 49,875 Est. Cost $31.00 Unrealized +30.4%
Royal Dutch Shell PLC ADR A 0.5%
Value ($000) $2,195 Shares 43,840 Est. Cost $59.11 Unrealized
CAT Caterpillar 0.5%
Value ($000) $2,188 Shares 24,653 Est. Cost $62.63 Unrealized +5.4%
EA Electronic Arts Inc. 0.5%
Value ($000) $2,093 Shares 24,517 Est. Cost $36.73 Unrealized +111.8%
Celgene Corp 0.5%
Value ($000) $2,049 Shares 19,608 Est. Cost $89.94 Unrealized
Lab Cp Of Amer Hldg New 0.5%
Value ($000) $2,046 Shares 14,888 Est. Cost $113.53 Unrealized
Pentair Ltd Com 0.4%
Value ($000) $1,773 Shares 27,609 Est. Cost $57.68 Unrealized
Twitter Inc 0.4%
Value ($000) $1,724 Shares 74,806 Est. Cost $34.99 Unrealized
INTU Intuit Inc 0.4%
Value ($000) $1,705 Shares 15,499 Est. Cost $63.35 Unrealized +64.6%
Dr Pepper Snapple Group 0.3%
Value ($000) $1,558 Shares 17,065 Est. Cost $89.40 Unrealized
WTS Watts Water Tech Inc A 0.3%
Value ($000) $1,526 Shares 23,540 Est. Cost $47.33 Unrealized +32.7%
Viacom Inc Non Vtg Cl B 0.3%
Value ($000) $1,509 Shares 39,613 Est. Cost $59.95 Unrealized
PCAR Paccar Inc 0.3%
Value ($000) $1,300 Shares 22,130 Est. Cost $21.67 Unrealized +23.1%
Genesee & Wyoming Cl A 0.3%
Value ($000) $1,261 Shares 18,292 Est. Cost $97.59 Unrealized
COP ConocoPhillips 0.3%
Value ($000) $1,172 Shares 26,972 Est. Cost $38.37 Unrealized -18.9%
Raytheon Company New 0.2%
Value ($000) $1,116 Shares 8,199 Est. Cost $69.48 Unrealized
ORCL Oracle Corporation 0.2%
Value ($000) $946 Shares 24,094 Est. Cost $29.47 Unrealized +20.2%
CL Colgate-Palmolive Co 0.2%
Value ($000) $909 Shares 12,262 Est. Cost $44.61 Unrealized +33.1%
BP BP Plc 0.2%
Value ($000) $881 Shares 25,058 Est. Cost $41.87 Unrealized
Dow Chemical Company 0.2%
Value ($000) $828 Shares 15,992 Est. Cost $37.51 Unrealized
UNFI United Natural Foods Inc 0.2%
Value ($000) $826 Shares 20,644 Est. Cost $61.62 Unrealized -25.5%
SNY Sanofi Aventis 0.2%
Value ($000) $698 Shares 18,290 Est. Cost $51.53 Unrealized
Anadarko Petroleum Corp 0.2%
Value ($000) $694 Shares 10,961 Est. Cost $85.42 Unrealized
WFC Wells Fargo & Company 0.1%
Value ($000) $642 Shares 14,516 Est. Cost $29.15 Unrealized +26.4%
HPE Hewlett Packard Enterprises Co 0.1%
Value ($000) $573 Shares 25,195 Est. Cost $6.50 Unrealized +45.2%
Whole Foods Market Inc 0.1%
Value ($000) $527 Shares 18,615 Est. Cost $38.60 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $500 Shares 5,150 Est. Cost $49.80 Unrealized +25.0%
Time Warner Incorporated 0.1%
Value ($000) $492 Shares 6,191 Est. Cost $61.03 Unrealized
Genl Amer Investors Co 0.1%
Value ($000) $482 Shares 14,785 Est. Cost $31.18 Unrealized
Altria Group Inc. 0.1%
Value ($000) $471 Shares 7,453 Est. Cost $37.74 Unrealized
NVS Novartis A G Spon Adr 0.1%
Value ($000) $448 Shares 5,680 Est. Cost $72.32 Unrealized
HPQ HP Inc 0.1%
Value ($000) $387 Shares 24,945 Est. Cost $9.12 Unrealized +14.8%
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $367 Shares 5,100 Est. Cost $20.08 Unrealized +2.6%
CAG Conagra Incorporated 0.1%
Value ($000) $358 Shares 7,600 Est. Cost $17.84 Unrealized +43.8%
DuPont 0.1%
Value ($000) $354 Shares 5,300 Est. Cost $58.48 Unrealized
PSX Phillips 66 0.1%
Value ($000) $354 Shares 4,406 Est. Cost $37.50 Unrealized +45.1%
REGN Regeneron Pharms Inc 0.1%
Value ($000) $345 Shares 859 Est. Cost $398.92 Unrealized 0.0%
MPC Marathon Petroleum Corp 0.1%
Value ($000) $271 Shares 6,700 Est. Cost $38.07 Unrealized -20.3%
LOW Lowes Companies Inc 0.1%
Value ($000) $260 Shares 3,605 Est. Cost $58.93 Unrealized +11.0%
Monsanto Co New Del 0.1%
Value ($000) $253 Shares 2,485 Est. Cost $116.18 Unrealized
HBAN Huntington Bancshares Inc 0.1%
Value ($000) $251 Shares 25,540 Est. Cost $6.42 Unrealized 0.0%
BAC Bank of America Corp 0.1%
Value ($000) $245 Shares 15,655 Est. Cost $10.66 Unrealized +13.2%
Mylan Laboratories Inc 0.1%
Value ($000) $243 Shares 6,390 Est. Cost $49.84 Unrealized
PCG PG&E Corporation 0.1%
Value ($000) $241 Shares 3,946 Est. Cost $52.19 Unrealized +15.7%
MAS Masco Corp 0.1%
Value ($000) $239 Shares 6,975 Est. Cost $23.79 Unrealized +26.3%
MET MetLife Inc 0.1%
Value ($000) $227 Shares 5,115 Est. Cost $31.21 Unrealized -12.3%
KR Kroger Company 0.0%
Value ($000) $210 Shares 7,096 Est. Cost $21.81 Unrealized +25.6%
Praxair Inc 0.0%
Value ($000) $203 Shares 1,685 Est. Cost $129.95 Unrealized