JACOBS & CO/CA Diversified Active

CIK: 0001055544 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Jan 18, 2017

Total Value ($000): $461,049 (100.0% shares, 0.0% debt)

Holdings (121)

AAPL Apple Inc. 2.7%
Value ($000) $12,678 Shares 109,463 Est. Cost $19.48 Unrealized +33.9%
INTC Intel Corp 2.6%
Value ($000) $11,935 Shares 329,084 Est. Cost $17.99 Unrealized +62.0%
MSFT Microsoft Corp 2.3%
Value ($000) $10,563 Shares 170,002 Est. Cost $29.38 Unrealized +83.6%
V Visa Inc. Class A 2.2%
Value ($000) $10,166 Shares 130,305 Est. Cost $59.17 Unrealized +27.5%
PEP Pepsico Inc 2.0%
Value ($000) $9,450 Shares 90,320 Est. Cost $56.68 Unrealized +40.0%
META Facebook Inc Class A 2.0%
Value ($000) $9,364 Shares 81,397 Est. Cost $48.59 Unrealized +151.0%
IBM Intl Business Machines 2.0%
Value ($000) $9,259 Shares 55,785 Est. Cost $115.66 Unrealized -10.9%
BA Boeing 2.0%
Value ($000) $9,132 Shares 58,659 Est. Cost $86.55 Unrealized +56.0%
CVX Chevron Corp 2.0%
Value ($000) $9,109 Shares 77,395 Est. Cost $70.75 Unrealized +4.3%
DIS Disney Walt Co. 1.9%
Value ($000) $8,902 Shares 85,422 Est. Cost $73.19 Unrealized +23.9%
T AT&T New 1.9%
Value ($000) $8,880 Shares 208,794 Est. Cost $11.45 Unrealized +35.0%
SBUX Starbucks Corp 1.8%
Value ($000) $8,421 Shares 151,691 Est. Cost $38.97 Unrealized +16.9%
General Electric 1.8%
Value ($000) $8,252 Shares 261,141 Est. Cost $24.12 Unrealized
Walgreens Boots Alliance Inc 1.8%
Value ($000) $8,184 Shares 98,893 Est. Cost $81.78 Unrealized
SLB Schlumberger 1.7%
Value ($000) $8,065 Shares 96,071 Est. Cost $54.77 Unrealized +15.1%
XOM Exxon Mobil Corporation 1.7%
Value ($000) $7,956 Shares 88,146 Est. Cost $55.35 Unrealized +5.1%
UPS United Parcel Service B 1.7%
Value ($000) $7,812 Shares 68,144 Est. Cost $59.55 Unrealized +34.8%
VZ Verizon Communications 1.7%
Value ($000) $7,754 Shares 145,276 Est. Cost $26.12 Unrealized +18.6%
GOOG Alphabet Inc C Non Voting Shar 1.6%
Value ($000) $7,404 Shares 9,593 Est. Cost $35.61 Unrealized +8.6%
JNJ Johnson & Johnson 1.6%
Value ($000) $7,214 Shares 62,619 Est. Cost $60.65 Unrealized +47.9%
Amazon Com Inc 1.6%
Value ($000) $7,212 Shares 9,619 Est. Cost $616.43 Unrealized
CSCO Cisco Systems 1.6%
Value ($000) $7,206 Shares 238,479 Est. Cost $20.30 Unrealized +13.5%
TGT Target Corporation 1.5%
Value ($000) $7,145 Shares 98,930 Est. Cost $45.14 Unrealized +22.6%
3M 1.5%
Value ($000) $7,130 Shares 39,930 Est. Cost $112.68 Unrealized
NKE Nike Inc Class B 1.5%
Value ($000) $7,052 Shares 138,742 Est. Cost $45.46 Unrealized +0.3%
HD Home Depot Inc 1.5%
Value ($000) $7,006 Shares 52,257 Est. Cost $60.20 Unrealized +71.8%
PFE Pfizer Inc 1.4%
Value ($000) $6,652 Shares 204,833 Est. Cost $16.92 Unrealized +21.1%
ZTS Zoetis Inc 1.4%
Value ($000) $6,630 Shares 123,872 Est. Cost $28.72 Unrealized +64.9%
SYY Sysco Corp. 1.4%
Value ($000) $6,533 Shares 117,992 Est. Cost $25.09 Unrealized +63.3%
Union Pacific Corp 1.4%
Value ($000) $6,501 Shares 62,705 Est. Cost $111.20 Unrealized
MCD Mc Donalds Corp 1.4%
Value ($000) $6,438 Shares 52,896 Est. Cost $72.69 Unrealized +29.7%
HON Honeywell International 1.4%
Value ($000) $6,353 Shares 54,840 Est. Cost $65.71 Unrealized +28.1%
PG Procter & Gamble 1.3%
Value ($000) $6,212 Shares 95,285 Est. Cost $59.33 Unrealized +12.5%
Spectra Energy Corp 1.3%
Value ($000) $6,125 Shares 149,071 Est. Cost $34.02 Unrealized
CSX C S X Corp 1.3%
Value ($000) $6,108 Shares 170,016 Est. Cost $6.93 Unrealized +42.6%
AMGN Amgen Incorporated 1.3%
Value ($000) $5,967 Shares 40,816 Est. Cost $84.66 Unrealized +35.1%
BDX Becton Dickinson & Co 1.2%
Value ($000) $5,537 Shares 33,450 Est. Cost $78.11 Unrealized +85.2%
ADBE Adobe Systems 1.2%
Value ($000) $5,523 Shares 53,654 Est. Cost $68.63 Unrealized +54.3%
Praxair Inc 1.1%
Value ($000) $5,214 Shares 62,023 Est. Cost $85.31 Unrealized
PYPL PayPal Holdings Inc 1.1%
Value ($000) $5,020 Shares 127,198 Est. Cost $36.23 Unrealized +10.7%
ABBV Abbvie Inc 1.1%
Value ($000) $4,910 Shares 78,423 Est. Cost $30.60 Unrealized +36.5%
MKC Mc Cormick & Co Inc N-Vt 1.0%
Value ($000) $4,505 Shares 48,270 Est. Cost $28.20 Unrealized +39.0%
GLW Corning Inc 1.0%
Value ($000) $4,485 Shares 184,831 Est. Cost $10.83 Unrealized +72.1%
DE Deere & Co 0.9%
Value ($000) $4,309 Shares 41,827 Est. Cost $69.57 Unrealized +17.0%
SCHW Charles Schwab Corp 0.9%
Value ($000) $4,193 Shares 106,242 Est. Cost $26.81 Unrealized +18.6%
Costco Companies Inc. 0.9%
Value ($000) $4,173 Shares 26,066 Est. Cost $156.10 Unrealized
GOOGL Alphabet Inc A 0.9%
Value ($000) $4,142 Shares 5,228 Est. Cost $36.76 Unrealized +8.0%
Edwards Lifesciences Cp 0.9%
Value ($000) $3,967 Shares 42,342 Est. Cost $91.09 Unrealized
DTEGY Deutsche Telekom AG ADR 0.8%
Value ($000) $3,880 Shares 226,957 Est. Cost $12.83 Unrealized
KHC Kraft Heinz Co 0.8%
Value ($000) $3,878 Shares 44,421 Est. Cost $50.79 Unrealized +11.2%
ZBH Zimmer Biomet Hldgs Inc 0.8%
Value ($000) $3,876 Shares 37,566 Est. Cost $77.12 Unrealized +28.9%
MDLZ Mondelez Intl Inc Cl A 0.8%
Value ($000) $3,870 Shares 87,308 Est. Cost $24.12 Unrealized +44.0%
ABT Abbott Laboratories 0.8%
Value ($000) $3,646 Shares 94,946 Est. Cost $29.99 Unrealized +12.2%
LLY Eli Lilly 0.8%
Value ($000) $3,535 Shares 48,074 Est. Cost $42.38 Unrealized +51.5%
CMI Cummins Inc 0.8%
Value ($000) $3,485 Shares 25,504 Est. Cost $88.66 Unrealized +18.8%
Hubbell Inc Class B 0.7%
Value ($000) $3,412 Shares 29,245 Est. Cost $94.74 Unrealized
ADP Auto Data Processing 0.7%
Value ($000) $3,298 Shares 32,097 Est. Cost $45.09 Unrealized +70.2%
AXP American Express Company 0.7%
Value ($000) $3,273 Shares 44,195 Est. Cost $63.84 Unrealized -4.5%
BMY Bristol Myers Squibb 0.7%
Value ($000) $3,171 Shares 54,272 Est. Cost $39.30 Unrealized +0.6%
BUD Anheuser Busch 0.7%
Value ($000) $3,094 Shares 29,346 Est. Cost $96.70 Unrealized
Medtronic Inc 0.7%
Value ($000) $3,063 Shares 43,015 Est. Cost $52.22 Unrealized
SNA Snap On Tools 0.7%
Value ($000) $3,033 Shares 17,710 Est. Cost $66.38 Unrealized +95.8%
NXP Semiconductor N.V. 0.7%
Value ($000) $3,019 Shares 30,810 Est. Cost $101.98 Unrealized
Glaxosmithkline Plc Adrf 0.6%
Value ($000) $2,919 Shares 75,823 Est. Cost $44.27 Unrealized
Merck 0.6%
Value ($000) $2,889 Shares 49,075 Est. Cost $48.69 Unrealized
Vodafone Group Plc 0.6%
Value ($000) $2,815 Shares 115,268 Est. Cost $30.40 Unrealized
KO Coca Cola Company 0.6%
Value ($000) $2,809 Shares 67,762 Est. Cost $27.79 Unrealized +12.3%
Berkshire Hathaway Cl B 0.6%
Value ($000) $2,689 Shares 16,501 Est. Cost $114.39 Unrealized
Royal Dutch Shell PLC ADR A 0.5%
Value ($000) $2,463 Shares 45,305 Est. Cost $58.96 Unrealized
EA Electronic Arts Inc. 0.5%
Value ($000) $2,449 Shares 31,107 Est. Cost $45.51 Unrealized +71.8%
EMR Emerson Electric Co 0.5%
Value ($000) $2,429 Shares 43,572 Est. Cost $40.91 Unrealized +4.8%
GILD Gilead Sciences Inc 0.5%
Value ($000) $2,396 Shares 33,462 Est. Cost $42.19 Unrealized +26.1%
CAT Caterpillar 0.5%
Value ($000) $2,371 Shares 25,572 Est. Cost $63.03 Unrealized +17.0%
Celgene Corp 0.5%
Value ($000) $2,346 Shares 20,274 Est. Cost $90.79 Unrealized
Lab Cp Of Amer Hldg New 0.5%
Value ($000) $2,339 Shares 18,226 Est. Cost $116.24 Unrealized
YUM Yum Brands 0.5%
Value ($000) $2,313 Shares 36,537 Est. Cost $43.44 Unrealized +22.7%
BAX Baxter International Inc 0.5%
Value ($000) $2,214 Shares 49,950 Est. Cost $31.00 Unrealized +28.2%
INTU Intuit Inc 0.4%
Value ($000) $1,833 Shares 16,000 Est. Cost $64.65 Unrealized +62.0%
Pentair Ltd Com 0.3%
Value ($000) $1,548 Shares 27,612 Est. Cost $57.68 Unrealized
Dr Pepper Snapple Group 0.3%
Value ($000) $1,547 Shares 17,065 Est. Cost $89.40 Unrealized
WTS Watts Water Tech Inc A 0.3%
Value ($000) $1,534 Shares 23,530 Est. Cost $47.33 Unrealized +38.3%
REGN Regeneron Pharms Inc 0.3%
Value ($000) $1,489 Shares 52,204 Est. Cost $378.52 Unrealized -0.1%
PCAR Paccar Inc 0.3%
Value ($000) $1,414 Shares 22,130 Est. Cost $21.67 Unrealized +31.2%
COP ConocoPhillips 0.3%
Value ($000) $1,331 Shares 26,561 Est. Cost $38.37 Unrealized -9.4%
Genesee & Wyoming Cl A 0.3%
Value ($000) $1,314 Shares 18,937 Est. Cost $96.63 Unrealized
Viacom Inc Non Vtg Cl B 0.3%
Value ($000) $1,199 Shares 34,188 Est. Cost $59.95 Unrealized
QCOM Qualcomm Inc 0.3%
Value ($000) $1,157 Shares 8,149 Est. Cost $47.12 Unrealized +10.9%
YUMC Yum China Holdings Inc 0.2%
Value ($000) $948 Shares 36,325 Est. Cost $26.68 Unrealized 0.0%
BP BP Plc 0.2%
Value ($000) $936 Shares 25,058 Est. Cost $41.87 Unrealized
Twitter Inc 0.2%
Value ($000) $931 Shares 57,174 Est. Cost $34.99 Unrealized
UNFI United Natural Foods Inc 0.2%
Value ($000) $929 Shares 19,484 Est. Cost $61.62 Unrealized -27.1%
Dow Chemical Company 0.2%
Value ($000) $903 Shares 15,792 Est. Cost $37.51 Unrealized
ORCL Oracle Corporation 0.2%
Value ($000) $903 Shares 23,509 Est. Cost $29.47 Unrealized +15.8%
CL Colgate-Palmolive Co 0.2%
Value ($000) $782 Shares 11,962 Est. Cost $44.61 Unrealized +24.1%
Anadarko Petroleum Corp 0.2%
Value ($000) $764 Shares 10,961 Est. Cost $85.42 Unrealized
WFC Wells Fargo & Company 0.2%
Value ($000) $748 Shares 13,580 Est. Cost $29.15 Unrealized +33.9%
SNY Sanofi Aventis 0.2%
Value ($000) $729 Shares 18,040 Est. Cost $51.53 Unrealized
Time Warner Incorporated 0.1%
Value ($000) $602 Shares 6,241 Est. Cost $61.03 Unrealized
HPE Hewlett Packard Enterprises Co 0.1%
Value ($000) $583 Shares 25,195 Est. Cost $6.50 Unrealized +57.5%
Whole Foods Market Inc 0.1%
Value ($000) $519 Shares 16,900 Est. Cost $38.60 Unrealized
Altria Group Inc. 0.1%
Value ($000) $495 Shares 7,335 Est. Cost $37.74 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $420 Shares 4,600 Est. Cost $49.80 Unrealized +16.9%
DuPont 0.1%
Value ($000) $389 Shares 5,300 Est. Cost $58.48 Unrealized
NVS Novartis A G Spon Adr 0.1%
Value ($000) $380 Shares 5,225 Est. Cost $72.32 Unrealized
PSX Phillips 66 0.1%
Value ($000) $376 Shares 4,356 Est. Cost $37.50 Unrealized +56.4%
HPQ HP Inc 0.1%
Value ($000) $368 Shares 24,845 Est. Cost $9.12 Unrealized +23.0%
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $352 Shares 5,100 Est. Cost $20.08 Unrealized -0.8%
Genl Amer Investors Co 0.1%
Value ($000) $350 Shares 11,246 Est. Cost $31.18 Unrealized
HBAN Huntington Bancshares Inc 0.1%
Value ($000) $337 Shares 25,540 Est. Cost $6.42 Unrealized +23.2%
MPC Marathon Petroleum Corp 0.1%
Value ($000) $337 Shares 6,700 Est. Cost $38.07 Unrealized -10.1%
BAC Bank of America Corp 0.1%
Value ($000) $331 Shares 15,005 Est. Cost $10.66 Unrealized +47.1%
Raytheon Company New 0.1%
Value ($000) $315 Shares 859 Est. Cost $69.48 Unrealized
CAG Conagra Incorporated 0.1%
Value ($000) $300 Shares 7,600 Est. Cost $17.84 Unrealized +50.5%
Monsanto Co New Del 0.1%
Value ($000) $261 Shares 2,485 Est. Cost $116.18 Unrealized
LOW Lowes Companies Inc 0.1%
Value ($000) $256 Shares 3,605 Est. Cost $58.93 Unrealized +1.5%
JPM J.P. Morgan Chase & Co 0.1%
Value ($000) $254 Shares 2,946 Est. Cost $59.89 Unrealized 0.0%
MET MetLife Inc 0.1%
Value ($000) $252 Shares 4,685 Est. Cost $31.21 Unrealized +8.0%
KR Kroger Company 0.1%
Value ($000) $244 Shares 7,096 Est. Cost $21.81 Unrealized +23.7%
PCG PG&E Corporation 0.1%
Value ($000) $233 Shares 3,838 Est. Cost $52.19 Unrealized +10.0%
MAS Masco Corp 0.0%
Value ($000) $220 Shares 6,975 Est. Cost $23.79 Unrealized +17.5%
CPB Campbell Soup Company 0.0%
Value ($000) $214 Shares 3,550 Est. Cost $41.70 Unrealized 0.0%