JACOBS & CO/CA Diversified Active

CIK: 0001055544 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 9, 2020

Total Value ($000): $614,397 (100.0% shares, 0.0% debt)

Holdings (112)

AAPL Apple Inc. 5.2%
Value ($000) $31,734 Shares 86,992 Est. Cost $23.35 Unrealized +221.6%
MSFT Microsoft Corp 3.9%
Value ($000) $23,943 Shares 117,651 Est. Cost $29.38 Unrealized +489.0%
AMZN Amazon Com Inc 3.8%
Value ($000) $23,085 Shares 8,368 Est. Cost $96.79 Unrealized +24.8%
V Visa Inc. Class A 3.2%
Value ($000) $19,462 Shares 100,750 Est. Cost $59.17 Unrealized +196.7%
INTC Intel Corp 2.9%
Value ($000) $17,836 Shares 298,114 Est. Cost $18.81 Unrealized +182.9%
PYPL PayPal Holdings Inc 2.8%
Value ($000) $16,919 Shares 97,108 Est. Cost $39.10 Unrealized +252.6%
ADBE Adobe Systems 2.6%
Value ($000) $16,044 Shares 36,858 Est. Cost $77.54 Unrealized +377.8%
META Facebook Inc Class A 2.4%
Value ($000) $14,842 Shares 65,365 Est. Cost $62.99 Unrealized +229.2%
ZTS Zoetis Inc 2.2%
Value ($000) $13,821 Shares 100,860 Est. Cost $30.02 Unrealized +314.7%
COST Costco Companies Inc. 2.1%
Value ($000) $12,757 Shares 42,075 Est. Cost $256.34 Unrealized +8.9%
HD Home Depot Inc 2.0%
Value ($000) $12,425 Shares 49,600 Est. Cost $69.21 Unrealized +188.6%
NKE Nike Inc B 2.0%
Value ($000) $12,328 Shares 125,732 Est. Cost $45.78 Unrealized +86.7%
GOOG Alphabet Inc C 1.9%
Value ($000) $11,826 Shares 8,366 Est. Cost $36.51 Unrealized +83.5%
SBUX Starbucks Corp 1.9%
Value ($000) $11,656 Shares 158,398 Est. Cost $40.48 Unrealized +63.9%
CSCO Cisco Systems 1.8%
Value ($000) $11,295 Shares 242,176 Est. Cost $22.29 Unrealized +65.9%
PEP Pepsico Inc 1.7%
Value ($000) $10,738 Shares 81,190 Est. Cost $57.73 Unrealized +91.9%
BDX Becton Dickinson & Co 1.7%
Value ($000) $10,498 Shares 43,876 Est. Cost $121.88 Unrealized +80.8%
DIS Disney Walt Co. 1.7%
Value ($000) $10,294 Shares 92,317 Est. Cost $77.24 Unrealized +39.6%
QCOM Qualcomm Inc 1.6%
Value ($000) $9,668 Shares 106,005 Est. Cost $51.48 Unrealized +37.9%
UNP Union Pacific Corp 1.6%
Value ($000) $9,557 Shares 56,532 Est. Cost $144.98 Unrealized -2.4%
UPS United Parcel Service B 1.5%
Value ($000) $9,184 Shares 82,608 Est. Cost $63.01 Unrealized +26.6%
AMGN Amgen Incorporated 1.5%
Value ($000) $9,113 Shares 38,641 Est. Cost $89.38 Unrealized +114.4%
CSX C S X Corp 1.5%
Value ($000) $9,065 Shares 129,986 Est. Cost $6.93 Unrealized +195.9%
BA Boeing 1.4%
Value ($000) $8,867 Shares 48,377 Est. Cost $106.26 Unrealized +44.7%
JNJ Johnson & Johnson 1.4%
Value ($000) $8,629 Shares 61,366 Est. Cost $107.10 Unrealized +16.0%
HON Honeywell International 1.3%
Value ($000) $7,942 Shares 54,932 Est. Cost $71.94 Unrealized +63.9%
MCD Mc Donalds Corp 1.3%
Value ($000) $7,863 Shares 42,626 Est. Cost $73.71 Unrealized +118.4%
VZ Verizon Communications Inc 1.3%
Value ($000) $7,848 Shares 142,365 Est. Cost $26.84 Unrealized +51.8%
EW Edwards Lifesciences Cp 1.3%
Value ($000) $7,805 Shares 112,949 Est. Cost $66.42 Unrealized +7.0%
MKC Mc Cormick & Co Inc N-Vt 1.3%
Value ($000) $7,799 Shares 43,471 Est. Cost $31.31 Unrealized +134.7%
ABT Abbott Laboratories 1.3%
Value ($000) $7,791 Shares 85,219 Est. Cost $32.27 Unrealized +153.9%
MMM 3M 1.2%
Value ($000) $7,309 Shares 46,861 Est. Cost $128.04 Unrealized -20.0%
T AT&T Inc 1.2%
Value ($000) $7,280 Shares 240,845 Est. Cost $12.28 Unrealized +26.2%
MRK Merck 1.1%
Value ($000) $6,759 Shares 87,415 Est. Cost $61.71 Unrealized +1.9%
PFE Pfizer Inc 1.1%
Value ($000) $6,659 Shares 203,658 Est. Cost $18.44 Unrealized +40.9%
ABBV AbbVie Inc 1.0%
Value ($000) $6,368 Shares 64,862 Est. Cost $37.44 Unrealized +88.3%
SYY Sysco Corp. 1.0%
Value ($000) $5,975 Shares 109,322 Est. Cost $27.81 Unrealized +62.5%
STZ Constellation Brands Inc A 1.0%
Value ($000) $5,975 Shares 34,156 Est. Cost $173.11 Unrealized -12.3%
ENB Enbridge Inc 1.0%
Value ($000) $5,950 Shares 195,605 Est. Cost $23.81 Unrealized -11.4%
IBM Intl Business Machines 0.9%
Value ($000) $5,640 Shares 46,700 Est. Cost $113.24 Unrealized -19.3%
PG Procter & Gamble 0.9%
Value ($000) $5,590 Shares 46,754 Est. Cost $62.86 Unrealized +61.5%
BMY Bristol Myers Squibb 0.9%
Value ($000) $5,552 Shares 94,426 Est. Cost $41.65 Unrealized +15.1%
EA Electronic Arts Inc. 0.9%
Value ($000) $5,485 Shares 41,542 Est. Cost $67.38 Unrealized +70.5%
AMAT Applied Materials Inc 0.9%
Value ($000) $5,468 Shares 90,467 Est. Cost $43.95 Unrealized +16.6%
GOOGL Alphabet Inc A 0.9%
Value ($000) $5,401 Shares 3,809 Est. Cost $39.54 Unrealized +69.2%
GLW Corning Inc 0.9%
Value ($000) $5,400 Shares 208,518 Est. Cost $15.44 Unrealized +25.7%
LLY Eli Lilly 0.9%
Value ($000) $5,346 Shares 32,564 Est. Cost $46.63 Unrealized +208.6%
ADP Auto Data Processing 0.9%
Value ($000) $5,288 Shares 35,518 Est. Cost $65.09 Unrealized +95.1%
FDX Fedex Corporation 0.8%
Value ($000) $4,941 Shares 35,243 Est. Cost $145.23 Unrealized -22.1%
CMI Cummins Inc 0.8%
Value ($000) $4,887 Shares 28,211 Est. Cost $98.23 Unrealized +41.8%
SCHW Charles Schwab Corp 0.8%
Value ($000) $4,862 Shares 144,107 Est. Cost $30.89 Unrealized +7.4%
YUM Yum Brands 0.8%
Value ($000) $4,846 Shares 55,764 Est. Cost $61.26 Unrealized +25.4%
NVDA NVIDIA Corp 0.8%
Value ($000) $4,836 Shares 12,729 Est. Cost $4.05 Unrealized +99.0%
CAT Caterpillar 0.8%
Value ($000) $4,792 Shares 37,885 Est. Cost $79.25 Unrealized +34.0%
DE Deere & Co 0.8%
Value ($000) $4,651 Shares 29,596 Est. Cost $72.61 Unrealized +84.9%
Lab Cp Of Amer Hldg New 0.7%
Value ($000) $4,582 Shares 27,585 Est. Cost $132.07 Unrealized
KO Coca Cola Company 0.7%
Value ($000) $4,556 Shares 101,978 Est. Cost $34.60 Unrealized +11.9%
ZBH Zimmer Biomet Hldgs Inc 0.7%
Value ($000) $4,215 Shares 35,321 Est. Cost $79.55 Unrealized +38.3%
Glaxosmithkline Plc Adrf 0.7%
Value ($000) $4,199 Shares 102,943 Est. Cost $42.82 Unrealized
MDT Medtronic Inc 0.6%
Value ($000) $3,878 Shares 42,299 Est. Cost $75.35 Unrealized +8.6%
AXP American Express Company 0.6%
Value ($000) $3,827 Shares 40,208 Est. Cost $64.71 Unrealized +32.3%
INTU Intuit Inc 0.6%
Value ($000) $3,613 Shares 12,200 Est. Cost $80.07 Unrealized +230.8%
BAX Baxter International Inc 0.6%
Value ($000) $3,606 Shares 41,882 Est. Cost $33.64 Unrealized +130.9%
CVX Chevron Corp 0.6%
Value ($000) $3,554 Shares 39,837 Est. Cost $71.76 Unrealized -2.7%
DTEGY Deutsche Telekom AG ADR 0.6%
Value ($000) $3,423 Shares 204,121 Est. Cost $13.40 Unrealized
BUD Anheuser Busch 0.6%
Value ($000) $3,393 Shares 68,840 Est. Cost $95.63 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.5%
Value ($000) $3,321 Shares 64,959 Est. Cost $25.70 Unrealized +73.4%
HUBB Hubbell Inc Class B 0.5%
Value ($000) $3,151 Shares 25,140 Est. Cost $100.29 Unrealized +9.9%
REGN Regeneron Pharms Inc 0.5%
Value ($000) $2,996 Shares 4,804 Est. Cost $410.21 Unrealized +37.6%
Walgreens Boots Alliance Inc 0.5%
Value ($000) $2,836 Shares 66,925 Est. Cost $77.45 Unrealized
BRK/B Berkshire Hathaway Cl B 0.5%
Value ($000) $2,822 Shares 15,814 Est. Cost $206.90 Unrealized -11.7%
SNA Snap On Tools 0.3%
Value ($000) $2,103 Shares 15,185 Est. Cost $117.79 Unrealized -6.9%
Target Corporation 0.3%
Value ($000) $2,031 Shares 16,940 Est. Cost $92.92 Unrealized
EMR Emerson Electric Co 0.3%
Value ($000) $1,988 Shares 32,061 Est. Cost $41.19 Unrealized +22.1%
NXPI NXP Semiconductor N.V. 0.3%
Value ($000) $1,913 Shares 16,782 Est. Cost $80.96 Unrealized +12.2%
GILD Gilead Sciences Inc 0.3%
Value ($000) $1,719 Shares 22,354 Est. Cost $44.16 Unrealized +39.2%
WTS Watts Water Tech Inc A 0.2%
Value ($000) $1,455 Shares 17,965 Est. Cost $47.33 Unrealized +70.3%
NDSN Nordson Corp 0.2%
Value ($000) $1,451 Shares 7,653 Est. Cost $113.59 Unrealized +40.4%
XOM Exxon Mobil Corporation 0.2%
Value ($000) $1,374 Shares 30,733 Est. Cost $55.39 Unrealized -37.1%
ORCL Oracle Corporation 0.2%
Value ($000) $1,281 Shares 23,185 Est. Cost $31.39 Unrealized +56.1%
Raytheon Technologies Corp 0.2%
Value ($000) $950 Shares 15,418 Est. Cost $121.49 Unrealized
YUMC Yum China Holdings Inc 0.1%
Value ($000) $888 Shares 18,486 Est. Cost $26.68 Unrealized +76.8%
SLB Schlumberger 0.1%
Value ($000) $830 Shares 45,187 Est. Cost $52.20 Unrealized -70.4%
PNR Pentair Ltd Com 0.1%
Value ($000) $709 Shares 18,664 Est. Cost $37.71 Unrealized -13.4%
Zendesk 0.1%
Value ($000) $658 Shares 7,441 Est. Cost $63.98 Unrealized
SNY Sanofi Aventis 0.1%
Value ($000) $651 Shares 12,755 Est. Cost $51.27 Unrealized
CL Colgate-Palmolive Co 0.1%
Value ($000) $640 Shares 8,746 Est. Cost $44.61 Unrealized +39.8%
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $561 Shares 4,690 Est. Cost $21.62 Unrealized +76.1%
ADSK Autodesk 0.1%
Value ($000) $524 Shares 2,192 Est. Cost $98.95 Unrealized +98.7%
TSLA Tesla Motors Inc 0.1%
Value ($000) $482 Shares 447 Est. Cost $17.68 Unrealized +206.0%
SYK Stryker Corp 0.1%
Value ($000) $432 Shares 2,400 Est. Cost $154.79 Unrealized +12.2%
NVS Novartis AG 0.1%
Value ($000) $412 Shares 4,725 Est. Cost $79.39 Unrealized
VOD Vodafone Group Plc 0.1%
Value ($000) $371 Shares 23,311 Est. Cost $18.09 Unrealized
MAS Masco Corp 0.1%
Value ($000) $363 Shares 7,245 Est. Cost $36.46 Unrealized +8.0%
NFLX Netflix Inc 0.1%
Value ($000) $349 Shares 769 Est. Cost $34.10 Unrealized +24.8%
ELAN Elanco Animal Health Inc 0.1%
Value ($000) $347 Shares 16,208 Est. Cost $30.77 Unrealized -28.2%
COP ConocoPhillips 0.1%
Value ($000) $337 Shares 8,035 Est. Cost $38.61 Unrealized -14.7%
PM Philip Morris Int'l Inc 0.1%
Value ($000) $315 Shares 4,500 Est. Cost $50.41 Unrealized +8.7%
HPQ HP Inc 0.0%
Value ($000) $302 Shares 17,359 Est. Cost $13.12 Unrealized -0.3%
BAC Bank of America Corp 0.0%
Value ($000) $290 Shares 12,218 Est. Cost $12.79 Unrealized +60.9%
TMO Thermo Fisher Scientific 0.0%
Value ($000) $267 Shares 737 Est. Cost $244.42 Unrealized +35.1%
NVT nVent Electric PLC 0.0%
Value ($000) $257 Shares 13,764 Est. Cost $21.84 Unrealized -24.9%
PSX Phillips 66 0.0%
Value ($000) $244 Shares 3,404 Est. Cost $56.22 Unrealized 0.0%
MO Altria Group Inc. 0.0%
Value ($000) $243 Shares 6,210 Est. Cost $29.78 Unrealized -16.2%
Genl Amer Investors Co 0.0%
Value ($000) $239 Shares 7,516 Est. Cost $31.18 Unrealized
SCHB Schwab US Broad Market ETF 0.0%
Value ($000) $237 Shares 3,235 Est. Cost $64.94 Unrealized
WFC Wells Fargo & Co 0.0%
Value ($000) $236 Shares 9,220 Est. Cost $29.15 Unrealized -17.7%
JPM JPMorgan Chase & Co 0.0%
Value ($000) $225 Shares 2,396 Est. Cost $70.90 Unrealized +15.3%
BP BP Plc 0.0%
Value ($000) $221 Shares 9,515 Est. Cost $41.63 Unrealized
CVGW Calavo Growers Inc 0.0%
Value ($000) $214 Shares 3,403 Est. Cost $53.04 Unrealized 0.0%
LMT Lockheed Martin Corp 0.0%
Value ($000) $212 Shares 583 Est. Cost $243.60 Unrealized +32.9%
AEP American Electric Power 0.0%
Value ($000) $210 Shares 2,649 Est. Cost $68.23 Unrealized -2.3%