JACOBS & CO/CA Diversified Active

CIK: 0001055544 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Dec 3, 2020

Total Value ($000): $689,253 (100.0% shares, 0.0% debt)

Holdings (111)

AAPL Apple Inc. 5.5%
Value ($000) $37,953 Shares 327,721 Est. Cost $84.04 Unrealized +26.1%
AMZN Amazon Com Inc 3.7%
Value ($000) $25,347 Shares 8,050 Est. Cost $96.79 Unrealized +62.9%
MSFT Microsoft Corp 3.5%
Value ($000) $24,050 Shares 114,344 Est. Cost $29.38 Unrealized +583.2%
V Visa Inc. Class A 2.9%
Value ($000) $20,138 Shares 100,707 Est. Cost $59.17 Unrealized +224.9%
PYPL PayPal Holdings Inc 2.6%
Value ($000) $17,943 Shares 91,071 Est. Cost $39.10 Unrealized +380.6%
ADBE Adobe Systems 2.5%
Value ($000) $17,308 Shares 35,293 Est. Cost $77.54 Unrealized +499.9%
META Facebook Inc Class A 2.5%
Value ($000) $17,210 Shares 65,714 Est. Cost $62.99 Unrealized +306.6%
ZTS Zoetis Inc 2.3%
Value ($000) $16,128 Shares 97,532 Est. Cost $30.02 Unrealized +388.8%
INTC Intel Corp 2.3%
Value ($000) $15,851 Shares 306,125 Est. Cost $19.53 Unrealized +138.2%
NKE Nike Inc B 2.3%
Value ($000) $15,653 Shares 124,690 Est. Cost $45.78 Unrealized +117.7%
COST Costco Companies Inc. 2.1%
Value ($000) $14,674 Shares 41,337 Est. Cost $256.34 Unrealized +20.6%
SBUX Starbucks Corp 2.0%
Value ($000) $13,824 Shares 160,899 Est. Cost $40.95 Unrealized +72.9%
UPS United Parcel Service B 2.0%
Value ($000) $13,563 Shares 81,399 Est. Cost $63.01 Unrealized +86.2%
HD Home Depot Inc 1.9%
Value ($000) $13,400 Shares 48,252 Est. Cost $69.21 Unrealized +243.4%
GOOG Alphabet Inc C 1.8%
Value ($000) $12,262 Shares 8,344 Est. Cost $36.51 Unrealized +107.4%
QCOM Qualcomm Inc 1.8%
Value ($000) $12,228 Shares 103,910 Est. Cost $51.48 Unrealized +84.8%
PEP Pepsico Inc 1.7%
Value ($000) $11,953 Shares 86,248 Est. Cost $61.10 Unrealized +88.5%
DIS Disney Walt Co. 1.7%
Value ($000) $11,384 Shares 91,747 Est. Cost $77.24 Unrealized +58.1%
UNP Union Pacific Corp 1.6%
Value ($000) $11,060 Shares 56,181 Est. Cost $144.98 Unrealized +13.7%
BDX Becton Dickinson & Co 1.5%
Value ($000) $10,641 Shares 45,734 Est. Cost $126.08 Unrealized +78.7%
CSX C S X Corp 1.5%
Value ($000) $10,053 Shares 129,443 Est. Cost $6.93 Unrealized +231.1%
PFE Pfizer Inc 1.5%
Value ($000) $10,028 Shares 273,245 Est. Cost $20.65 Unrealized +31.3%
CSCO Cisco Systems 1.5%
Value ($000) $10,025 Shares 254,519 Est. Cost $23.01 Unrealized +61.1%
AMGN Amgen Incorporated 1.4%
Value ($000) $9,762 Shares 38,409 Est. Cost $89.38 Unrealized +134.4%
ADP Auto Data Processing 1.3%
Value ($000) $9,287 Shares 66,580 Est. Cost $93.04 Unrealized +34.4%
MCD Mc Donalds Corp 1.3%
Value ($000) $9,251 Shares 42,149 Est. Cost $73.71 Unrealized +146.1%
ABT Abbott Laboratories 1.3%
Value ($000) $9,234 Shares 84,854 Est. Cost $32.27 Unrealized +186.1%
EW Edwards Lifesciences Cp 1.3%
Value ($000) $9,179 Shares 115,003 Est. Cost $66.62 Unrealized +17.1%
JNJ Johnson & Johnson 1.3%
Value ($000) $9,090 Shares 61,058 Est. Cost $107.10 Unrealized +18.6%
HON Honeywell International 1.3%
Value ($000) $8,994 Shares 54,641 Est. Cost $71.94 Unrealized +85.2%
VZ Verizon Communications Inc 1.3%
Value ($000) $8,955 Shares 150,534 Est. Cost $27.69 Unrealized +53.7%
FDX Fedex Corporation 1.3%
Value ($000) $8,751 Shares 34,793 Est. Cost $145.23 Unrealized +24.6%
T AT&T Inc 1.2%
Value ($000) $8,364 Shares 293,382 Est. Cost $12.87 Unrealized +20.9%
BA Boeing 1.2%
Value ($000) $8,145 Shares 49,286 Est. Cost $107.44 Unrealized +58.6%
MKC Mc Cormick & Co Inc N-Vt 1.2%
Value ($000) $8,095 Shares 41,706 Est. Cost $31.31 Unrealized +180.0%
MMM 3M 1.2%
Value ($000) $8,001 Shares 49,952 Est. Cost $126.94 Unrealized -13.1%
MRK Merck 1.1%
Value ($000) $7,692 Shares 92,735 Est. Cost $61.95 Unrealized +6.4%
ENB Enbridge Inc 1.1%
Value ($000) $7,330 Shares 251,027 Est. Cost $23.41 Unrealized -6.0%
SYY Sysco Corp. 1.0%
Value ($000) $6,934 Shares 111,452 Est. Cost $28.24 Unrealized +78.6%
GLW Corning Inc 1.0%
Value ($000) $6,571 Shares 202,768 Est. Cost $15.44 Unrealized +72.7%
IBM Intl Business Machines 1.0%
Value ($000) $6,560 Shares 53,919 Est. Cost $110.65 Unrealized -15.2%
PG Procter & Gamble 0.9%
Value ($000) $6,498 Shares 46,756 Est. Cost $62.86 Unrealized +85.1%
STZ Constellation Brands Inc A 0.9%
Value ($000) $6,484 Shares 34,218 Est. Cost $173.11 Unrealized -3.5%
KO Coca Cola Company 0.9%
Value ($000) $6,440 Shares 130,452 Est. Cost $35.95 Unrealized +13.5%
DE Deere & Co 0.9%
Value ($000) $6,330 Shares 28,565 Est. Cost $72.61 Unrealized +147.6%
ABBV AbbVie Inc 0.9%
Value ($000) $6,312 Shares 72,071 Est. Cost $41.33 Unrealized +84.6%
CAT Caterpillar 0.9%
Value ($000) $6,279 Shares 42,099 Est. Cost $84.01 Unrealized +51.0%
BMY Bristol Myers Squibb 0.9%
Value ($000) $6,243 Shares 103,565 Est. Cost $42.26 Unrealized +15.0%
SCHW Charles Schwab Corp 0.9%
Value ($000) $6,201 Shares 171,163 Est. Cost $31.13 Unrealized +4.1%
NVDA NVIDIA Corp 0.9%
Value ($000) $6,099 Shares 11,269 Est. Cost $4.05 Unrealized +186.3%
AMAT Applied Materials Inc 0.9%
Value ($000) $6,024 Shares 101,341 Est. Cost $45.55 Unrealized +29.3%
CMI Cummins Inc 0.9%
Value ($000) $5,882 Shares 27,856 Est. Cost $98.23 Unrealized +78.0%
GOOGL Alphabet Inc A 0.8%
Value ($000) $5,583 Shares 3,810 Est. Cost $39.54 Unrealized +91.2%
YUM Yum Brands 0.8%
Value ($000) $5,527 Shares 60,542 Est. Cost $63.01 Unrealized +32.3%
EA Electronic Arts Inc. 0.8%
Value ($000) $5,448 Shares 41,777 Est. Cost $67.38 Unrealized +96.7%
Glaxosmithkline Plc Adrf 0.8%
Value ($000) $5,415 Shares 143,878 Est. Cost $41.34 Unrealized
Lab Cp Of Amer Hldg New 0.8%
Value ($000) $5,200 Shares 27,625 Est. Cost $132.07 Unrealized
REGN Regeneron Pharms Inc 0.7%
Value ($000) $5,098 Shares 9,108 Est. Cost $501.31 Unrealized +20.3%
ZBH Zimmer Biomet Hldgs Inc 0.7%
Value ($000) $4,744 Shares 34,849 Est. Cost $79.55 Unrealized +57.1%
LLY Eli Lilly 0.7%
Value ($000) $4,573 Shares 30,896 Est. Cost $46.63 Unrealized +212.7%
MDT Medtronic Inc 0.6%
Value ($000) $4,398 Shares 42,329 Est. Cost $75.35 Unrealized +14.4%
AXP American Express Company 0.6%
Value ($000) $4,113 Shares 41,030 Est. Cost $65.25 Unrealized +40.8%
INTU Intuit Inc 0.6%
Value ($000) $3,816 Shares 11,700 Est. Cost $80.07 Unrealized +278.0%
MDLZ Mondelez Intl Inc Cl A 0.5%
Value ($000) $3,718 Shares 64,734 Est. Cost $25.70 Unrealized +89.0%
BUD Anheuser Busch 0.5%
Value ($000) $3,684 Shares 68,391 Est. Cost $95.63 Unrealized
HUBB Hubbell Inc Class B 0.5%
Value ($000) $3,498 Shares 25,565 Est. Cost $100.71 Unrealized +24.6%
BAX Baxter International Inc 0.5%
Value ($000) $3,427 Shares 42,624 Est. Cost $34.36 Unrealized +118.9%
DTEGY Deutsche Telekom AG ADR 0.5%
Value ($000) $3,411 Shares 202,471 Est. Cost $13.40 Unrealized
BRK/B Berkshire Hathaway Cl B 0.4%
Value ($000) $3,038 Shares 14,270 Est. Cost $206.90 Unrealized -1.1%
Target Corporation 0.4%
Value ($000) $2,590 Shares 16,455 Est. Cost $92.92 Unrealized
CVX Chevron Corp 0.4%
Value ($000) $2,546 Shares 35,373 Est. Cost $71.76 Unrealized -7.3%
SNA Snap On Tools 0.3%
Value ($000) $2,234 Shares 15,185 Est. Cost $117.79 Unrealized +7.2%
EMR Emerson Electric Co 0.3%
Value ($000) $2,102 Shares 32,061 Est. Cost $41.19 Unrealized +42.7%
NXPI NXP Semiconductor N.V. 0.3%
Value ($000) $2,077 Shares 16,649 Est. Cost $80.96 Unrealized +37.4%
GILD Gilead Sciences Inc 0.3%
Value ($000) $1,766 Shares 27,949 Est. Cost $46.56 Unrealized +20.5%
WTS Watts Water Tech Inc A 0.3%
Value ($000) $1,744 Shares 17,415 Est. Cost $47.33 Unrealized +93.1%
Walgreens Boots Alliance Inc 0.2%
Value ($000) $1,634 Shares 45,500 Est. Cost $77.45 Unrealized
NDSN Nordson Corp 0.2%
Value ($000) $1,467 Shares 7,653 Est. Cost $113.59 Unrealized +59.8%
ORCL Oracle Corporation 0.2%
Value ($000) $1,296 Shares 21,720 Est. Cost $31.39 Unrealized +68.0%
YUMC Yum China Holdings Inc 0.1%
Value ($000) $960 Shares 18,136 Est. Cost $26.68 Unrealized +98.3%
TSLA Tesla Motors Inc 0.1%
Value ($000) $935 Shares 2,180 Est. Cost $97.48 Unrealized +21.1%
XOM Exxon Mobil Corporation 0.1%
Value ($000) $884 Shares 25,764 Est. Cost $55.39 Unrealized -41.6%
Raytheon Technologies Corp 0.1%
Value ($000) $878 Shares 15,264 Est. Cost $121.49 Unrealized
PNR Pentair Ltd Com 0.1%
Value ($000) $683 Shares 14,938 Est. Cost $37.71 Unrealized +7.6%
CL Colgate-Palmolive Co 0.1%
Value ($000) $664 Shares 8,613 Est. Cost $44.61 Unrealized +51.0%
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $656 Shares 4,690 Est. Cost $21.62 Unrealized +91.1%
SNY Sanofi Aventis 0.1%
Value ($000) $633 Shares 12,630 Est. Cost $51.27 Unrealized
ADSK Autodesk 0.1%
Value ($000) $506 Shares 2,192 Est. Cost $98.95 Unrealized +140.2%
Zendesk 0.1%
Value ($000) $502 Shares 4,881 Est. Cost $63.98 Unrealized
SYK Stryker Corp 0.1%
Value ($000) $500 Shares 2,400 Est. Cost $154.79 Unrealized +18.6%
NVS Novartis AG 0.1%
Value ($000) $410 Shares 4,725 Est. Cost $79.39 Unrealized
MAS Masco Corp 0.1%
Value ($000) $399 Shares 7,245 Est. Cost $36.46 Unrealized +39.9%
NFLX Netflix Inc 0.1%
Value ($000) $384 Shares 769 Est. Cost $34.10 Unrealized +45.9%
ELAN Elanco Animal Health Inc 0.1%
Value ($000) $347 Shares 12,449 Est. Cost $30.77 Unrealized -17.6%
PM Philip Morris Int'l Inc 0.0%
Value ($000) $337 Shares 4,500 Est. Cost $50.41 Unrealized +16.8%
TMO Thermo Fisher Scientific 0.0%
Value ($000) $325 Shares 737 Est. Cost $244.42 Unrealized +66.7%
BAC Bank of America Corp 0.0%
Value ($000) $294 Shares 12,218 Est. Cost $12.79 Unrealized +70.7%
SCHB Schwab US Broad Market ETF 0.0%
Value ($000) $257 Shares 3,235 Est. Cost $64.94 Unrealized
Genl Amer Investors Co 0.0%
Value ($000) $255 Shares 7,516 Est. Cost $31.18 Unrealized
VOD Vodafone Group Plc 0.0%
Value ($000) $239 Shares 17,829 Est. Cost $18.09 Unrealized
MO Altria Group Inc. 0.0%
Value ($000) $239 Shares 6,210 Est. Cost $29.78 Unrealized -8.7%
SLB Schlumberger 0.0%
Value ($000) $231 Shares 14,888 Est. Cost $52.20 Unrealized -68.3%
CVGW Calavo Growers Inc 0.0%
Value ($000) $225 Shares 3,403 Est. Cost $53.04 Unrealized +4.7%
LMT Lockheed Martin Corp 0.0%
Value ($000) $223 Shares 583 Est. Cost $243.60 Unrealized +35.1%
JPM JPMorgan Chase & Co 0.0%
Value ($000) $221 Shares 2,296 Est. Cost $70.90 Unrealized +20.5%
WFC Wells Fargo & Co 0.0%
Value ($000) $216 Shares 9,220 Est. Cost $29.15 Unrealized -25.1%
AEP American Electric Power 0.0%
Value ($000) $216 Shares 2,649 Est. Cost $68.23 Unrealized -0.6%
COP ConocoPhillips 0.0%
Value ($000) $214 Shares 6,525 Est. Cost $38.61 Unrealized -19.2%
TTD Trade Desk Inc A (The) 0.0%
Value ($000) $207 Shares 400 Est. Cost $45.67 Unrealized 0.0%
ORLY O Reilly Automotive Inc 0.0%
Value ($000) $202 Shares 440 Est. Cost $30.39 Unrealized 0.0%
MSI Motorola Solutions Inc 0.0%
Value ($000) $201 Shares 1,284 Est. Cost $136.41 Unrealized 0.0%