Mengis Capital Management, Inc. Diversified Active

CIK: 0001609674 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 28, 2015

Total Value ($000): $114,553 (100.0% shares, 0.0% debt)

Holdings (118)

AAPL APPLE INC 4.8%
Value ($000) $5,495 Shares 44,161 Est. Cost $24.08 Unrealized +11.5%
PRECISION CASTPARTS CP COM 3.6%
Value ($000) $4,103 Shares 19,538 Est. Cost $236.92 Unrealized
CVX CHEVRON CORP COM 3.3%
Value ($000) $3,743 Shares 35,656 Est. Cost $69.92 Unrealized -4.3%
VALERO ENERGY CORP NEW COM 3.2%
Value ($000) $3,710 Shares 58,318 Est. Cost $51.15 Unrealized
JNJ JOHNSON & JOHNSON COM 2.7%
Value ($000) $3,118 Shares 30,996 Est. Cost $77.18 Unrealized -2.7%
KAYNE ANDERSON MLP INV COM 2.6%
Value ($000) $3,014 Shares 84,902 Est. Cost $38.00 Unrealized
QCOM QUALCOMM INC COM 2.6%
Value ($000) $2,942 Shares 42,439 Est. Cost $53.18 Unrealized -2.9%
COST COSTCO WHSL CORP NEW COM 2.5%
Value ($000) $2,892 Shares 19,093 Est. Cost $110.73 Unrealized +9.2%
INTC INTEL CORP COM 2.4%
Value ($000) $2,720 Shares 86,995 Est. Cost $26.63 Unrealized -2.3%
PM PHILIP MORRIS INTL INC 2.4%
Value ($000) $2,713 Shares 36,026 Est. Cost $49.22 Unrealized -4.4%
USB US BANCORP DEL COM NEW 2.3%
Value ($000) $2,592 Shares 59,365 Est. Cost $29.22 Unrealized +2.0%
NXP SEMICOND N V COM 2.2%
Value ($000) $2,503 Shares 24,950 Est. Cost $77.04 Unrealized
J P MORGAN CHASE & CO COM 2.1%
Value ($000) $2,413 Shares 39,843 Est. Cost $62.18 Unrealized
MINNESOTA MINING & MANUFACTURI 2.0%
Value ($000) $2,238 Shares 13,570 Est. Cost $164.30 Unrealized
PRU PRUDENTIAL FINL INC COM 1.9%
Value ($000) $2,155 Shares 26,835 Est. Cost $53.05 Unrealized -4.8%
DIS DISNEY WALT CO COM DISNEY 1.9%
Value ($000) $2,141 Shares 20,417 Est. Cost $81.30 Unrealized +13.0%
MSFT MICROSOFT CORP COM 1.9%
Value ($000) $2,133 Shares 52,487 Est. Cost $39.63 Unrealized -6.0%
DOW CHEM CO COM 1.8%
Value ($000) $2,005 Shares 41,795 Est. Cost $45.61 Unrealized
DU PONT E I DE NEMOURS COM 1.7%
Value ($000) $1,939 Shares 27,141 Est. Cost $73.91 Unrealized
BMY BRISTOL MYERS SQUIBB COM 1.7%
Value ($000) $1,905 Shares 29,540 Est. Cost $39.00 Unrealized +11.4%
NORTHWEST NAT GAS CO COM 1.6%
Value ($000) $1,832 Shares 38,224 Est. Cost $49.82 Unrealized
VEU VANGUARD INTL EQTY IDX ALLWRLD 1.6%
Value ($000) $1,823 Shares 37,429 Est. Cost $47.07 Unrealized
AT & T CORP 1.3%
Value ($000) $1,525 Shares 46,721 Est. Cost $33.58 Unrealized
PG PROCTER & GAMBLE CO COM 1.2%
Value ($000) $1,367 Shares 16,683 Est. Cost $64.45 Unrealized -1.3%
PFE PFIZER INC COM 1.1%
Value ($000) $1,289 Shares 37,078 Est. Cost $18.06 Unrealized +11.3%
CSCO CISCO SYS INC COM 1.1%
Value ($000) $1,226 Shares 44,571 Est. Cost $18.94 Unrealized +6.1%
ALLEGHENY TECHNOLOGIES COM 1.1%
Value ($000) $1,207 Shares 40,248 Est. Cost $34.34 Unrealized
SCHX SCHWAB US LRG CAP ETF 1.0%
Value ($000) $1,183 Shares 23,877 Est. Cost $49.10 Unrealized
BSV VANGUARD BD INDEX FD SHORT TRM 1.0%
Value ($000) $1,174 Shares 14,581 Est. Cost $79.90 Unrealized
NORDSTROM INC COM 1.0%
Value ($000) $1,132 Shares 14,105 Est. Cost $79.33 Unrealized
BAC BANK OF AMERICA CORP COM 1.0%
Value ($000) $1,128 Shares 73,327 Est. Cost $13.43 Unrealized -5.0%
BAX BAXTER INTL INC COM 1.0%
Value ($000) $1,116 Shares 16,296 Est. Cost $32.29 Unrealized -2.0%
H C P INC REIT 1.0%
Value ($000) $1,093 Shares 25,306 Est. Cost $43.90 Unrealized
SPY SPDR TR UNIT SER 1 0.9%
Value ($000) $1,024 Shares 4,962 Est. Cost $205.39 Unrealized
ABBVIE INC. COM 0.9%
Value ($000) $1,016 Shares 17,358 Est. Cost $64.00 Unrealized
GENERAL ELECTRIC CO 0.8%
Value ($000) $956 Shares 38,554 Est. Cost $25.25 Unrealized
BP BP PLC SPONSORED ADR 0.8%
Value ($000) $951 Shares 24,336 Est. Cost $38.11 Unrealized
MARKET VECTORS ETF TR MKTVEC M 0.8%
Value ($000) $939 Shares 31,000 Est. Cost $30.29 Unrealized
VZ VERIZON COMMUNICATIONS COM 0.8%
Value ($000) $938 Shares 19,291 Est. Cost $27.66 Unrealized -0.1%
KINDER MORGAN INC DEL COM 0.8%
Value ($000) $930 Shares 22,127 Est. Cost $42.09 Unrealized
ROYAL DUTCH SHELL A ADRFSPONSO 0.8%
Value ($000) $919 Shares 15,423 Est. Cost $66.93 Unrealized
DAN DANA HOLDING CORP COM 0.8%
Value ($000) $899 Shares 42,500 Est. Cost $16.22 Unrealized +7.0%
HOLLYFRONTIER CORP COM 0.7%
Value ($000) $859 Shares 21,350 Est. Cost $37.45 Unrealized
UNP UNION PAC CORP COM 0.7%
Value ($000) $854 Shares 7,890 Est. Cost $90.32 Unrealized +1.7%
XOM EXXON MOBIL CORP COM 0.7%
Value ($000) $830 Shares 9,776 Est. Cost $57.76 Unrealized -3.8%
ABERDEEN ASIA PAC INCM COM 0.7%
Value ($000) $820 Shares 152,500 Est. Cost $5.54 Unrealized
EMERG MKTS INCOME FUND WDTREE 0.7%
Value ($000) $813 Shares 19,135 Est. Cost $42.13 Unrealized
SHOO MADDEN STEVEN LTD COM 0.7%
Value ($000) $794 Shares 20,900 Est. Cost $18.41 Unrealized +9.7%
GBX GREENBRIER COS INC COM 0.7%
Value ($000) $790 Shares 13,626 Est. Cost $41.66 Unrealized -1.9%
WASTE MGMT INC DEL COM 0.7%
Value ($000) $790 Shares 14,573 Est. Cost $51.27 Unrealized
WFC WELLS FARGO & CO NEW COM 0.7%
Value ($000) $781 Shares 14,371 Est. Cost $39.07 Unrealized +2.0%
HUN HUNTSMAN CORP COM 0.7%
Value ($000) $777 Shares 35,050 Est. Cost $23.94 Unrealized -6.7%
EXPRESS SCRIPTS HLDG COM 0.7%
Value ($000) $759 Shares 8,750 Est. Cost $85.20 Unrealized
GOLDMAN SACHS GRP PFD K 6.375% 0.7%
Value ($000) $756 Shares 28,300 Est. Cost $25.93 Unrealized
US BANCORP DEL PFD 1/1000 PRP 0.6%
Value ($000) $739 Shares 30,117 Est. Cost $23.42 Unrealized
MEDTRONIC INC COM 0.6%
Value ($000) $715 Shares 9,171 Est. Cost $72.20 Unrealized
WALGREENS BOOTS ALLIAN COM 0.6%
Value ($000) $709 Shares 8,378 Est. Cost $76.43 Unrealized
MEDICAL PROPERTIES TRUSTREIT 0.6%
Value ($000) $683 Shares 46,373 Est. Cost $14.15 Unrealized
WY WEYERHAEUSER CO COM 0.6%
Value ($000) $671 Shares 20,257 Est. Cost $22.36 Unrealized +2.2%
SCHA SCHWAB US SML CAP ETF 0.6%
Value ($000) $667 Shares 11,597 Est. Cost $55.30 Unrealized
JPMORGAN CHASE & CO 5.50% SERI 0.6%
Value ($000) $655 Shares 26,400 Est. Cost $24.10 Unrealized
WELLS FARGO & CO NEW DEP 1/100 0.5%
Value ($000) $629 Shares 22,300 Est. Cost $27.74 Unrealized
MCD MCDONALDS CORP COM 0.5%
Value ($000) $609 Shares 6,252 Est. Cost $70.55 Unrealized +2.3%
SBUX STARBUCKS CORP COM 0.5%
Value ($000) $555 Shares 5,870 Est. Cost $31.27 Unrealized +15.5%
IWM ISHARES TR RUSSELL 2000 0.5%
Value ($000) $535 Shares 4,304 Est. Cost $119.50 Unrealized
AMAT APPLIED MATLS INC COM 0.5%
Value ($000) $533 Shares 23,656 Est. Cost $19.65 Unrealized +6.6%
MAGELLAN MIDSTREAM PTNRS 0.4%
Value ($000) $498 Shares 6,500 Est. Cost $76.62 Unrealized
PACIFIC CONTINENTAL COM 0.4%
Value ($000) $494 Shares 37,396 Est. Cost $14.12 Unrealized
SCHM SCHWAB US MID-CAP ETF 0.4%
Value ($000) $493 Shares 11,448 Est. Cost $40.87 Unrealized
FE FIRSTENERGY CORP COM 0.4%
Value ($000) $488 Shares 13,945 Est. Cost $23.07 Unrealized +2.9%
EMR EMERSON ELEC CO COM 0.4%
Value ($000) $475 Shares 8,405 Est. Cost $46.09 Unrealized -5.8%
METLIFE INC PFD SER B 0.4%
Value ($000) $463 Shares 17,876 Est. Cost $25.80 Unrealized
GOOGLE INC CL C NON VOTING SHA 0.4%
Value ($000) $451 Shares 824 Est. Cost $528.42 Unrealized
BRK/B 1/100 BERKSHIRE HTWY CLA100 SH 0.4%
Value ($000) $435 Shares 200 Est. Cost $147.14 Unrealized 0.0%
GLW CORNING INC. 0.4%
Value ($000) $434 Shares 19,175 Est. Cost $15.20 Unrealized +17.3%
NKE NIKE INC CL B 0.4%
Value ($000) $425 Shares 4,243 Est. Cost $40.75 Unrealized +2.3%
RYLAND GROUP INC COM 0.4%
Value ($000) $424 Shares 8,700 Est. Cost $38.51 Unrealized
SCE TRUST II 5.1% PFD PERP CUM 0.3%
Value ($000) $397 Shares 16,400 Est. Cost $22.88 Unrealized
DOMESTIC DIV EX-FINL FD WDTREE 0.3%
Value ($000) $396 Shares 5,222 Est. Cost $76.61 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEN 0.3%
Value ($000) $392 Shares 9,967 Est. Cost $39.74 Unrealized
ABT ABBOTT LABS COM 0.3%
Value ($000) $390 Shares 8,429 Est. Cost $35.31 Unrealized +6.0%
CMI CUMMINS INC COM 0.3%
Value ($000) $371 Shares 2,680 Est. Cost $104.58 Unrealized +0.2%
LORILLARD INC COM 0.3%
Value ($000) $363 Shares 5,570 Est. Cost $62.86 Unrealized
ENSCO INTL INC COM 0.3%
Value ($000) $355 Shares 16,872 Est. Cost $29.95 Unrealized
SYY SYSCO CORP COM 0.3%
Value ($000) $347 Shares 9,209 Est. Cost $28.86 Unrealized +2.4%
BLKROCK CORPO HIYL VI COM 0.3%
Value ($000) $325 Shares 29,176 Est. Cost $11.39 Unrealized
NATIONAL OILWELL VARCO COM 0.3%
Value ($000) $320 Shares 6,420 Est. Cost $60.68 Unrealized
DUKE ENERGY CORP NEW COM 0.3%
Value ($000) $299 Shares 3,899 Est. Cost $83.35 Unrealized
CHS INC PFD CL B 0.2%
Value ($000) $282 Shares 9,900 Est. Cost $28.48 Unrealized
NORTHERN TIER ENERGY L COM UN 0.2%
Value ($000) $278 Shares 11,000 Est. Cost $25.27 Unrealized
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $272 Shares 2,775 Est. Cost $70.55 Unrealized 0.0%
WISDOMTREE TR EUROPE HEDGED EQ 0.2%
Value ($000) $265 Shares 4,010 Est. Cost $66.08 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L 0.2%
Value ($000) $264 Shares 8,030 Est. Cost $32.88 Unrealized
BA BOEING CO 0.2%
Value ($000) $255 Shares 1,705 Est. Cost $127.79 Unrealized 0.0%
MERCK & CO INC COM 0.2%
Value ($000) $249 Shares 4,345 Est. Cost $56.63 Unrealized
EM MKTS SMALL CAP WDTREE DIVID 0.2%
Value ($000) $247 Shares 5,600 Est. Cost $43.11 Unrealized
TARGA RESOURCES PTNR LP 0.2%
Value ($000) $246 Shares 5,961 Est. Cost $41.27 Unrealized
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $245 Shares 3,950 Est. Cost $48.86 Unrealized -6.7%
WMB WILLIAMS COS INC DEL COM 0.2%
Value ($000) $242 Shares 4,800 Est. Cost $24.96 Unrealized 0.0%
IWO ISHARES TR RUSL 2000 GROW 0.2%
Value ($000) $239 Shares 1,581 Est. Cost $142.41 Unrealized
ENERGY TRANSFER PRTNRS UNIT LT 0.2%
Value ($000) $234 Shares 4,200 Est. Cost $55.71 Unrealized
CAT CATERPILLAR INC DEL COM 0.2%
Value ($000) $229 Shares 2,871 Est. Cost $73.34 Unrealized -13.9%
ENERGY TRANSFER EQUITY 0.2%
Value ($000) $228 Shares 3,600 Est. Cost $63.33 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $222 Shares 5,484 Est. Cost $30.05 Unrealized -1.5%
US BANCORP DEL PFD B 1/1000DP 0.2%
Value ($000) $219 Shares 9,900 Est. Cost $22.12 Unrealized
IBM INTERNATIONAL BUS MACH COM 0.2%
Value ($000) $218 Shares 1,358 Est. Cost $96.47 Unrealized 0.0%
FACEBOOK INC CL A 0.2%
Value ($000) $211 Shares 2,575 Est. Cost $77.67 Unrealized
CAREPAYMENT TECHNOLOGI COM CL 0.2%
Value ($000) $211 Shares 211,067 Est. Cost $1.00 Unrealized
GOOGLE INC CL A 0.2%
Value ($000) $210 Shares 379 Est. Cost $554.09 Unrealized
BERKSHIRE HATHAWAY INC CL B 0.2%
Value ($000) $207 Shares 1,436 Est. Cost $144.15 Unrealized
WILLIAMS PARTNERS LP 0.2%
Value ($000) $205 Shares 4,184 Est. Cost $49.00 Unrealized
ALIBABA GROUP HLDG LTD SPONSOR 0.2%
Value ($000) $203 Shares 2,450 Est. Cost $103.67 Unrealized
VOC ENERGY TR TR UNIT 0.1%
Value ($000) $134 Shares 26,680 Est. Cost $5.32 Unrealized
HL HECLA MNG CO COM 0.1%
Value ($000) $133 Shares 44,770 Est. Cost $2.35 Unrealized +28.6%
KINDER MORGAN INC 17WTS EXP 05 0.0%
Value ($000) $56 Shares 13,792 Est. Cost $4.06 Unrealized
SPRINT NEXTEL CORP COM FON 0.0%
Value ($000) $50 Shares 10,645 Est. Cost $4.70 Unrealized
GENERAL MOTORS 8.25XXXESCROW P 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
GENERAL MOTORS 7.2XXXESCROW PE 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized