Mengis Capital Management, Inc. Diversified Active

CIK: 0001609674 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 29, 2015

Total Value ($000): $119,604 (100.0% shares, 0.0% debt)

Holdings (120)

AAPL APPLE INC 4.7%
Value ($000) $5,569 Shares 44,402 Est. Cost $24.08 Unrealized +18.5%
PRECISION CASTPARTS CP COM 3.5%
Value ($000) $4,148 Shares 20,758 Est. Cost $234.74 Unrealized
VALERO ENERGY CORP NEW COM 3.1%
Value ($000) $3,719 Shares 59,420 Est. Cost $51.36 Unrealized
CVX CHEVRON CORP COM 3.1%
Value ($000) $3,674 Shares 38,089 Est. Cost $69.70 Unrealized -4.7%
JNJ JOHNSON & JOHNSON COM 2.5%
Value ($000) $3,001 Shares 30,798 Est. Cost $77.18 Unrealized -3.5%
PM PHILIP MORRIS INTL INC 2.4%
Value ($000) $2,864 Shares 35,730 Est. Cost $49.22 Unrealized -1.8%
J P MORGAN CHASE & CO COM 2.4%
Value ($000) $2,848 Shares 42,045 Est. Cost $62.47 Unrealized
QCOM QUALCOMM INC COM 2.2%
Value ($000) $2,689 Shares 42,939 Est. Cost $53.14 Unrealized -5.3%
KAYNE ANDERSON MLP INV COM 2.2%
Value ($000) $2,648 Shares 86,300 Est. Cost $37.88 Unrealized
INTC INTEL CORP COM 2.2%
Value ($000) $2,591 Shares 85,217 Est. Cost $26.63 Unrealized -5.8%
USB US BANCORP DEL COM NEW 2.2%
Value ($000) $2,575 Shares 59,333 Est. Cost $29.22 Unrealized +2.3%
COST COSTCO WHSL CORP NEW COM 2.1%
Value ($000) $2,547 Shares 18,862 Est. Cost $110.73 Unrealized +8.6%
PRU PRUDENTIAL FINL INC COM 2.1%
Value ($000) $2,466 Shares 28,185 Est. Cost $53.06 Unrealized +0.4%
NXP SEMICOND N V COM 2.0%
Value ($000) $2,415 Shares 24,600 Est. Cost $77.04 Unrealized
MSFT MICROSOFT CORP COM 2.0%
Value ($000) $2,394 Shares 54,239 Est. Cost $39.61 Unrealized -0.8%
VEU VANGUARD INTL EQTY IDX ALLWRLD 2.0%
Value ($000) $2,363 Shares 48,682 Est. Cost $47.41 Unrealized
DIS DISNEY WALT CO COM DISNEY 1.9%
Value ($000) $2,293 Shares 20,098 Est. Cost $81.30 Unrealized +23.0%
SPY SPDR TR UNIT SER 1 1.9%
Value ($000) $2,256 Shares 10,962 Est. Cost $205.62 Unrealized
DOW CHEM CO COM 1.8%
Value ($000) $2,195 Shares 42,897 Est. Cost $45.75 Unrealized
MINNESOTA MINING & MANUFACTURI 1.7%
Value ($000) $2,078 Shares 13,473 Est. Cost $164.30 Unrealized
BMY BRISTOL MYERS SQUIBB COM 1.7%
Value ($000) $2,052 Shares 30,845 Est. Cost $39.30 Unrealized +17.1%
ALLEGHENY TECHNOLOGIES COM 1.6%
Value ($000) $1,919 Shares 63,551 Est. Cost $32.82 Unrealized
DU PONT E I DE NEMOURS COM 1.5%
Value ($000) $1,774 Shares 27,746 Est. Cost $73.70 Unrealized
CSCO CISCO SYS INC COM 1.4%
Value ($000) $1,663 Shares 60,570 Est. Cost $19.39 Unrealized +6.4%
AT & T CORP 1.4%
Value ($000) $1,648 Shares 46,407 Est. Cost $33.58 Unrealized
NORTHWEST NAT GAS CO COM 1.3%
Value ($000) $1,614 Shares 38,284 Est. Cost $49.82 Unrealized
BAC BANK OF AMERICA CORP COM 1.3%
Value ($000) $1,511 Shares 88,832 Est. Cost $13.38 Unrealized -1.9%
PG PROCTER & GAMBLE CO COM 1.1%
Value ($000) $1,305 Shares 16,689 Est. Cost $64.45 Unrealized -7.0%
PFE PFIZER INC COM 1.0%
Value ($000) $1,243 Shares 37,085 Est. Cost $18.06 Unrealized +15.1%
NORDSTROM INC COM 1.0%
Value ($000) $1,199 Shares 16,105 Est. Cost $78.73 Unrealized
SCHX SCHWAB US LRG CAP ETF 1.0%
Value ($000) $1,194 Shares 24,219 Est. Cost $49.10 Unrealized
ABBVIE INC. COM 1.0%
Value ($000) $1,146 Shares 17,059 Est. Cost $64.00 Unrealized
XOM EXXON MOBIL CORP COM 0.9%
Value ($000) $1,106 Shares 13,296 Est. Cost $56.84 Unrealized -4.5%
BSV VANGUARD BD INDEX FD SHORT TRM 0.9%
Value ($000) $1,105 Shares 13,781 Est. Cost $79.90 Unrealized
BAX BAXTER INTL INC COM 0.9%
Value ($000) $1,069 Shares 15,298 Est. Cost $32.29 Unrealized -2.5%
VZ VERIZON COMMUNICATIONS COM 0.9%
Value ($000) $1,056 Shares 22,662 Est. Cost $27.76 Unrealized +2.0%
GENERAL ELECTRIC CO 0.9%
Value ($000) $1,021 Shares 38,455 Est. Cost $25.25 Unrealized
WMB WILLIAMS COS INC DEL COM 0.8%
Value ($000) $965 Shares 16,832 Est. Cost $27.18 Unrealized +3.3%
BP BP PLC SPONSORED ADR 0.8%
Value ($000) $964 Shares 24,139 Est. Cost $38.11 Unrealized
EXPRESS SCRIPTS HLDG COM 0.8%
Value ($000) $956 Shares 10,750 Est. Cost $85.90 Unrealized
MARKET VECTORS ETF TR MKTVEC M 0.8%
Value ($000) $951 Shares 31,000 Est. Cost $30.29 Unrealized
H C P INC REIT 0.8%
Value ($000) $922 Shares 25,308 Est. Cost $43.90 Unrealized
ROYAL DUTCH SHELL A ADRFSPONSO 0.7%
Value ($000) $873 Shares 15,323 Est. Cost $66.93 Unrealized
DAN DANA HOLDING CORP COM 0.7%
Value ($000) $860 Shares 41,800 Est. Cost $16.22 Unrealized +7.5%
SCHA SCHWAB US SML CAP ETF 0.7%
Value ($000) $859 Shares 14,958 Est. Cost $55.77 Unrealized
KINDER MORGAN INC DEL COM 0.7%
Value ($000) $847 Shares 22,071 Est. Cost $42.09 Unrealized
EMERG MKTS INCOME FUND WDTREE 0.7%
Value ($000) $831 Shares 19,146 Est. Cost $42.13 Unrealized
HOLLYFRONTIER CORP COM 0.7%
Value ($000) $826 Shares 19,350 Est. Cost $37.45 Unrealized
SHOO MADDEN STEVEN LTD COM 0.7%
Value ($000) $812 Shares 19,000 Est. Cost $18.41 Unrealized +23.6%
WFC WELLS FARGO & CO NEW COM 0.7%
Value ($000) $808 Shares 14,371 Est. Cost $39.07 Unrealized +5.9%
HUN HUNTSMAN CORP COM 0.6%
Value ($000) $773 Shares 35,050 Est. Cost $23.94 Unrealized -5.5%
ABERDEEN ASIA PAC INCM COM 0.6%
Value ($000) $766 Shares 154,500 Est. Cost $5.54 Unrealized
UNP UNION PAC CORP COM 0.6%
Value ($000) $752 Shares 7,890 Est. Cost $90.32 Unrealized -9.2%
GOLDMAN SACHS GRP PFD K 6.375% 0.6%
Value ($000) $740 Shares 28,500 Est. Cost $25.93 Unrealized
US BANCORP DEL PFD 1/1000 PRP 0.6%
Value ($000) $734 Shares 30,122 Est. Cost $23.42 Unrealized
GOOGLE INC CL C NON VOTING SHA 0.6%
Value ($000) $704 Shares 1,354 Est. Cost $525.10 Unrealized
WALGREENS BOOTS ALLIAN COM 0.6%
Value ($000) $703 Shares 8,336 Est. Cost $76.43 Unrealized
MEDTRONIC INC COM 0.6%
Value ($000) $679 Shares 9,171 Est. Cost $72.20 Unrealized
WASTE MGMT INC DEL COM 0.6%
Value ($000) $675 Shares 14,577 Est. Cost $51.27 Unrealized
SCHM SCHWAB US MID-CAP ETF 0.6%
Value ($000) $675 Shares 15,842 Est. Cost $41.35 Unrealized
WELLS FARGO & CO NEW DEP 1/100 0.6%
Value ($000) $659 Shares 23,900 Est. Cost $27.73 Unrealized
WY WEYERHAEUSER CO COM 0.5%
Value ($000) $654 Shares 20,784 Est. Cost $22.33 Unrealized -5.2%
JPMORGAN CHASE & CO 5.50% SERI 0.5%
Value ($000) $624 Shares 26,400 Est. Cost $24.10 Unrealized
SBUX STARBUCKS CORP COM 0.5%
Value ($000) $616 Shares 11,490 Est. Cost $35.99 Unrealized +13.7%
MEDICAL PROPERTIES TRUSTREIT 0.5%
Value ($000) $602 Shares 45,981 Est. Cost $14.15 Unrealized
GILD GILEAD SCIENCES INC COM 0.5%
Value ($000) $594 Shares 5,075 Est. Cost $73.01 Unrealized +4.1%
GBX GREENBRIER COS INC COM 0.5%
Value ($000) $580 Shares 12,384 Est. Cost $41.66 Unrealized +6.3%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $575 Shares 6,054 Est. Cost $70.55 Unrealized +5.1%
RADIUS HEALTH INC COM NEW 0.5%
Value ($000) $548 Shares 16,880 Est. Cost $32.46 Unrealized
PCAR PACCAR INC COM 0.5%
Value ($000) $545 Shares 8,550 Est. Cost $28.76 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.5%
Value ($000) $543 Shares 9,809 Est. Cost $45.82 Unrealized -3.5%
IWM ISHARES TR RUSSELL 2000 0.4%
Value ($000) $537 Shares 4,304 Est. Cost $119.50 Unrealized
PACIFIC CONTINENTAL COM 0.4%
Value ($000) $533 Shares 39,399 Est. Cost $14.09 Unrealized
NKE NIKE INC CL B 0.4%
Value ($000) $458 Shares 4,244 Est. Cost $40.75 Unrealized +9.9%
AMAT APPLIED MATLS INC COM 0.4%
Value ($000) $454 Shares 23,656 Est. Cost $19.65 Unrealized -8.3%
MAGELLAN MIDSTREAM PTNRS 0.4%
Value ($000) $432 Shares 5,900 Est. Cost $76.62 Unrealized
FE FIRSTENERGY CORP COM 0.4%
Value ($000) $423 Shares 13,012 Est. Cost $23.07 Unrealized -2.8%
ABT ABBOTT LABS COM 0.3%
Value ($000) $413 Shares 8,429 Est. Cost $35.31 Unrealized +11.4%
BRK/B 1/100 BERKSHIRE HTWY CLA100 SH 0.3%
Value ($000) $409 Shares 200 Est. Cost $147.14 Unrealized -3.1%
RYLAND GROUP INC COM 0.3%
Value ($000) $403 Shares 8,700 Est. Cost $38.51 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEN 0.3%
Value ($000) $388 Shares 10,153 Est. Cost $39.71 Unrealized
DOMESTIC DIV EX-FINL FD WDTREE 0.3%
Value ($000) $384 Shares 5,224 Est. Cost $76.61 Unrealized
GLW CORNING INC. 0.3%
Value ($000) $378 Shares 19,177 Est. Cost $15.20 Unrealized +6.0%
SCE TRUST II 5.1% PFD PERP CUM 0.3%
Value ($000) $374 Shares 16,400 Est. Cost $22.88 Unrealized
CMI CUMMINS INC COM 0.3%
Value ($000) $351 Shares 2,680 Est. Cost $104.58 Unrealized -1.7%
ENSCO INTL INC COM 0.3%
Value ($000) $351 Shares 15,773 Est. Cost $29.95 Unrealized
BLKROCK CORPO HIYL VI COM 0.3%
Value ($000) $343 Shares 31,842 Est. Cost $11.34 Unrealized
SYY SYSCO CORP COM 0.3%
Value ($000) $332 Shares 9,210 Est. Cost $28.86 Unrealized -2.0%
CHS INC PFD CL B 0.2%
Value ($000) $276 Shares 9,900 Est. Cost $28.48 Unrealized
DUKE ENERGY CORP NEW COM 0.2%
Value ($000) $275 Shares 3,899 Est. Cost $83.35 Unrealized
WISDOMTREE TR EUROPE HEDGED EQ 0.2%
Value ($000) $266 Shares 4,330 Est. Cost $65.74 Unrealized
NORTHERN TIER ENERGY L COM UN 0.2%
Value ($000) $261 Shares 11,000 Est. Cost $25.27 Unrealized
MERCK & CO INC COM 0.2%
Value ($000) $247 Shares 4,346 Est. Cost $56.63 Unrealized
CAT CATERPILLAR INC DEL COM 0.2%
Value ($000) $245 Shares 2,891 Est. Cost $73.34 Unrealized -10.2%
IWO ISHARES TR RUSL 2000 GROW 0.2%
Value ($000) $244 Shares 1,582 Est. Cost $142.41 Unrealized
EM MKTS SMALL CAP WDTREE DIVID 0.2%
Value ($000) $242 Shares 5,600 Est. Cost $43.11 Unrealized
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $242 Shares 3,950 Est. Cost $48.86 Unrealized -5.1%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.2%
Value ($000) $240 Shares 8,030 Est. Cost $32.88 Unrealized
BA BOEING CO 0.2%
Value ($000) $236 Shares 1,705 Est. Cost $127.79 Unrealized +0.8%
ENERGY TRANSFER EQUITY 0.2%
Value ($000) $231 Shares 3,600 Est. Cost $63.33 Unrealized
TARGA RESOURCES PTNR LP 0.2%
Value ($000) $230 Shares 5,961 Est. Cost $41.27 Unrealized
ENERGY TRANSFER PRTNRS UNIT LT 0.2%
Value ($000) $228 Shares 4,369 Est. Cost $55.58 Unrealized
NATIONAL OILWELL VARCO COM 0.2%
Value ($000) $223 Shares 4,622 Est. Cost $60.68 Unrealized
IBM INTERNATIONAL BUS MACH COM 0.2%
Value ($000) $221 Shares 1,361 Est. Cost $96.47 Unrealized +6.8%
FACEBOOK INC CL A 0.2%
Value ($000) $220 Shares 2,575 Est. Cost $77.67 Unrealized
US BANCORP DEL PFD B 1/1000DP 0.2%
Value ($000) $219 Shares 9,900 Est. Cost $22.12 Unrealized
DE DEERE & CO COM 0.2%
Value ($000) $215 Shares 2,221 Est. Cost $75.36 Unrealized 0.0%
WISDOMTREE TRUST JAPN HEDGE EQ 0.2%
Value ($000) $211 Shares 3,692 Est. Cost $57.15 Unrealized
CAREPAYMENT TECHNOLOGI COM CL 0.2%
Value ($000) $211 Shares 211,067 Est. Cost $1.00 Unrealized
BERKSHIRE HATHAWAY INC CL B 0.2%
Value ($000) $209 Shares 1,536 Est. Cost $143.62 Unrealized
GOOGLE INC CL A 0.2%
Value ($000) $204 Shares 379 Est. Cost $554.09 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $204 Shares 5,224 Est. Cost $30.05 Unrealized -3.4%
WILLIAMS PARTNERS LP 0.2%
Value ($000) $202 Shares 4,184 Est. Cost $49.00 Unrealized
ALIBABA GROUP HLDG LTD SPONSOR 0.2%
Value ($000) $201 Shares 2,450 Est. Cost $103.67 Unrealized
F FORD MTR CO DEL COM PAR $0.01 0.1%
Value ($000) $160 Shares 10,718 Est. Cost $8.75 Unrealized 0.0%
VOC ENERGY TR TR UNIT 0.1%
Value ($000) $151 Shares 26,710 Est. Cost $5.32 Unrealized
HL HECLA MNG CO COM 0.1%
Value ($000) $117 Shares 44,770 Est. Cost $2.35 Unrealized +24.7%
KINDER MORGAN INC 17WTS EXP 05 0.0%
Value ($000) $37 Shares 13,792 Est. Cost $4.06 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