Mengis Capital Management, Inc. Diversified Active

CIK: 0001609674 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 18, 2019

Total Value ($000): $326,930 (100.0% shares, 0.0% debt)

Holdings (164)

PCAR PACCAR INC COM 6.3%
Value ($000) $20,557 Shares 286,871 Est. Cost $36.08 Unrealized +0.3%
AAPL APPLE INC 4.8%
Value ($000) $15,745 Shares 79,554 Est. Cost $35.34 Unrealized +31.9%
MSFT MICROSOFT CORP COM 4.5%
Value ($000) $14,776 Shares 110,305 Est. Cost $73.59 Unrealized +62.4%
COST COSTCO WHSL CORP NEW COM 2.5%
Value ($000) $8,144 Shares 30,819 Est. Cost $173.84 Unrealized +30.4%
JNJ JOHNSON AND JOHNSON COM 2.4%
Value ($000) $7,786 Shares 55,903 Est. Cost $96.01 Unrealized +19.5%
GSIE GS ETF TR INTL DVLPD 2.2%
Value ($000) $7,048 Shares 245,748 Est. Cost $27.11 Unrealized
DE DEERE AND CO COM 2.1%
Value ($000) $6,976 Shares 42,100 Est. Cost $125.21 Unrealized +13.0%
NVS NOVARTIS A G SPONSORED ADR 1.9%
Value ($000) $6,301 Shares 69,013 Est. Cost $85.49 Unrealized
J P MORGAN CHASE AND CO 1.9%
Value ($000) $6,148 Shares 54,995 Est. Cost $68.90 Unrealized
INTC INTEL CORP COM 1.9%
Value ($000) $6,078 Shares 126,977 Est. Cost $40.25 Unrealized +7.1%
XOM EXXON MOBIL CORP COM 1.7%
Value ($000) $5,564 Shares 72,614 Est. Cost $56.29 Unrealized +1.0%
WWD WOODWARD INC COM 1.7%
Value ($000) $5,560 Shares 49,137 Est. Cost $102.73 Unrealized 0.0%
CVX CHEVRON CORP COM 1.7%
Value ($000) $5,545 Shares 44,567 Est. Cost $75.25 Unrealized +19.9%
MERCK AND CO INC COM 1.7%
Value ($000) $5,398 Shares 64,380 Est. Cost $59.40 Unrealized
WALGREENS BOOTS ALLIAN COM 1.5%
Value ($000) $5,053 Shares 92,441 Est. Cost $55.66 Unrealized
HD HOME DEPOT INC COM 1.5%
Value ($000) $4,986 Shares 23,976 Est. Cost $169.54 Unrealized 0.0%
ALPHABET INC C NON VTNG SH 1.5%
Value ($000) $4,819 Shares 4,459 Est. Cost $738.53 Unrealized
QCOM QUALCOMM INC COM 1.5%
Value ($000) $4,766 Shares 62,657 Est. Cost $47.86 Unrealized +31.0%
PEP PEPSICO INC COM 1.3%
Value ($000) $4,363 Shares 33,275 Est. Cost $104.74 Unrealized 0.0%
DIS WALT DISNEY CO 1.2%
Value ($000) $4,076 Shares 29,192 Est. Cost $86.93 Unrealized +47.3%
FLIR SYS INC COM 1.2%
Value ($000) $4,037 Shares 74,639 Est. Cost $54.09 Unrealized
USB US BANCORP DEL COM NEW 1.2%
Value ($000) $3,914 Shares 74,697 Est. Cost $30.21 Unrealized +28.9%
BAC BANK OF AMERICA CORP COM 1.2%
Value ($000) $3,902 Shares 134,582 Est. Cost $15.37 Unrealized +59.3%
IBM INTERNATIONAL BUS MACH COM 1.2%
Value ($000) $3,824 Shares 27,731 Est. Cost $98.37 Unrealized +0.3%
BIIB BIOGEN IDEC INC 1.1%
Value ($000) $3,573 Shares 15,279 Est. Cost $230.90 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS 1.1%
Value ($000) $3,529 Shares 61,776 Est. Cost $30.96 Unrealized +29.3%
PG PROCTER AND GAMBLE CO COM 1.1%
Value ($000) $3,516 Shares 32,071 Est. Cost $59.75 Unrealized +51.5%
PFE PFIZER INC COM 1.0%
Value ($000) $3,301 Shares 76,211 Est. Cost $24.85 Unrealized +17.6%
ABBVIE INC. COM 1.0%
Value ($000) $3,121 Shares 42,921 Est. Cost $70.51 Unrealized
HUBB HUBBELL INC 0.9%
Value ($000) $3,038 Shares 23,301 Est. Cost $108.71 Unrealized 0.0%
SCHO SCHWAB SHT TM US TRES 0.9%
Value ($000) $3,018 Shares 59,660 Est. Cost $49.79 Unrealized
PRU PRUDENTIAL FINL INC COM 0.9%
Value ($000) $2,970 Shares 29,408 Est. Cost $56.13 Unrealized +27.4%
WAT WATERS CORP COM 0.9%
Value ($000) $2,905 Shares 13,500 Est. Cost $218.51 Unrealized 0.0%
VALERO ENERGY CORP 0.9%
Value ($000) $2,879 Shares 33,634 Est. Cost $56.01 Unrealized
SLB SCHLUMBERGER LTD COM 0.9%
Value ($000) $2,873 Shares 72,306 Est. Cost $33.65 Unrealized 0.0%
BRKR BRUKER CORP COM 0.9%
Value ($000) $2,831 Shares 56,690 Est. Cost $41.22 Unrealized 0.0%
GBIL GS ETF TR TREASURY ACCESS 0.8%
Value ($000) $2,754 Shares 27,450 Est. Cost $100.26 Unrealized
BMY BRISTOL MYERS SQUIBB COM 0.8%
Value ($000) $2,748 Shares 60,612 Est. Cost $39.96 Unrealized -9.6%
CTRA CABOT OIL AND GAS CORP COM 0.8%
Value ($000) $2,705 Shares 117,854 Est. Cost $16.32 Unrealized +16.2%
A AGILENT TECHNOLOGIES COM 0.8%
Value ($000) $2,644 Shares 35,413 Est. Cost $70.69 Unrealized 0.0%
SCHX SCHWAB US LRG CAP ETF 0.8%
Value ($000) $2,589 Shares 36,899 Est. Cost $54.94 Unrealized
ADP AUTOMATIC DATA PROCESS COM 0.8%
Value ($000) $2,508 Shares 15,170 Est. Cost $140.97 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.8%
Value ($000) $2,505 Shares 37,559 Est. Cost $54.82 Unrealized +4.8%
CL COLGATE PALMOLIVE CO COM 0.7%
Value ($000) $2,386 Shares 33,300 Est. Cost $60.83 Unrealized 0.0%
MINNESOTA MNNG AND MANUF 0.7%
Value ($000) $2,379 Shares 13,727 Est. Cost $166.97 Unrealized
CELGENE CORP COM 0.7%
Value ($000) $2,361 Shares 25,545 Est. Cost $92.43 Unrealized
AEGION CORP COM 0.7%
Value ($000) $2,355 Shares 128,020 Est. Cost $18.40 Unrealized
KMPR KEMPER CORP DEL COM 0.7%
Value ($000) $2,170 Shares 25,148 Est. Cost $85.42 Unrealized 0.0%
SCHM SCHWAB US MID-CAP ETF 0.7%
Value ($000) $2,142 Shares 37,533 Est. Cost $48.70 Unrealized
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $2,116 Shares 26,950 Est. Cost $50.95 Unrealized +14.4%
ALLEGHENY TECHNOLOGIES 0.6%
Value ($000) $2,106 Shares 83,588 Est. Cost $28.68 Unrealized
UNIVERSAL DISPLAY CORP COM 0.6%
Value ($000) $2,078 Shares 11,050 Est. Cost $93.69 Unrealized
DU PONT E I DE NEMOURS COM 0.6%
Value ($000) $2,022 Shares 26,945 Est. Cost $75.04 Unrealized
VARIAN MED SYS INC COM 0.6%
Value ($000) $1,905 Shares 14,000 Est. Cost $136.07 Unrealized
AMZN AMAZON COM INC COM 0.6%
Value ($000) $1,904 Shares 1,006 Est. Cost $73.72 Unrealized +26.4%
KO COCA COLA CO COM 0.6%
Value ($000) $1,876 Shares 36,847 Est. Cost $31.82 Unrealized +25.5%
HSY HERSHEY CO COM 0.6%
Value ($000) $1,867 Shares 13,935 Est. Cost $108.95 Unrealized 0.0%
ISHARES TR COMEX GOLD 0.6%
Value ($000) $1,839 Shares 136,250 Est. Cost $12.09 Unrealized
WMB WILLIAMS COS INC DEL COM 0.5%
Value ($000) $1,749 Shares 62,408 Est. Cost $20.60 Unrealized -6.9%
FLOWSERVE CORP COM 0.5%
Value ($000) $1,679 Shares 31,880 Est. Cost $52.67 Unrealized
KEYSIGHT TECHNOLOGIES COM 0.5%
Value ($000) $1,677 Shares 18,679 Est. Cost $89.78 Unrealized
GIS GENERAL MLS INC COM 0.5%
Value ($000) $1,623 Shares 30,921 Est. Cost $39.37 Unrealized +4.7%
SCHP SCHWAB US TIPS ETF 0.5%
Value ($000) $1,573 Shares 27,948 Est. Cost $55.07 Unrealized
AMGN AMGEN INC COM 0.5%
Value ($000) $1,558 Shares 8,456 Est. Cost $132.38 Unrealized +10.4%
CVS CVS CORP COM 0.5%
Value ($000) $1,554 Shares 28,535 Est. Cost $52.16 Unrealized -16.5%
UPS UNITED PARCEL SERVICE CL B 0.5%
Value ($000) $1,532 Shares 14,839 Est. Cost $82.37 Unrealized -2.7%
FDX FEDEX CORP COM 0.5%
Value ($000) $1,488 Shares 9,065 Est. Cost $175.81 Unrealized -11.9%
WY WEYERHAEUSER CO COM 0.5%
Value ($000) $1,488 Shares 56,500 Est. Cost $20.45 Unrealized -3.7%
LEN LENNAR CORP CL A 0.4%
Value ($000) $1,442 Shares 29,757 Est. Cost $52.39 Unrealized -12.4%
SCHW SCHWAB CHARLES CORP NE COM 0.4%
Value ($000) $1,411 Shares 35,125 Est. Cost $40.32 Unrealized -1.6%
VANECK MORNINGSTAR WIDE MOAT E 0.4%
Value ($000) $1,391 Shares 28,970 Est. Cost $30.29 Unrealized
KR KROGER CO COM 0.4%
Value ($000) $1,336 Shares 61,549 Est. Cost $21.07 Unrealized 0.0%
BSV VANGUARD BD INDEX FD SHORT TRM 0.4%
Value ($000) $1,260 Shares 15,658 Est. Cost $78.74 Unrealized
NXP SEMICOND N V COM 0.4%
Value ($000) $1,222 Shares 12,520 Est. Cost $85.43 Unrealized
SPY SPDR TR UNIT SER 1 0.4%
Value ($000) $1,216 Shares 4,150 Est. Cost $250.51 Unrealized
WASTE MGMT INC DEL COM 0.4%
Value ($000) $1,210 Shares 10,492 Est. Cost $52.24 Unrealized
NUTRIEN LTD COM 0.4%
Value ($000) $1,181 Shares 22,100 Est. Cost $51.22 Unrealized
WELLS FARGO AND CO DEP 1/1000 0.4%
Value ($000) $1,162 Shares 41,020 Est. Cost $28.07 Unrealized
SCHWAB CHARLES CORP NE DSHS 1/ 0.4%
Value ($000) $1,160 Shares 44,047 Est. Cost $26.43 Unrealized
FACEBOOK INC CL A 0.3%
Value ($000) $1,139 Shares 5,906 Est. Cost $109.71 Unrealized
VEU VANGUARD INTL EQTY IDX ALLWRLD 0.3%
Value ($000) $1,107 Shares 21,727 Est. Cost $47.97 Unrealized
GOLDMAN SACHS GRP PFD K 6.375 0.3%
Value ($000) $1,105 Shares 40,261 Est. Cost $26.88 Unrealized
MCD MCDONALDS CORP COM 0.3%
Value ($000) $1,102 Shares 5,310 Est. Cost $70.55 Unrealized +140.6%
BANK OF AMERICA PREF IV FLTNG 0.3%
Value ($000) $1,075 Shares 49,208 Est. Cost $23.63 Unrealized
BP BP PLC SPONSORED ADR 0.3%
Value ($000) $1,062 Shares 25,490 Est. Cost $41.66 Unrealized
NKE NIKE INC CL B 0.3%
Value ($000) $1,052 Shares 12,540 Est. Cost $57.54 Unrealized +34.0%
SPX FLOW INC COM 0.3%
Value ($000) $1,046 Shares 25,000 Est. Cost $41.84 Unrealized
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $1,043 Shares 12,453 Est. Cost $37.51 Unrealized +81.1%
SCHA SCHWAB US SML CAP ETF 0.3%
Value ($000) $1,036 Shares 14,504 Est. Cost $57.82 Unrealized
BERKSHIRE HATHAWAY INC CL B 0.3%
Value ($000) $1,016 Shares 4,768 Est. Cost $162.61 Unrealized
SCHV SCHWAB US LCAP VAL ETF 0.3%
Value ($000) $1,001 Shares 17,835 Est. Cost $48.74 Unrealized
SPX CORP COM 0.3%
Value ($000) $990 Shares 30,000 Est. Cost $33.00 Unrealized
WFC WELLS FARGO AND CO NEW COM 0.3%
Value ($000) $979 Shares 20,709 Est. Cost $39.23 Unrealized -0.4%
ABERDEEN ASIA PACIFIC COM 0.3%
Value ($000) $944 Shares 226,028 Est. Cost $5.05 Unrealized
ALCON INC ORD SHS 0.3%
Value ($000) $849 Shares 13,687 Est. Cost $62.03 Unrealized
NUVEEN ENERGY MLP TOTL COM 0.3%
Value ($000) $830 Shares 91,191 Est. Cost $12.44 Unrealized
GSLC GS US LARGE CAP EQUITY ETF 0.3%
Value ($000) $819 Shares 13,943 Est. Cost $54.06 Unrealized
BWA BORGWARNER INC COM 0.2%
Value ($000) $810 Shares 19,305 Est. Cost $29.11 Unrealized +9.7%
MARATHON PETE CORP COM 0.2%
Value ($000) $775 Shares 13,875 Est. Cost $58.94 Unrealized
UNP UNION PAC CORP COM 0.2%
Value ($000) $740 Shares 4,380 Est. Cost $92.91 Unrealized +59.0%
NATIONAL OILWELL VARCO COM 0.2%
Value ($000) $721 Shares 32,447 Est. Cost $22.22 Unrealized
IVV ISHARES TR CORE S&P500 ETF 0.2%
Value ($000) $711 Shares 2,412 Est. Cost $257.33 Unrealized
ALPHABET INC CLASS A 0.2%
Value ($000) $673 Shares 622 Est. Cost $801.63 Unrealized
NORDSTROM INC COM 0.2%
Value ($000) $672 Shares 21,097 Est. Cost $56.58 Unrealized
DOW CHEM CO COM 0.2%
Value ($000) $662 Shares 13,430 Est. Cost $49.29 Unrealized
AMD ADVANCED MICRO DEVICES COM 0.2%
Value ($000) $659 Shares 21,700 Est. Cost $22.70 Unrealized +25.7%
BRK/B 1/100 BERKSHIRE HTWY SH 0.2%
Value ($000) $636 Shares 200 Est. Cost $147.14 Unrealized +40.6%
ALK ALASKA AIR GROUP INC COM 0.2%
Value ($000) $619 Shares 9,700 Est. Cost $59.54 Unrealized +0.2%
QEP RES INC COM 0.2%
Value ($000) $607 Shares 84,032 Est. Cost $7.22 Unrealized
BA BOEING CO 0.2%
Value ($000) $580 Shares 1,594 Est. Cost $153.50 Unrealized +132.7%
KINDER MORGAN INC DEL COM 0.2%
Value ($000) $580 Shares 27,808 Est. Cost $28.33 Unrealized
US BANCORP DEL PFD B 1/1000DP 0.2%
Value ($000) $568 Shares 28,656 Est. Cost $21.80 Unrealized
COLB COLUMBIA BKG SYS INC COM 0.2%
Value ($000) $542 Shares 14,990 Est. Cost $30.37 Unrealized -14.9%
ORCL ORACLE CORP COM 0.2%
Value ($000) $530 Shares 9,308 Est. Cost $49.16 Unrealized 0.0%
CORTEVA INC COM 0.2%
Value ($000) $530 Shares 17,952 Est. Cost $29.52 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $517 Shares 6,159 Est. Cost $35.96 Unrealized +95.2%
ALLERGAN INC COM 0.2%
Value ($000) $493 Shares 2,946 Est. Cost $167.35 Unrealized
MEDTRONIC INC COM 0.1%
Value ($000) $478 Shares 4,915 Est. Cost $97.25 Unrealized
EQT CORP COM 0.1%
Value ($000) $475 Shares 30,080 Est. Cost $15.79 Unrealized
EQUITRANS MIDSTREAM CORP 0.1%
Value ($000) $474 Shares 24,064 Est. Cost $19.70 Unrealized
CMI CUMMINS INC COM 0.1%
Value ($000) $454 Shares 2,650 Est. Cost $78.02 Unrealized +77.1%
US BANCORP DEL PFD 1/1000 PRP 0.1%
Value ($000) $428 Shares 17,254 Est. Cost $23.51 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value ($000) $428 Shares 2,756 Est. Cost $122.05 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $426 Shares 7,800 Est. Cost $19.41 Unrealized +132.8%
ROYAL DUTCH SHELL A ADR 0.1%
Value ($000) $398 Shares 6,120 Est. Cost $66.48 Unrealized
NORTHWEST NATURAL HOLDINGS 0.1%
Value ($000) $382 Shares 5,500 Est. Cost $49.82 Unrealized
MAGELLAN MIDSTREAM PTNRS 0.1%
Value ($000) $377 Shares 5,900 Est. Cost $73.20 Unrealized
ANHEUSER BUSCH COS INC COM 0.1%
Value ($000) $373 Shares 4,225 Est. Cost $65.78 Unrealized
FNDX US LARGE CAP FUNDAMENTAL ETF 0.1%
Value ($000) $368 Shares 9,410 Est. Cost $37.80 Unrealized
SCHF SCHWAB INTL EQTY ETF 0.1%
Value ($000) $354 Shares 11,052 Est. Cost $31.43 Unrealized
BLACKROCK INC COM 0.1%
Value ($000) $344 Shares 735 Est. Cost $391.84 Unrealized
WISDOMTREE TRUST JAPN HEDGE EQ 0.1%
Value ($000) $330 Shares 6,777 Est. Cost $50.45 Unrealized
IVW ISHARES TR SP500 GRW 0.1%
Value ($000) $326 Shares 1,819 Est. Cost $121.50 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 0.1%
Value ($000) $319 Shares 4,801 Est. Cost $64.36 Unrealized
HERITAGE FINL CORP WAS COM 0.1%
Value ($000) $309 Shares 10,485 Est. Cost $35.09 Unrealized
DOMESTIC DIV EX-FINL FD WDTREE 0.1%
Value ($000) $307 Shares 3,589 Est. Cost $76.61 Unrealized
JPMORGAN CHASE & CO DEP SHS RE 0.1%
Value ($000) $307 Shares 11,750 Est. Cost $26.39 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEN 0.1%
Value ($000) $305 Shares 5,762 Est. Cost $39.81 Unrealized
MAT MATTEL INC COM 0.1%
Value ($000) $299 Shares 26,726 Est. Cost $21.54 Unrealized -45.5%
ISHARES TR CORE MSCI TOTAL 0.1%
Value ($000) $299 Shares 5,100 Est. Cost $58.01 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.1%
Value ($000) $285 Shares 10,000 Est. Cost $21.37 Unrealized 0.0%
SYY SYSCO CORP COM 0.1%
Value ($000) $268 Shares 3,800 Est. Cost $29.46 Unrealized +102.1%
CDK GLOBAL INC COM 0.1%
Value ($000) $249 Shares 5,056 Est. Cost $49.25 Unrealized
CHS INC PFD CL B 0.1%
Value ($000) $246 Shares 9,100 Est. Cost $28.49 Unrealized
SIRIUS XM HOLDINGS INC 0.1%
Value ($000) $242 Shares 43,500 Est. Cost $4.11 Unrealized
UA UNDER ARMOUR INC CL C 0.1%
Value ($000) $241 Shares 10,900 Est. Cost $13.09 Unrealized +58.8%
ENBRIDGE INC COM 0.1%
Value ($000) $238 Shares 6,618 Est. Cost $31.20 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L 0.1%
Value ($000) $231 Shares 8,030 Est. Cost $29.02 Unrealized
SCHB SCHWAB STRATEGIC TR US BRD EQT 0.1%
Value ($000) $225 Shares 3,194 Est. Cost $68.13 Unrealized
AGG ISHARES CORE TOTAL ETF US BOND 0.1%
Value ($000) $222 Shares 2,000 Est. Cost $108.90 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $222 Shares 4,953 Est. Cost $39.35 Unrealized 0.0%
INCYTE CORP COM 0.1%
Value ($000) $220 Shares 2,600 Est. Cost $84.62 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $220 Shares 1,789 Est. Cost $107.48 Unrealized 0.0%
DUKE ENERGY CORP NEW DP REP PF 0.1%
Value ($000) $216 Shares 8,200 Est. Cost $26.34 Unrealized
EMERG MKTS EQUITY INCOME FUND 0.1%
Value ($000) $216 Shares 4,856 Est. Cost $42.20 Unrealized
VANGUARD US INF TECH ETF 0.1%
Value ($000) $216 Shares 1,025 Est. Cost $200.00 Unrealized
UNITED TECHNOLOGIES CP COM 0.1%
Value ($000) $215 Shares 1,658 Est. Cost $128.47 Unrealized
ENERGY TRANSFER LP 0.1%
Value ($000) $203 Shares 14,437 Est. Cost $13.16 Unrealized
FIRST TR EXCHANGE-TRAD PFD SEC 0.1%
Value ($000) $195 Shares 10,080 Est. Cost $19.05 Unrealized
DIAMOND OFFSHORE DRILL COM 0.1%
Value ($000) $177 Shares 20,000 Est. Cost $8.85 Unrealized
TRANSOCEAN INC ORD 0.0%
Value ($000) $160 Shares 25,000 Est. Cost $6.40 Unrealized
CAREPAYMENT TECH CL A 0.0%
Value ($000) $52 Shares 211,067 Est. Cost $1.00 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