Mengis Capital Management, Inc. Diversified Active

CIK: 0001609674 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 5, 2019

Total Value ($000): $335,613 (100.0% shares, 0.0% debt)

Holdings (165)

PCAR PACCAR INC COM 6.0%
Value ($000) $20,083 Shares 286,871 Est. Cost $36.08 Unrealized -1.0%
AAPL APPLE INC 5.3%
Value ($000) $17,679 Shares 78,935 Est. Cost $35.34 Unrealized +42.1%
MSFT MICROSOFT CORP COM 4.6%
Value ($000) $15,303 Shares 110,076 Est. Cost $73.59 Unrealized +76.5%
COST COSTCO WHSL CORP NEW COM 2.6%
Value ($000) $8,797 Shares 30,534 Est. Cost $173.84 Unrealized +47.5%
GSIE GS ETF TR INTL DVLPD 2.2%
Value ($000) $7,363 Shares 260,272 Est. Cost $27.18 Unrealized
JNJ JOHNSON AND JOHNSON COM 2.1%
Value ($000) $7,168 Shares 55,405 Est. Cost $96.01 Unrealized +14.6%
DE DEERE AND CO COM 2.1%
Value ($000) $7,135 Shares 42,300 Est. Cost $125.21 Unrealized +16.6%
INTC INTEL CORP COM 2.0%
Value ($000) $6,617 Shares 128,429 Est. Cost $40.28 Unrealized +6.8%
J P MORGAN CHASE AND CO 1.9%
Value ($000) $6,526 Shares 55,455 Est. Cost $68.90 Unrealized
NVS NOVARTIS A G SPONSORED ADR 1.8%
Value ($000) $5,992 Shares 68,963 Est. Cost $85.49 Unrealized
ALPHABET INC C NON VTNG SH 1.7%
Value ($000) $5,715 Shares 4,689 Est. Cost $1218.81 Unrealized
MERCK AND CO INC COM 1.7%
Value ($000) $5,583 Shares 66,333 Est. Cost $84.17 Unrealized
HD HOME DEPOT INC COM 1.7%
Value ($000) $5,571 Shares 24,011 Est. Cost $169.54 Unrealized +10.3%
WALGREENS BOOTS ALLIAN COM 1.6%
Value ($000) $5,431 Shares 98,197 Est. Cost $55.64 Unrealized
CVX CHEVRON CORP COM 1.6%
Value ($000) $5,320 Shares 44,859 Est. Cost $75.25 Unrealized +21.6%
WWD WOODWARD INC COM 1.6%
Value ($000) $5,298 Shares 49,137 Est. Cost $102.73 Unrealized +2.8%
XOM EXXON MOBIL CORP COM 1.5%
Value ($000) $5,189 Shares 73,489 Est. Cost $56.26 Unrealized -4.4%
QCOM QUALCOMM INC COM 1.4%
Value ($000) $4,783 Shares 62,713 Est. Cost $47.86 Unrealized +35.8%
IBM INTERNATIONAL BUS MACH COM 1.4%
Value ($000) $4,593 Shares 31,590 Est. Cost $98.87 Unrealized +3.6%
PEP PEPSICO INC COM 1.4%
Value ($000) $4,567 Shares 33,315 Est. Cost $104.74 Unrealized +4.4%
VZ VERIZON COMMUNICATIONS 1.2%
Value ($000) $4,145 Shares 68,681 Est. Cost $31.91 Unrealized +26.7%
USB US BANCORP DEL COM NEW 1.2%
Value ($000) $4,141 Shares 74,837 Est. Cost $30.21 Unrealized +36.2%
PG PROCTER AND GAMBLE CO COM 1.2%
Value ($000) $3,969 Shares 31,917 Est. Cost $59.75 Unrealized +69.0%
FLIR SYS INC COM 1.2%
Value ($000) $3,941 Shares 74,949 Est. Cost $54.09 Unrealized
BAC BANK OF AMERICA CORP COM 1.2%
Value ($000) $3,919 Shares 134,351 Est. Cost $15.37 Unrealized +59.8%
BIIB BIOGEN IDEC INC 1.1%
Value ($000) $3,815 Shares 16,389 Est. Cost $231.04 Unrealized +0.8%
DIS WALT DISNEY CO 1.1%
Value ($000) $3,784 Shares 29,042 Est. Cost $86.93 Unrealized +54.4%
BMY BRISTOL MYERS SQUIBB COM 1.0%
Value ($000) $3,494 Shares 68,919 Est. Cost $39.58 Unrealized -7.1%
SCHO SCHWAB SHT TM US TRES 0.9%
Value ($000) $3,110 Shares 61,490 Est. Cost $49.81 Unrealized
HUBB HUBBELL INC 0.9%
Value ($000) $3,061 Shares 23,301 Est. Cost $108.71 Unrealized +5.2%
WAT WATERS CORP COM 0.9%
Value ($000) $3,013 Shares 13,500 Est. Cost $218.51 Unrealized -1.2%
VALERO ENERGY CORP 0.9%
Value ($000) $2,911 Shares 34,162 Est. Cost $56.46 Unrealized
PFE PFIZER INC COM 0.8%
Value ($000) $2,770 Shares 77,106 Est. Cost $24.88 Unrealized +8.6%
GBIL GS ETF TR TREASURY ACCESS 0.8%
Value ($000) $2,755 Shares 27,450 Est. Cost $100.26 Unrealized
AEGION CORP COM 0.8%
Value ($000) $2,737 Shares 128,020 Est. Cost $18.40 Unrealized
CVS CVS CORP COM 0.8%
Value ($000) $2,727 Shares 43,244 Est. Cost $50.87 Unrealized -4.9%
A AGILENT TECHNOLOGIES COM 0.8%
Value ($000) $2,713 Shares 35,413 Est. Cost $70.69 Unrealized -2.4%
SCHX SCHWAB US LRG CAP ETF 0.8%
Value ($000) $2,669 Shares 37,630 Est. Cost $55.25 Unrealized
SCHW SCHWAB CHARLES CORP NE COM 0.8%
Value ($000) $2,665 Shares 63,725 Est. Cost $38.79 Unrealized -4.8%
CELGENE CORP COM 0.8%
Value ($000) $2,536 Shares 25,545 Est. Cost $92.43 Unrealized
SLB SCHLUMBERGER LTD COM 0.8%
Value ($000) $2,528 Shares 74,006 Est. Cost $33.58 Unrealized -7.8%
EMR EMERSON ELEC CO COM 0.7%
Value ($000) $2,491 Shares 37,259 Est. Cost $54.82 Unrealized -0.8%
BRKR BRUKER CORP COM 0.7%
Value ($000) $2,490 Shares 56,690 Est. Cost $41.22 Unrealized +6.5%
ADP AUTOMATIC DATA PROCESS COM 0.7%
Value ($000) $2,456 Shares 15,220 Est. Cost $140.97 Unrealized +2.1%
CL COLGATE PALMOLIVE CO COM 0.7%
Value ($000) $2,447 Shares 33,300 Est. Cost $60.83 Unrealized +2.8%
PRU PRUDENTIAL FINL INC COM 0.7%
Value ($000) $2,307 Shares 25,658 Est. Cost $56.13 Unrealized +17.2%
MINNESOTA MNNG AND MANUF 0.7%
Value ($000) $2,300 Shares 13,993 Est. Cost $166.92 Unrealized
CTRA CABOT OIL AND GAS CORP COM 0.7%
Value ($000) $2,260 Shares 128,655 Est. Cost $16.16 Unrealized -11.2%
SCHM SCHWAB US MID-CAP ETF 0.7%
Value ($000) $2,182 Shares 38,608 Est. Cost $48.91 Unrealized
HSY HERSHEY CO COM 0.6%
Value ($000) $2,159 Shares 13,935 Est. Cost $108.95 Unrealized +19.5%
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $2,050 Shares 27,005 Est. Cost $50.95 Unrealized +11.3%
KO COCA COLA CO COM 0.6%
Value ($000) $1,989 Shares 36,549 Est. Cost $31.82 Unrealized +38.1%
ISHARES TR COMEX GOLD 0.6%
Value ($000) $1,962 Shares 139,150 Est. Cost $12.13 Unrealized
KMPR KEMPER CORP DEL COM 0.6%
Value ($000) $1,960 Shares 25,148 Est. Cost $85.42 Unrealized -6.5%
AMZN AMAZON COM INC COM 0.6%
Value ($000) $1,956 Shares 1,127 Est. Cost $75.76 Unrealized +22.4%
DU PONT E I DE NEMOURS COM 0.6%
Value ($000) $1,941 Shares 27,230 Est. Cost $71.28 Unrealized
KEYSIGHT TECHNOLOGIES COM 0.5%
Value ($000) $1,816 Shares 18,679 Est. Cost $89.78 Unrealized
UPS UNITED PARCEL SERVICE CL B 0.5%
Value ($000) $1,778 Shares 14,842 Est. Cost $82.37 Unrealized +8.0%
MARATHON PETE CORP COM 0.5%
Value ($000) $1,722 Shares 28,350 Est. Cost $59.86 Unrealized
ALLEGHENY TECHNOLOGIES 0.5%
Value ($000) $1,709 Shares 84,434 Est. Cost $28.60 Unrealized
BRK/B 1/100 BERKSHIRE HTWY SH 0.5%
Value ($000) $1,703 Shares 5,393 Est. Cost $203.85 Unrealized +1.1%
AMGN AMGEN INC COM 0.5%
Value ($000) $1,697 Shares 8,772 Est. Cost $133.31 Unrealized +18.5%
KR KROGER CO COM 0.5%
Value ($000) $1,672 Shares 64,893 Est. Cost $21.03 Unrealized -3.5%
LEN LENNAR CORP CL A 0.5%
Value ($000) $1,667 Shares 29,857 Est. Cost $52.39 Unrealized -14.4%
VARIAN MED SYS INC COM 0.5%
Value ($000) $1,667 Shares 14,000 Est. Cost $136.07 Unrealized
GIS GENERAL MLS INC COM 0.5%
Value ($000) $1,647 Shares 29,897 Est. Cost $39.37 Unrealized +10.2%
SCHP SCHWAB US TIPS ETF 0.5%
Value ($000) $1,621 Shares 28,568 Est. Cost $55.11 Unrealized
WY WEYERHAEUSER CO COM 0.5%
Value ($000) $1,587 Shares 57,295 Est. Cost $20.45 Unrealized +0.3%
SPY SPDR TR UNIT SER 1 0.5%
Value ($000) $1,528 Shares 5,151 Est. Cost $259.47 Unrealized
WMB WILLIAMS COS INC DEL COM 0.4%
Value ($000) $1,503 Shares 62,508 Est. Cost $20.60 Unrealized -14.4%
FLOWSERVE CORP COM 0.4%
Value ($000) $1,489 Shares 31,880 Est. Cost $52.67 Unrealized
VANECK MORNINGSTAR WIDE MOAT E 0.4%
Value ($000) $1,452 Shares 28,970 Est. Cost $30.29 Unrealized
UNIVERSAL DISPLAY CORP COM 0.4%
Value ($000) $1,354 Shares 8,070 Est. Cost $93.69 Unrealized
FDX FEDEX CORP COM 0.4%
Value ($000) $1,328 Shares 9,125 Est. Cost $175.81 Unrealized -18.5%
SCHWAB CHARLES CORP NE DSHS 1/ 0.4%
Value ($000) $1,285 Shares 47,755 Est. Cost $26.46 Unrealized
WASTE MGMT INC DEL COM 0.4%
Value ($000) $1,201 Shares 10,445 Est. Cost $52.24 Unrealized
SPX CORP COM 0.4%
Value ($000) $1,200 Shares 30,000 Est. Cost $33.00 Unrealized
WELLS FARGO AND CO DEP 1/1000 0.4%
Value ($000) $1,200 Shares 43,029 Est. Cost $28.06 Unrealized
VEU VANGUARD INTL EQTY IDX ALLWRLD 0.4%
Value ($000) $1,191 Shares 23,872 Est. Cost $48.14 Unrealized
NXP SEMICOND N V COM 0.4%
Value ($000) $1,188 Shares 10,895 Est. Cost $85.43 Unrealized
BSV VANGUARD BD INDEX FD SHORT TRM 0.4%
Value ($000) $1,186 Shares 14,683 Est. Cost $78.74 Unrealized
NKE NIKE INC CL B 0.3%
Value ($000) $1,159 Shares 12,342 Est. Cost $57.54 Unrealized +36.9%
ABERDEEN ASIA PACIFIC COM 0.3%
Value ($000) $1,146 Shares 273,592 Est. Cost $4.90 Unrealized
FACEBOOK INC CL A 0.3%
Value ($000) $1,134 Shares 6,371 Est. Cost $114.69 Unrealized
NUTRIEN LTD COM 0.3%
Value ($000) $1,122 Shares 22,500 Est. Cost $51.20 Unrealized
BANK OF AMERICA PREF IV FLTNG 0.3%
Value ($000) $1,119 Shares 49,208 Est. Cost $23.63 Unrealized
GOLDMAN SACHS GRP PFD K 6.375 0.3%
Value ($000) $1,113 Shares 40,069 Est. Cost $26.88 Unrealized
MCD MCDONALDS CORP COM 0.3%
Value ($000) $1,095 Shares 5,104 Est. Cost $70.55 Unrealized +161.9%
ABBVIE INC. COM 0.3%
Value ($000) $1,075 Shares 14,205 Est. Cost $70.51 Unrealized
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $1,071 Shares 12,118 Est. Cost $37.51 Unrealized +115.0%
WFC WELLS FARGO AND CO NEW COM 0.3%
Value ($000) $1,039 Shares 20,611 Est. Cost $39.23 Unrealized +1.4%
SCHA SCHWAB US SML CAP ETF 0.3%
Value ($000) $1,006 Shares 14,439 Est. Cost $57.82 Unrealized
SCHV SCHWAB US LCAP VAL ETF 0.3%
Value ($000) $996 Shares 17,557 Est. Cost $48.74 Unrealized
SPX FLOW INC COM 0.3%
Value ($000) $986 Shares 25,000 Est. Cost $41.84 Unrealized
BP BP PLC SPONSORED ADR 0.3%
Value ($000) $968 Shares 25,495 Est. Cost $41.66 Unrealized
NORDSTROM INC COM 0.3%
Value ($000) $930 Shares 27,622 Est. Cost $51.17 Unrealized
GSLC GS US LARGE CAP EQUITY ETF 0.3%
Value ($000) $897 Shares 14,977 Est. Cost $54.46 Unrealized
NUVEEN ENERGY MLP TOTL COM 0.2%
Value ($000) $811 Shares 93,825 Est. Cost $12.34 Unrealized
ALPHABET INC CLASS A 0.2%
Value ($000) $759 Shares 622 Est. Cost $1220.26 Unrealized
AMD ADVANCED MICRO DEVICES COM 0.2%
Value ($000) $752 Shares 25,950 Est. Cost $24.12 Unrealized +30.0%
UNP UNION PAC CORP COM 0.2%
Value ($000) $709 Shares 4,380 Est. Cost $92.91 Unrealized +56.9%
BWA BORGWARNER INC COM 0.2%
Value ($000) $708 Shares 19,305 Est. Cost $29.11 Unrealized +0.2%
INCYTE CORP COM 0.2%
Value ($000) $696 Shares 9,380 Est. Cost $77.09 Unrealized
NATIONAL OILWELL VARCO COM 0.2%
Value ($000) $687 Shares 32,447 Est. Cost $22.22 Unrealized
ALCON INC ORD SHS 0.2%
Value ($000) $676 Shares 11,602 Est. Cost $62.03 Unrealized
US BANCORP DEL PFD B 1/1000DP 0.2%
Value ($000) $672 Shares 31,812 Est. Cost $21.73 Unrealized
ALK ALASKA AIR GROUP INC COM 0.2%
Value ($000) $662 Shares 10,200 Est. Cost $59.67 Unrealized +4.2%
IVV ISHARES TR CORE S&P500 ETF 0.2%
Value ($000) $645 Shares 2,163 Est. Cost $257.33 Unrealized
BA BOEING CO 0.2%
Value ($000) $610 Shares 1,604 Est. Cost $153.50 Unrealized +129.5%
KINDER MORGAN INC DEL COM 0.2%
Value ($000) $579 Shares 28,112 Est. Cost $28.25 Unrealized
DOW CHEM CO COM 0.2%
Value ($000) $560 Shares 11,771 Est. Cost $49.29 Unrealized
MEDTRONIC INC COM 0.2%
Value ($000) $542 Shares 4,995 Est. Cost $97.43 Unrealized
COLB COLUMBIA BKG SYS INC COM 0.2%
Value ($000) $538 Shares 14,598 Est. Cost $30.37 Unrealized -13.3%
ABT ABBOTT LABS COM 0.2%
Value ($000) $529 Shares 6,334 Est. Cost $37.07 Unrealized +105.2%
ORCL ORACLE CORP COM 0.2%
Value ($000) $512 Shares 9,308 Est. Cost $49.16 Unrealized +2.5%
ALLERGAN INC COM 0.1%
Value ($000) $495 Shares 2,946 Est. Cost $167.35 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value ($000) $491 Shares 3,245 Est. Cost $126.46 Unrealized
US BANCORP DEL PFD 1/1000 PRP 0.1%
Value ($000) $468 Shares 18,661 Est. Cost $23.63 Unrealized
CMI CUMMINS INC COM 0.1%
Value ($000) $431 Shares 2,650 Est. Cost $78.02 Unrealized +74.5%
IVW ISHARES TR SP500 GRW 0.1%
Value ($000) $414 Shares 2,300 Est. Cost $133.73 Unrealized
ANHEUSER BUSCH COS INC COM 0.1%
Value ($000) $409 Shares 4,300 Est. Cost $66.29 Unrealized
NORTHWEST NATURAL HOLDINGS 0.1%
Value ($000) $392 Shares 5,500 Est. Cost $49.82 Unrealized
MAGELLAN MIDSTREAM PTNRS 0.1%
Value ($000) $390 Shares 5,900 Est. Cost $73.20 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $384 Shares 7,790 Est. Cost $19.41 Unrealized +120.5%
ROYAL DUTCH SHELL A ADR 0.1%
Value ($000) $361 Shares 6,137 Est. Cost $66.48 Unrealized
JPMORGAN CHASE & CO DEP SHS RE 0.1%
Value ($000) $359 Shares 13,850 Est. Cost $26.32 Unrealized
SFIX STITCH FIX INC COM CL A 0.1%
Value ($000) $357 Shares 18,550 Est. Cost $23.22 Unrealized 0.0%
WISDOMTREE TRUST JAPN HEDGE EQ 0.1%
Value ($000) $352 Shares 6,995 Est. Cost $50.44 Unrealized
FNDX US LARGE CAP FUNDAMENTAL ETF 0.1%
Value ($000) $352 Shares 8,925 Est. Cost $37.80 Unrealized
SCHF SCHWAB INTL EQTY ETF 0.1%
Value ($000) $351 Shares 11,019 Est. Cost $31.43 Unrealized
EQUITRANS MIDSTREAM CORP 0.1%
Value ($000) $350 Shares 24,064 Est. Cost $19.70 Unrealized
UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $335 Shares 11,000 Est. Cost $30.45 Unrealized
BLACKROCK INC COM 0.1%
Value ($000) $335 Shares 752 Est. Cost $393.05 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 0.1%
Value ($000) $334 Shares 4,983 Est. Cost $64.46 Unrealized
ROKU INC 0.1%
Value ($000) $323 Shares 3,175 Est. Cost $101.73 Unrealized
EQT CORP COM 0.1%
Value ($000) $320 Shares 30,080 Est. Cost $15.79 Unrealized
CORTEVA INC COM 0.1%
Value ($000) $315 Shares 11,255 Est. Cost $29.52 Unrealized
DOMESTIC DIV EX-FINL FD WDTREE 0.1%
Value ($000) $313 Shares 3,589 Est. Cost $76.61 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEN 0.1%
Value ($000) $310 Shares 5,664 Est. Cost $39.81 Unrealized
QEP RES INC COM 0.1%
Value ($000) $310 Shares 84,032 Est. Cost $7.22 Unrealized
MAT MATTEL INC COM 0.1%
Value ($000) $304 Shares 26,726 Est. Cost $21.54 Unrealized -46.9%
ISHARES TR CORE MSCI TOTAL 0.1%
Value ($000) $303 Shares 5,259 Est. Cost $58.00 Unrealized
SYY SYSCO CORP COM 0.1%
Value ($000) $301 Shares 3,800 Est. Cost $29.46 Unrealized +109.7%
SIRIUS XM HOLDINGS INC 0.1%
Value ($000) $287 Shares 46,000 Est. Cost $4.23 Unrealized
HERITAGE FINL CORP WAS COM 0.1%
Value ($000) $282 Shares 10,485 Est. Cost $35.09 Unrealized
VO VANGUARD INDEX FDS MID CAP ETF 0.1%
Value ($000) $274 Shares 1,638 Est. Cost $167.28 Unrealized
CHS INC PFD CL B 0.1%
Value ($000) $269 Shares 9,900 Est. Cost $28.38 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $244 Shares 4,900 Est. Cost $39.35 Unrealized +15.2%
CDK GLOBAL INC COM 0.1%
Value ($000) $243 Shares 5,056 Est. Cost $49.25 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.1%
Value ($000) $240 Shares 10,000 Est. Cost $21.37 Unrealized -15.5%
ARISTA NETWORKS INC COM 0.1%
Value ($000) $238 Shares 1,000 Est. Cost $238.00 Unrealized
UNITED TECHNOLOGIES CP COM 0.1%
Value ($000) $233 Shares 1,713 Est. Cost $128.71 Unrealized
ENBRIDGE INC COM 0.1%
Value ($000) $232 Shares 6,618 Est. Cost $31.20 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L 0.1%
Value ($000) $229 Shares 8,030 Est. Cost $29.02 Unrealized
SCHB SCHWAB STRATEGIC TR US BRD EQT 0.1%
Value ($000) $229 Shares 3,238 Est. Cost $68.17 Unrealized
DUKE ENERGY CORP NEW DP REP PF 0.1%
Value ($000) $226 Shares 8,200 Est. Cost $26.34 Unrealized
VANGUARD US INF TECH ETF 0.1%
Value ($000) $220 Shares 1,025 Est. Cost $200.00 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $211 Shares 1,789 Est. Cost $107.48 Unrealized +4.7%
AGG ISHARES CORE TOTAL ETF US BOND 0.1%
Value ($000) $210 Shares 1,861 Est. Cost $108.90 Unrealized
FIRST TR EXCHANGE-TRAD PFD SEC 0.1%
Value ($000) $200 Shares 10,160 Est. Cost $19.05 Unrealized
UA UNDER ARMOUR INC CL C 0.1%
Value ($000) $197 Shares 10,900 Est. Cost $13.09 Unrealized +50.5%
ENERGY TRANSFER LP 0.1%
Value ($000) $188 Shares 14,437 Est. Cost $13.16 Unrealized
CAREPAYMENT TECH CL A 0.0%
Value ($000) $42 Shares 211,067 Est. Cost $1.00 Unrealized
GENERAL MOTORS 7.2XXXESCROW PE 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
GENERAL MOTORS 8.25XXXESCROW P 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized