BLACKHILL CAPITAL INC Diversified Active

CIK: 0000872162 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 6, 2013

Total Value ($000): $616,808 (100.0% shares, 0.0% debt)

Holdings (80)

WSM WILLIAMS SONOMA INC COM 43.9%
Value ($000) $270,750 Shares 4,844,333 Est. Cost $20.11 Unrealized 0.0%
KINDER MORGAN MGMT LLC SHS 5.7%
Value ($000) $34,871 Shares 417,173 Est. Cost $83.59 Unrealized
PFE PFIZER INC COM 3.5%
Value ($000) $21,557 Shares 769,633 Est. Cost $16.46 Unrealized 0.0%
BRISTOL MYERS SQUIBB CO COM 3.3%
Value ($000) $20,640 Shares 461,852 Est. Cost $44.69 Unrealized
JNJ JOHNSON & JOHNSON COM 2.9%
Value ($000) $17,842 Shares 207,800 Est. Cost $59.66 Unrealized 0.0%
DISNEY WALT CO DISNEY COM 2.6%
Value ($000) $15,842 Shares 250,860 Est. Cost $63.15 Unrealized
MEAD JOHNSON NUTRITION CO COM 2.4%
Value ($000) $14,528 Shares 183,368 Est. Cost $79.23 Unrealized
EXPRESS SCRIPTS HLDG CO COM 2.1%
Value ($000) $12,973 Shares 210,122 Est. Cost $61.74 Unrealized
PM PHILIP MORRIS INTL INC COM 1.9%
Value ($000) $11,445 Shares 132,124 Est. Cost $49.85 Unrealized 0.0%
ABBV ABBVIE INC COM 1.8%
Value ($000) $11,106 Shares 268,660 Est. Cost $26.55 Unrealized 0.0%
PG PROCTER & GAMBLE CO COM 1.7%
Value ($000) $10,587 Shares 137,507 Est. Cost $55.00 Unrealized 0.0%
LLY LILLY ELI & CO COM 1.7%
Value ($000) $10,384 Shares 211,400 Est. Cost $42.21 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 1.7%
Value ($000) $10,239 Shares 105,400 Est. Cost $63.06 Unrealized 0.0%
ABT ABBOTT LABS COM 1.5%
Value ($000) $9,371 Shares 268,660 Est. Cost $28.85 Unrealized 0.0%
SIGMA ALDRICH CORP COM 1.5%
Value ($000) $9,322 Shares 115,920 Est. Cost $80.42 Unrealized
COACH INC COM 1.5%
Value ($000) $9,134 Shares 160,000 Est. Cost $57.09 Unrealized
ZTS ZOETIS INC CL A 1.5%
Value ($000) $8,975 Shares 290,551 Est. Cost $29.32 Unrealized 0.0%
ZBH ZIMMER HLDGS INC COM 1.4%
Value ($000) $8,464 Shares 112,950 Est. Cost $67.30 Unrealized 0.0%
TC PIPELINES LP UNIT COM LTD PARTNERSHIP I 1.4%
Value ($000) $8,343 Shares 172,800 Est. Cost $48.28 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM UNIT 1.3%
Value ($000) $8,251 Shares 132,756 Est. Cost $62.15 Unrealized
KINDER MORGAN ENERGY PARTNERS L P UNIT LTD 1.3%
Value ($000) $7,962 Shares 93,230 Est. Cost $85.40 Unrealized
GENERAL ELECTRIC CO COM 1.3%
Value ($000) $7,820 Shares 337,200 Est. Cost $23.19 Unrealized
APPLE INC COM 1.2%
Value ($000) $7,216 Shares 121,329 Est. Cost $59.47 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP COM UNIT RE 0.8%
Value ($000) $5,167 Shares 94,800 Est. Cost $54.50 Unrealized
CAT CATERPILLAR INC COM 0.8%
Value ($000) $4,950 Shares 60,010 Est. Cost $61.55 Unrealized 0.0%
EL PASO PIPELINE PARTNERS L P COM UNIT LTD 0.8%
Value ($000) $4,909 Shares 112,400 Est. Cost $43.67 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE L P UNIT LTD 0.8%
Value ($000) $4,839 Shares 86,700 Est. Cost $55.81 Unrealized
BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $4,349 Shares 38,860 Est. Cost $111.91 Unrealized
BAX BAXTER INTL INC COM 0.7%
Value ($000) $4,225 Shares 61,000 Est. Cost $30.42 Unrealized 0.0%
WILLIAMS PARTNERS L P COM UNIT LTD PARTNER 0.7%
Value ($000) $4,122 Shares 79,889 Est. Cost $51.60 Unrealized
BUCKEYE PARTNERS L P UNIT LTD PARTNERSHIP 0.6%
Value ($000) $3,639 Shares 51,870 Est. Cost $70.16 Unrealized
ONEOK PARTNERS L P UNIT LTD PARTNERSHIP 0.4%
Value ($000) $2,664 Shares 53,800 Est. Cost $49.52 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $2,550 Shares 21,550 Est. Cost $71.30 Unrealized 0.0%
MONSANTO CO NEW COM 0.4%
Value ($000) $2,470 Shares 25,000 Est. Cost $98.80 Unrealized
SUNOCO LOGISTICS PARTNERS LP COM UNITS 0.3%
Value ($000) $2,149 Shares 33,600 Est. Cost $63.96 Unrealized
ENERGY TRANSFER PARTNERS L P UNIT LTD PART 0.3%
Value ($000) $2,102 Shares 41,600 Est. Cost $50.53 Unrealized
BOARDWALK PIPELINE PARTNERS LP COM UNIT LT 0.3%
Value ($000) $1,951 Shares 64,600 Est. Cost $30.20 Unrealized
ENBRIDGE ENERGY PARTNERS LP COM 0.3%
Value ($000) $1,939 Shares 63,600 Est. Cost $30.49 Unrealized
EXXON MOBIL CORP COM 0.3%
Value ($000) $1,807 Shares 20,000 Est. Cost $90.35 Unrealized
COVIDIEN PLC SHS NEW ISIN#IE00B68SQD29 0.3%
Value ($000) $1,697 Shares 27,000 Est. Cost $62.85 Unrealized
CELGENE CORP 0.2%
Value ($000) $1,451 Shares 12,400 Est. Cost $117.02 Unrealized
MA MASTERCARD INC CL A COM 0.2%
Value ($000) $1,149 Shares 2,000 Est. Cost $51.54 Unrealized 0.0%
ET ENERGY TRANSFER EQUITY LP COM UNITS REPSTG 0.2%
Value ($000) $1,101 Shares 18,400 Est. Cost $59.84 Unrealized
SLB SCHLUMBERGER LTD COM ISIN#AN8068571086 0.2%
Value ($000) $1,069 Shares 14,920 Est. Cost $52.90 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $1,012 Shares 6 Est. Cost $165023.42 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $693 Shares 7,000 Est. Cost $71.80 Unrealized 0.0%
GOOGLE INC CL A 0.1%
Value ($000) $667 Shares 758 Est. Cost $879.95 Unrealized
AQUA AMER INC COM 0.1%
Value ($000) $652 Shares 20,833 Est. Cost $31.30 Unrealized
TARGA RES PARTNERS LP COM UNIT LTD PARTNER 0.1%
Value ($000) $555 Shares 11,000 Est. Cost $50.45 Unrealized
RYN RAYONIER INC COM 0.1%
Value ($000) $457 Shares 8,250 Est. Cost $55.39 Unrealized
WY WEYERHAEUSER CO 0.1%
Value ($000) $456 Shares 16,000 Est. Cost $18.73 Unrealized 0.0%
VFC V F CORP 0.1%
Value ($000) $348 Shares 1,800 Est. Cost $42.45 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $327 Shares 6,000 Est. Cost $40.02 Unrealized 0.0%
PCH POTLATCH CORP NEW COM 0.1%
Value ($000) $324 Shares 8,000 Est. Cost $40.50 Unrealized
PLUM CREEK TIMBER CO INC COM 0.0%
Value ($000) $299 Shares 6,400 Est. Cost $46.72 Unrealized
AWR AMERICAN STS WTR CO COM 0.0%
Value ($000) $290 Shares 5,400 Est. Cost $21.03 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $286 Shares 5,000 Est. Cost $44.38 Unrealized 0.0%
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $252 Shares 5,200 Est. Cost $31.98 Unrealized 0.0%
NATIONAL PENN BANCSHARES INC COM 0.0%
Value ($000) $249 Shares 24,520 Est. Cost $10.15 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $247 Shares 6,000 Est. Cost $31.82 Unrealized 0.0%
MRK MERCK & CO INC NEW COM 0.0%
Value ($000) $232 Shares 5,000 Est. Cost $30.02 Unrealized 0.0%
PEP PEPSICO INC COM 0.0%
Value ($000) $213 Shares 2,600 Est. Cost $56.00 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STAN 0.0%
Value ($000) $192 Shares 915 Est. Cost $209.84 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $153 Shares 2,500 Est. Cost $45.06 Unrealized 0.0%
CWT CALIFORNIA WTR SVC GROUP INC 0.0%
Value ($000) $148 Shares 7,600 Est. Cost $15.03 Unrealized 0.0%
MSEX MIDDLESEX WTR CO COM 0.0%
Value ($000) $133 Shares 6,666 Est. Cost $19.42 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR TR UNIT 0.0%
Value ($000) $122 Shares 763 Est. Cost $159.90 Unrealized
CONNECTICUT WTR SVC INC COM 0.0%
Value ($000) $115 Shares 4,000 Est. Cost $28.75 Unrealized
ALTRIA GROUP INC COM 0.0%
Value ($000) $94 Shares 2,700 Est. Cost $34.81 Unrealized
JAMBA INC COM NEW 0.0%
Value ($000) $93 Shares 6,200 Est. Cost $15.00 Unrealized
JPM JP MORGAN CHASE & CO COM ISIN#US46625H1005 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $36.24 Unrealized 0.0%
NKE NIKE INC CL B 0.0%
Value ($000) $50 Shares 780 Est. Cost $26.53 Unrealized 0.0%
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value ($000) $45 Shares 1,600 Est. Cost $21.22 Unrealized 0.0%
CAFEPRESS INC COM 0.0%
Value ($000) $31 Shares 5,000 Est. Cost $6.20 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $30 Shares 200 Est. Cost $120.06 Unrealized 0.0%
TR TOOTSIE ROLL INDS INC 0.0%
Value ($000) $28 Shares 891 Est. Cost $23.22 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $22 Shares 300 Est. Cost $57.67 Unrealized 0.0%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $15 Shares 253 Est. Cost $37.50 Unrealized 0.0%
KO COCA COLA COMPANY 0.0%
Value ($000) $2 Shares 40 Est. Cost $27.85 Unrealized 0.0%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $54.04 Unrealized 0.0%