BLACKHILL CAPITAL INC Diversified Active

CIK: 0000872162 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Oct 30, 2013

Total Value ($000): $621,277 (100.0% shares, 0.0% debt)

Holdings (79)

WSM WILLIAMS SONOMA INC COM 43.9%
Value ($000) $272,476 Shares 4,848,333 Est. Cost $20.11 Unrealized +8.1%
KINDER MORGAN MGMT LLC SHS 5.2%
Value ($000) $32,509 Shares 433,682 Est. Cost $83.26 Unrealized
PFE PFIZER INC COM 3.6%
Value ($000) $22,233 Shares 773,978 Est. Cost $16.46 Unrealized -0.6%
BRISTOL MYERS SQUIBB CO COM 3.5%
Value ($000) $21,458 Shares 463,652 Est. Cost $44.69 Unrealized
JNJ JOHNSON & JOHNSON COM 2.9%
Value ($000) $18,014 Shares 207,800 Est. Cost $59.66 Unrealized +6.5%
DISNEY WALT CO DISNEY COM 2.6%
Value ($000) $16,178 Shares 250,860 Est. Cost $63.15 Unrealized
MEAD JOHNSON NUTRITION CO COM 2.2%
Value ($000) $13,617 Shares 183,368 Est. Cost $79.23 Unrealized
EXPRESS SCRIPTS HLDG CO COM 2.1%
Value ($000) $12,986 Shares 210,122 Est. Cost $61.74 Unrealized
ABBV ABBVIE INC COM 1.9%
Value ($000) $12,017 Shares 268,660 Est. Cost $26.55 Unrealized +2.3%
ZTS ZOETIS INC CL A 1.9%
Value ($000) $11,903 Shares 382,487 Est. Cost $28.95 Unrealized -4.0%
PM PHILIP MORRIS INTL INC COM 1.8%
Value ($000) $11,441 Shares 132,124 Est. Cost $49.85 Unrealized -5.0%
LLY LILLY ELI & CO COM 1.7%
Value ($000) $10,539 Shares 209,400 Est. Cost $42.21 Unrealized -2.9%
KMB KIMBERLY CLARK CORP 1.6%
Value ($000) $9,931 Shares 105,400 Est. Cost $63.06 Unrealized -3.1%
SIGMA ALDRICH CORP COM 1.6%
Value ($000) $9,888 Shares 115,920 Est. Cost $80.42 Unrealized
APPLE INC COM 1.5%
Value ($000) $9,346 Shares 174,206 Est. Cost $57.71 Unrealized
ZBH ZIMMER HLDGS INC COM 1.5%
Value ($000) $9,278 Shares 112,950 Est. Cost $67.30 Unrealized +5.6%
ABT ABBOTT LABS COM 1.5%
Value ($000) $9,050 Shares 272,660 Est. Cost $28.83 Unrealized -3.9%
PG PROCTER & GAMBLE CO COM 1.4%
Value ($000) $8,882 Shares 117,507 Est. Cost $55.00 Unrealized +2.2%
COACH INC COM 1.4%
Value ($000) $8,725 Shares 160,000 Est. Cost $57.09 Unrealized
TC PIPELINES LP UNIT COM LTD PARTNERSHIP I 1.4%
Value ($000) $8,415 Shares 172,800 Est. Cost $48.28 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM UNIT 1.3%
Value ($000) $8,103 Shares 132,756 Est. Cost $62.15 Unrealized
GENERAL ELECTRIC CO COM 1.3%
Value ($000) $8,056 Shares 337,200 Est. Cost $23.19 Unrealized
KINDER MORGAN ENERGY PARTNERS L P UNIT LTD 1.2%
Value ($000) $7,443 Shares 93,230 Est. Cost $85.40 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP COM UNIT RE 0.9%
Value ($000) $5,350 Shares 94,800 Est. Cost $54.50 Unrealized
CAT CATERPILLAR INC COM 0.8%
Value ($000) $5,005 Shares 60,010 Est. Cost $61.55 Unrealized +0.1%
EL PASO PIPELINE PARTNERS L P COM UNIT LTD 0.8%
Value ($000) $4,746 Shares 112,400 Est. Cost $43.67 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE L P UNIT LTD 0.7%
Value ($000) $4,566 Shares 86,700 Est. Cost $55.81 Unrealized
BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $4,411 Shares 38,860 Est. Cost $111.91 Unrealized
WILLIAMS PARTNERS L P COM UNIT LTD PARTNER 0.7%
Value ($000) $4,225 Shares 79,889 Est. Cost $51.60 Unrealized
BAX BAXTER INTL INC COM 0.6%
Value ($000) $3,941 Shares 60,000 Est. Cost $30.42 Unrealized +2.1%
BUCKEYE PARTNERS L P UNIT LTD PARTNERSHIP 0.5%
Value ($000) $3,399 Shares 51,870 Est. Cost $70.16 Unrealized
ONEOK PARTNERS L P UNIT LTD PARTNERSHIP 0.5%
Value ($000) $2,852 Shares 53,800 Est. Cost $49.52 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $2,618 Shares 21,550 Est. Cost $71.30 Unrealized +2.5%
MONSANTO CO NEW COM 0.4%
Value ($000) $2,609 Shares 25,000 Est. Cost $98.80 Unrealized
ENERGY TRANSFER PARTNERS L P UNIT LTD PART 0.4%
Value ($000) $2,270 Shares 43,600 Est. Cost $50.60 Unrealized
SUNOCO LOGISTICS PARTNERS LP COM UNITS 0.4%
Value ($000) $2,233 Shares 33,600 Est. Cost $63.96 Unrealized
BOARDWALK PIPELINE PARTNERS LP COM UNIT LT 0.3%
Value ($000) $1,962 Shares 64,600 Est. Cost $30.20 Unrealized
ENBRIDGE ENERGY PARTNERS LP COM 0.3%
Value ($000) $1,937 Shares 63,600 Est. Cost $30.49 Unrealized
CELGENE CORP 0.3%
Value ($000) $1,911 Shares 12,400 Est. Cost $117.02 Unrealized
COVIDIEN PLC SHS NEW ISIN#IE00B68SQD29 0.3%
Value ($000) $1,645 Shares 27,000 Est. Cost $62.85 Unrealized
MA MASTERCARD INC CL A COM 0.2%
Value ($000) $1,346 Shares 2,000 Est. Cost $51.54 Unrealized +13.1%
SLB SCHLUMBERGER LTD COM ISIN#AN8068571086 0.2%
Value ($000) $1,318 Shares 14,920 Est. Cost $52.90 Unrealized +11.5%
ET ENERGY TRANSFER EQUITY LP COM UNITS REPSTG 0.2%
Value ($000) $1,210 Shares 18,400 Est. Cost $59.84 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $1,022 Shares 6 Est. Cost $165023.42 Unrealized +4.8%
GOOGLE INC CL A 0.1%
Value ($000) $664 Shares 758 Est. Cost $879.95 Unrealized
AQUA AMER INC COM 0.1%
Value ($000) $644 Shares 26,041 Est. Cost $29.98 Unrealized
CHIMERA INVT CORP COM 0.1%
Value ($000) $608 Shares 200,000 Est. Cost $3.04 Unrealized
TARGA RES PARTNERS LP COM UNIT LTD PARTNER 0.1%
Value ($000) $566 Shares 11,000 Est. Cost $50.45 Unrealized
RYN RAYONIER INC COM 0.1%
Value ($000) $459 Shares 8,250 Est. Cost $55.39 Unrealized
WY WEYERHAEUSER CO 0.1%
Value ($000) $458 Shares 16,000 Est. Cost $18.73 Unrealized -5.8%
MCD MCDONALDS CORP 0.1%
Value ($000) $443 Shares 4,600 Est. Cost $71.80 Unrealized -1.7%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $388 Shares 6,000 Est. Cost $40.02 Unrealized +9.5%
VFC V F CORP COM 0.1%
Value ($000) $358 Shares 1,800 Est. Cost $42.45 Unrealized +8.7%
PCH POTLATCH CORP NEW COM 0.1%
Value ($000) $317 Shares 8,000 Est. Cost $40.50 Unrealized
PLUM CREEK TIMBER CO INC COM 0.0%
Value ($000) $300 Shares 6,400 Est. Cost $46.72 Unrealized
AWR AMERICAN STS WTR CO COM 0.0%
Value ($000) $298 Shares 10,800 Est. Cost $21.59 Unrealized +2.6%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $297 Shares 5,000 Est. Cost $44.38 Unrealized +0.4%
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $249 Shares 5,200 Est. Cost $31.98 Unrealized +2.9%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $248 Shares 6,000 Est. Cost $31.82 Unrealized +0.9%
NATIONAL PENN BANCSHARES INC COM 0.0%
Value ($000) $246 Shares 24,520 Est. Cost $10.15 Unrealized
MRK MERCK & CO INC NEW COM 0.0%
Value ($000) $238 Shares 5,000 Est. Cost $30.02 Unrealized +3.2%
PEP PEPSICO INC COM 0.0%
Value ($000) $207 Shares 2,600 Est. Cost $56.00 Unrealized +1.4%
MDY SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STAN 0.0%
Value ($000) $207 Shares 915 Est. Cost $209.84 Unrealized
CWT CALIFORNIA WTR SVC GROUP INC 0.0%
Value ($000) $154 Shares 7,600 Est. Cost $15.03 Unrealized +4.4%
MSEX MIDDLESEX WTR CO COM 0.0%
Value ($000) $143 Shares 6,666 Est. Cost $19.42 Unrealized +7.9%
CONNECTICUT WTR SVC INC COM 0.0%
Value ($000) $129 Shares 4,000 Est. Cost $28.75 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 0.0%
Value ($000) $128 Shares 763 Est. Cost $159.90 Unrealized
ALTRIA GROUP INC COM 0.0%
Value ($000) $93 Shares 2,700 Est. Cost $34.81 Unrealized
JAMBA INC COM NEW 0.0%
Value ($000) $83 Shares 6,200 Est. Cost $15.00 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $57 Shares 780 Est. Cost $26.53 Unrealized +5.3%
JPM JP MORGAN CHASE & CO COM ISIN#US46625H1005 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $36.24 Unrealized +6.3%
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value ($000) $48 Shares 1,600 Est. Cost $21.22 Unrealized +7.3%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $32 Shares 200 Est. Cost $120.06 Unrealized +5.9%
CAFEPRESS INC COM 0.0%
Value ($000) $31 Shares 5,000 Est. Cost $6.20 Unrealized
TR TOOTSIE ROLL INDS INC 0.0%
Value ($000) $27 Shares 891 Est. Cost $23.22 Unrealized +4.6%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $23 Shares 300 Est. Cost $57.67 Unrealized -1.2%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $14 Shares 253 Est. Cost $37.50 Unrealized -3.0%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $54.04 Unrealized +9.5%
KO COCA COLA COMPANY 0.0%
Value ($000) $2 Shares 40 Est. Cost $27.85 Unrealized -3.9%