BLACKHILL CAPITAL INC Diversified Active

CIK: 0000872162 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 4, 2014

Total Value ($000): $656,998 (100.0% shares, 0.0% debt)

Holdings (115)

WSM WILLIAMS SONOMA INC COM 42.9%
Value ($000) $281,668 Shares 4,833,012 Est. Cost $20.11 Unrealized +4.9%
KINDER MORGAN MGMT LLC SHS 5.0%
Value ($000) $32,607 Shares 430,974 Est. Cost $83.26 Unrealized
BRISTOL MYERS SQUIBB CO COM 3.7%
Value ($000) $24,462 Shares 460,252 Est. Cost $44.69 Unrealized
PFE PFIZER INC COM 3.6%
Value ($000) $23,651 Shares 772,142 Est. Cost $16.46 Unrealized +7.1%
DISNEY WALT CO DISNEY COM 2.9%
Value ($000) $19,166 Shares 250,860 Est. Cost $63.15 Unrealized
JNJ JOHNSON & JOHNSON COM 2.9%
Value ($000) $18,919 Shares 206,557 Est. Cost $59.66 Unrealized +10.2%
MEAD JOHNSON NUTRITION CO COM 2.3%
Value ($000) $14,786 Shares 176,528 Est. Cost $79.23 Unrealized
EXPRESS SCRIPTS HLDG CO COM 2.2%
Value ($000) $14,550 Shares 207,151 Est. Cost $61.74 Unrealized
ABBV ABBVIE INC COM 2.1%
Value ($000) $14,088 Shares 266,760 Est. Cost $26.55 Unrealized +14.5%
ZTS ZOETIS INC CL A 2.1%
Value ($000) $13,842 Shares 423,425 Est. Cost $28.95 Unrealized +0.1%
PM PHILIP MORRIS INTL INC COM 1.8%
Value ($000) $11,499 Shares 131,974 Est. Cost $49.85 Unrealized -4.0%
KMB KIMBERLY CLARK CORP 1.7%
Value ($000) $11,041 Shares 105,700 Est. Cost $63.06 Unrealized +5.2%
SIGMA ALDRICH CORP COM 1.7%
Value ($000) $10,882 Shares 115,752 Est. Cost $80.42 Unrealized
LLY LILLY ELI & CO COM 1.6%
Value ($000) $10,679 Shares 209,400 Est. Cost $42.21 Unrealized -6.2%
ZBH ZIMMER HLDGS INC COM 1.6%
Value ($000) $10,386 Shares 111,450 Est. Cost $67.30 Unrealized +16.3%
ABT ABBOTT LABS COM 1.6%
Value ($000) $10,378 Shares 270,760 Est. Cost $28.83 Unrealized +1.4%
APPLE INC COM 1.5%
Value ($000) $10,013 Shares 164,529 Est. Cost $57.71 Unrealized
PG PROCTER & GAMBLE CO COM 1.5%
Value ($000) $9,578 Shares 117,649 Est. Cost $55.00 Unrealized +5.5%
GENERAL ELECTRIC CO COM 1.4%
Value ($000) $9,517 Shares 339,515 Est. Cost $23.19 Unrealized
COACH INC COM 1.4%
Value ($000) $9,037 Shares 161,000 Est. Cost $57.09 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM UNIT 1.3%
Value ($000) $8,578 Shares 129,389 Est. Cost $62.15 Unrealized
TC PIPELINES LP UNIT COM LTD PARTNERSHIP I 1.3%
Value ($000) $8,366 Shares 172,750 Est. Cost $48.28 Unrealized
KINDER MORGAN ENERGY PARTNERS L P UNIT LTD 1.1%
Value ($000) $7,494 Shares 92,914 Est. Cost $85.40 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP COM UNIT RE 0.9%
Value ($000) $5,871 Shares 92,800 Est. Cost $54.50 Unrealized
CAT CATERPILLAR INC COM 0.8%
Value ($000) $5,450 Shares 60,010 Est. Cost $61.55 Unrealized +1.8%
BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $4,474 Shares 37,735 Est. Cost $111.91 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE L P UNIT LTD 0.7%
Value ($000) $4,414 Shares 85,255 Est. Cost $55.81 Unrealized
BAX BAXTER INTL INC COM 0.6%
Value ($000) $4,173 Shares 60,000 Est. Cost $30.42 Unrealized -3.9%
WILLIAMS PARTNERS L P COM UNIT LTD PARTNER 0.6%
Value ($000) $4,012 Shares 78,889 Est. Cost $51.60 Unrealized
EL PASO PIPELINE PARTNERS L P COM UNIT LTD 0.6%
Value ($000) $3,938 Shares 109,400 Est. Cost $43.67 Unrealized
BUCKEYE PARTNERS L P UNIT LTD PARTNERSHIP 0.5%
Value ($000) $3,533 Shares 49,760 Est. Cost $70.16 Unrealized
MONSANTO CO NEW COM 0.4%
Value ($000) $2,914 Shares 25,000 Est. Cost $98.80 Unrealized
ONEOK PARTNERS L P UNIT LTD PARTNERSHIP 0.4%
Value ($000) $2,787 Shares 52,933 Est. Cost $49.52 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $2,748 Shares 21,999 Est. Cost $71.32 Unrealized +1.6%
ENERGY TRANSFER PARTNERS L P UNIT LTD PART 0.4%
Value ($000) $2,509 Shares 43,831 Est. Cost $50.60 Unrealized
SUNOCO LOGISTICS PARTNERS LP COM UNITS 0.4%
Value ($000) $2,361 Shares 31,281 Est. Cost $63.96 Unrealized
CELGENE CORP 0.3%
Value ($000) $2,095 Shares 12,400 Est. Cost $117.02 Unrealized
ENBRIDGE ENERGY PARTNERS LP COM 0.3%
Value ($000) $1,900 Shares 63,600 Est. Cost $30.49 Unrealized
COVIDIEN PLC SHS NEW ISIN#IE00B68SQD29 0.3%
Value ($000) $1,832 Shares 26,900 Est. Cost $62.85 Unrealized
MA MASTERCARD INC CL A COM 0.3%
Value ($000) $1,671 Shares 2,000 Est. Cost $51.54 Unrealized +34.0%
BOARDWALK PIPELINE PARTNERS LP COM UNIT LT 0.2%
Value ($000) $1,598 Shares 62,600 Est. Cost $30.20 Unrealized
ET ENERGY TRANSFER EQUITY LP COM UNITS REPSTG 0.2%
Value ($000) $1,415 Shares 17,317 Est. Cost $59.84 Unrealized
SLB SCHLUMBERGER LTD COM ISIN#AN8068571086 0.2%
Value ($000) $1,344 Shares 14,920 Est. Cost $52.90 Unrealized +23.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $1,067 Shares 6 Est. Cost $165023.42 Unrealized +5.1%
GOOGLE INC CL A 0.1%
Value ($000) $880 Shares 785 Est. Cost $888.24 Unrealized
AQUA AMER INC COM 0.1%
Value ($000) $614 Shares 26,041 Est. Cost $29.98 Unrealized
TARGA RES PARTNERS LP COM UNIT LTD PARTNER 0.1%
Value ($000) $575 Shares 11,000 Est. Cost $50.45 Unrealized
WY WEYERHAEUSER CO 0.1%
Value ($000) $505 Shares 16,000 Est. Cost $18.73 Unrealized +0.5%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $505 Shares 7,200 Est. Cost $41.38 Unrealized +16.4%
VFC V F CORP COM 0.1%
Value ($000) $449 Shares 7,200 Est. Cost $49.70 Unrealized +4.9%
MCD MCDONALDS CORP 0.1%
Value ($000) $446 Shares 4,600 Est. Cost $71.80 Unrealized -2.5%
IBM INTERNATIONAL BUSINESS MACHS CORP COM 0.1%
Value ($000) $364 Shares 1,939 Est. Cost $106.40 Unrealized 0.0%
RYN RAYONIER INC COM 0.1%
Value ($000) $347 Shares 8,250 Est. Cost $55.39 Unrealized
POTLATCH CORP NEW COM 0.1%
Value ($000) $334 Shares 8,000 Est. Cost $41.75 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $326 Shares 5,000 Est. Cost $44.38 Unrealized +9.1%
AMERICAN STS WTR CO COM 0.0%
Value ($000) $310 Shares 10,800 Est. Cost $28.70 Unrealized
PLUM CREEK TIMBER CO INC COM 0.0%
Value ($000) $298 Shares 6,400 Est. Cost $46.72 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $284 Shares 2,811 Est. Cost $55.94 Unrealized 0.0%
NATIONAL PENN BANCSHARES INC COM 0.0%
Value ($000) $278 Shares 24,520 Est. Cost $10.15 Unrealized
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $260 Shares 5,200 Est. Cost $31.98 Unrealized +2.8%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $254 Shares 6,000 Est. Cost $31.82 Unrealized +2.9%
MRK MERCK & CO INC NEW COM 0.0%
Value ($000) $250 Shares 5,000 Est. Cost $30.02 Unrealized +4.2%
PEP PEPSICO INC COM 0.0%
Value ($000) $216 Shares 2,600 Est. Cost $56.00 Unrealized +3.1%
MDY SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STAN 0.0%
Value ($000) $211 Shares 865 Est. Cost $209.84 Unrealized
CWT CALIFORNIA WTR SVC GROUP INC 0.0%
Value ($000) $175 Shares 7,600 Est. Cost $15.03 Unrealized +11.2%
CONNECTICUT WTR SVC INC COM 0.0%
Value ($000) $142 Shares 4,000 Est. Cost $28.75 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 0.0%
Value ($000) $141 Shares 763 Est. Cost $159.90 Unrealized
MSEX MIDDLESEX WTR CO COM 0.0%
Value ($000) $140 Shares 6,666 Est. Cost $19.42 Unrealized +8.9%
ALTRIA GROUP INC COM 0.0%
Value ($000) $129 Shares 3,350 Est. Cost $35.53 Unrealized
JPM JP MORGAN CHASE & CO COM ISIN#US46625H1005 0.0%
Value ($000) $103 Shares 1,759 Est. Cost $37.70 Unrealized +5.1%
VODAFONE GROUP PLC SPON ADR NEW ISIN#US928 0.0%
Value ($000) $96 Shares 2,442 Est. Cost $39.31 Unrealized
T AT&T INC COM 0.0%
Value ($000) $91 Shares 2,598 Est. Cost $11.17 Unrealized 0.0%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $79 Shares 870 Est. Cost $60.82 Unrealized 0.0%
NKE NIKE INC CL B 0.0%
Value ($000) $61 Shares 780 Est. Cost $26.53 Unrealized +23.9%
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $60 Shares 525 Est. Cost $114.29 Unrealized
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value ($000) $56 Shares 1,600 Est. Cost $21.22 Unrealized +14.5%
ROK ROCKWELL AUTOMATION INC COM FORMERLY ROCKW 0.0%
Value ($000) $52 Shares 440 Est. Cost $87.37 Unrealized 0.0%
CSX CSX CORPORATION 0.0%
Value ($000) $52 Shares 1,800 Est. Cost $7.37 Unrealized 0.0%
KO COCA COLA COMPANY 0.0%
Value ($000) $49 Shares 1,190 Est. Cost $26.98 Unrealized -0.1%
CERNER CORP 0.0%
Value ($000) $45 Shares 800 Est. Cost $56.25 Unrealized
RAYTHEON CO COM NEW 0.0%
Value ($000) $41 Shares 453 Est. Cost $90.51 Unrealized
INCY INCYTE CORP COM 0.0%
Value ($000) $35 Shares 700 Est. Cost $43.51 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $35 Shares 200 Est. Cost $120.06 Unrealized +8.8%
MMM 3M CO COM 0.0%
Value ($000) $35 Shares 250 Est. Cost $72.67 Unrealized 0.0%
ROCKWELL COLLINS INC DEL COM STK 0.0%
Value ($000) $33 Shares 440 Est. Cost $75.00 Unrealized
CAFEPRESS INC COM 0.0%
Value ($000) $32 Shares 5,000 Est. Cost $6.20 Unrealized
TR TOOTSIE ROLL INDS INC 0.0%
Value ($000) $29 Shares 891 Est. Cost $23.22 Unrealized +2.2%
SWX SOUTHWEST GAS CORP 0.0%
Value ($000) $28 Shares 500 Est. Cost $52.89 Unrealized 0.0%
D DOMINION RES INC VA COM 0.0%
Value ($000) $26 Shares 405 Est. Cost $38.70 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N V ORD SHS CL A 0.0%
Value ($000) $24 Shares 300 Est. Cost $41.05 Unrealized 0.0%
CERS CERUS CORP COM 0.0%
Value ($000) $21 Shares 3,230 Est. Cost $6.28 Unrealized 0.0%
NUVEEN MASS AMT-FREE MUN INCOME FD COM 0.0%
Value ($000) $21 Shares 1,775 Est. Cost $11.83 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $19 Shares 200 Est. Cost $57.67 Unrealized +13.9%
PRAXAIR INC 0.0%
Value ($000) $16 Shares 125 Est. Cost $128.00 Unrealized
LIFE TECHNOLOGIES CORP COM 0.0%
Value ($000) $15 Shares 200 Est. Cost $75.00 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $14 Shares 253 Est. Cost $37.50 Unrealized -4.3%
MERIDIAN BIOSCIENCE INC COM 0.0%
Value ($000) $12 Shares 450 Est. Cost $26.67 Unrealized
TRV TRAVELERS COS INC COM 0.0%
Value ($000) $11 Shares 119 Est. Cost $66.77 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $26.61 Unrealized 0.0%
PBI PITNEY BOWES INC 0.0%
Value ($000) $8 Shares 350 Est. Cost $21.51 Unrealized 0.0%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.00 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $7 Shares 150 Est. Cost $39.13 Unrealized 0.0%
CLX CLOROX CO COM 0.0%
Value ($000) $7 Shares 75 Est. Cost $63.81 Unrealized 0.0%
EMC CORP COM 0.0%
Value ($000) $6 Shares 250 Est. Cost $24.00 Unrealized
GRMN GARMIN LTD SHS ISIN#CH0114405324 0.0%
Value ($000) $5 Shares 100 Est. Cost $32.85 Unrealized 0.0%
INTC INTEL CORP COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $17.92 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR FINANCIAL 0.0%
Value ($000) $5 Shares 250 Est. Cost $20.00 Unrealized
ABBNY ABB LTD SPONSORED ADR 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.67 Unrealized
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $3 Shares 150 Est. Cost $15.20 Unrealized 0.0%
HEWLETT PACKARD CO COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
FAN FIRST TR ISE GLOBAL WIND ENERGY INDEX FD C 0.0%
Value ($000) $3 Shares 250 Est. Cost $12.00 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $54.04 Unrealized +22.6%
POWERSHARES EXCHANGE-TRADED FD TR WILDER H 0.0%
Value ($000) $2 Shares 250 Est. Cost $8.00 Unrealized
BAC BANK AMER CORP COM 0.0%
Value ($000) $2 Shares 150 Est. Cost $11.68 Unrealized 0.0%
C CITIGROUP INC COM NEW ISIN#US1729674242 0.0%
Value ($000) $1 Shares 20 Est. Cost $37.66 Unrealized 0.0%