BLACKHILL CAPITAL INC Diversified Active

CIK: 0000872162 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: Apr 28, 2014

Total Value ($000): $693,438 (100.0% shares, 0.0% debt)

Holdings (94)

WSM WILLIAMS SONOMA INC COM 47.0%
Value ($000) $325,662 Shares 4,886,891 Est. Cost $20.13 Unrealized +9.8%
KINDER MORGAN MGMT LLC SHS 4.4%
Value ($000) $30,811 Shares 429,898 Est. Cost $83.26 Unrealized
PFE PFIZER INC COM 3.6%
Value ($000) $24,660 Shares 767,753 Est. Cost $16.46 Unrealized +10.6%
BRISTOL MYERS SQUIBB CO COM 3.5%
Value ($000) $23,931 Shares 460,652 Est. Cost $44.69 Unrealized
DISNEY WALT CO DISNEY COM 2.9%
Value ($000) $20,263 Shares 253,060 Est. Cost $63.15 Unrealized
JNJ JOHNSON & JOHNSON COM 2.9%
Value ($000) $20,255 Shares 206,200 Est. Cost $59.66 Unrealized +11.7%
EXPRESS SCRIPTS HLDG CO COM 2.2%
Value ($000) $14,959 Shares 199,212 Est. Cost $61.74 Unrealized
MEAD JOHNSON NUTRITION CO COM 2.1%
Value ($000) $14,510 Shares 174,528 Est. Cost $79.23 Unrealized
ABBV ABBVIE INC COM 1.9%
Value ($000) $13,403 Shares 260,760 Est. Cost $26.55 Unrealized +18.6%
ZTS ZOETIS INC CL A 1.8%
Value ($000) $12,271 Shares 424,023 Est. Cost $28.95 Unrealized -3.9%
LLY LILLY ELI & CO COM 1.7%
Value ($000) $11,678 Shares 198,400 Est. Cost $42.21 Unrealized +5.5%
KMB KIMBERLY CLARK CORP 1.7%
Value ($000) $11,653 Shares 105,700 Est. Cost $63.06 Unrealized +10.0%
SIGMA ALDRICH CORP COM 1.6%
Value ($000) $10,809 Shares 115,752 Est. Cost $80.42 Unrealized
ZBH ZIMMER HLDGS INC COM 1.5%
Value ($000) $10,323 Shares 109,150 Est. Cost $67.30 Unrealized +24.2%
PM PHILIP MORRIS INTL INC COM 1.5%
Value ($000) $10,260 Shares 125,324 Est. Cost $49.85 Unrealized -10.2%
ABT ABBOTT LABS COM 1.5%
Value ($000) $10,196 Shares 264,760 Est. Cost $28.83 Unrealized +6.6%
APPLE INC COM 1.4%
Value ($000) $9,700 Shares 167,350 Est. Cost $57.71 Unrealized
GENERAL ELECTRIC CO COM 1.3%
Value ($000) $8,790 Shares 339,515 Est. Cost $23.19 Unrealized
PG PROCTER & GAMBLE CO COM 1.2%
Value ($000) $8,489 Shares 105,319 Est. Cost $55.00 Unrealized +2.7%
TC PIPELINES LP UNIT COM LTD PARTNERSHIP I 1.2%
Value ($000) $8,059 Shares 168,150 Est. Cost $48.28 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM UNIT 1.2%
Value ($000) $8,019 Shares 115,609 Est. Cost $62.15 Unrealized
COACH INC COM 1.2%
Value ($000) $7,995 Shares 161,000 Est. Cost $57.09 Unrealized
KINDER MORGAN ENERGY PARTNERS L P UNIT LTD 1.0%
Value ($000) $6,649 Shares 89,914 Est. Cost $85.40 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP COM UNIT RE 0.9%
Value ($000) $6,053 Shares 86,800 Est. Cost $54.50 Unrealized
CAT CATERPILLAR INC COM 0.9%
Value ($000) $5,963 Shares 60,005 Est. Cost $61.55 Unrealized +13.2%
BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $4,669 Shares 37,360 Est. Cost $111.91 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE L P UNIT LTD 0.6%
Value ($000) $4,470 Shares 81,100 Est. Cost $55.81 Unrealized
BAX BAXTER INTL INC COM 0.6%
Value ($000) $4,415 Shares 60,000 Est. Cost $30.42 Unrealized -0.3%
WILLIAMS PARTNERS L P COM UNIT LTD PARTNER 0.6%
Value ($000) $3,866 Shares 75,889 Est. Cost $51.60 Unrealized
BUCKEYE PARTNERS L P UNIT LTD PARTNERSHIP 0.5%
Value ($000) $3,547 Shares 47,260 Est. Cost $70.16 Unrealized
EL PASO PIPELINE PARTNERS L P COM UNIT LTD 0.5%
Value ($000) $3,142 Shares 103,400 Est. Cost $43.67 Unrealized
MONSANTO CO NEW COM 0.4%
Value ($000) $2,844 Shares 25,000 Est. Cost $98.80 Unrealized
ONEOK PARTNERS L P UNIT LTD PARTNERSHIP 0.4%
Value ($000) $2,827 Shares 52,800 Est. Cost $49.52 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $2,612 Shares 21,970 Est. Cost $71.32 Unrealized -1.3%
SUNOCO LOGISTICS PARTNERS LP COM UNITS 0.3%
Value ($000) $2,352 Shares 25,881 Est. Cost $63.96 Unrealized
ENERGY TRANSFER PARTNERS L P UNIT LTD PART 0.3%
Value ($000) $2,184 Shares 40,600 Est. Cost $50.60 Unrealized
COVIDIEN PLC SHS NEW ISIN#IE00B68SQD29 0.3%
Value ($000) $1,906 Shares 25,875 Est. Cost $62.85 Unrealized
CELGENE CORP 0.2%
Value ($000) $1,731 Shares 12,400 Est. Cost $117.02 Unrealized
ET ENERGY TRANSFER EQUITY LP COM UNITS REPSTG 0.2%
Value ($000) $1,655 Shares 35,400 Est. Cost $53.15 Unrealized
ENBRIDGE ENERGY PARTNERS LP COM 0.2%
Value ($000) $1,606 Shares 58,600 Est. Cost $30.49 Unrealized
MA MASTERCARD INC CL A COM 0.2%
Value ($000) $1,494 Shares 20,000 Est. Cost $70.60 Unrealized +3.0%
SLB SCHLUMBERGER LTD COM ISIN#AN8068571086 0.2%
Value ($000) $1,455 Shares 14,920 Est. Cost $52.90 Unrealized +23.8%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $1,124 Shares 6 Est. Cost $165023.42 Unrealized +6.4%
GOOGLE INC CL A (Old) 0.1%
Value ($000) $875 Shares 785 Est. Cost $888.24 Unrealized
AQUA AMER INC COM 0.1%
Value ($000) $653 Shares 26,041 Est. Cost $29.98 Unrealized
TARGA RES PARTNERS LP COM UNIT LTD PARTNER 0.1%
Value ($000) $619 Shares 11,000 Est. Cost $50.45 Unrealized
CHIMERA INVT CORP COM 0.1%
Value ($000) $612 Shares 200,100 Est. Cost $3.06 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $481 Shares 7,200 Est. Cost $41.38 Unrealized +15.5%
WY WEYERHAEUSER CO 0.1%
Value ($000) $470 Shares 16,000 Est. Cost $18.73 Unrealized +1.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $451 Shares 4,600 Est. Cost $71.80 Unrealized -2.1%
VFC V F CORP COM 0.1%
Value ($000) $446 Shares 7,200 Est. Cost $49.70 Unrealized +13.3%
RYN RAYONIER INC COM 0.1%
Value ($000) $379 Shares 8,250 Est. Cost $55.39 Unrealized
IBM INTERNATIONAL BUSINESS MACHS CORP COM 0.1%
Value ($000) $373 Shares 1,939 Est. Cost $106.40 Unrealized +2.7%
AMERICAN STS WTR CO COM 0.1%
Value ($000) $349 Shares 10,800 Est. Cost $32.31 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $324 Shares 5,000 Est. Cost $44.38 Unrealized +7.9%
POTLATCH CORP NEW COM 0.0%
Value ($000) $310 Shares 8,000 Est. Cost $41.75 Unrealized
MRK MERCK & CO INC NEW COM 0.0%
Value ($000) $284 Shares 5,000 Est. Cost $30.02 Unrealized +19.1%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $275 Shares 2,811 Est. Cost $55.94 Unrealized +3.8%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $272 Shares 6,000 Est. Cost $31.82 Unrealized +7.1%
PLUM CREEK TIMBER CO INC COM 0.0%
Value ($000) $269 Shares 6,400 Est. Cost $46.72 Unrealized
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $269 Shares 5,200 Est. Cost $31.98 Unrealized +3.1%
NATIONAL PENN BANCSHARES INC COM 0.0%
Value ($000) $256 Shares 24,520 Est. Cost $10.15 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STAN 0.0%
Value ($000) $217 Shares 865 Est. Cost $209.84 Unrealized
CWT CALIFORNIA WTR SVC GROUP INC 0.0%
Value ($000) $182 Shares 7,600 Est. Cost $15.03 Unrealized +18.4%
MSEX MIDDLESEX WTR CO COM 0.0%
Value ($000) $145 Shares 6,666 Est. Cost $19.42 Unrealized +5.6%
CONNECTICUT WTR SVC INC COM 0.0%
Value ($000) $137 Shares 4,000 Est. Cost $28.75 Unrealized
BOARDWALK PIPELINE PARTNERS LP COM UNIT LT 0.0%
Value ($000) $134 Shares 10,000 Est. Cost $30.20 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 0.0%
Value ($000) $124 Shares 663 Est. Cost $159.90 Unrealized
JPM JP MORGAN CHASE & CO COM ISIN#US46625H1005 0.0%
Value ($000) $107 Shares 1,759 Est. Cost $37.70 Unrealized +11.6%
TREMOR VIDEO INC COM 0.0%
Value ($000) $105 Shares 25,523 Est. Cost $4.11 Unrealized
ALTRIA GROUP INC COM 0.0%
Value ($000) $88 Shares 2,350 Est. Cost $35.53 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $84 Shares 1,000 Est. Cost $56.00 Unrealized +1.5%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $81 Shares 870 Est. Cost $60.82 Unrealized +6.4%
T AT&T INC COM 0.0%
Value ($000) $69 Shares 1,973 Est. Cost $11.17 Unrealized -2.9%
HSY HERSHEY CO COM 0.0%
Value ($000) $63 Shares 600 Est. Cost $77.22 Unrealized 0.0%
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $61 Shares 525 Est. Cost $114.29 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $58 Shares 780 Est. Cost $26.53 Unrealized +22.7%
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value ($000) $56 Shares 1,600 Est. Cost $21.22 Unrealized +16.7%
ROK ROCKWELL AUTOMATION INC COM FORMERLY ROCKW 0.0%
Value ($000) $55 Shares 440 Est. Cost $87.37 Unrealized +7.4%
CSX CSX CORPORATION 0.0%
Value ($000) $52 Shares 1,800 Est. Cost $7.37 Unrealized +4.1%
CERNER CORP 0.0%
Value ($000) $45 Shares 800 Est. Cost $56.25 Unrealized
RAYTHEON CO COM NEW 0.0%
Value ($000) $45 Shares 453 Est. Cost $90.51 Unrealized
INCY INCYTE CORP COM 0.0%
Value ($000) $37 Shares 700 Est. Cost $43.51 Unrealized +42.7%
ROCKWELL COLLINS INC DEL COM STK 0.0%
Value ($000) $35 Shares 440 Est. Cost $75.00 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $33 Shares 200 Est. Cost $120.06 Unrealized +11.4%
CAFEPRESS INC COM 0.0%
Value ($000) $30 Shares 5,000 Est. Cost $6.20 Unrealized
D DOMINION RES INC VA COM 0.0%
Value ($000) $29 Shares 405 Est. Cost $38.70 Unrealized +7.1%
LYB LYONDELLBASELL INDUSTRIES N V ORD SHS CL A 0.0%
Value ($000) $27 Shares 300 Est. Cost $41.05 Unrealized +10.6%
MMM 3M CO COM 0.0%
Value ($000) $27 Shares 200 Est. Cost $72.67 Unrealized +4.9%
TR TOOTSIE ROLL INDS INC 0.0%
Value ($000) $27 Shares 891 Est. Cost $23.22 Unrealized -2.4%
KO COCA COLA COMPANY 0.0%
Value ($000) $23 Shares 590 Est. Cost $26.98 Unrealized -1.5%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $19 Shares 200 Est. Cost $57.67 Unrealized +23.8%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $14 Shares 253 Est. Cost $37.50 Unrealized -6.7%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $54.04 Unrealized +22.4%