BLACKHILL CAPITAL INC Diversified Active

CIK: 0000872162 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 2, 2016

Total Value ($000): $642,452 (100.0% shares, 0.0% debt)

Holdings (89)

WSM WILLIAMS SONOMA INC COM 45.1%
Value ($000) $289,669 Shares 4,959,233 Est. Cost $20.13 Unrealized +33.4%
BMY BRISTOL MYERS SQUIBB CO COM 5.0%
Value ($000) $31,855 Shares 463,072 Est. Cost $43.51 Unrealized +7.3%
DIS DISNEY WALT CO DISNEY COM 4.4%
Value ($000) $28,354 Shares 269,830 Est. Cost $92.59 Unrealized +10.4%
JNJ JOHNSON & JOHNSON COM 3.4%
Value ($000) $21,715 Shares 211,400 Est. Cost $75.06 Unrealized +1.2%
PFE PFIZER INC COM 3.4%
Value ($000) $21,541 Shares 667,325 Est. Cost $16.88 Unrealized +20.7%
KMI KINDER MORGAN INC DEL COM 3.2%
Value ($000) $20,626 Shares 1,382,429 Est. Cost $22.45 Unrealized -36.4%
ZTS ZOETIS INC CL A 3.1%
Value ($000) $19,715 Shares 411,420 Est. Cost $28.95 Unrealized +44.2%
EXPRESS SCRIPTS HLDG CO COM 2.5%
Value ($000) $16,335 Shares 186,881 Est. Cost $86.77 Unrealized
ABBV ABBVIE INC COM 2.4%
Value ($000) $15,116 Shares 255,160 Est. Cost $26.55 Unrealized +43.0%
MEAD JOHNSON NUTRITION CO COM 2.1%
Value ($000) $13,558 Shares 171,728 Est. Cost $79.23 Unrealized
KMB KIMBERLY CLARK CORP COM 2.1%
Value ($000) $13,456 Shares 105,700 Est. Cost $63.06 Unrealized +34.8%
LLY LILLY ELI & CO COM 2.1%
Value ($000) $13,178 Shares 156,400 Est. Cost $42.21 Unrealized +65.1%
ZBH ZIMMER BIOMET HLDGS INC COM 1.9%
Value ($000) $12,172 Shares 118,650 Est. Cost $69.42 Unrealized +29.7%
ABT ABBOTT LABS COM 1.9%
Value ($000) $11,953 Shares 266,160 Est. Cost $29.08 Unrealized +25.7%
GENERAL ELECTRIC CO COM 1.6%
Value ($000) $10,452 Shares 335,542 Est. Cost $23.19 Unrealized
PM PHILIP MORRIS INTL INC COM 1.6%
Value ($000) $10,112 Shares 115,024 Est. Cost $49.85 Unrealized +4.9%
TC PIPELINES LP UNIT COM LTD PARTNERSHIP I 1.3%
Value ($000) $8,175 Shares 164,450 Est. Cost $48.37 Unrealized
AAPL APPLE INC COM 1.2%
Value ($000) $7,639 Shares 72,572 Est. Cost $26.80 Unrealized -4.0%
EPD ENTERPRISE PRODS PARTNERS L P COM UNIT 0.9%
Value ($000) $6,010 Shares 234,930 Est. Cost $50.57 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP COM UNIT RE 0.9%
Value ($000) $5,760 Shares 84,800 Est. Cost $54.50 Unrealized
COACH INC COM 0.8%
Value ($000) $5,237 Shares 160,000 Est. Cost $32.73 Unrealized
BAXALTA INC COM 0.8%
Value ($000) $5,199 Shares 133,200 Est. Cost $31.51 Unrealized
PG PROCTER & GAMBLE CO COM 0.8%
Value ($000) $5,187 Shares 65,319 Est. Cost $55.00 Unrealized +5.3%
BAX BAXTER INTL INC COM 0.8%
Value ($000) $5,082 Shares 133,200 Est. Cost $31.48 Unrealized -1.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $4,550 Shares 34,460 Est. Cost $147.14 Unrealized -8.8%
CAT CATERPILLAR INC COM 0.6%
Value ($000) $4,078 Shares 60,005 Est. Cost $61.55 Unrealized -11.3%
ENBRIDGE ENERGY MGMT L L C SHS UNITS REPST 0.6%
Value ($000) $4,008 Shares 179,486 Est. Cost $54.62 Unrealized
CELGENE CORP 0.5%
Value ($000) $2,970 Shares 24,800 Est. Cost $101.45 Unrealized
BUCKEYE PARTNERS L P UNIT LTD PARTNERSHIP 0.3%
Value ($000) $2,231 Shares 33,826 Est. Cost $70.16 Unrealized
MA MASTERCARD INC CL A COM 0.3%
Value ($000) $1,947 Shares 20,000 Est. Cost $70.60 Unrealized +30.6%
MDT MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 0.3%
Value ($000) $1,902 Shares 24,732 Est. Cost $58.10 Unrealized +0.8%
WILLIAMS PARTNERS LP NEW COM UNIT LTD PART 0.3%
Value ($000) $1,696 Shares 60,910 Est. Cost $49.22 Unrealized
SUNOCO LOGISTICS PARTNERS LP COM UNITS 0.2%
Value ($000) $1,582 Shares 61,547 Est. Cost $41.34 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE L P UNIT LTD 0.2%
Value ($000) $1,555 Shares 67,300 Est. Cost $55.81 Unrealized
ENERGY TRANSFER PARTNERS L P UNIT LTD PART 0.2%
Value ($000) $1,369 Shares 40,600 Est. Cost $50.60 Unrealized
ONEOK PARTNERS L P UNIT LTD PARTNERSHIP 0.2%
Value ($000) $1,344 Shares 44,600 Est. Cost $40.83 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $1,187 Shares 6 Est. Cost $165023.42 Unrealized +22.0%
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $1,129 Shares 12,550 Est. Cost $71.21 Unrealized -17.9%
ENBRIDGE ENERGY PARTNERS LP COM 0.2%
Value ($000) $1,117 Shares 48,400 Est. Cost $30.49 Unrealized
SLB SCHLUMBERGER LTD COM ISIN#AN8068571086 0.2%
Value ($000) $1,041 Shares 14,920 Est. Cost $52.90 Unrealized +6.0%
ET ENERGY TRANSFER EQUITY LP COM UNITS REPSTG 0.2%
Value ($000) $973 Shares 70,800 Est. Cost $36.98 Unrealized
AQUA AMER INC COM 0.1%
Value ($000) $776 Shares 26,041 Est. Cost $29.98 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $611 Shares 785 Est. Cost $31.95 Unrealized +15.0%
GIS GENERAL MILLS INC COM 0.1%
Value ($000) $600 Shares 10,400 Est. Cost $35.98 Unrealized +12.5%
ALPHABET INC CAP STK CL C 0.1%
Value ($000) $597 Shares 787 Est. Cost $758.58 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $543 Shares 4,600 Est. Cost $71.80 Unrealized +21.5%
WY WEYERHAEUSER CO 0.1%
Value ($000) $480 Shares 16,000 Est. Cost $22.86 Unrealized -10.9%
AWR AMERICAN STS WTR CO COM 0.1%
Value ($000) $453 Shares 10,800 Est. Cost $32.11 Unrealized +6.1%
VFC V F CORP COM 0.1%
Value ($000) $448 Shares 7,200 Est. Cost $49.70 Unrealized +25.6%
HALYARD HEALTH INC COM 0.1%
Value ($000) $398 Shares 11,925 Est. Cost $45.49 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $359 Shares 6,000 Est. Cost $31.82 Unrealized +49.0%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $333 Shares 5,000 Est. Cost $44.38 Unrealized +18.4%
MRK MERCK & CO INC NEW COM 0.1%
Value ($000) $332 Shares 6,288 Est. Cost $31.93 Unrealized +15.1%
PLUM CREEK TIMBER CO INC COM 0.0%
Value ($000) $305 Shares 6,400 Est. Cost $46.72 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $287 Shares 6,000 Est. Cost $41.38 Unrealized -11.8%
PCH POTLATCH CORP NEW COM 0.0%
Value ($000) $242 Shares 8,000 Est. Cost $40.00 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 0.0%
Value ($000) $187 Shares 917 Est. Cost $171.94 Unrealized
RYN RAYONIER INC COM 0.0%
Value ($000) $183 Shares 8,250 Est. Cost $55.39 Unrealized
TARGA RES PARTNERS LP COM UNIT LTD PARTNER 0.0%
Value ($000) $182 Shares 11,000 Est. Cost $16.55 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $181 Shares 1,200 Est. Cost $92.84 Unrealized -0.8%
CWT CALIFORNIA WTR SVC GROUP INC 0.0%
Value ($000) $177 Shares 7,600 Est. Cost $15.03 Unrealized +23.0%
MSEX MIDDLESEX WTR CO COM 0.0%
Value ($000) $177 Shares 6,666 Est. Cost $19.42 Unrealized +31.4%
NATIONAL PENN BANCSHARES INC COM 0.0%
Value ($000) $173 Shares 14,000 Est. Cost $10.15 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STAN 0.0%
Value ($000) $165 Shares 651 Est. Cost $209.84 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $162 Shares 2,775 Est. Cost $26.19 Unrealized +12.5%
CONNECTICUT WTR SVC INC COM 0.0%
Value ($000) $152 Shares 4,000 Est. Cost $28.75 Unrealized
BOARDWALK PIPELINE PARTNERS LP COM UNIT LT 0.0%
Value ($000) $130 Shares 10,000 Est. Cost $30.20 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $100 Shares 1,000 Est. Cost $56.00 Unrealized +31.2%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $90 Shares 870 Est. Cost $60.82 Unrealized +22.1%
NKE NIKE INC CL B 0.0%
Value ($000) $88 Shares 1,400 Est. Cost $41.60 Unrealized +36.2%
JPM JP MORGAN CHASE & CO COM ISIN#US46625H1005 0.0%
Value ($000) $66 Shares 1,000 Est. Cost $39.19 Unrealized +26.8%
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value ($000) $66 Shares 1,600 Est. Cost $21.22 Unrealized +53.0%
META FACEBOOK INC CL A 0.0%
Value ($000) $57 Shares 540 Est. Cost $95.16 Unrealized +7.2%
RAYTHEON CO COM NEW 0.0%
Value ($000) $56 Shares 453 Est. Cost $90.51 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $54 Shares 600 Est. Cost $77.22 Unrealized -8.8%
TREMOR VIDEO INC COM 0.0%
Value ($000) $53 Shares 25,523 Est. Cost $4.11 Unrealized
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $50 Shares 525 Est. Cost $114.29 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $48 Shares 800 Est. Cost $36.10 Unrealized +36.9%
CERNER CORP 0.0%
Value ($000) $48 Shares 800 Est. Cost $56.25 Unrealized
ROK ROCKWELL AUTOMATION INC COM FORMERLY ROCKW 0.0%
Value ($000) $45 Shares 440 Est. Cost $87.37 Unrealized -1.5%
ROCKWELL COLLINS INC DEL COM STK 0.0%
Value ($000) $40 Shares 430 Est. Cost $75.00 Unrealized
AETNA INC NEW COM 0.0%
Value ($000) $38 Shares 350 Est. Cost $88.57 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $36 Shares 200 Est. Cost $120.06 Unrealized +25.9%
TR TOOTSIE ROLL INDS INC 0.0%
Value ($000) $30 Shares 954 Est. Cost $23.23 Unrealized +8.1%
LYB LYONDELLBASELL INDUSTRIES N V ORD SHS CL A 0.0%
Value ($000) $26 Shares 300 Est. Cost $41.05 Unrealized +26.7%
CAFEPRESS INC COM 0.0%
Value ($000) $19 Shares 5,000 Est. Cost $6.20 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $17 Shares 200 Est. Cost $57.67 Unrealized +19.8%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $16 Shares 253 Est. Cost $37.50 Unrealized +18.9%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $54.04 Unrealized -8.9%