BLACKHILL CAPITAL INC Diversified Active

CIK: 0000872162 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 4, 2016

Total Value ($000): $616,711 (100.0% shares, 0.0% debt)

Holdings (85)

WSM WILLIAMS SONOMA INC COM 42.0%
Value ($000) $259,314 Shares 4,974,375 Est. Cost $20.13 Unrealized +8.2%
BMY BRISTOL MYERS SQUIBB CO COM 5.6%
Value ($000) $34,235 Shares 465,472 Est. Cost $43.51 Unrealized +16.1%
JNJ JOHNSON & JOHNSON COM 4.1%
Value ($000) $25,133 Shares 207,200 Est. Cost $75.06 Unrealized +16.0%
DIS DISNEY WALT CO DISNEY COM 4.0%
Value ($000) $24,810 Shares 253,630 Est. Cost $92.59 Unrealized -0.4%
PFE PFIZER INC COM 3.8%
Value ($000) $23,284 Shares 661,301 Est. Cost $16.88 Unrealized +24.7%
ZTS ZOETIS INC CL A 3.2%
Value ($000) $19,611 Shares 413,220 Est. Cost $28.95 Unrealized +51.5%
MEAD JOHNSON NUTRITION CO COM 2.5%
Value ($000) $15,584 Shares 171,728 Est. Cost $79.23 Unrealized
KMB KIMBERLY CLARK CORP COM 2.4%
Value ($000) $14,532 Shares 105,700 Est. Cost $63.06 Unrealized +49.0%
EXPRESS SCRIPTS HLDG CO COM 2.3%
Value ($000) $14,166 Shares 186,881 Est. Cost $86.77 Unrealized
ABBV ABBVIE INC COM 2.3%
Value ($000) $13,940 Shares 225,160 Est. Cost $26.55 Unrealized +54.3%
ZBH ZIMMER BIOMET HLDGS INC COM 2.3%
Value ($000) $13,886 Shares 115,350 Est. Cost $69.42 Unrealized +50.7%
ABT ABBOTT LABS COM 2.2%
Value ($000) $13,731 Shares 349,308 Est. Cost $30.18 Unrealized +10.5%
LLY LILLY ELI & CO COM 2.0%
Value ($000) $12,317 Shares 156,400 Est. Cost $42.21 Unrealized +51.8%
KMI KINDER MORGAN INC DEL COM 2.0%
Value ($000) $12,295 Shares 656,781 Est. Cost $22.45 Unrealized -51.4%
GENERAL ELECTRIC CO COM 1.8%
Value ($000) $11,161 Shares 354,542 Est. Cost $23.65 Unrealized
PM PHILIP MORRIS INTL INC COM 1.7%
Value ($000) $10,683 Shares 105,024 Est. Cost $49.85 Unrealized +23.2%
TC PIPELINES LP UNIT COM LTD PARTNERSHIP I 1.5%
Value ($000) $9,245 Shares 161,450 Est. Cost $48.37 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM UNIT 1.1%
Value ($000) $6,786 Shares 231,930 Est. Cost $50.57 Unrealized
AAPL APPLE INC COM 1.1%
Value ($000) $6,689 Shares 69,972 Est. Cost $26.80 Unrealized -15.6%
COACH INC COM 1.1%
Value ($000) $6,518 Shares 160,000 Est. Cost $40.09 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP COM UNIT RE 1.0%
Value ($000) $6,445 Shares 84,800 Est. Cost $54.50 Unrealized
BAX BAXTER INTL INC COM 1.0%
Value ($000) $5,888 Shares 130,200 Est. Cost $31.48 Unrealized +19.1%
PG PROCTER & GAMBLE CO COM 0.9%
Value ($000) $5,531 Shares 65,319 Est. Cost $55.00 Unrealized +15.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value ($000) $5,062 Shares 34,960 Est. Cost $146.93 Unrealized -2.7%
CAT CATERPILLAR INC COM 0.7%
Value ($000) $4,549 Shares 60,005 Est. Cost $61.55 Unrealized -2.8%
ENBRIDGE ENERGY MGMT L L C SHS UNITS REPST 0.7%
Value ($000) $4,171 Shares 181,264 Est. Cost $54.62 Unrealized
SHIRE PLC SPONS ADR ISIN#US82481R1068 0.6%
Value ($000) $3,549 Shares 19,277 Est. Cost $184.11 Unrealized
CELGENE CORP 0.4%
Value ($000) $2,446 Shares 24,800 Est. Cost $101.45 Unrealized
BUCKEYE PARTNERS L P UNIT LTD PARTNERSHIP 0.4%
Value ($000) $2,379 Shares 33,826 Est. Cost $70.16 Unrealized
MDT MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 0.3%
Value ($000) $2,117 Shares 24,398 Est. Cost $58.10 Unrealized +9.3%
WILLIAMS PARTNERS LP NEW COM UNIT LTD PART 0.3%
Value ($000) $2,014 Shares 58,138 Est. Cost $49.22 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE L P UNIT LTD 0.3%
Value ($000) $1,850 Shares 67,300 Est. Cost $55.81 Unrealized
ONEOK PARTNERS L P UNIT LTD PARTNERSHIP 0.3%
Value ($000) $1,787 Shares 44,600 Est. Cost $40.83 Unrealized
MA MASTERCARD INC CL A COM 0.3%
Value ($000) $1,761 Shares 20,000 Est. Cost $70.60 Unrealized +27.8%
SUNOCO LOGISTICS PARTNERS LP COM UNITS 0.3%
Value ($000) $1,683 Shares 58,547 Est. Cost $41.34 Unrealized
ENERGY TRANSFER PARTNERS L P UNIT LTD PART 0.3%
Value ($000) $1,597 Shares 41,950 Est. Cost $50.01 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $1,302 Shares 6 Est. Cost $165023.42 Unrealized +30.0%
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $1,211 Shares 11,550 Est. Cost $71.21 Unrealized -6.3%
SLB SCHLUMBERGER LTD COM ISIN#AN8068571086 0.2%
Value ($000) $1,180 Shares 14,920 Est. Cost $52.90 Unrealized +10.1%
ENBRIDGE ENERGY PARTNERS LP COM 0.2%
Value ($000) $1,123 Shares 48,400 Est. Cost $30.49 Unrealized
ET ENERGY TRANSFER EQUITY LP COM UNITS REPSTG 0.2%
Value ($000) $1,017 Shares 70,800 Est. Cost $36.98 Unrealized
AQUA AMER INC COM 0.2%
Value ($000) $929 Shares 26,041 Est. Cost $29.98 Unrealized
WY WEYERHAEUSER CO 0.1%
Value ($000) $781 Shares 26,240 Est. Cost $21.02 Unrealized +0.4%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $586 Shares 847 Est. Cost $35.55 Unrealized +0.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $554 Shares 4,600 Est. Cost $71.80 Unrealized +38.1%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $552 Shares 785 Est. Cost $31.95 Unrealized +14.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $507 Shares 6,000 Est. Cost $31.82 Unrealized +94.4%
AWR AMERICAN STS WTR CO COM 0.1%
Value ($000) $473 Shares 10,800 Est. Cost $32.11 Unrealized +4.4%
VFC V F CORP COM 0.1%
Value ($000) $443 Shares 7,200 Est. Cost $49.70 Unrealized +19.0%
HALYARD HEALTH INC COM 0.1%
Value ($000) $388 Shares 11,925 Est. Cost $45.49 Unrealized
GIS GENERAL MILLS INC COM 0.1%
Value ($000) $371 Shares 5,200 Est. Cost $35.98 Unrealized +26.3%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $366 Shares 5,000 Est. Cost $44.38 Unrealized +28.2%
MRK MERCK & CO INC NEW COM 0.1%
Value ($000) $362 Shares 6,288 Est. Cost $31.93 Unrealized +23.7%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $313 Shares 6,000 Est. Cost $41.38 Unrealized +0.4%
MSEX MIDDLESEX WTR CO COM 0.0%
Value ($000) $289 Shares 6,666 Est. Cost $19.42 Unrealized +90.6%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $287 Shares 6,820 Est. Cost $15.07 Unrealized +68.9%
PCH POTLATCH CORP NEW COM 0.0%
Value ($000) $273 Shares 8,000 Est. Cost $40.00 Unrealized
CWT CALIFORNIA WTR SVC GROUP INC 0.0%
Value ($000) $265 Shares 7,600 Est. Cost $15.03 Unrealized +61.0%
CONNECTICUT WTR SVC INC COM 0.0%
Value ($000) $225 Shares 4,000 Est. Cost $28.75 Unrealized
RYN RAYONIER INC COM 0.0%
Value ($000) $216 Shares 8,250 Est. Cost $55.39 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $210 Shares 1,200 Est. Cost $92.84 Unrealized +10.4%
SPY SPDR S&P 500 ETF TR TR UNIT 0.0%
Value ($000) $192 Shares 917 Est. Cost $171.94 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $191 Shares 2,775 Est. Cost $26.19 Unrealized +26.8%
MDY SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STAN 0.0%
Value ($000) $177 Shares 651 Est. Cost $209.84 Unrealized
BOARDWALK PIPELINE PARTNERS LP COM UNIT LT 0.0%
Value ($000) $175 Shares 10,000 Est. Cost $30.20 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $106 Shares 1,000 Est. Cost $56.00 Unrealized +37.7%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $101 Shares 870 Est. Cost $60.82 Unrealized +38.4%
NKE NIKE INC CL B 0.0%
Value ($000) $77 Shares 1,400 Est. Cost $41.60 Unrealized +21.0%
HSY HERSHEY CO COM 0.0%
Value ($000) $68 Shares 600 Est. Cost $77.22 Unrealized -3.6%
META FACEBOOK INC CL A 0.0%
Value ($000) $62 Shares 540 Est. Cost $95.16 Unrealized +20.2%
JPM JP MORGAN CHASE & CO COM ISIN#US46625H1005 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $39.19 Unrealized +23.3%
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value ($000) $62 Shares 1,600 Est. Cost $21.22 Unrealized +46.2%
RAYTHEON CO COM NEW 0.0%
Value ($000) $62 Shares 453 Est. Cost $90.51 Unrealized
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $54 Shares 525 Est. Cost $114.29 Unrealized
ROK ROCKWELL AUTOMATION INC COM FORMERLY ROCKW 0.0%
Value ($000) $51 Shares 440 Est. Cost $87.37 Unrealized +9.2%
TREMOR VIDEO INC COM 0.0%
Value ($000) $47 Shares 25,523 Est. Cost $4.11 Unrealized
CERNER CORP COM 0.0%
Value ($000) $47 Shares 800 Est. Cost $56.25 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $46 Shares 800 Est. Cost $36.10 Unrealized +28.7%
TR TOOTSIE ROLL INDS INC 0.0%
Value ($000) $38 Shares 982 Est. Cost $23.40 Unrealized +24.6%
ROCKWELL COLLINS INC DEL COM STK 0.0%
Value ($000) $37 Shares 430 Est. Cost $75.00 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $30 Shares 200 Est. Cost $120.06 Unrealized +6.5%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $20 Shares 253 Est. Cost $37.50 Unrealized +41.8%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $17 Shares 200 Est. Cost $57.67 Unrealized +20.9%
CAFEPRESS INC COM 0.0%
Value ($000) $16 Shares 5,000 Est. Cost $6.20 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $54.04 Unrealized -14.8%