BLACKHILL CAPITAL INC Diversified Active

CIK: 0000872162 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Jan 27, 2017

Total Value ($000): $527,810 (100.0% shares, 0.0% debt)

Holdings (88)

WSM WILLIAMS SONOMA INC COM 38.5%
Value ($000) $203,178 Shares 4,198,755 Est. Cost $20.13 Unrealized +2.0%
DIS DISNEY WALT CO DISNEY COM 5.0%
Value ($000) $26,439 Shares 253,680 Est. Cost $92.59 Unrealized -2.0%
BMY BRISTOL MYERS SQUIBB CO COM 5.0%
Value ($000) $26,421 Shares 452,102 Est. Cost $43.51 Unrealized -9.1%
JNJ JOHNSON & JOHNSON COM 4.6%
Value ($000) $24,113 Shares 209,300 Est. Cost $75.26 Unrealized +19.2%
ZTS ZOETIS INC CL A 4.0%
Value ($000) $21,049 Shares 393,220 Est. Cost $28.95 Unrealized +63.6%
PFE PFIZER INC COM 4.0%
Value ($000) $20,907 Shares 643,686 Est. Cost $16.88 Unrealized +21.4%
ABT ABBOTT LABS COM 2.7%
Value ($000) $14,489 Shares 377,210 Est. Cost $30.76 Unrealized +9.4%
ABBV ABBVIE INC COM 2.5%
Value ($000) $12,972 Shares 207,160 Est. Cost $26.55 Unrealized +57.4%
EXPRESS SCRIPTS HLDG CO COM 2.4%
Value ($000) $12,410 Shares 180,401 Est. Cost $86.77 Unrealized
MEAD JOHNSON NUTRITION CO COM 2.2%
Value ($000) $11,861 Shares 167,619 Est. Cost $79.23 Unrealized
KMB KIMBERLY CLARK CORP COM 2.2%
Value ($000) $11,789 Shares 103,300 Est. Cost $63.06 Unrealized +34.0%
ZBH ZIMMER BIOMET HLDGS INC COM 2.1%
Value ($000) $11,337 Shares 109,850 Est. Cost $69.42 Unrealized +43.3%
LLY LILLY ELI & CO COM 2.1%
Value ($000) $11,323 Shares 153,950 Est. Cost $42.21 Unrealized +52.1%
GENERAL ELECTRIC CO COM 2.1%
Value ($000) $11,204 Shares 354,542 Est. Cost $23.65 Unrealized
KMI KINDER MORGAN INC DEL COM 2.1%
Value ($000) $11,021 Shares 532,172 Est. Cost $22.45 Unrealized -41.6%
PM PHILIP MORRIS INTL INC COM 1.8%
Value ($000) $9,424 Shares 103,004 Est. Cost $50.10 Unrealized +16.2%
TC PIPELINES LP UNIT COM LTD PARTNERSHIP I 1.6%
Value ($000) $8,382 Shares 142,450 Est. Cost $48.37 Unrealized
AAPL APPLE INC COM 1.5%
Value ($000) $8,104 Shares 69,972 Est. Cost $26.80 Unrealized -2.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value ($000) $5,698 Shares 34,960 Est. Cost $146.93 Unrealized +4.8%
CAT CATERPILLAR INC COM 1.1%
Value ($000) $5,565 Shares 60,005 Est. Cost $61.55 Unrealized +19.8%
BAX BAXTER INTL INC COM 1.0%
Value ($000) $5,498 Shares 124,000 Est. Cost $31.48 Unrealized +26.2%
MAGELLAN MIDSTREAM PARTNERS LP COM UNIT RE 1.0%
Value ($000) $5,355 Shares 70,800 Est. Cost $54.50 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM UNIT 0.9%
Value ($000) $4,512 Shares 166,850 Est. Cost $50.57 Unrealized
ENBRIDGE ENERGY MGMT L L C SHS UNITS REPST 0.9%
Value ($000) $4,497 Shares 173,619 Est. Cost $53.97 Unrealized
PG PROCTER & GAMBLE CO COM 0.7%
Value ($000) $3,938 Shares 46,841 Est. Cost $55.00 Unrealized +21.4%
CELGENE CORP 0.5%
Value ($000) $2,871 Shares 24,800 Est. Cost $101.45 Unrealized
COACH INC COM 0.4%
Value ($000) $2,241 Shares 64,000 Est. Cost $40.09 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE L P UNIT LTD 0.4%
Value ($000) $2,173 Shares 67,300 Est. Cost $55.81 Unrealized
BUCKEYE PARTNERS L P UNIT LTD PARTNERSHIP 0.4%
Value ($000) $2,135 Shares 32,274 Est. Cost $70.16 Unrealized
MA MASTERCARD INC CL A COM 0.4%
Value ($000) $2,065 Shares 20,000 Est. Cost $70.60 Unrealized +39.2%
WILLIAMS PARTNERS LP NEW COM UNIT LTD PART 0.4%
Value ($000) $1,974 Shares 51,898 Est. Cost $49.22 Unrealized
ONEOK PARTNERS L P UNIT LTD PARTNERSHIP 0.4%
Value ($000) $1,918 Shares 44,600 Est. Cost $40.83 Unrealized
MDT MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 0.3%
Value ($000) $1,704 Shares 23,920 Est. Cost $58.10 Unrealized +7.3%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $1,465 Shares 6 Est. Cost $165023.42 Unrealized +39.9%
ET ENERGY TRANSFER EQUITY LP COM UNITS REPSTG 0.3%
Value ($000) $1,367 Shares 70,800 Est. Cost $36.98 Unrealized
SUNOCO LOGISTICS PARTNERS LP COM UNITS 0.3%
Value ($000) $1,363 Shares 56,765 Est. Cost $41.34 Unrealized
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $1,359 Shares 11,550 Est. Cost $71.21 Unrealized +3.6%
SLB SCHLUMBERGER LTD COM ISIN#AN8068571086 0.2%
Value ($000) $1,253 Shares 14,920 Est. Cost $52.90 Unrealized +19.2%
ENBRIDGE ENERGY PARTNERS LP COM 0.2%
Value ($000) $1,233 Shares 48,400 Est. Cost $30.49 Unrealized
ENERGY TRANSFER PARTNERS L P UNIT LTD PART 0.2%
Value ($000) $1,148 Shares 32,058 Est. Cost $50.01 Unrealized
WY WEYERHAEUSER CO 0.1%
Value ($000) $790 Shares 26,240 Est. Cost $21.02 Unrealized +3.1%
AQUA AMER INC COM 0.1%
Value ($000) $782 Shares 26,041 Est. Cost $29.98 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $654 Shares 847 Est. Cost $35.55 Unrealized +8.8%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $622 Shares 785 Est. Cost $31.95 Unrealized +24.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $560 Shares 4,600 Est. Cost $71.80 Unrealized +31.3%
AWR AMERICAN STS WTR CO COM 0.1%
Value ($000) $492 Shares 10,800 Est. Cost $32.11 Unrealized +9.1%
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $434 Shares 6,000 Est. Cost $31.82 Unrealized +91.0%
VFC V F CORP COM 0.1%
Value ($000) $384 Shares 7,200 Est. Cost $49.70 Unrealized +4.3%
MRK MERCK & CO INC NEW COM 0.1%
Value ($000) $370 Shares 6,288 Est. Cost $31.93 Unrealized +38.1%
HALYARD HEALTH INC COM 0.1%
Value ($000) $346 Shares 9,351 Est. Cost $45.49 Unrealized
PCH POTLATCH CORP NEW COM 0.1%
Value ($000) $333 Shares 8,000 Est. Cost $40.00 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $327 Shares 5,000 Est. Cost $44.38 Unrealized +24.8%
GIS GENERAL MILLS INC COM 0.1%
Value ($000) $321 Shares 5,200 Est. Cost $35.98 Unrealized +24.7%
MSEX MIDDLESEX WTR CO COM 0.1%
Value ($000) $286 Shares 6,666 Est. Cost $19.42 Unrealized +97.4%
CWT CALIFORNIA WTR SVC GROUP INC 0.0%
Value ($000) $258 Shares 7,600 Est. Cost $15.03 Unrealized +83.8%
CONNECTICUT WTR SVC INC COM 0.0%
Value ($000) $223 Shares 4,000 Est. Cost $28.75 Unrealized
RYN RAYONIER INC COM 0.0%
Value ($000) $219 Shares 8,250 Est. Cost $55.39 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $214 Shares 1,200 Est. Cost $92.84 Unrealized +14.4%
SPY SPDR S&P 500 ETF TR TR UNIT 0.0%
Value ($000) $205 Shares 917 Est. Cost $171.94 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STAN 0.0%
Value ($000) $196 Shares 651 Est. Cost $209.84 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $188 Shares 2,775 Est. Cost $26.19 Unrealized +29.7%
CAFEPRESS INC COM 0.0%
Value ($000) $187 Shares 63,650 Est. Cost $3.40 Unrealized
BOARDWALK PIPELINE PARTNERS LP COM UNIT LT 0.0%
Value ($000) $174 Shares 10,000 Est. Cost $30.20 Unrealized
TRGP TARGA RES CORP COM 0.0%
Value ($000) $174 Shares 3,100 Est. Cost $15.07 Unrealized +127.8%
PEP PEPSICO INC COM 0.0%
Value ($000) $105 Shares 1,000 Est. Cost $56.00 Unrealized +41.7%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $101 Shares 870 Est. Cost $60.82 Unrealized +38.4%
SHIRE PLC SPONS ADR ISIN#US82481R1068 0.0%
Value ($000) $96 Shares 562 Est. Cost $184.11 Unrealized
JPM JP MORGAN CHASE & CO COM ISIN#US46625H1005 0.0%
Value ($000) $86 Shares 1,000 Est. Cost $39.19 Unrealized +52.8%
NKE NIKE INC CL B 0.0%
Value ($000) $71 Shares 1,400 Est. Cost $41.60 Unrealized +9.6%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $70 Shares 600 Est. Cost $105.39 Unrealized +8.3%
VCA INC COM 0.0%
Value ($000) $69 Shares 1,000 Est. Cost $70.00 Unrealized
RAYTHEON CO COM NEW 0.0%
Value ($000) $64 Shares 453 Est. Cost $90.51 Unrealized
TREMOR VIDEO INC COM 0.0%
Value ($000) $64 Shares 25,523 Est. Cost $4.11 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $62 Shares 600 Est. Cost $77.22 Unrealized +2.9%
META FACEBOOK INC CL A 0.0%
Value ($000) $62 Shares 540 Est. Cost $95.16 Unrealized +28.2%
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $58 Shares 525 Est. Cost $114.29 Unrealized
ROK ROCKWELL AUTOMATION INC COM FORMERLY ROCKW 0.0%
Value ($000) $56 Shares 418 Est. Cost $87.37 Unrealized +23.3%
AMZN AMAZON COM INC 0.0%
Value ($000) $55 Shares 74 Est. Cost $39.18 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $48 Shares 200 Est. Cost $120.06 Unrealized +39.7%
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $21.22 Unrealized +67.3%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $44 Shares 800 Est. Cost $36.10 Unrealized +26.3%
TR TOOTSIE ROLL INDS INC 0.0%
Value ($000) $39 Shares 982 Est. Cost $23.40 Unrealized +30.1%
CERNER CORP COM 0.0%
Value ($000) $38 Shares 800 Est. Cost $56.25 Unrealized
ROCKWELL COLLINS INC DEL COM STK 0.0%
Value ($000) $37 Shares 400 Est. Cost $75.00 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $22 Shares 200 Est. Cost $57.67 Unrealized +45.6%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $19 Shares 253 Est. Cost $37.50 Unrealized +38.8%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $54.04 Unrealized +5.6%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $16.41 Unrealized 0.0%