R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC Long-Term Concentrated

CIK: 0001426774 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 15, 2014

Total Value ($000): $101,579 (100.0% shares, 0.0% debt)

Holdings (56)

V VISA INC 8.2%
Value ($000) $8,311 Shares 38,500 Est. Cost $46.29 Unrealized +10.4%
IBM INTERNATIONAL BUSINESS MACHS 6.0%
Value ($000) $6,072 Shares 31,545 Est. Cost $106.40 Unrealized +2.7%
MAGELLAN MIDSTREAM PRTNRS LP 5.2%
Value ($000) $5,263 Shares 75,466 Est. Cost $63.27 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 4.7%
Value ($000) $4,759 Shares 61,600 Est. Cost $51.46 Unrealized +1.9%
LINEAR TECHNOLOGY CORP 4.4%
Value ($000) $4,434 Shares 91,060 Est. Cost $45.55 Unrealized
WMB WILLIAMS COS INC DEL 3.9%
Value ($000) $3,969 Shares 97,800 Est. Cost $18.38 Unrealized +13.8%
BAC BANK OF AMERICA CORPORATION 3.8%
Value ($000) $3,900 Shares 226,740 Est. Cost $11.68 Unrealized +13.5%
KINDER MORGAN MANAGEMENT LLC 3.8%
Value ($000) $3,880 Shares 54,143 Est. Cost $75.59 Unrealized
MSFT MICROSOFT CORP 3.8%
Value ($000) $3,861 Shares 94,200 Est. Cost $30.02 Unrealized +4.1%
BA BOEING CO 3.3%
Value ($000) $3,400 Shares 27,090 Est. Cost $110.94 Unrealized +0.7%
EBAY EBAY INC 3.3%
Value ($000) $3,392 Shares 61,400 Est. Cost $19.70 Unrealized +4.9%
GENERAL ELECTRIC CO 3.0%
Value ($000) $3,069 Shares 118,552 Est. Cost $28.03 Unrealized
JPM JPMORGAN CHASE & CO 2.7%
Value ($000) $2,790 Shares 45,964 Est. Cost $39.63 Unrealized +6.2%
WMT WAL-MART STORES INC 2.4%
Value ($000) $2,453 Shares 32,100 Est. Cost $20.35 Unrealized -2.2%
PFE PFIZER INC 2.3%
Value ($000) $2,351 Shares 73,200 Est. Cost $17.62 Unrealized +3.3%
XOM EXXON MOBIL CORP 2.3%
Value ($000) $2,339 Shares 23,944 Est. Cost $55.94 Unrealized +3.8%
E M C CORP MASS 2.1%
Value ($000) $2,111 Shares 77,000 Est. Cost $25.16 Unrealized
GS GOLDMAN SACHS GROUP INC 2.0%
Value ($000) $2,082 Shares 12,705 Est. Cost $130.68 Unrealized +2.3%
QCOM QUALCOMM INC 2.0%
Value ($000) $2,074 Shares 26,300 Est. Cost $50.85 Unrealized +6.2%
WYNDHAM WORLDWIDE CORP 1.8%
Value ($000) $1,842 Shares 25,160 Est. Cost $73.69 Unrealized
KO COCA COLA CO 1.7%
Value ($000) $1,769 Shares 45,760 Est. Cost $26.95 Unrealized -1.4%
TEVA TEVA PHARMACEUTICAL INDS LTD 1.7%
Value ($000) $1,702 Shares 32,216 Est. Cost $40.07 Unrealized
HAL HALLIBURTON CO 1.6%
Value ($000) $1,625 Shares 27,600 Est. Cost $41.29 Unrealized +3.6%
MO ALTRIA GROUP INC 1.6%
Value ($000) $1,593 Shares 42,550 Est. Cost $17.15 Unrealized -0.1%
ENBRIDGE ENERGY MANAGEMENT L 1.5%
Value ($000) $1,570 Shares 56,655 Est. Cost $28.66 Unrealized
HD HOME DEPOT INC 1.4%
Value ($000) $1,416 Shares 17,900 Est. Cost $58.72 Unrealized +2.6%
ABBV ABBVIE INC 1.4%
Value ($000) $1,408 Shares 27,400 Est. Cost $30.39 Unrealized +3.6%
KINDER MORGAN ENERGY PARTNER 1.4%
Value ($000) $1,398 Shares 18,900 Est. Cost $80.63 Unrealized
ISTAR FINL INC 1.3%
Value ($000) $1,328 Shares 90,000 Est. Cost $14.27 Unrealized
ABT ABBOTT LABS 1.2%
Value ($000) $1,198 Shares 31,100 Est. Cost $29.23 Unrealized +5.1%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $1,142 Shares 9,600 Est. Cost $72.49 Unrealized -2.9%
VNO VORNADO RLTY TR 1.1%
Value ($000) $1,120 Shares 11,360 Est. Cost $88.82 Unrealized
C CITIGROUP INC 1.1%
Value ($000) $1,073 Shares 22,542 Est. Cost $37.66 Unrealized -1.6%
PM PHILIP MORRIS INTL INC 1.0%
Value ($000) $1,011 Shares 12,350 Est. Cost $47.83 Unrealized -6.5%
CSCO CISCO SYS INC 0.9%
Value ($000) $944 Shares 42,100 Est. Cost $15.20 Unrealized +0.6%
SLB SCHLUMBERGER LTD 0.8%
Value ($000) $800 Shares 8,200 Est. Cost $65.05 Unrealized +0.7%
CBL & ASSOC PPTYS INC 0.8%
Value ($000) $787 Shares 44,349 Est. Cost $17.97 Unrealized
HCP INC 0.7%
Value ($000) $754 Shares 19,444 Est. Cost $36.31 Unrealized
MRK MERCK & CO INC NEW 0.6%
Value ($000) $579 Shares 10,196 Est. Cost $31.29 Unrealized +14.3%
RIG TRANSOCEAN LTD 0.5%
Value ($000) $547 Shares 13,243 Est. Cost $48.94 Unrealized -11.2%
COP CONOCOPHILLIPS 0.5%
Value ($000) $535 Shares 7,600 Est. Cost $48.40 Unrealized -6.2%
BR BROADRIDGE FINL SOLUTIONS IN 0.5%
Value ($000) $479 Shares 12,900 Est. Cost $28.99 Unrealized +4.3%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $417 Shares 6,430 Est. Cost $48.40 Unrealized -1.0%
KMI KINDER MORGAN INC DEL 0.4%
Value ($000) $409 Shares 12,600 Est. Cost $19.06 Unrealized -3.3%
EMR EMERSON ELEC CO 0.4%
Value ($000) $401 Shares 6,000 Est. Cost $48.18 Unrealized -0.8%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $400 Shares 4,070 Est. Cost $65.75 Unrealized +1.3%
LLY LILLY ELI & CO 0.4%
Value ($000) $383 Shares 6,502 Est. Cost $39.58 Unrealized +12.5%
TGT TARGET CORP 0.3%
Value ($000) $315 Shares 5,200 Est. Cost $44.59 Unrealized -6.6%
INTC INTEL CORP 0.3%
Value ($000) $310 Shares 12,000 Est. Cost $17.92 Unrealized +4.2%
PSX PHILLIPS 66 0.3%
Value ($000) $293 Shares 3,800 Est. Cost $43.41 Unrealized +14.8%
EOG EOG RES INC 0.3%
Value ($000) $277 Shares 1,410 Est. Cost $62.33 Unrealized +4.0%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $275 Shares 5,499 Est. Cost $18.38 Unrealized +8.6%
PEP PEPSICO INC 0.3%
Value ($000) $266 Shares 3,190 Est. Cost $57.75 Unrealized -1.5%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $255 Shares 7,369 Est. Cost $25.52 Unrealized +3.3%
ACE LTD 0.2%
Value ($000) $238 Shares 2,400 Est. Cost $103.33 Unrealized
PRAXAIR INC 0.2%
Value ($000) $210 Shares 1,600 Est. Cost $130.00 Unrealized