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

CIK: 0001426774 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 14, 2014

Total Value ($000): $109,214 (100.0% shares, 0.0% debt)

Holdings (58)

V VISA INC 7.5%
Value ($000) $8,159 Shares 38,240 Est. Cost $46.29 Unrealized +7.2%
MAGELLAN MIDSTREAM PRTNRS LP 5.7%
Value ($000) $6,271 Shares 74,496 Est. Cost $63.27 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 5.5%
Value ($000) $5,988 Shares 31,545 Est. Cost $106.40 Unrealized +7.5%
WMB WILLIAMS COS INC DEL 4.9%
Value ($000) $5,402 Shares 97,600 Est. Cost $18.38 Unrealized +64.5%
KINDER MORGAN MANAGEMENT LLC 4.8%
Value ($000) $5,282 Shares 56,104 Est. Cost $75.96 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 4.7%
Value ($000) $5,118 Shares 61,600 Est. Cost $51.46 Unrealized +9.4%
MSFT MICROSOFT CORP 4.0%
Value ($000) $4,367 Shares 94,200 Est. Cost $30.02 Unrealized +25.5%
LINEAR TECHNOLOGY CORP 3.7%
Value ($000) $4,042 Shares 91,060 Est. Cost $45.55 Unrealized
BAC BANK AMER CORP 3.5%
Value ($000) $3,866 Shares 226,740 Est. Cost $11.68 Unrealized +7.6%
BA BOEING CO 3.2%
Value ($000) $3,489 Shares 27,390 Est. Cost $110.92 Unrealized -1.5%
EBAY EBAY INC 3.2%
Value ($000) $3,477 Shares 61,400 Est. Cost $19.70 Unrealized +0.5%
GENERAL ELECTRIC CO 2.8%
Value ($000) $3,037 Shares 118,552 Est. Cost $28.03 Unrealized
JPM JPMORGAN CHASE & CO 2.5%
Value ($000) $2,697 Shares 44,764 Est. Cost $39.63 Unrealized +8.8%
WMT WAL-MART STORES INC 2.3%
Value ($000) $2,462 Shares 32,200 Est. Cost $20.35 Unrealized -0.2%
GS GOLDMAN SACHS GROUP INC 2.1%
Value ($000) $2,332 Shares 12,705 Est. Cost $130.68 Unrealized +7.6%
E M C CORP MASS 2.1%
Value ($000) $2,253 Shares 77,000 Est. Cost $25.16 Unrealized
XOM EXXON MOBIL CORP 2.1%
Value ($000) $2,252 Shares 23,944 Est. Cost $55.94 Unrealized +9.9%
QCOM QUALCOMM INC 2.0%
Value ($000) $2,206 Shares 29,500 Est. Cost $51.49 Unrealized +7.6%
ENBRIDGE ENERGY MANAGEMENT L 2.0%
Value ($000) $2,182 Shares 58,632 Est. Cost $28.92 Unrealized
PFE PFIZER INC 2.0%
Value ($000) $2,165 Shares 73,200 Est. Cost $17.62 Unrealized -1.0%
WYNDHAM WORLDWIDE CORP 1.9%
Value ($000) $2,045 Shares 25,160 Est. Cost $73.69 Unrealized
MO ALTRIA GROUP INC 1.8%
Value ($000) $1,955 Shares 42,550 Est. Cost $17.15 Unrealized +20.6%
KO COCA COLA CO 1.8%
Value ($000) $1,927 Shares 45,160 Est. Cost $26.95 Unrealized +7.1%
ABBV ABBVIE INC 1.6%
Value ($000) $1,796 Shares 31,100 Est. Cost $30.70 Unrealized +14.6%
KINDER MORGAN ENERGY PARTNER 1.6%
Value ($000) $1,763 Shares 18,900 Est. Cost $80.63 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 1.6%
Value ($000) $1,712 Shares 31,860 Est. Cost $40.07 Unrealized
HD HOME DEPOT INC 1.5%
Value ($000) $1,642 Shares 17,900 Est. Cost $58.72 Unrealized +11.9%
HAL HALLIBURTON CO 1.5%
Value ($000) $1,619 Shares 25,100 Est. Cost $41.29 Unrealized +33.7%
ABT ABBOTT LABS 1.2%
Value ($000) $1,293 Shares 31,100 Est. Cost $29.23 Unrealized +16.7%
ISTAR FINL INC 1.1%
Value ($000) $1,188 Shares 88,000 Est. Cost $14.27 Unrealized
C CITIGROUP INC 1.1%
Value ($000) $1,156 Shares 22,303 Est. Cost $37.66 Unrealized -0.6%
CVX CHEVRON CORP NEW 1.0%
Value ($000) $1,128 Shares 9,450 Est. Cost $72.49 Unrealized +8.3%
VNO VORNADO RLTY TR 1.0%
Value ($000) $1,124 Shares 11,246 Est. Cost $88.82 Unrealized
CSCO CISCO SYS INC 1.0%
Value ($000) $1,060 Shares 42,100 Est. Cost $15.20 Unrealized +16.4%
PM PHILIP MORRIS INTL INC 0.9%
Value ($000) $1,030 Shares 12,350 Est. Cost $47.83 Unrealized +0.1%
SLB SCHLUMBERGER LTD 0.8%
Value ($000) $834 Shares 8,200 Est. Cost $65.05 Unrealized +22.2%
CBL & ASSOC PPTYS INC 0.7%
Value ($000) $795 Shares 44,394 Est. Cost $17.97 Unrealized
HCP INC 0.7%
Value ($000) $772 Shares 19,444 Est. Cost $36.31 Unrealized
MRK MERCK & CO INC NEW 0.6%
Value ($000) $604 Shares 10,196 Est. Cost $31.29 Unrealized +25.8%
COP CONOCOPHILLIPS 0.5%
Value ($000) $582 Shares 7,600 Est. Cost $48.40 Unrealized +17.1%
BR BROADRIDGE FINL SOLUTIONS IN 0.5%
Value ($000) $537 Shares 12,900 Est. Cost $28.99 Unrealized +16.9%
KMI KINDER MORGAN INC DEL 0.5%
Value ($000) $518 Shares 13,500 Est. Cost $19.04 Unrealized +12.5%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $434 Shares 4,070 Est. Cost $65.75 Unrealized +14.9%
RIG TRANSOCEAN LTD 0.4%
Value ($000) $423 Shares 13,243 Est. Cost $48.94 Unrealized -20.1%
LLY LILLY ELI & CO 0.4%
Value ($000) $422 Shares 6,502 Est. Cost $39.58 Unrealized +29.8%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $419 Shares 6,430 Est. Cost $48.40 Unrealized +4.7%
INTC INTEL CORP 0.4%
Value ($000) $418 Shares 12,000 Est. Cost $17.92 Unrealized +43.6%
TGT TARGET CORP 0.3%
Value ($000) $326 Shares 5,200 Est. Cost $44.59 Unrealized -3.0%
PSX PHILLIPS 66 0.3%
Value ($000) $309 Shares 3,800 Est. Cost $43.41 Unrealized +27.0%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $307 Shares 6,150 Est. Cost $26.80 Unrealized +3.7%
PEP PEPSICO INC 0.3%
Value ($000) $297 Shares 3,190 Est. Cost $57.75 Unrealized +12.3%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $296 Shares 5,499 Est. Cost $18.38 Unrealized +15.2%
EMR EMERSON ELEC CO 0.3%
Value ($000) $288 Shares 4,600 Est. Cost $48.18 Unrealized -0.9%
ACE LTD 0.2%
Value ($000) $252 Shares 2,400 Est. Cost $103.33 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $252 Shares 7,369 Est. Cost $25.52 Unrealized +10.9%
TIME WARNER INC 0.2%
Value ($000) $226 Shares 3,000 Est. Cost $70.33 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $212 Shares 4,000 Est. Cost $41.20 Unrealized 0.0%
PRAXAIR INC 0.2%
Value ($000) $206 Shares 1,600 Est. Cost $130.00 Unrealized