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

CIK: 0001426774 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 14, 2015

Total Value ($000): $102,400 (100.0% shares, 0.0% debt)

Holdings (51)

V VISA INC 9.3%
Value ($000) $9,482 Shares 141,200 Est. Cost $57.52 Unrealized +9.4%
KMI KINDER MORGAN INC DEL 6.7%
Value ($000) $6,879 Shares 179,184 Est. Cost $22.23 Unrealized +9.5%
WMB WILLIAMS COS INC DEL 5.4%
Value ($000) $5,555 Shares 96,800 Est. Cost $18.67 Unrealized +50.4%
IBM INTERNATIONAL BUSINESS MACHS 4.6%
Value ($000) $4,749 Shares 29,195 Est. Cost $106.40 Unrealized -3.2%
ADP AUTOMATIC DATA PROCESSING IN 4.3%
Value ($000) $4,421 Shares 55,100 Est. Cost $51.46 Unrealized +31.4%
MSFT MICROSOFT CORP 4.0%
Value ($000) $4,115 Shares 93,200 Est. Cost $30.02 Unrealized +30.9%
MAGELLAN MIDSTREAM PRTNRS LP 4.0%
Value ($000) $4,091 Shares 55,745 Est. Cost $63.27 Unrealized
BAC BANK AMER CORP 3.6%
Value ($000) $3,718 Shares 218,478 Est. Cost $11.68 Unrealized +12.4%
QCOM QUALCOMM INC 3.5%
Value ($000) $3,620 Shares 57,800 Est. Cost $51.97 Unrealized -3.2%
ABBV ABBVIE INC 3.5%
Value ($000) $3,598 Shares 53,550 Est. Cost $34.23 Unrealized +23.7%
LINEAR TECHNOLOGY CORP 3.5%
Value ($000) $3,594 Shares 81,260 Est. Cost $45.55 Unrealized
BA BOEING CO 3.4%
Value ($000) $3,522 Shares 25,390 Est. Cost $110.92 Unrealized +16.2%
EBAY EBAY INC 3.2%
Value ($000) $3,277 Shares 54,400 Est. Cost $19.70 Unrealized +12.7%
JPM JPMORGAN CHASE & CO 3.0%
Value ($000) $3,087 Shares 45,564 Est. Cost $39.76 Unrealized +23.6%
GENERAL ELECTRIC CO 3.0%
Value ($000) $3,030 Shares 114,052 Est. Cost $28.03 Unrealized
GS GOLDMAN SACHS GROUP INC 2.5%
Value ($000) $2,538 Shares 12,155 Est. Cost $130.68 Unrealized +26.0%
PFE PFIZER INC 2.4%
Value ($000) $2,411 Shares 71,900 Est. Cost $17.62 Unrealized +17.9%
WMT WAL-MART STORES INC 2.2%
Value ($000) $2,263 Shares 31,900 Est. Cost $20.35 Unrealized +2.6%
WYNDHAM WORLDWIDE CORP 2.0%
Value ($000) $2,061 Shares 25,160 Est. Cost $73.69 Unrealized
E M C CORP MASS 2.0%
Value ($000) $2,032 Shares 77,000 Est. Cost $25.16 Unrealized
MO ALTRIA GROUP INC 2.0%
Value ($000) $2,013 Shares 41,150 Est. Cost $17.15 Unrealized +47.3%
ENBRIDGE ENERGY MANAGEMENT L 1.9%
Value ($000) $1,902 Shares 57,633 Est. Cost $29.13 Unrealized
HD HOME DEPOT INC 1.8%
Value ($000) $1,878 Shares 16,900 Est. Cost $58.72 Unrealized +48.3%
KO COCA COLA CO 1.8%
Value ($000) $1,795 Shares 45,760 Est. Cost $26.99 Unrealized +7.6%
ABT ABBOTT LABS 1.4%
Value ($000) $1,431 Shares 29,150 Est. Cost $29.23 Unrealized +34.6%
C CITIGROUP INC 1.2%
Value ($000) $1,204 Shares 21,803 Est. Cost $37.66 Unrealized +7.7%
CSCO CISCO SYS INC 1.1%
Value ($000) $1,156 Shares 42,100 Est. Cost $15.20 Unrealized +35.7%
TEVA TEVA PHARMACEUTICAL INDS LTD 1.1%
Value ($000) $1,156 Shares 19,560 Est. Cost $40.27 Unrealized
VNO VORNADO RLTY TR 1.1%
Value ($000) $1,114 Shares 11,735 Est. Cost $89.20 Unrealized
CDK GLOBAL INC 1.0%
Value ($000) $1,027 Shares 19,027 Est. Cost $40.74 Unrealized
PM PHILIP MORRIS INTL INC 1.0%
Value ($000) $974 Shares 12,150 Est. Cost $47.83 Unrealized +1.0%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $883 Shares 9,150 Est. Cost $72.49 Unrealized -8.3%
ISTAR FINL INC 0.7%
Value ($000) $753 Shares 56,500 Est. Cost $14.27 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.6%
Value ($000) $645 Shares 12,900 Est. Cost $28.99 Unrealized +52.4%
HCP INC 0.6%
Value ($000) $585 Shares 16,044 Est. Cost $36.31 Unrealized
CBL & ASSOC PPTYS INC 0.6%
Value ($000) $564 Shares 34,831 Est. Cost $17.97 Unrealized
MRK MERCK & CO INC NEW 0.5%
Value ($000) $558 Shares 9,796 Est. Cost $31.29 Unrealized +28.6%
LLY LILLY ELI & CO 0.5%
Value ($000) $518 Shares 6,200 Est. Cost $39.58 Unrealized +59.7%
CCI CROWN CASTLE INTL CORP NEW 0.5%
Value ($000) $474 Shares 5,900 Est. Cost $50.35 Unrealized +6.3%
COP CONOCOPHILLIPS 0.5%
Value ($000) $467 Shares 7,600 Est. Cost $48.40 Unrealized -4.1%
TGT TARGET CORP 0.4%
Value ($000) $424 Shares 5,200 Est. Cost $44.59 Unrealized +32.4%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $421 Shares 6,430 Est. Cost $48.40 Unrealized +9.4%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $397 Shares 4,070 Est. Cost $65.75 Unrealized +13.3%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $331 Shares 5,499 Est. Cost $18.38 Unrealized +25.0%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $303 Shares 7,369 Est. Cost $25.52 Unrealized +20.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.3%
Value ($000) $263 Shares 4,300 Est. Cost $44.29 Unrealized +25.7%
TIME WARNER INC 0.3%
Value ($000) $262 Shares 3,000 Est. Cost $70.33 Unrealized
ACE LTD 0.2%
Value ($000) $244 Shares 2,400 Est. Cost $103.33 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $209 Shares 2,600 Est. Cost $49.25 Unrealized +9.0%
PEP PEPSICO INC 0.2%
Value ($000) $204 Shares 2,190 Est. Cost $57.75 Unrealized +20.0%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $202 Shares 2,198 Est. Cost $70.08 Unrealized +5.6%