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

CIK: 0001426774 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 12, 2015

Total Value ($000): $94,773 (100.0% shares, 0.0% debt)

Holdings (52)

V VISA INC 8.7%
Value ($000) $8,220 Shares 118,000 Est. Cost $57.52 Unrealized +15.4%
KMI KINDER MORGAN INC DEL 6.3%
Value ($000) $5,959 Shares 215,284 Est. Cost $21.78 Unrealized -10.3%
ADP AUTOMATIC DATA PROCESSING IN 4.9%
Value ($000) $4,613 Shares 57,400 Est. Cost $51.96 Unrealized +22.9%
WMB WILLIAMS COS INC DEL 4.7%
Value ($000) $4,463 Shares 121,100 Est. Cost $20.42 Unrealized +34.3%
IBM INTERNATIONAL BUSINESS MACHS 4.6%
Value ($000) $4,385 Shares 30,245 Est. Cost $106.01 Unrealized -10.1%
MSFT MICROSOFT CORP 4.4%
Value ($000) $4,125 Shares 93,200 Est. Cost $30.02 Unrealized +29.7%
MAGELLAN MIDSTREAM PRTNRS LP 3.9%
Value ($000) $3,731 Shares 62,069 Est. Cost $62.95 Unrealized
BAC BANK AMER CORP 3.7%
Value ($000) $3,514 Shares 225,524 Est. Cost $11.74 Unrealized +14.6%
LINEAR TECHNOLOGY CORP 3.6%
Value ($000) $3,456 Shares 85,660 Est. Cost $45.28 Unrealized
BA BOEING CO 3.5%
Value ($000) $3,312 Shares 25,290 Est. Cost $110.92 Unrealized +11.2%
QCOM QUALCOMM INC 3.5%
Value ($000) $3,280 Shares 61,050 Est. Cost $51.55 Unrealized -14.4%
GENERAL ELECTRIC CO 3.2%
Value ($000) $3,026 Shares 120,002 Est. Cost $27.89 Unrealized
ABBV ABBVIE INC 3.2%
Value ($000) $2,990 Shares 54,950 Est. Cost $34.44 Unrealized +23.4%
JPM JPMORGAN CHASE & CO 2.9%
Value ($000) $2,705 Shares 44,364 Est. Cost $39.76 Unrealized +24.8%
GS GOLDMAN SACHS GROUP INC 2.5%
Value ($000) $2,365 Shares 13,609 Est. Cost $133.69 Unrealized +18.8%
MO ALTRIA GROUP INC 2.5%
Value ($000) $2,326 Shares 42,750 Est. Cost $17.52 Unrealized +54.2%
PFE PFIZER INC 2.4%
Value ($000) $2,268 Shares 72,200 Est. Cost $17.62 Unrealized +16.9%
WMT WAL-MART STORES INC 2.2%
Value ($000) $2,088 Shares 32,200 Est. Cost $20.35 Unrealized -7.1%
HD HOME DEPOT INC 2.1%
Value ($000) $2,010 Shares 17,404 Est. Cost $59.64 Unrealized +51.7%
E M C CORP MASS 2.0%
Value ($000) $1,860 Shares 77,000 Est. Cost $25.16 Unrealized
KO COCA COLA CO 1.9%
Value ($000) $1,811 Shares 45,140 Est. Cost $26.99 Unrealized +6.8%
WYNDHAM WORLDWIDE CORP 1.9%
Value ($000) $1,805 Shares 25,100 Est. Cost $73.69 Unrealized
PYPL PAYPAL HLDGS INC 1.8%
Value ($000) $1,751 Shares 56,400 Est. Cost $35.85 Unrealized 0.0%
EBAY EBAY INC 1.5%
Value ($000) $1,378 Shares 56,400 Est. Cost $19.85 Unrealized +20.6%
ENBRIDGE ENERGY MANAGEMENT L 1.4%
Value ($000) $1,366 Shares 58,725 Est. Cost $29.02 Unrealized
ABT ABBOTT LABS 1.3%
Value ($000) $1,229 Shares 30,550 Est. Cost $29.67 Unrealized +30.8%
C CITIGROUP INC 1.2%
Value ($000) $1,109 Shares 22,359 Est. Cost $37.74 Unrealized +8.0%
CSCO CISCO SYS INC 1.2%
Value ($000) $1,105 Shares 42,100 Est. Cost $15.20 Unrealized +28.8%
TEVA TEVA PHARMACEUTICAL INDS LTD 1.2%
Value ($000) $1,104 Shares 19,560 Est. Cost $40.27 Unrealized
VNO VORNADO RLTY TR 1.1%
Value ($000) $1,002 Shares 11,082 Est. Cost $89.20 Unrealized
PM PHILIP MORRIS INTL INC 1.0%
Value ($000) $964 Shares 12,150 Est. Cost $47.83 Unrealized +2.2%
CDK GLOBAL INC 1.0%
Value ($000) $935 Shares 19,560 Est. Cost $40.93 Unrealized
ISTAR INC 0.8%
Value ($000) $727 Shares 57,800 Est. Cost $14.23 Unrealized
CVX CHEVRON CORP NEW 0.8%
Value ($000) $722 Shares 9,150 Est. Cost $72.49 Unrealized -25.7%
BR BROADRIDGE FINL SOLUTIONS IN 0.8%
Value ($000) $714 Shares 12,900 Est. Cost $28.99 Unrealized +54.6%
HCP INC 0.7%
Value ($000) $691 Shares 18,544 Est. Cost $36.44 Unrealized
CBL & ASSOC PPTYS INC 0.6%
Value ($000) $610 Shares 44,349 Est. Cost $17.07 Unrealized
LLY LILLY ELI & CO 0.5%
Value ($000) $519 Shares 6,200 Est. Cost $39.58 Unrealized +78.0%
MRK MERCK & CO INC NEW 0.5%
Value ($000) $484 Shares 9,796 Est. Cost $31.29 Unrealized +22.7%
CCI CROWN CASTLE INTL CORP NEW 0.5%
Value ($000) $465 Shares 5,900 Est. Cost $50.35 Unrealized +4.6%
TGT TARGET CORP 0.4%
Value ($000) $409 Shares 5,200 Est. Cost $44.59 Unrealized +31.5%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $408 Shares 6,430 Est. Cost $48.40 Unrealized +6.0%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $380 Shares 4,070 Est. Cost $65.75 Unrealized +10.2%
COP CONOCOPHILLIPS 0.4%
Value ($000) $364 Shares 7,600 Est. Cost $48.40 Unrealized -24.0%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $313 Shares 5,499 Est. Cost $18.38 Unrealized +27.0%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $309 Shares 7,369 Est. Cost $25.52 Unrealized +33.3%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $273 Shares 6,281 Est. Cost $27.01 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.3%
Value ($000) $269 Shares 4,300 Est. Cost $44.29 Unrealized +25.7%
ACE LTD 0.3%
Value ($000) $248 Shares 2,400 Est. Cost $103.33 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $207 Shares 2,190 Est. Cost $57.75 Unrealized +20.4%
TIME WARNER INC 0.2%
Value ($000) $206 Shares 3,000 Est. Cost $70.33 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $200 Shares 2,600 Est. Cost $49.25 Unrealized +9.7%