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

CIK: 0001426774 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 11, 2016

Total Value ($000): $92,258 (100.0% shares, 0.0% debt)

Holdings (52)

V VISA INC 9.2%
Value ($000) $8,453 Shares 109,000 Est. Cost $57.52 Unrealized +25.5%
MSFT MICROSOFT CORP 5.5%
Value ($000) $5,060 Shares 91,200 Est. Cost $30.02 Unrealized +53.0%
ADP AUTOMATIC DATA PROCESSING IN 5.2%
Value ($000) $4,761 Shares 56,200 Est. Cost $51.96 Unrealized +33.1%
KMI KINDER MORGAN INC DEL 4.7%
Value ($000) $4,348 Shares 291,392 Est. Cost $19.82 Unrealized -27.9%
IBM INTERNATIONAL BUSINESS MACHS 4.7%
Value ($000) $4,327 Shares 31,445 Est. Cost $105.31 Unrealized -16.9%
MAGELLAN MIDSTREAM PRTNRS LP 4.5%
Value ($000) $4,107 Shares 60,469 Est. Cost $62.95 Unrealized
BAC BANK AMER CORP 4.1%
Value ($000) $3,757 Shares 223,238 Est. Cost $11.74 Unrealized +15.5%
BA BOEING CO 4.0%
Value ($000) $3,657 Shares 25,290 Est. Cost $110.92 Unrealized +16.2%
LINEAR TECHNOLOGY CORP 3.9%
Value ($000) $3,596 Shares 84,660 Est. Cost $45.28 Unrealized
GENERAL ELECTRIC CO 3.9%
Value ($000) $3,578 Shares 114,852 Est. Cost $27.89 Unrealized
ABBV ABBVIE INC 3.4%
Value ($000) $3,160 Shares 53,350 Est. Cost $34.44 Unrealized +10.2%
JPM JPMORGAN CHASE & CO 3.2%
Value ($000) $2,929 Shares 44,364 Est. Cost $39.76 Unrealized +24.9%
PFE PFIZER INC 2.5%
Value ($000) $2,321 Shares 71,900 Est. Cost $17.62 Unrealized +15.6%
MO ALTRIA GROUP INC 2.4%
Value ($000) $2,256 Shares 38,750 Est. Cost $17.52 Unrealized +68.2%
GS GOLDMAN SACHS GROUP INC 2.4%
Value ($000) $2,209 Shares 12,255 Est. Cost $133.69 Unrealized +13.1%
HD HOME DEPOT INC 2.4%
Value ($000) $2,202 Shares 16,650 Est. Cost $59.64 Unrealized +67.6%
PYPL PAYPAL HLDGS INC 2.2%
Value ($000) $2,042 Shares 56,400 Est. Cost $35.85 Unrealized -1.8%
E M C CORP MASS 2.1%
Value ($000) $1,967 Shares 76,600 Est. Cost $25.16 Unrealized
WMT WAL-MART STORES INC 2.0%
Value ($000) $1,888 Shares 30,800 Est. Cost $20.35 Unrealized -18.3%
WYNDHAM WORLDWIDE CORP 2.0%
Value ($000) $1,816 Shares 25,000 Est. Cost $73.69 Unrealized
KO COCA COLA CO 1.9%
Value ($000) $1,797 Shares 41,840 Est. Cost $26.99 Unrealized +14.3%
EBAY EBAY INC 1.7%
Value ($000) $1,550 Shares 56,400 Est. Cost $19.85 Unrealized +23.8%
WMB WILLIAMS COS INC DEL 1.6%
Value ($000) $1,506 Shares 58,600 Est. Cost $20.42 Unrealized -4.2%
QCOM QUALCOMM INC 1.5%
Value ($000) $1,412 Shares 28,250 Est. Cost $51.55 Unrealized -22.4%
ENBRIDGE ENERGY MANAGEMENT L 1.5%
Value ($000) $1,339 Shares 59,986 Est. Cost $28.88 Unrealized
ABT ABBOTT LABS 1.4%
Value ($000) $1,300 Shares 28,950 Est. Cost $29.67 Unrealized +23.2%
TEVA TEVA PHARMACEUTICAL INDS LTD 1.4%
Value ($000) $1,284 Shares 19,560 Est. Cost $40.27 Unrealized
C CITIGROUP INC 1.3%
Value ($000) $1,154 Shares 22,303 Est. Cost $37.74 Unrealized +5.0%
CSCO CISCO SYS INC 1.2%
Value ($000) $1,143 Shares 42,100 Est. Cost $15.20 Unrealized +32.6%
PM PHILIP MORRIS INTL INC 1.2%
Value ($000) $1,068 Shares 12,150 Est. Cost $47.83 Unrealized +9.3%
VNO VORNADO RLTY TR 1.1%
Value ($000) $1,044 Shares 10,449 Est. Cost $89.20 Unrealized
CDK GLOBAL INC 1.0%
Value ($000) $917 Shares 19,327 Est. Cost $40.93 Unrealized
HCP INC 0.8%
Value ($000) $709 Shares 18,544 Est. Cost $36.44 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.8%
Value ($000) $693 Shares 12,900 Est. Cost $28.99 Unrealized +62.3%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $688 Shares 7,650 Est. Cost $72.49 Unrealized -19.4%
ISTAR INC 0.7%
Value ($000) $645 Shares 55,000 Est. Cost $14.23 Unrealized
CBL & ASSOC PPTYS INC 0.6%
Value ($000) $536 Shares 43,349 Est. Cost $17.07 Unrealized
LLY LILLY ELI & CO 0.6%
Value ($000) $522 Shares 6,200 Est. Cost $39.58 Unrealized +76.1%
MRK MERCK & CO INC NEW 0.6%
Value ($000) $517 Shares 9,796 Est. Cost $31.29 Unrealized +17.5%
CCI CROWN CASTLE INTL CORP NEW 0.6%
Value ($000) $510 Shares 5,900 Est. Cost $50.35 Unrealized +10.4%
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $428 Shares 6,430 Est. Cost $48.40 Unrealized +8.5%
TGT TARGET CORP 0.4%
Value ($000) $378 Shares 5,200 Est. Cost $44.59 Unrealized +23.9%
COP CONOCOPHILLIPS 0.4%
Value ($000) $355 Shares 7,600 Est. Cost $48.40 Unrealized -20.7%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $336 Shares 3,270 Est. Cost $65.75 Unrealized +15.5%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $330 Shares 7,369 Est. Cost $25.52 Unrealized +39.0%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $310 Shares 5,499 Est. Cost $18.38 Unrealized +29.3%
ACE LTD 0.3%
Value ($000) $280 Shares 2,400 Est. Cost $103.33 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.2%
Value ($000) $228 Shares 3,800 Est. Cost $44.29 Unrealized +29.0%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $220 Shares 4,754 Est. Cost $27.01 Unrealized -0.3%
PSX PHILLIPS 66 0.2%
Value ($000) $213 Shares 2,600 Est. Cost $49.25 Unrealized +19.9%
PEP PEPSICO INC 0.2%
Value ($000) $208 Shares 2,086 Est. Cost $57.75 Unrealized +27.2%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $204 Shares 2,198 Est. Cost $71.40 Unrealized 0.0%