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

CIK: 0001426774 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 13, 2016

Total Value ($000): $95,519 (100.0% shares, 0.0% debt)

Holdings (55)

V VISA INC 8.6%
Value ($000) $8,245 Shares 107,800 Est. Cost $57.52 Unrealized +17.9%
KMI KINDER MORGAN INC DEL 5.4%
Value ($000) $5,194 Shares 290,792 Est. Cost $19.82 Unrealized -49.8%
ADP AUTOMATIC DATA PROCESSING IN 5.3%
Value ($000) $5,069 Shares 56,500 Est. Cost $51.96 Unrealized +30.3%
MSFT MICROSOFT CORP 5.3%
Value ($000) $5,037 Shares 91,200 Est. Cost $30.02 Unrealized +53.5%
IBM INTERNATIONAL BUSINESS MACHS 5.0%
Value ($000) $4,793 Shares 31,645 Est. Cost $105.31 Unrealized -20.2%
MAGELLAN MIDSTREAM PRTNRS LP 4.1%
Value ($000) $3,905 Shares 56,754 Est. Cost $62.95 Unrealized
LINEAR TECHNOLOGY CORP 4.0%
Value ($000) $3,790 Shares 85,060 Est. Cost $45.28 Unrealized
GENERAL ELECTRIC CO 3.8%
Value ($000) $3,665 Shares 115,302 Est. Cost $27.89 Unrealized
BA BOEING CO 3.4%
Value ($000) $3,210 Shares 25,290 Est. Cost $110.92 Unrealized +0.9%
WMB WILLIAMS COS INC DEL 3.3%
Value ($000) $3,172 Shares 197,400 Est. Cost $13.03 Unrealized -24.0%
ABBV ABBVIE INC 3.2%
Value ($000) $3,047 Shares 53,350 Est. Cost $34.44 Unrealized +7.8%
BAC BANK AMER CORP 3.2%
Value ($000) $3,022 Shares 223,522 Est. Cost $11.74 Unrealized -7.5%
JPM JPMORGAN CHASE & CO 2.8%
Value ($000) $2,627 Shares 44,364 Est. Cost $39.76 Unrealized +12.8%
MO ALTRIA GROUP INC 2.6%
Value ($000) $2,488 Shares 39,700 Est. Cost $17.84 Unrealized +74.2%
PYPL PAYPAL HLDGS INC 2.3%
Value ($000) $2,177 Shares 56,400 Est. Cost $35.85 Unrealized +0.5%
HD HOME DEPOT INC 2.3%
Value ($000) $2,168 Shares 16,250 Est. Cost $59.64 Unrealized +64.9%
PFE PFIZER INC 2.2%
Value ($000) $2,140 Shares 72,200 Est. Cost $17.62 Unrealized +6.0%
WMT WAL-MART STORES INC 2.2%
Value ($000) $2,130 Shares 31,100 Est. Cost $20.35 Unrealized -10.0%
GS GOLDMAN SACHS GROUP INC 2.2%
Value ($000) $2,074 Shares 13,209 Est. Cost $133.15 Unrealized -5.2%
E M C CORP MASS 2.1%
Value ($000) $2,041 Shares 76,600 Est. Cost $25.16 Unrealized
KO COCA COLA CO 2.0%
Value ($000) $1,955 Shares 42,140 Est. Cost $26.99 Unrealized +18.0%
WYNDHAM WORLDWIDE CORP 2.0%
Value ($000) $1,918 Shares 25,100 Est. Cost $73.69 Unrealized
QCOM QUALCOMM INC 1.5%
Value ($000) $1,470 Shares 28,750 Est. Cost $51.30 Unrealized -28.0%
EBAY EBAY INC 1.4%
Value ($000) $1,346 Shares 56,400 Est. Cost $19.85 Unrealized +9.1%
ABT ABBOTT LABS 1.3%
Value ($000) $1,211 Shares 28,950 Est. Cost $29.67 Unrealized +11.2%
CSCO CISCO SYS INC 1.3%
Value ($000) $1,199 Shares 42,100 Est. Cost $15.20 Unrealized +24.6%
PM PHILIP MORRIS INTL INC 1.2%
Value ($000) $1,192 Shares 12,150 Est. Cost $47.83 Unrealized +16.8%
ENBRIDGE ENERGY MANAGEMENT L 1.2%
Value ($000) $1,115 Shares 62,133 Est. Cost $28.50 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 1.1%
Value ($000) $1,047 Shares 19,560 Est. Cost $40.27 Unrealized
FDX FEDEX CORP 1.1%
Value ($000) $1,041 Shares 6,400 Est. Cost $119.20 Unrealized 0.0%
VNO VORNADO RLTY TR 1.1%
Value ($000) $1,006 Shares 10,655 Est. Cost $89.30 Unrealized
CDK GLOBAL INC 0.9%
Value ($000) $836 Shares 17,961 Est. Cost $40.93 Unrealized
C CITIGROUP INC 0.9%
Value ($000) $827 Shares 19,803 Est. Cost $37.74 Unrealized -17.2%
INTERPUBLIC GROUP COS INC 0.9%
Value ($000) $826 Shares 36,000 Est. Cost $14.88 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.8%
Value ($000) $765 Shares 12,900 Est. Cost $28.99 Unrealized +58.7%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $730 Shares 7,650 Est. Cost $72.49 Unrealized -20.8%
ISTAR INC 0.6%
Value ($000) $544 Shares 56,300 Est. Cost $14.12 Unrealized
CBL & ASSOC PPTYS INC 0.6%
Value ($000) $528 Shares 44,349 Est. Cost $16.95 Unrealized
MRK MERCK & CO INC NEW 0.5%
Value ($000) $518 Shares 9,796 Est. Cost $31.29 Unrealized +15.2%
CCI CROWN CASTLE INTL CORP NEW 0.5%
Value ($000) $510 Shares 5,900 Est. Cost $50.35 Unrealized +11.4%
HCP INC 0.5%
Value ($000) $490 Shares 15,044 Est. Cost $36.44 Unrealized
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $454 Shares 6,430 Est. Cost $48.40 Unrealized +9.2%
LLY LILLY ELI & CO 0.5%
Value ($000) $446 Shares 6,200 Est. Cost $39.58 Unrealized +61.6%
TGT TARGET CORP 0.4%
Value ($000) $428 Shares 5,200 Est. Cost $44.59 Unrealized +26.4%
FEZ SPDR INDEX SHS FDS 0.4%
Value ($000) $399 Shares 12,000 Est. Cost $33.25 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $354 Shares 3,270 Est. Cost $65.75 Unrealized +19.8%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $336 Shares 5,499 Est. Cost $18.38 Unrealized +23.8%
COP CONOCOPHILLIPS 0.3%
Value ($000) $306 Shares 7,600 Est. Cost $48.40 Unrealized -41.9%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $296 Shares 7,369 Est. Cost $25.52 Unrealized +27.0%
CB CHUBB LIMITED 0.3%
Value ($000) $286 Shares 2,400 Est. Cost $96.06 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $264 Shares 4,885 Est. Cost $27.09 Unrealized +10.9%
PSX PHILLIPS 66 0.2%
Value ($000) $225 Shares 2,600 Est. Cost $49.25 Unrealized +13.8%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $225 Shares 2,198 Est. Cost $71.40 Unrealized +2.6%
TIME WARNER INC 0.2%
Value ($000) $218 Shares 3,000 Est. Cost $72.67 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $214 Shares 2,086 Est. Cost $57.75 Unrealized +26.9%