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

CIK: 0001426774 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 8, 2016

Total Value ($000): $97,237 (100.0% shares, 0.0% debt)

Holdings (53)

V VISA INC 8.2%
Value ($000) $7,988 Shares 107,700 Est. Cost $57.52 Unrealized +27.3%
KMI KINDER MORGAN INC DEL 5.6%
Value ($000) $5,426 Shares 289,892 Est. Cost $19.82 Unrealized -44.9%
ADP AUTOMATIC DATA PROCESSING IN 5.3%
Value ($000) $5,163 Shares 56,200 Est. Cost $51.96 Unrealized +38.1%
IBM INTERNATIONAL BUSINESS MACHS 4.9%
Value ($000) $4,772 Shares 31,444 Est. Cost $105.31 Unrealized -9.7%
MSFT MICROSOFT CORP 4.8%
Value ($000) $4,666 Shares 91,200 Est. Cost $30.02 Unrealized +53.2%
MAGELLAN MIDSTREAM PRTNRS LP 4.4%
Value ($000) $4,313 Shares 56,754 Est. Cost $62.95 Unrealized
WMB WILLIAMS COS INC DEL 4.4%
Value ($000) $4,248 Shares 196,400 Est. Cost $13.03 Unrealized -8.2%
LINEAR TECHNOLOGY CORP 4.1%
Value ($000) $3,939 Shares 84,660 Est. Cost $45.28 Unrealized
GENERAL ELECTRIC CO 3.7%
Value ($000) $3,585 Shares 113,883 Est. Cost $27.89 Unrealized
ABBV ABBVIE INC 3.4%
Value ($000) $3,302 Shares 53,350 Est. Cost $34.44 Unrealized +18.9%
BA BOEING CO 3.4%
Value ($000) $3,284 Shares 25,290 Est. Cost $110.92 Unrealized +6.9%
BAC BANK AMER CORP 3.0%
Value ($000) $2,962 Shares 223,238 Est. Cost $11.74 Unrealized -3.4%
JPM JPMORGAN CHASE & CO 2.8%
Value ($000) $2,756 Shares 44,364 Est. Cost $39.76 Unrealized +21.5%
MO ALTRIA GROUP INC 2.7%
Value ($000) $2,654 Shares 38,498 Est. Cost $17.84 Unrealized +86.1%
PFE PFIZER INC 2.6%
Value ($000) $2,531 Shares 71,900 Est. Cost $17.62 Unrealized +19.5%
WYNDHAM WORLDWIDE CORP 2.4%
Value ($000) $2,314 Shares 32,500 Est. Cost $73.12 Unrealized
WMT WAL-MART STORES INC 2.3%
Value ($000) $2,249 Shares 30,800 Est. Cost $20.35 Unrealized -4.1%
E M C CORP MASS 2.1%
Value ($000) $2,081 Shares 76,600 Est. Cost $25.16 Unrealized
PYPL PAYPAL HLDGS INC 2.1%
Value ($000) $2,059 Shares 56,400 Est. Cost $35.85 Unrealized +6.4%
HD HOME DEPOT INC 2.1%
Value ($000) $2,011 Shares 15,750 Est. Cost $59.64 Unrealized +76.0%
KO COCA COLA CO 1.9%
Value ($000) $1,896 Shares 41,840 Est. Cost $26.99 Unrealized +23.5%
GS GOLDMAN SACHS GROUP INC 1.9%
Value ($000) $1,820 Shares 12,255 Est. Cost $133.15 Unrealized -3.9%
QCOM QUALCOMM INC 1.6%
Value ($000) $1,513 Shares 28,250 Est. Cost $51.30 Unrealized -21.5%
ENBRIDGE ENERGY MANAGEMENT L 1.5%
Value ($000) $1,469 Shares 63,844 Est. Cost $28.35 Unrealized
EBAY EBAY INC 1.4%
Value ($000) $1,320 Shares 56,400 Est. Cost $19.85 Unrealized +8.2%
PM PHILIP MORRIS INTL INC 1.3%
Value ($000) $1,235 Shares 12,150 Est. Cost $47.83 Unrealized +28.4%
CSCO CISCO SYS INC 1.2%
Value ($000) $1,207 Shares 42,100 Est. Cost $15.20 Unrealized +37.2%
ABT ABBOTT LABS 1.1%
Value ($000) $1,098 Shares 27,950 Est. Cost $29.67 Unrealized +12.4%
VNO VORNADO RLTY TR 1.1%
Value ($000) $1,046 Shares 10,449 Est. Cost $89.30 Unrealized
CDK GLOBAL INC CMN 1.0%
Value ($000) $991 Shares 17,861 Est. Cost $40.93 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 1.0%
Value ($000) $982 Shares 19,560 Est. Cost $40.27 Unrealized
FDX FEDEX CORP 1.0%
Value ($000) $971 Shares 6,400 Est. Cost $119.20 Unrealized +16.8%
BR BROADRIDGE FINL SOLUTIONS IN 0.9%
Value ($000) $841 Shares 12,900 Est. Cost $28.99 Unrealized +81.2%
C CITIGROUP INC 0.9%
Value ($000) $839 Shares 19,803 Est. Cost $37.74 Unrealized -12.3%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $801 Shares 7,650 Est. Cost $72.49 Unrealized -7.9%
HCP INC 0.7%
Value ($000) $656 Shares 18,544 Est. Cost $36.24 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.6%
Value ($000) $598 Shares 5,900 Est. Cost $50.35 Unrealized +20.5%
MRK MERCK & CO INC 0.6%
Value ($000) $564 Shares 9,796 Est. Cost $31.29 Unrealized +26.2%
ISTAR INC 0.5%
Value ($000) $527 Shares 55,000 Est. Cost $14.12 Unrealized
LLY LILLY ELI & CO 0.5%
Value ($000) $488 Shares 6,200 Est. Cost $39.58 Unrealized +61.9%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $434 Shares 5,932 Est. Cost $48.40 Unrealized +17.5%
CBL & ASSOC PPTYS INC 0.4%
Value ($000) $403 Shares 43,349 Est. Cost $16.95 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $396 Shares 3,270 Est. Cost $65.75 Unrealized +32.4%
TGT TARGET CORP 0.4%
Value ($000) $363 Shares 5,200 Est. Cost $44.59 Unrealized +25.8%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $358 Shares 5,499 Est. Cost $18.38 Unrealized +34.5%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $335 Shares 7,369 Est. Cost $25.52 Unrealized +36.5%
COP CONOCOPHILLIPS 0.3%
Value ($000) $331 Shares 7,600 Est. Cost $48.40 Unrealized -32.2%
CB CHUBB LIMITED 0.3%
Value ($000) $313 Shares 2,400 Est. Cost $96.06 Unrealized +7.8%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $265 Shares 4,752 Est. Cost $27.09 Unrealized +16.2%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $228 Shares 2,198 Est. Cost $71.40 Unrealized +16.6%
TIME WARNER INC 0.2%
Value ($000) $220 Shares 3,000 Est. Cost $72.67 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $220 Shares 2,086 Est. Cost $57.75 Unrealized +33.5%
PSX PHILLIPS 66 0.2%
Value ($000) $206 Shares 2,600 Est. Cost $49.25 Unrealized +15.1%