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

CIK: 0001426774 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 14, 2016

Total Value ($000): $102,673 (100.0% shares, 0.0% debt)

Holdings (54)

V VISA INC 8.5%
Value ($000) $8,741 Shares 105,700 Est. Cost $57.52 Unrealized +30.4%
KMI KINDER MORGAN INC DEL 6.5%
Value ($000) $6,705 Shares 289,892 Est. Cost $19.82 Unrealized -34.1%
WMB WILLIAMS COS INC DEL 5.9%
Value ($000) $6,035 Shares 196,400 Est. Cost $13.03 Unrealized +24.5%
MSFT MICROSOFT CORP 5.1%
Value ($000) $5,253 Shares 91,200 Est. Cost $30.02 Unrealized +67.6%
IBM INTERNATIONAL BUSINESS MACHS 4.9%
Value ($000) $4,995 Shares 31,444 Est. Cost $105.31 Unrealized -3.4%
ADP AUTOMATIC DATA PROCESSING IN 4.8%
Value ($000) $4,957 Shares 56,200 Est. Cost $51.96 Unrealized +42.6%
LINEAR TECHNOLOGY CORP 4.7%
Value ($000) $4,818 Shares 81,260 Est. Cost $45.28 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 3.9%
Value ($000) $4,015 Shares 56,754 Est. Cost $62.95 Unrealized
BAC BANK AMER CORP 3.4%
Value ($000) $3,494 Shares 223,238 Est. Cost $11.74 Unrealized +2.8%
GENERAL ELECTRIC CO 3.3%
Value ($000) $3,373 Shares 113,883 Est. Cost $27.89 Unrealized
ABBV ABBVIE INC 3.3%
Value ($000) $3,365 Shares 53,350 Est. Cost $34.44 Unrealized +27.5%
JPM JPMORGAN CHASE & CO 2.9%
Value ($000) $2,954 Shares 44,364 Est. Cost $39.76 Unrealized +27.9%
BA BOEING CO 2.9%
Value ($000) $2,936 Shares 22,290 Est. Cost $110.92 Unrealized +8.9%
PFE PFIZER INC 2.4%
Value ($000) $2,435 Shares 71,900 Est. Cost $17.62 Unrealized +26.3%
MO ALTRIA GROUP INC 2.4%
Value ($000) $2,434 Shares 38,498 Est. Cost $17.84 Unrealized +94.8%
PYPL PAYPAL HLDGS INC 2.3%
Value ($000) $2,311 Shares 56,400 Est. Cost $35.85 Unrealized +6.9%
WMT WAL-MART STORES INC 2.2%
Value ($000) $2,221 Shares 30,800 Est. Cost $20.35 Unrealized +1.2%
WYNDHAM WORLDWIDE CORP 2.1%
Value ($000) $2,188 Shares 32,500 Est. Cost $73.12 Unrealized
HD HOME DEPOT INC 2.0%
Value ($000) $2,027 Shares 15,750 Est. Cost $59.64 Unrealized +78.3%
GS GOLDMAN SACHS GROUP INC 1.9%
Value ($000) $1,976 Shares 12,255 Est. Cost $133.15 Unrealized +0.5%
QCOM QUALCOMM INC 1.9%
Value ($000) $1,935 Shares 28,250 Est. Cost $51.30 Unrealized -8.5%
EBAY EBAY INC 1.8%
Value ($000) $1,856 Shares 56,400 Est. Cost $19.85 Unrealized +35.4%
KO COCA COLA CO 1.7%
Value ($000) $1,771 Shares 41,840 Est. Cost $26.99 Unrealized +20.6%
ENBRIDGE ENERGY MANAGEMENT L 1.6%
Value ($000) $1,666 Shares 65,470 Est. Cost $28.28 Unrealized
CSCO CISCO SYS INC 1.3%
Value ($000) $1,335 Shares 42,100 Est. Cost $15.20 Unrealized +51.7%
ABT ABBOTT LABS 1.2%
Value ($000) $1,224 Shares 28,950 Est. Cost $29.89 Unrealized +20.9%
PM PHILIP MORRIS INTL INC 1.2%
Value ($000) $1,181 Shares 12,150 Est. Cost $47.83 Unrealized +30.2%
FDX FEDEX CORP 1.1%
Value ($000) $1,118 Shares 6,400 Est. Cost $119.20 Unrealized +18.2%
VNO VORNADO RLTY TR 1.0%
Value ($000) $1,016 Shares 10,035 Est. Cost $89.30 Unrealized
CDK GLOBAL INC 0.9%
Value ($000) $971 Shares 16,928 Est. Cost $40.93 Unrealized
C CITIGROUP INC 0.9%
Value ($000) $935 Shares 19,803 Est. Cost $37.74 Unrealized -9.5%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.9%
Value ($000) $900 Shares 19,560 Est. Cost $40.27 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.9%
Value ($000) $874 Shares 12,900 Est. Cost $28.99 Unrealized +100.6%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $787 Shares 7,650 Est. Cost $72.49 Unrealized -5.5%
HCP INC 0.7%
Value ($000) $704 Shares 18,544 Est. Cost $36.24 Unrealized
MRK MERCK & CO INC 0.6%
Value ($000) $611 Shares 9,796 Est. Cost $31.29 Unrealized +39.8%
ISTAR INC 0.6%
Value ($000) $590 Shares 55,000 Est. Cost $14.12 Unrealized
CBL & ASSOC PPTYS INC 0.5%
Value ($000) $526 Shares 43,349 Est. Cost $16.95 Unrealized
LLY LILLY ELI & CO 0.5%
Value ($000) $498 Shares 6,200 Est. Cost $39.58 Unrealized +73.3%
CCI CROWN CASTLE INTL CORP NEW 0.5%
Value ($000) $480 Shares 5,100 Est. Cost $50.35 Unrealized +28.9%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $440 Shares 5,932 Est. Cost $48.40 Unrealized +22.7%
FEZ SPDR INDEX SHS FDS 0.4%
Value ($000) $393 Shares 12,000 Est. Cost $32.75 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $386 Shares 3,270 Est. Cost $65.75 Unrealized +42.3%
DELL TECHNOLOGIES INC 0.4%
Value ($000) $381 Shares 7,978 Est. Cost $47.76 Unrealized
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $365 Shares 5,499 Est. Cost $18.38 Unrealized +44.8%
TGT TARGET CORP 0.3%
Value ($000) $357 Shares 5,200 Est. Cost $44.59 Unrealized +21.9%
COP CONOCOPHILLIPS 0.3%
Value ($000) $330 Shares 7,600 Est. Cost $48.40 Unrealized -35.7%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $323 Shares 7,369 Est. Cost $25.52 Unrealized +38.0%
CB CHUBB LIMITED 0.3%
Value ($000) $302 Shares 2,400 Est. Cost $96.06 Unrealized +11.6%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $263 Shares 2,198 Est. Cost $71.40 Unrealized +30.1%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $247 Shares 4,752 Est. Cost $27.09 Unrealized +21.4%
TIME WARNER INC 0.2%
Value ($000) $239 Shares 3,000 Est. Cost $72.67 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $227 Shares 2,086 Est. Cost $57.75 Unrealized +40.4%
PSX PHILLIPS 66 0.2%
Value ($000) $209 Shares 2,600 Est. Cost $49.25 Unrealized +10.5%