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

CIK: 0001426774 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 13, 2017

Total Value ($000): $105,720 (100.0% shares, 0.0% debt)

Holdings (53)

V VISA INC 7.5%
Value ($000) $7,919 Shares 101,500 Est. Cost $57.52 Unrealized +31.2%
WMB WILLIAMS COS INC DEL 5.8%
Value ($000) $6,141 Shares 197,200 Est. Cost $13.03 Unrealized +42.4%
ADP AUTOMATIC DATA PROCESSING IN 5.5%
Value ($000) $5,776 Shares 56,200 Est. Cost $51.96 Unrealized +47.7%
MSFT MICROSOFT CORP 5.4%
Value ($000) $5,667 Shares 91,200 Est. Cost $30.02 Unrealized +79.7%
IBM INTERNATIONAL BUSINESS MACHS 4.9%
Value ($000) $5,219 Shares 31,444 Est. Cost $105.31 Unrealized -2.1%
LINEAR TECHNOLOGY CORP 4.8%
Value ($000) $5,067 Shares 81,260 Est. Cost $45.28 Unrealized
BAC BANK AMER CORP 4.6%
Value ($000) $4,907 Shares 222,038 Est. Cost $11.74 Unrealized +33.6%
KMI KINDER MORGAN INC DEL 4.2%
Value ($000) $4,396 Shares 212,287 Est. Cost $19.82 Unrealized -33.9%
JPM JPMORGAN CHASE & CO 3.6%
Value ($000) $3,828 Shares 44,364 Est. Cost $39.76 Unrealized +50.6%
GENERAL ELECTRIC CO 3.4%
Value ($000) $3,599 Shares 113,883 Est. Cost $27.89 Unrealized
BA BOEING CO 3.3%
Value ($000) $3,470 Shares 22,290 Est. Cost $110.92 Unrealized +21.7%
ABBV ABBVIE INC 3.2%
Value ($000) $3,397 Shares 54,250 Est. Cost $34.57 Unrealized +20.9%
MAGELLAN MIDSTREAM PRTNRS LP 3.0%
Value ($000) $3,202 Shares 42,334 Est. Cost $62.95 Unrealized
GS GOLDMAN SACHS GROUP INC 2.8%
Value ($000) $2,934 Shares 12,255 Est. Cost $133.15 Unrealized +26.0%
MO ALTRIA GROUP INC 2.5%
Value ($000) $2,603 Shares 38,498 Est. Cost $17.84 Unrealized +90.5%
WYNDHAM WORLDWIDE CORP 2.3%
Value ($000) $2,482 Shares 32,500 Est. Cost $73.12 Unrealized
PFE PFIZER INC 2.2%
Value ($000) $2,335 Shares 71,900 Est. Cost $17.62 Unrealized +16.3%
PYPL PAYPAL HLDGS INC 2.1%
Value ($000) $2,226 Shares 56,400 Est. Cost $35.85 Unrealized +11.8%
MYLAN N V 2.1%
Value ($000) $2,224 Shares 58,300 Est. Cost $38.15 Unrealized
WMT WAL-MART STORES INC 2.0%
Value ($000) $2,129 Shares 30,800 Est. Cost $20.35 Unrealized -2.1%
HD HOME DEPOT INC 2.0%
Value ($000) $2,112 Shares 15,750 Est. Cost $59.64 Unrealized +73.4%
QCOM QUALCOMM INC 1.7%
Value ($000) $1,842 Shares 28,250 Est. Cost $51.30 Unrealized +1.9%
ENBRIDGE ENERGY MANAGEMENT L 1.6%
Value ($000) $1,735 Shares 66,990 Est. Cost $28.22 Unrealized
KO COCA COLA CO 1.6%
Value ($000) $1,735 Shares 41,840 Est. Cost $26.99 Unrealized +15.7%
EBAY EBAY INC 1.6%
Value ($000) $1,675 Shares 56,400 Est. Cost $19.85 Unrealized +32.4%
CSCO CISCO SYS INC 1.2%
Value ($000) $1,272 Shares 42,100 Est. Cost $15.20 Unrealized +51.6%
FDX FEDEX CORP 1.1%
Value ($000) $1,192 Shares 6,400 Est. Cost $119.20 Unrealized +32.8%
C CITIGROUP INC 1.1%
Value ($000) $1,177 Shares 19,803 Est. Cost $37.74 Unrealized +7.7%
ABT ABBOTT LABS 1.1%
Value ($000) $1,112 Shares 28,950 Est. Cost $29.89 Unrealized +12.6%
PM PHILIP MORRIS INTL INC 1.1%
Value ($000) $1,112 Shares 12,150 Est. Cost $47.83 Unrealized +21.8%
CDK GLOBAL INC 0.9%
Value ($000) $911 Shares 15,261 Est. Cost $40.93 Unrealized
VNO VORNADO RLTY TR 0.8%
Value ($000) $880 Shares 8,427 Est. Cost $89.30 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.8%
Value ($000) $855 Shares 12,900 Est. Cost $28.99 Unrealized +92.0%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $853 Shares 7,250 Est. Cost $72.49 Unrealized +1.8%
ISTAR INC 0.6%
Value ($000) $680 Shares 55,000 Est. Cost $14.12 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $577 Shares 9,796 Est. Cost $31.29 Unrealized +40.9%
CCI CROWN CASTLE INTL CORP NEW 0.5%
Value ($000) $564 Shares 6,500 Est. Cost $52.36 Unrealized +14.0%
HCP INC 0.5%
Value ($000) $551 Shares 18,544 Est. Cost $36.24 Unrealized
CBL & ASSOC PPTYS INC 0.5%
Value ($000) $499 Shares 43,349 Est. Cost $16.95 Unrealized
LLY LILLY ELI & CO 0.4%
Value ($000) $456 Shares 6,200 Est. Cost $39.58 Unrealized +62.2%
DELL TECHNOLOGIES INC 0.4%
Value ($000) $439 Shares 7,978 Est. Cost $47.76 Unrealized
FEZ SPDR INDEX SHS FDS 0.4%
Value ($000) $402 Shares 12,000 Est. Cost $32.75 Unrealized
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $388 Shares 5,932 Est. Cost $48.40 Unrealized +14.4%
COP CONOCOPHILLIPS 0.4%
Value ($000) $381 Shares 7,600 Est. Cost $48.40 Unrealized -28.2%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $380 Shares 5,499 Est. Cost $18.38 Unrealized +45.9%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $377 Shares 3,270 Est. Cost $65.75 Unrealized +36.4%
TGT TARGET CORP 0.4%
Value ($000) $376 Shares 5,200 Est. Cost $44.59 Unrealized +24.1%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $327 Shares 7,369 Est. Cost $25.52 Unrealized +36.1%
CB CHUBB LIMITED 0.3%
Value ($000) $317 Shares 2,400 Est. Cost $96.06 Unrealized +12.8%
TIME WARNER INC 0.3%
Value ($000) $290 Shares 3,000 Est. Cost $72.67 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $269 Shares 2,198 Est. Cost $71.40 Unrealized +36.1%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $254 Shares 4,752 Est. Cost $27.09 Unrealized +14.4%
PEP PEPSICO INC 0.2%
Value ($000) $209 Shares 2,000 Est. Cost $57.75 Unrealized +37.4%