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

CIK: 0001426774 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 11, 2017

Total Value ($000): $107,651 (100.0% shares, 0.0% debt)

Holdings (53)

V VISA INC 8.3%
Value ($000) $8,923 Shares 100,400 Est. Cost $57.52 Unrealized +40.6%
MSFT MICROSOFT CORP 5.6%
Value ($000) $6,006 Shares 91,200 Est. Cost $30.02 Unrealized +92.7%
WMB WILLIAMS COS INC DEL 5.4%
Value ($000) $5,835 Shares 197,200 Est. Cost $13.03 Unrealized +37.6%
ADP AUTOMATIC DATA PROCESSING IN 5.3%
Value ($000) $5,739 Shares 56,050 Est. Cost $51.96 Unrealized +62.4%
IBM INTERNATIONAL BUSINESS MACHS 5.1%
Value ($000) $5,476 Shares 31,444 Est. Cost $105.31 Unrealized +8.6%
BAC BANK AMER CORP 4.8%
Value ($000) $5,176 Shares 219,409 Est. Cost $11.74 Unrealized +65.2%
KMI KINDER MORGAN INC DEL 4.3%
Value ($000) $4,615 Shares 212,287 Est. Cost $19.82 Unrealized -31.2%
BA BOEING CO 3.7%
Value ($000) $3,942 Shares 22,290 Est. Cost $110.92 Unrealized +43.1%
JPM JPMORGAN CHASE & CO 3.5%
Value ($000) $3,783 Shares 43,064 Est. Cost $39.76 Unrealized +75.2%
QCOM QUALCOMM INC 3.4%
Value ($000) $3,684 Shares 64,250 Est. Cost $48.05 Unrealized -5.3%
ABBV ABBVIE INC 3.3%
Value ($000) $3,535 Shares 54,250 Est. Cost $34.57 Unrealized +25.8%
GENERAL ELECTRIC CO 3.1%
Value ($000) $3,373 Shares 113,183 Est. Cost $27.89 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 2.9%
Value ($000) $3,142 Shares 40,854 Est. Cost $62.95 Unrealized
GS GOLDMAN SACHS GROUP INC 2.6%
Value ($000) $2,815 Shares 12,255 Est. Cost $133.15 Unrealized +50.2%
MO ALTRIA GROUP INC 2.6%
Value ($000) $2,750 Shares 38,498 Est. Cost $17.84 Unrealized +116.1%
WYNDHAM WORLDWIDE CORP 2.5%
Value ($000) $2,739 Shares 32,500 Est. Cost $73.12 Unrealized
PFE PFIZER INC 2.3%
Value ($000) $2,460 Shares 71,900 Est. Cost $17.62 Unrealized +21.5%
PYPL PAYPAL HLDGS INC 2.3%
Value ($000) $2,426 Shares 56,400 Est. Cost $35.85 Unrealized +16.4%
HD HOME DEPOT INC 2.1%
Value ($000) $2,298 Shares 15,650 Est. Cost $59.64 Unrealized +91.8%
MYLAN N V 2.1%
Value ($000) $2,273 Shares 58,300 Est. Cost $38.15 Unrealized
WMT WAL-MART STORES INC 2.1%
Value ($000) $2,220 Shares 30,800 Est. Cost $20.35 Unrealized -2.8%
EBAY EBAY INC 1.8%
Value ($000) $1,893 Shares 56,400 Est. Cost $19.85 Unrealized +45.8%
KO COCA COLA CO 1.6%
Value ($000) $1,776 Shares 41,840 Est. Cost $26.99 Unrealized +16.8%
ADI ANALOG DEVICES INC 1.4%
Value ($000) $1,545 Shares 18,850 Est. Cost $66.43 Unrealized 0.0%
CSCO CISCO SYS INC 1.3%
Value ($000) $1,423 Shares 42,100 Est. Cost $15.20 Unrealized +62.7%
PM PHILIP MORRIS INTL INC 1.3%
Value ($000) $1,372 Shares 12,150 Est. Cost $47.83 Unrealized +37.1%
ABT ABBOTT LABS 1.2%
Value ($000) $1,286 Shares 28,950 Est. Cost $29.89 Unrealized +23.5%
ENBRIDGE ENERGY MANAGEMENT L 1.2%
Value ($000) $1,266 Shares 68,726 Est. Cost $27.98 Unrealized
FDX FEDEX CORP 1.2%
Value ($000) $1,249 Shares 6,400 Est. Cost $119.20 Unrealized +38.5%
C CITIGROUP INC 1.0%
Value ($000) $1,125 Shares 18,803 Est. Cost $37.74 Unrealized +18.4%
CDK GLOBAL INC 0.9%
Value ($000) $992 Shares 15,261 Est. Cost $40.93 Unrealized
VNO VORNADO RLTY TR 0.9%
Value ($000) $987 Shares 9,835 Est. Cost $90.89 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.8%
Value ($000) $877 Shares 12,900 Est. Cost $28.99 Unrealized +101.2%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $778 Shares 7,250 Est. Cost $72.49 Unrealized +5.9%
ISTAR INC 0.6%
Value ($000) $649 Shares 55,000 Est. Cost $14.12 Unrealized
MRK MERCK & CO INC 0.6%
Value ($000) $622 Shares 9,796 Est. Cost $31.29 Unrealized +47.2%
CCI CROWN CASTLE INTL CORP NEW 0.6%
Value ($000) $614 Shares 6,500 Est. Cost $52.36 Unrealized +17.8%
HCP INC 0.5%
Value ($000) $580 Shares 18,544 Est. Cost $36.24 Unrealized
LLY LILLY ELI & CO 0.5%
Value ($000) $521 Shares 6,200 Est. Cost $39.58 Unrealized +75.7%
DELL TECHNOLOGIES INC 0.4%
Value ($000) $461 Shares 7,198 Est. Cost $47.76 Unrealized
FEZ SPDR INDEX SHS FDS 0.4%
Value ($000) $436 Shares 12,000 Est. Cost $32.75 Unrealized
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $434 Shares 5,932 Est. Cost $48.40 Unrealized +17.5%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $413 Shares 10,998 Est. Cost $24.15 Unrealized +23.9%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $407 Shares 3,270 Est. Cost $65.75 Unrealized +42.0%
CBL & ASSOC PPTYS INC 0.4%
Value ($000) $385 Shares 40,349 Est. Cost $16.95 Unrealized
COP CONOCOPHILLIPS 0.4%
Value ($000) $379 Shares 7,600 Est. Cost $48.40 Unrealized -24.4%
CB CHUBB LIMITED 0.3%
Value ($000) $327 Shares 2,400 Est. Cost $96.06 Unrealized +19.6%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $317 Shares 7,369 Est. Cost $25.52 Unrealized +40.6%
TIME WARNER INC 0.3%
Value ($000) $293 Shares 3,000 Est. Cost $72.67 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $291 Shares 2,198 Est. Cost $71.40 Unrealized +46.5%
TGT TARGET CORP 0.3%
Value ($000) $287 Shares 5,200 Est. Cost $44.59 Unrealized +7.6%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $232 Shares 4,752 Est. Cost $27.09 Unrealized +16.0%
PEP PEPSICO INC 0.2%
Value ($000) $224 Shares 2,000 Est. Cost $57.75 Unrealized +41.8%