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

CIK: 0001426774 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 14, 2017

Total Value ($000): $103,753 (100.0% shares, 0.0% debt)

Holdings (52)

V VISA INC 9.2%
Value ($000) $9,577 Shares 91,000 Est. Cost $57.52 Unrealized +66.4%
MSFT MICROSOFT CORP 5.7%
Value ($000) $5,915 Shares 79,400 Est. Cost $30.02 Unrealized +122.2%
ADP AUTOMATIC DATA PROCESSING IN 5.4%
Value ($000) $5,646 Shares 51,650 Est. Cost $51.96 Unrealized +72.4%
WMB WILLIAMS COS INC DEL 5.4%
Value ($000) $5,558 Shares 185,200 Est. Cost $13.03 Unrealized +47.8%
KMI KINDER MORGAN INC DEL 5.0%
Value ($000) $5,205 Shares 271,401 Est. Cost $18.00 Unrealized -31.7%
BAC BANK AMER CORP 4.8%
Value ($000) $4,977 Shares 196,407 Est. Cost $11.74 Unrealized +70.1%
ABBV ABBVIE INC 4.5%
Value ($000) $4,634 Shares 52,150 Est. Cost $34.57 Unrealized +55.2%
IBM INTERNATIONAL BUSINESS MACHS 4.2%
Value ($000) $4,381 Shares 30,194 Est. Cost $105.31 Unrealized -8.0%
JPM JPMORGAN CHASE & CO 3.6%
Value ($000) $3,779 Shares 39,564 Est. Cost $39.76 Unrealized +85.3%
PYPL PAYPAL HLDGS INC 3.5%
Value ($000) $3,611 Shares 56,400 Est. Cost $35.85 Unrealized +66.7%
WYNDHAM WORLDWIDE CORP 3.3%
Value ($000) $3,426 Shares 32,500 Est. Cost $73.12 Unrealized
QCOM QUALCOMM INC 3.1%
Value ($000) $3,180 Shares 61,350 Est. Cost $48.05 Unrealized -12.0%
MYLAN N V 2.8%
Value ($000) $2,927 Shares 93,300 Est. Cost $35.61 Unrealized
GS GOLDMAN SACHS GROUP INC 2.8%
Value ($000) $2,907 Shares 12,255 Est. Cost $133.15 Unrealized +41.2%
GENERAL ELECTRIC CO 2.6%
Value ($000) $2,737 Shares 113,183 Est. Cost $27.89 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 2.6%
Value ($000) $2,678 Shares 37,692 Est. Cost $62.95 Unrealized
PFE PFIZER INC 2.5%
Value ($000) $2,567 Shares 71,900 Est. Cost $17.62 Unrealized +26.3%
WMT WAL-MART STORES INC 2.2%
Value ($000) $2,250 Shares 28,800 Est. Cost $20.35 Unrealized +12.6%
EBAY EBAY INC 2.1%
Value ($000) $2,169 Shares 56,400 Est. Cost $19.85 Unrealized +63.0%
HD HOME DEPOT INC 2.1%
Value ($000) $2,167 Shares 13,250 Est. Cost $59.64 Unrealized +109.9%
MO ALTRIA GROUP INC 2.0%
Value ($000) $2,086 Shares 32,898 Est. Cost $17.84 Unrealized +102.3%
KO COCA COLA CO 1.6%
Value ($000) $1,703 Shares 37,840 Est. Cost $26.99 Unrealized +29.5%
ADI ANALOG DEVICES INC 1.5%
Value ($000) $1,534 Shares 17,806 Est. Cost $66.43 Unrealized +3.7%
FDX FEDEX CORP 1.4%
Value ($000) $1,444 Shares 6,400 Est. Cost $119.20 Unrealized +55.1%
ABT ABBOTT LABS 1.4%
Value ($000) $1,433 Shares 26,850 Est. Cost $29.89 Unrealized +45.1%
CSCO CISCO SYS INC 1.4%
Value ($000) $1,416 Shares 42,100 Est. Cost $15.20 Unrealized +62.6%
C CITIGROUP INC 1.3%
Value ($000) $1,368 Shares 18,803 Est. Cost $37.74 Unrealized +37.6%
PM PHILIP MORRIS INTL INC 1.1%
Value ($000) $1,105 Shares 9,950 Est. Cost $47.83 Unrealized +57.3%
BR BROADRIDGE FINL SOLUTIONS IN 1.0%
Value ($000) $1,043 Shares 12,900 Est. Cost $28.99 Unrealized +130.6%
ENBRIDGE ENERGY MANAGEMENT L 0.9%
Value ($000) $915 Shares 59,181 Est. Cost $27.74 Unrealized
CBL & ASSOC PPTYS INC 0.9%
Value ($000) $909 Shares 108,349 Est. Cost $11.58 Unrealized
ISTAR INC 0.6%
Value ($000) $649 Shares 55,000 Est. Cost $14.12 Unrealized
VNO VORNADO RLTY TR 0.6%
Value ($000) $632 Shares 8,227 Est. Cost $90.89 Unrealized
CVX CHEVRON CORP NEW 0.6%
Value ($000) $617 Shares 5,250 Est. Cost $72.49 Unrealized +5.1%
WASHINGTON PRIME GROUP NEW 0.5%
Value ($000) $536 Shares 64,391 Est. Cost $8.32 Unrealized
LLY LILLY ELI & CO 0.5%
Value ($000) $530 Shares 6,200 Est. Cost $39.58 Unrealized +82.2%
CDK GLOBAL INC 0.5%
Value ($000) $473 Shares 7,495 Est. Cost $40.93 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $435 Shares 6,796 Est. Cost $31.29 Unrealized +49.2%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $432 Shares 5,932 Est. Cost $48.40 Unrealized +22.3%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $425 Shares 3,270 Est. Cost $65.75 Unrealized +59.6%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $423 Shares 10,998 Est. Cost $24.15 Unrealized +32.6%
HCP INC 0.4%
Value ($000) $419 Shares 15,044 Est. Cost $36.24 Unrealized
COP CONOCOPHILLIPS 0.4%
Value ($000) $380 Shares 7,600 Est. Cost $48.40 Unrealized -28.8%
CB CHUBB LIMITED 0.3%
Value ($000) $342 Shares 2,400 Est. Cost $96.06 Unrealized +30.0%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $325 Shares 2,198 Est. Cost $71.40 Unrealized +62.5%
TIME WARNER INC 0.3%
Value ($000) $307 Shares 3,000 Est. Cost $72.67 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $307 Shares 5,200 Est. Cost $44.59 Unrealized -1.0%
CCI CROWN CASTLE INTL CORP NEW 0.3%
Value ($000) $300 Shares 3,000 Est. Cost $52.36 Unrealized +37.2%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $300 Shares 7,369 Est. Cost $25.52 Unrealized +35.9%
FEZ SPDR INDEX SHS FDS 0.2%
Value ($000) $227 Shares 5,500 Est. Cost $32.75 Unrealized
PRAXAIR INC 0.2%
Value ($000) $224 Shares 1,600 Est. Cost $132.50 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $223 Shares 2,000 Est. Cost $57.75 Unrealized +54.8%