SAYBROOK CAPITAL /NC Long-Term Concentrated

CIK: 0001044924 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 14, 2014

Total Value ($000): $158,233 (100.0% shares, 0.0% debt)

Holdings (50)

General Elec Co 7.3%
Value ($000) $11,546 Shares 411,915 Est. Cost $23.26 Unrealized
Google Inc. Cl A 6.2%
Value ($000) $9,816 Shares 8,759 Est. Cost $880.32 Unrealized
XOM Exxon Mobil Corp 6.0%
Value ($000) $9,434 Shares 93,217 Est. Cost $53.88 Unrealized +3.8%
MMM 3M Co 4.2%
Value ($000) $6,692 Shares 47,716 Est. Cost $61.26 Unrealized +18.6%
ADP Automatic Data Processing 4.0%
Value ($000) $6,310 Shares 78,095 Est. Cost $45.09 Unrealized +14.1%
NSRGY Nestle Sa 4.0%
Value ($000) $6,270 Shares 85,397 Est. Cost $65.62 Unrealized
PG Procter And Gamble Co 4.0%
Value ($000) $6,270 Shares 77,015 Est. Cost $55.09 Unrealized +5.3%
Allergan Inc. 3.8%
Value ($000) $6,088 Shares 54,810 Est. Cost $88.07 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 3.6%
Value ($000) $5,715 Shares 48,205 Est. Cost $110.08 Unrealized +5.0%
SLB Schlumberger 3.5%
Value ($000) $5,550 Shares 61,595 Est. Cost $53.11 Unrealized +22.5%
Vodafone Group PLC New 3.4%
Value ($000) $5,431 Shares 138,150 Est. Cost $28.75 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 3.4%
Value ($000) $5,337 Shares 30 Est. Cost $165023.42 Unrealized +5.1%
JNJ Johnson & Johnson 3.3%
Value ($000) $5,178 Shares 56,532 Est. Cost $59.66 Unrealized +10.2%
HON Honeywell International Inc 3.3%
Value ($000) $5,146 Shares 56,320 Est. Cost $53.13 Unrealized +14.5%
NSC Norfolk Southern Corp. 3.2%
Value ($000) $5,116 Shares 55,114 Est. Cost $57.83 Unrealized +13.6%
DEO Diageo Plc 3.2%
Value ($000) $4,994 Shares 37,713 Est. Cost $114.95 Unrealized
EMR Emerson Elec Co 3.1%
Value ($000) $4,947 Shares 70,485 Est. Cost $40.02 Unrealized +20.4%
FDS Factset Research Sys 2.9%
Value ($000) $4,617 Shares 42,525 Est. Cost $84.16 Unrealized +15.9%
IBM International Business Machine 2.9%
Value ($000) $4,568 Shares 24,354 Est. Cost $118.94 Unrealized -10.5%
AAPL Apple Computer 2.8%
Value ($000) $4,419 Shares 7,876 Est. Cost $13.16 Unrealized +24.4%
Southwestern Energy Co. 2.7%
Value ($000) $4,331 Shares 110,125 Est. Cost $36.58 Unrealized
CAT Caterpillar Inc. 2.1%
Value ($000) $3,383 Shares 37,250 Est. Cost $61.56 Unrealized +1.8%
MDLZ Mondelez Intl Inc Cl A 2.1%
Value ($000) $3,350 Shares 94,915 Est. Cost $23.16 Unrealized +10.2%
V Visa Inc 1.6%
Value ($000) $2,486 Shares 11,165 Est. Cost $46.29 Unrealized 0.0%
EBAY Ebay Inc Com 1.5%
Value ($000) $2,428 Shares 44,250 Est. Cost $19.70 Unrealized 0.0%
TGT Target Corp 1.4%
Value ($000) $2,237 Shares 35,358 Est. Cost $47.95 Unrealized -7.0%
PEP Pepsico Inc. 1.3%
Value ($000) $2,003 Shares 24,155 Est. Cost $56.00 Unrealized +3.1%
DE Deere & Company 1.1%
Value ($000) $1,808 Shares 19,800 Est. Cost $68.03 Unrealized -0.8%
Bridgehampton National Bank 0.8%
Value ($000) $1,315 Shares 50,577 Est. Cost $22.49 Unrealized
PM Philip Morris Intl Inc Com 0.8%
Value ($000) $1,194 Shares 13,700 Est. Cost $49.85 Unrealized -4.0%
PFE Pfizer Inc. 0.7%
Value ($000) $1,135 Shares 37,062 Est. Cost $16.47 Unrealized +7.0%
Kraft Foods Group Inc Com 0.7%
Value ($000) $1,049 Shares 19,463 Est. Cost $55.86 Unrealized
Laboratory Amer Hldgs Com New 0.6%
Value ($000) $955 Shares 10,450 Est. Cost $100.10 Unrealized
KO Coca-Cola 0.6%
Value ($000) $874 Shares 21,152 Est. Cost $27.85 Unrealized -3.3%
Ei Dupont De Nemours & Co 0.5%
Value ($000) $820 Shares 12,620 Est. Cost $52.54 Unrealized
DIS Disney Walt Co 0.4%
Value ($000) $611 Shares 8,000 Est. Cost $56.11 Unrealized +9.9%
HKHHF Heineken Holding 0.4%
Value ($000) $578 Shares 9,125 Est. Cost $48.68 Unrealized +2.7%
CVX Chevron Corporation 0.3%
Value ($000) $502 Shares 4,018 Est. Cost $71.30 Unrealized +1.7%
Plum Creek Timber Co. 0.3%
Value ($000) $474 Shares 10,200 Est. Cost $46.70 Unrealized
T AT&T Inc. 0.3%
Value ($000) $473 Shares 13,445 Est. Cost $11.40 Unrealized -2.0%
BMY Bristol Myers 0.3%
Value ($000) $468 Shares 8,800 Est. Cost $28.67 Unrealized +19.2%
ALL Allstate Corp 0.2%
Value ($000) $366 Shares 6,717 Est. Cost $37.40 Unrealized +9.9%
UNP Union Pacific 0.2%
Value ($000) $344 Shares 2,050 Est. Cost $60.55 Unrealized 0.0%
NEE Nextera Energy Inc. 0.2%
Value ($000) $342 Shares 4,000 Est. Cost $14.15 Unrealized +8.1%
VZ Verizon Communications 0.2%
Value ($000) $340 Shares 6,929 Est. Cost $27.04 Unrealized -1.6%
WFC Wells Fargo & Co. 0.2%
Value ($000) $318 Shares 7,000 Est. Cost $27.36 Unrealized +12.4%
SJM Smucker J M Company 0.2%
Value ($000) $253 Shares 2,440 Est. Cost $70.84 Unrealized +5.2%
PRGO Perrigo Company 0.1%
Value ($000) $234 Shares 1,525 Est. Cost $144.14 Unrealized 0.0%
BYDDY BYD Co Ltd ADR 0.1%
Value ($000) $108 Shares 11,000 Est. Cost $6.61 Unrealized
Mela Sciences Inc Com 0.0%
Value ($000) $10 Shares 15,900 Est. Cost $0.94 Unrealized