SAYBROOK CAPITAL /NC Long-Term Concentrated

CIK: 0001044924 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 11, 2015

Total Value ($000): $172,033 (100.0% shares, 0.0% debt)

Holdings (50)

General Elec Co 6.2%
Value ($000) $10,595 Shares 419,265 Est. Cost $23.28 Unrealized
Allergan Inc. 6.0%
Value ($000) $10,273 Shares 48,325 Est. Cost $88.07 Unrealized
XOM Exxon Mobil Corp 5.0%
Value ($000) $8,599 Shares 93,012 Est. Cost $53.88 Unrealized +7.7%
BRK/B Berkshire Hathaway Inc Cl B 4.8%
Value ($000) $8,205 Shares 54,645 Est. Cost $111.50 Unrealized +29.5%
PG Procter And Gamble Co 4.2%
Value ($000) $7,293 Shares 80,066 Est. Cost $55.15 Unrealized +17.1%
MMM 3M Co 4.2%
Value ($000) $7,249 Shares 44,116 Est. Cost $61.26 Unrealized +46.4%
FDS Factset Research Sys 4.0%
Value ($000) $6,797 Shares 48,294 Est. Cost $85.37 Unrealized +38.5%
BRK/A Berkshire Hathaway Inc Cl A 3.9%
Value ($000) $6,780 Shares 30 Est. Cost $165023.42 Unrealized +31.2%
ADP Automatic Data Processing 3.7%
Value ($000) $6,407 Shares 76,845 Est. Cost $45.09 Unrealized +40.9%
AAPL Apple Computer 3.7%
Value ($000) $6,340 Shares 57,442 Est. Cost $17.89 Unrealized +34.6%
NSRGY Nestle Sa 3.7%
Value ($000) $6,319 Shares 86,077 Est. Cost $66.62 Unrealized
PRGO Perrigo Company 3.6%
Value ($000) $6,248 Shares 37,380 Est. Cost $151.62 Unrealized +3.2%
HON Honeywell International Inc 3.6%
Value ($000) $6,193 Shares 61,980 Est. Cost $54.26 Unrealized +25.8%
NSC Norfolk Southern Corp. 3.5%
Value ($000) $6,041 Shares 55,114 Est. Cost $57.83 Unrealized +48.4%
JNJ Johnson & Johnson 3.4%
Value ($000) $5,870 Shares 56,132 Est. Cost $59.91 Unrealized +29.0%
Google Inc Cl C 3.2%
Value ($000) $5,498 Shares 10,445 Est. Cost $1006.42 Unrealized
SLB Schlumberger 3.1%
Value ($000) $5,414 Shares 63,385 Est. Cost $53.46 Unrealized +26.0%
Google Inc. Cl A 2.9%
Value ($000) $4,922 Shares 9,275 Est. Cost $580.15 Unrealized
DEO Diageo Plc 2.8%
Value ($000) $4,831 Shares 42,343 Est. Cost $115.49 Unrealized
V Visa Inc 2.5%
Value ($000) $4,334 Shares 16,530 Est. Cost $47.49 Unrealized +17.3%
EBAY Ebay Inc Com 2.4%
Value ($000) $4,149 Shares 73,925 Est. Cost $19.86 Unrealized +1.7%
EMR Emerson Elec Co 2.4%
Value ($000) $4,112 Shares 66,610 Est. Cost $40.02 Unrealized +16.0%
MDLZ Mondelez Intl Inc Cl A 1.9%
Value ($000) $3,237 Shares 89,115 Est. Cost $23.64 Unrealized +20.2%
Southwestern Energy Co. 1.9%
Value ($000) $3,227 Shares 118,250 Est. Cost $35.96 Unrealized
PEP Pepsico Inc. 1.4%
Value ($000) $2,421 Shares 25,605 Est. Cost $56.09 Unrealized +22.3%
IBM International Business Machine 1.3%
Value ($000) $2,223 Shares 13,857 Est. Cost $118.94 Unrealized -15.5%
CAT Caterpillar Inc. 1.2%
Value ($000) $2,149 Shares 23,475 Est. Cost $61.56 Unrealized +19.1%
Kraft Foods Group Inc Com 1.2%
Value ($000) $2,058 Shares 32,849 Est. Cost $58.65 Unrealized
DE Deere & Company 1.2%
Value ($000) $1,999 Shares 22,600 Est. Cost $68.35 Unrealized +3.3%
Bridgehampton National Bank 0.8%
Value ($000) $1,326 Shares 49,577 Est. Cost $22.49 Unrealized
PFE Pfizer Inc. 0.7%
Value ($000) $1,154 Shares 37,062 Est. Cost $16.47 Unrealized +9.1%
Ei Dupont De Nemours & Co 0.5%
Value ($000) $933 Shares 12,620 Est. Cost $52.54 Unrealized
TGT Target Corp 0.5%
Value ($000) $916 Shares 12,066 Est. Cost $47.95 Unrealized +1.3%
KO Coca-Cola 0.5%
Value ($000) $811 Shares 19,204 Est. Cost $27.88 Unrealized +7.8%
DIS Disney Walt Co 0.4%
Value ($000) $754 Shares 8,000 Est. Cost $56.11 Unrealized +44.9%
HKHHF Heineken Holding 0.3%
Value ($000) $573 Shares 9,125 Est. Cost $48.68 Unrealized +8.2%
ALL Allstate Corp 0.3%
Value ($000) $531 Shares 7,556 Est. Cost $39.95 Unrealized +29.4%
Actavis Plc Shs 0.3%
Value ($000) $528 Shares 2,050 Est. Cost $257.56 Unrealized
Cdk Global Inc Com 0.3%
Value ($000) $521 Shares 12,789 Est. Cost $40.74 Unrealized
BMY Bristol Myers 0.3%
Value ($000) $519 Shares 8,800 Est. Cost $28.67 Unrealized +35.7%
UNP Union Pacific 0.3%
Value ($000) $488 Shares 4,100 Est. Cost $67.66 Unrealized +32.2%
NEE Nextera Energy Inc. 0.3%
Value ($000) $474 Shares 4,457 Est. Cost $14.54 Unrealized +29.9%
T AT&T Inc. 0.3%
Value ($000) $452 Shares 13,445 Est. Cost $11.40 Unrealized +3.6%
CVX Chevron Corporation 0.2%
Value ($000) $429 Shares 3,824 Est. Cost $71.30 Unrealized -1.1%
Plum Creek Timber Co. 0.2%
Value ($000) $428 Shares 10,000 Est. Cost $46.70 Unrealized
WFC Wells Fargo & Co. 0.2%
Value ($000) $384 Shares 7,000 Est. Cost $27.36 Unrealized +41.7%
VZ Verizon Communications 0.2%
Value ($000) $376 Shares 8,033 Est. Cost $26.99 Unrealized +2.5%
Laboratory Amer Hldgs Com New 0.2%
Value ($000) $345 Shares 3,200 Est. Cost $100.10 Unrealized
SJM Smucker J M Company 0.1%
Value ($000) $222 Shares 2,200 Est. Cost $70.84 Unrealized +3.0%
BYDDY BYD Co Ltd ADR 0.0%
Value ($000) $86 Shares 11,000 Est. Cost $6.61 Unrealized