SAYBROOK CAPITAL /NC Long-Term Concentrated

CIK: 0001044924 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 12, 2021

Total Value ($000): $312,196 (100.0% shares, 0.0% debt)

Holdings (50)

PYPL Paypal Hldgs Inc Com 10.5%
Value ($000) $32,708 Shares 139,658 Est. Cost $51.91 Unrealized +298.2%
AAPL Apple Computer 8.9%
Value ($000) $27,859 Shares 209,952 Est. Cost $84.00 Unrealized +39.3%
BRK/B Berkshire Hathaway Inc Cl B 8.5%
Value ($000) $26,399 Shares 113,852 Est. Cost $152.23 Unrealized +44.7%
GOOG Google Inc Cl C 7.7%
Value ($000) $24,057 Shares 13,732 Est. Cost $36.59 Unrealized +128.9%
GOOGL Google Inc. Cl A 5.2%
Value ($000) $16,338 Shares 9,322 Est. Cost $35.09 Unrealized +137.9%
FDS Factset Research Sys 4.9%
Value ($000) $15,258 Shares 45,889 Est. Cost $99.96 Unrealized +214.8%
SHW Sherwin-Williams Company 4.8%
Value ($000) $15,085 Shares 20,527 Est. Cost $118.23 Unrealized +91.7%
ADP Automatic Data Processing 4.7%
Value ($000) $14,784 Shares 83,905 Est. Cost $66.40 Unrealized +122.1%
V Visa Inc 4.7%
Value ($000) $14,524 Shares 66,400 Est. Cost $63.79 Unrealized +209.1%
BRK/A Berkshire Hathaway Inc Cl A 4.0%
Value ($000) $12,521 Shares 36 Est. Cost $175227.31 Unrealized +88.8%
VZ Verizon Communications 4.0%
Value ($000) $12,364 Shares 210,455 Est. Cost $36.56 Unrealized +20.3%
JNJ Johnson & Johnson 3.9%
Value ($000) $12,216 Shares 77,623 Est. Cost $79.41 Unrealized +60.6%
HON Honeywell International Inc 3.7%
Value ($000) $11,706 Shares 55,034 Est. Cost $70.63 Unrealized +131.8%
DEO Diageo Plc 3.4%
Value ($000) $10,758 Shares 67,741 Est. Cost $121.54 Unrealized
NSC Norfolk Southern Corp. 3.4%
Value ($000) $10,614 Shares 44,670 Est. Cost $72.11 Unrealized +183.9%
MDLZ Mondelez Intl Inc Cl A 2.4%
Value ($000) $7,371 Shares 126,059 Est. Cost $27.98 Unrealized +79.2%
NSRGY Nestle Sa 2.2%
Value ($000) $6,892 Shares 58,509 Est. Cost $69.30 Unrealized
MA Mastercard 2.1%
Value ($000) $6,412 Shares 17,965 Est. Cost $109.21 Unrealized +196.1%
MMM 3M Co 1.5%
Value ($000) $4,661 Shares 26,665 Est. Cost $85.64 Unrealized +37.2%
AMZN Amazon.com 1.3%
Value ($000) $4,094 Shares 1,257 Est. Cost $97.47 Unrealized +63.7%
UNP Union Pacific 1.2%
Value ($000) $3,734 Shares 17,935 Est. Cost $98.30 Unrealized +81.1%
DE Deere & Company 1.0%
Value ($000) $3,148 Shares 11,700 Est. Cost $69.70 Unrealized +233.0%
PG Procter And Gamble Co 0.8%
Value ($000) $2,616 Shares 18,803 Est. Cost $59.32 Unrealized +107.6%
PEP Pepsico Inc. 0.6%
Value ($000) $1,881 Shares 12,683 Est. Cost $68.94 Unrealized +75.9%
DIS Disney Walt Co 0.4%
Value ($000) $1,341 Shares 7,400 Est. Cost $56.67 Unrealized +147.5%
HKHHF Heineken Holding 0.3%
Value ($000) $1,037 Shares 11,000 Est. Cost $53.80 Unrealized +48.0%
PFE Pfizer Inc. 0.3%
Value ($000) $1,028 Shares 27,935 Est. Cost $16.59 Unrealized +72.6%
Bridgehampton National Bank 0.3%
Value ($000) $978 Shares 40,452 Est. Cost $23.15 Unrealized
BMY Bristol Myers 0.3%
Value ($000) $922 Shares 14,863 Est. Cost $33.58 Unrealized +49.0%
NKE Nike Corp 0.3%
Value ($000) $861 Shares 6,084 Est. Cost $51.48 Unrealized +139.3%
KO Coca-Cola 0.3%
Value ($000) $832 Shares 15,165 Est. Cost $31.13 Unrealized +42.2%
CAT Caterpillar Inc. 0.2%
Value ($000) $728 Shares 4,000 Est. Cost $61.56 Unrealized +150.1%
TR Tootsie Roll Inds Inc Com 0.2%
Value ($000) $666 Shares 22,429 Est. Cost $27.43 Unrealized -3.3%
XOM Exxon Mobil Corp 0.2%
Value ($000) $665 Shares 16,127 Est. Cost $54.51 Unrealized -44.3%
BF/B Brown Forman Corp Cl B 0.2%
Value ($000) $618 Shares 7,775 Est. Cost $47.01 Unrealized +48.9%
Laboratory Amer Hldgs Com New 0.2%
Value ($000) $509 Shares 2,500 Est. Cost $100.10 Unrealized
FDX Federal Express Corp. 0.1%
Value ($000) $463 Shares 1,782 Est. Cost $251.15 Unrealized 0.0%
T AT&T Inc. 0.1%
Value ($000) $452 Shares 15,709 Est. Cost $13.03 Unrealized +18.0%
TSLA Tesla Inc Com 0.1%
Value ($000) $416 Shares 590 Est. Cost $120.30 Unrealized +41.9%
AXP American Express 0.1%
Value ($000) $399 Shares 3,300 Est. Cost $85.24 Unrealized +21.8%
DD Ei Dupont De Nemours & Co 0.1%
Value ($000) $353 Shares 4,965 Est. Cost $17.44 Unrealized +35.9%
SJM Smucker J M Company 0.1%
Value ($000) $301 Shares 2,603 Est. Cost $75.69 Unrealized +29.7%
DOW Dow Inc Com 0.1%
Value ($000) $276 Shares 4,965 Est. Cost $26.85 Unrealized +45.4%
HD Home Depot Inc 0.1%
Value ($000) $239 Shares 900 Est. Cost $199.72 Unrealized +21.4%
AWK American Wtr Wks Co In Com 0.1%
Value ($000) $228 Shares 1,485 Est. Cost $127.84 Unrealized +9.0%
MSFT Microsoft Corp 0.1%
Value ($000) $227 Shares 1,022 Est. Cost $173.06 Unrealized +19.1%
BA Boeing Company 0.1%
Value ($000) $222 Shares 1,036 Est. Cost $192.22 Unrealized 0.0%
ALL Allstate Corp 0.1%
Value ($000) $220 Shares 2,003 Est. Cost $86.64 Unrealized 0.0%
WY Weyerhaeuser Co 0.1%
Value ($000) $215 Shares 6,400 Est. Cost $19.80 Unrealized +23.7%
OLNK Onelink Corporation 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized +57.8%