SAYBROOK CAPITAL /NC Long-Term Concentrated

CIK: 0001044924 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 10, 2021

Total Value ($000): $329,185 (100.0% shares, 0.0% debt)

Holdings (50)

PYPL Paypal Hldgs Inc Com 10.2%
Value ($000) $33,623 Shares 138,458 Est. Cost $51.91 Unrealized +385.3%
BRK/B Berkshire Hathaway Inc Cl B 8.8%
Value ($000) $29,060 Shares 113,752 Est. Cost $152.23 Unrealized +59.5%
GOOG Google Inc Cl C 8.6%
Value ($000) $28,303 Shares 13,682 Est. Cost $36.59 Unrealized +169.1%
AAPL Apple Computer 7.7%
Value ($000) $25,198 Shares 206,287 Est. Cost $84.00 Unrealized +48.9%
GOOGL Google Inc. Cl A 5.8%
Value ($000) $19,171 Shares 9,295 Est. Cost $35.09 Unrealized +179.1%
ADP Automatic Data Processing 4.8%
Value ($000) $15,946 Shares 84,605 Est. Cost $66.40 Unrealized +135.9%
SHW Sherwin-Williams Company 4.6%
Value ($000) $15,075 Shares 20,427 Est. Cost $118.23 Unrealized +92.9%
V Visa Inc 4.3%
Value ($000) $14,141 Shares 66,790 Est. Cost $63.79 Unrealized +218.5%
FDS Factset Research Sys 4.3%
Value ($000) $14,078 Shares 45,619 Est. Cost $99.96 Unrealized +202.2%
BRK/A Berkshire Hathaway Inc Cl A 4.2%
Value ($000) $13,885 Shares 36 Est. Cost $175227.31 Unrealized +109.2%
VZ Verizon Communications 4.0%
Value ($000) $13,277 Shares 228,325 Est. Cost $37.01 Unrealized +14.2%
JNJ Johnson & Johnson 3.9%
Value ($000) $12,774 Shares 77,723 Est. Cost $79.41 Unrealized +77.3%
NSC Norfolk Southern Corp. 3.7%
Value ($000) $12,082 Shares 44,995 Est. Cost $72.11 Unrealized +217.3%
HON Honeywell International Inc 3.6%
Value ($000) $11,786 Shares 54,294 Est. Cost $70.63 Unrealized +150.1%
DEO Diageo Plc 3.4%
Value ($000) $11,148 Shares 67,891 Est. Cost $121.54 Unrealized
MDLZ Mondelez Intl Inc Cl A 2.3%
Value ($000) $7,493 Shares 128,022 Est. Cost $28.32 Unrealized +75.8%
NSRGY Nestle Sa 2.0%
Value ($000) $6,602 Shares 59,209 Est. Cost $69.80 Unrealized
MA Mastercard 1.9%
Value ($000) $6,396 Shares 17,965 Est. Cost $109.21 Unrealized +210.9%
MMM 3M Co 1.3%
Value ($000) $4,438 Shares 23,035 Est. Cost $85.64 Unrealized +46.1%
DE Deere & Company 1.3%
Value ($000) $4,377 Shares 11,700 Est. Cost $69.70 Unrealized +341.2%
FDX Federal Express Corp. 1.2%
Value ($000) $4,041 Shares 14,228 Est. Cost $236.32 Unrealized -0.9%
UNP Union Pacific 1.2%
Value ($000) $3,953 Shares 17,935 Est. Cost $98.30 Unrealized +91.3%
AMZN Amazon.com 1.2%
Value ($000) $3,889 Shares 1,257 Est. Cost $97.47 Unrealized +62.6%
PG Procter And Gamble Co 0.8%
Value ($000) $2,546 Shares 18,803 Est. Cost $59.32 Unrealized +95.0%
PEP Pepsico Inc. 0.6%
Value ($000) $1,893 Shares 13,383 Est. Cost $71.51 Unrealized +64.9%
DIS Disney Walt Co 0.4%
Value ($000) $1,365 Shares 7,400 Est. Cost $56.67 Unrealized +217.9%
DCOM Dime Cmnty Bancshares Com 0.4%
Value ($000) $1,219 Shares 40,452 Est. Cost $23.82 Unrealized 0.0%
PFE Pfizer Inc. 0.3%
Value ($000) $1,012 Shares 27,935 Est. Cost $16.59 Unrealized +69.0%
HKHHF Heineken Holding 0.3%
Value ($000) $981 Shares 11,000 Est. Cost $53.80 Unrealized +52.4%
BMY Bristol Myers 0.3%
Value ($000) $938 Shares 14,863 Est. Cost $33.58 Unrealized +52.0%
CAT Caterpillar Inc. 0.3%
Value ($000) $927 Shares 4,000 Est. Cost $61.56 Unrealized +207.2%
NKE Nike Corp 0.2%
Value ($000) $809 Shares 6,084 Est. Cost $51.48 Unrealized +151.7%
KO Coca-Cola 0.2%
Value ($000) $799 Shares 15,165 Est. Cost $31.13 Unrealized +39.4%
XOM Exxon Mobil Corp 0.2%
Value ($000) $675 Shares 12,098 Est. Cost $54.51 Unrealized -20.6%
Laboratory Amer Hldgs Com New 0.2%
Value ($000) $638 Shares 2,500 Est. Cost $100.10 Unrealized
AXP American Express 0.2%
Value ($000) $552 Shares 3,900 Est. Cost $91.26 Unrealized +36.3%
BF/B Brown Forman Corp Cl B 0.2%
Value ($000) $536 Shares 7,775 Est. Cost $47.01 Unrealized +41.6%
T AT&T Inc. 0.1%
Value ($000) $476 Shares 15,709 Est. Cost $13.03 Unrealized +23.9%
DD Ei Dupont De Nemours & Co 0.1%
Value ($000) $384 Shares 4,965 Est. Cost $17.44 Unrealized +66.7%
TSLA Tesla Inc Com 0.1%
Value ($000) $361 Shares 540 Est. Cost $120.30 Unrealized +108.7%
SJM Smucker J M Company 0.1%
Value ($000) $329 Shares 2,603 Est. Cost $75.69 Unrealized +32.8%
DOW Dow Inc Com 0.1%
Value ($000) $317 Shares 4,965 Est. Cost $26.85 Unrealized +70.6%
HD Home Depot Inc 0.1%
Value ($000) $275 Shares 900 Est. Cost $199.72 Unrealized +22.4%
BA Boeing Company 0.1%
Value ($000) $264 Shares 1,036 Est. Cost $192.22 Unrealized +15.6%
MSFT Microsoft Corp 0.1%
Value ($000) $241 Shares 1,022 Est. Cost $173.06 Unrealized +28.8%
CTVA Corteva Inc Com 0.1%
Value ($000) $231 Shares 4,965 Est. Cost $41.91 Unrealized 0.0%
ALL Allstate Corp 0.1%
Value ($000) $230 Shares 2,003 Est. Cost $86.64 Unrealized +12.8%
WY Weyerhaeuser Co 0.1%
Value ($000) $228 Shares 6,400 Est. Cost $19.80 Unrealized +40.8%
AWK American Wtr Wks Co In Com 0.1%
Value ($000) $223 Shares 1,485 Est. Cost $127.84 Unrealized +7.7%
OLNK Onelink Corporation 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized +916.4%