SAYBROOK CAPITAL /NC Long-Term Concentrated

CIK: 0001044924 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 2, 2021

Total Value ($000): $361,374 (100.0% shares, 0.0% debt)

Holdings (50)

PYPL Paypal Hldgs Inc Com 10.0%
Value ($000) $36,018 Shares 138,418 Est. Cost $51.91 Unrealized +445.3%
GOOG Google Inc Cl C 9.8%
Value ($000) $35,497 Shares 13,318 Est. Cost $36.59 Unrealized +274.0%
BRK/B Berkshire Hathaway Inc Cl B 8.6%
Value ($000) $31,191 Shares 114,277 Est. Cost $152.23 Unrealized +84.5%
AAPL Apple Inc. 8.1%
Value ($000) $29,277 Shares 206,902 Est. Cost $84.00 Unrealized +71.3%
GOOGL Google Inc. Cl A 6.9%
Value ($000) $25,013 Shares 9,356 Est. Cost $36.05 Unrealized +274.6%
FDS Factset Research Sys 5.1%
Value ($000) $18,609 Shares 47,137 Est. Cost $107.33 Unrealized +224.9%
SHW Sherwin-Williams Company 4.8%
Value ($000) $17,430 Shares 62,311 Est. Cost $215.50 Unrealized +30.6%
ADP Automatic Data Processing 4.6%
Value ($000) $16,795 Shares 84,011 Est. Cost $66.40 Unrealized +182.7%
V Visa Inc 4.1%
Value ($000) $14,894 Shares 66,865 Est. Cost $63.79 Unrealized +255.8%
BRK/A Berkshire Hathaway Inc Cl A 4.1%
Value ($000) $14,810 Shares 36 Est. Cost $175227.31 Unrealized +141.2%
JNJ Johnson & Johnson 3.6%
Value ($000) $12,838 Shares 79,491 Est. Cost $81.20 Unrealized +85.0%
VZ Verizon Communications 3.4%
Value ($000) $12,166 Shares 225,253 Est. Cost $37.17 Unrealized +13.9%
DEO Diageo Plc 3.3%
Value ($000) $11,917 Shares 61,746 Est. Cost $121.54 Unrealized
HON Honeywell International Inc 3.2%
Value ($000) $11,497 Shares 54,159 Est. Cost $70.63 Unrealized +175.5%
NSC Norfolk Southern Corp. 3.0%
Value ($000) $10,750 Shares 44,934 Est. Cost $72.11 Unrealized +223.7%
MDLZ Mondelez Intl Inc Cl A 2.2%
Value ($000) $8,020 Shares 137,842 Est. Cost $30.22 Unrealized +83.4%
NSRGY Nestle Sa 2.0%
Value ($000) $7,176 Shares 59,694 Est. Cost $69.80 Unrealized
MA Mastercard 1.7%
Value ($000) $6,319 Shares 18,175 Est. Cost $111.86 Unrealized +217.1%
FDX Federal Express Corp. 1.6%
Value ($000) $5,763 Shares 26,280 Est. Cost $248.45 Unrealized -0.2%
AMZN Amazon.com 1.4%
Value ($000) $4,905 Shares 1,493 Est. Cost $109.01 Unrealized +58.2%
MMM 3M Co 1.1%
Value ($000) $3,945 Shares 22,490 Est. Cost $85.64 Unrealized +60.4%
DE Deere & Company 1.1%
Value ($000) $3,920 Shares 11,700 Est. Cost $69.70 Unrealized +386.8%
UNP Union Pacific 1.0%
Value ($000) $3,655 Shares 18,648 Est. Cost $102.12 Unrealized +91.2%
PG Procter And Gamble Co 0.7%
Value ($000) $2,692 Shares 19,255 Est. Cost $60.77 Unrealized +109.4%
PEP Pepsico Inc. 0.6%
Value ($000) $2,074 Shares 13,792 Est. Cost $73.13 Unrealized +84.6%
DCOM Dime Cmnty Bancshares Com 0.4%
Value ($000) $1,302 Shares 39,852 Est. Cost $23.82 Unrealized +15.1%
DIS Disney Walt Co 0.4%
Value ($000) $1,270 Shares 7,506 Est. Cost $58.35 Unrealized +198.5%
PFE Pfizer Inc. 0.3%
Value ($000) $1,201 Shares 27,935 Est. Cost $16.59 Unrealized +115.0%
HKHHF Heineken Holding 0.3%
Value ($000) $959 Shares 11,000 Est. Cost $53.80 Unrealized +58.6%
NKE Nike Corp 0.3%
Value ($000) $912 Shares 6,278 Est. Cost $53.29 Unrealized +186.2%
BMY Bristol Myers 0.2%
Value ($000) $885 Shares 14,954 Est. Cost $33.58 Unrealized +63.3%
CAT Caterpillar Inc. 0.2%
Value ($000) $806 Shares 4,200 Est. Cost $67.78 Unrealized +183.4%
KO Coca-Cola 0.2%
Value ($000) $764 Shares 14,565 Est. Cost $31.13 Unrealized +56.7%
XOM Exxon Mobil Corp 0.2%
Value ($000) $712 Shares 12,098 Est. Cost $54.51 Unrealized -11.1%
Laboratory Amer Hldgs Com New 0.2%
Value ($000) $704 Shares 2,500 Est. Cost $100.10 Unrealized
AXP American Express 0.2%
Value ($000) $653 Shares 3,900 Est. Cost $91.26 Unrealized +73.4%
BF/B Brown Forman Corp Cl B 0.1%
Value ($000) $494 Shares 7,375 Est. Cost $47.01 Unrealized +37.4%
T AT&T Inc. 0.1%
Value ($000) $424 Shares 15,709 Est. Cost $13.03 Unrealized +23.3%
TSLA Tesla Inc Com 0.1%
Value ($000) $419 Shares 540 Est. Cost $120.30 Unrealized +95.7%
MSFT Microsoft Corp 0.1%
Value ($000) $347 Shares 1,231 Est. Cost $185.23 Unrealized +51.6%
DD Ei Dupont De Nemours & Co 0.1%
Value ($000) $338 Shares 4,965 Est. Cost $17.44 Unrealized +62.6%
SJM Smucker J M Company 0.1%
Value ($000) $312 Shares 2,603 Est. Cost $75.69 Unrealized +45.0%
HD Home Depot Inc 0.1%
Value ($000) $295 Shares 900 Est. Cost $200.92 Unrealized +46.6%
DOW Dow Inc Com 0.1%
Value ($000) $286 Shares 4,965 Est. Cost $26.85 Unrealized +78.1%
AWK American Wtr Wks Co In Com 0.1%
Value ($000) $251 Shares 1,485 Est. Cost $127.84 Unrealized +25.1%
BA Boeing Company 0.1%
Value ($000) $228 Shares 1,036 Est. Cost $192.22 Unrealized +16.0%
WY Weyerhaeuser Co 0.1%
Value ($000) $228 Shares 6,400 Est. Cost $19.80 Unrealized +46.3%
CTVA Corteva Inc Com 0.1%
Value ($000) $209 Shares 4,965 Est. Cost $41.91 Unrealized -1.6%
ADBE Adobe Sys Inc Com 0.1%
Value ($000) $204 Shares 355 Est. Cost $515.47 Unrealized +22.1%
OLNK Onelink Corporation 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized +56.3%