SAYBROOK CAPITAL /NC Long-Term Concentrated

CIK: 0001044924 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 28, 2022

Total Value ($000): $397,354 (100.0% shares, 0.0% debt)

Holdings (56)

GOOG Google Inc Cl C 9.7%
Value ($000) $38,375 Shares 13,262 Est. Cost $36.59 Unrealized +292.1%
AAPL Apple Inc. 9.4%
Value ($000) $37,355 Shares 210,366 Est. Cost $85.16 Unrealized +81.7%
BRK/B Berkshire Hathaway Inc Cl B 8.7%
Value ($000) $34,386 Shares 115,002 Est. Cost $152.23 Unrealized +88.1%
GOOGL Google Inc. Cl A 6.8%
Value ($000) $27,215 Shares 9,394 Est. Cost $36.05 Unrealized +296.5%
PYPL Paypal Hldgs Inc Com 6.6%
Value ($000) $26,378 Shares 139,876 Est. Cost $53.62 Unrealized +302.6%
FDS Factset Research Sys 5.7%
Value ($000) $22,598 Shares 46,497 Est. Cost $107.33 Unrealized +301.7%
SHW Sherwin-Williams Company 5.5%
Value ($000) $21,965 Shares 62,371 Est. Cost $215.50 Unrealized +44.4%
ADP Automatic Data Processing 5.2%
Value ($000) $20,706 Shares 83,971 Est. Cost $66.40 Unrealized +212.2%
BRK/A Berkshire Hathaway Inc Cl A 4.1%
Value ($000) $16,224 Shares 36 Est. Cost $175227.31 Unrealized +146.4%
V Visa Inc 3.8%
Value ($000) $15,267 Shares 70,448 Est. Cost $71.14 Unrealized +192.6%
JNJ Johnson & Johnson 3.5%
Value ($000) $13,849 Shares 80,956 Est. Cost $82.35 Unrealized +76.2%
DEO Diageo Plc 3.4%
Value ($000) $13,445 Shares 61,076 Est. Cost $121.54 Unrealized
NSC Norfolk Southern Corp. 3.4%
Value ($000) $13,368 Shares 44,904 Est. Cost $72.11 Unrealized +253.9%
VZ Verizon Communications 3.0%
Value ($000) $11,812 Shares 227,326 Est. Cost $37.17 Unrealized +8.7%
HON Honeywell International Inc 2.8%
Value ($000) $11,303 Shares 54,209 Est. Cost $70.63 Unrealized +162.0%
MDLZ Mondelez Intl Inc Cl A 2.3%
Value ($000) $9,168 Shares 138,267 Est. Cost $30.22 Unrealized +83.0%
NSRGY Nestle Sa 2.1%
Value ($000) $8,393 Shares 59,794 Est. Cost $69.80 Unrealized
FDX Federal Express Corp. 1.8%
Value ($000) $6,960 Shares 26,909 Est. Cost $247.78 Unrealized -11.2%
MA Mastercard 1.7%
Value ($000) $6,652 Shares 18,513 Est. Cost $115.99 Unrealized +191.2%
AMZN Amazon.com 1.3%
Value ($000) $5,068 Shares 1,520 Est. Cost $110.12 Unrealized +55.4%
UNP Union Pacific 1.2%
Value ($000) $4,692 Shares 18,623 Est. Cost $102.12 Unrealized +110.5%
DE Deere & Company 1.0%
Value ($000) $4,012 Shares 11,700 Est. Cost $69.70 Unrealized +371.4%
MMM 3M Co 1.0%
Value ($000) $3,935 Shares 22,154 Est. Cost $85.64 Unrealized +48.6%
PG Procter And Gamble Co 0.8%
Value ($000) $3,150 Shares 19,255 Est. Cost $60.77 Unrealized +120.7%
PEP Pepsico Inc. 0.6%
Value ($000) $2,396 Shares 13,792 Est. Cost $73.13 Unrealized +96.2%
PFE Pfizer Inc. 0.4%
Value ($000) $1,591 Shares 26,935 Est. Cost $16.59 Unrealized +142.4%
DCOM Dime Cmnty Bancshares Com 0.3%
Value ($000) $1,378 Shares 39,188 Est. Cost $23.82 Unrealized +25.8%
DIS Disney Walt Co 0.3%
Value ($000) $1,163 Shares 7,506 Est. Cost $58.35 Unrealized +170.4%
NKE Nike Corp 0.3%
Value ($000) $1,041 Shares 6,248 Est. Cost $53.29 Unrealized +190.0%
HKHHF Heineken Holding 0.3%
Value ($000) $1,015 Shares 11,000 Est. Cost $53.80 Unrealized +50.4%
VOO Vanguard S & P 500 0.2%
Value ($000) $934 Shares 2,140 Est. Cost $436.45 Unrealized
BMY Bristol Myers 0.2%
Value ($000) $932 Shares 14,946 Est. Cost $33.58 Unrealized +46.6%
CAT Caterpillar Inc. 0.2%
Value ($000) $889 Shares 4,300 Est. Cost $70.54 Unrealized +164.6%
MSFT Microsoft Corp 0.2%
Value ($000) $875 Shares 2,601 Est. Cost $252.75 Unrealized +24.0%
KO Coca-Cola 0.2%
Value ($000) $862 Shares 14,565 Est. Cost $31.13 Unrealized +58.0%
Laboratory Amer Hldgs Com New 0.2%
Value ($000) $786 Shares 2,500 Est. Cost $100.10 Unrealized
XOM Exxon Mobil Corp 0.2%
Value ($000) $740 Shares 12,098 Est. Cost $54.51 Unrealized -1.1%
AXP American Express 0.2%
Value ($000) $638 Shares 3,900 Est. Cost $91.26 Unrealized +77.3%
TSLA Tesla Inc Com 0.2%
Value ($000) $597 Shares 565 Est. Cost $129.81 Unrealized +158.4%
HD Home Depot Inc 0.1%
Value ($000) $571 Shares 1,375 Est. Cost $250.06 Unrealized +37.2%
BF/B Brown Forman Corp Cl B 0.1%
Value ($000) $537 Shares 7,375 Est. Cost $47.01 Unrealized +39.0%
CSCO Cisco Sys Inc 0.1%
Value ($000) $503 Shares 7,934 Est. Cost $50.47 Unrealized 0.0%
DD Ei Dupont De Nemours & Co 0.1%
Value ($000) $401 Shares 4,965 Est. Cost $17.44 Unrealized +67.4%
T AT&T Inc. 0.1%
Value ($000) $386 Shares 15,709 Est. Cost $13.03 Unrealized +12.5%
SJM Smucker J M Company 0.1%
Value ($000) $354 Shares 2,603 Est. Cost $75.69 Unrealized +46.7%
DOW Dow Inc Com 0.1%
Value ($000) $282 Shares 4,965 Est. Cost $26.85 Unrealized +67.8%
AWK American Wtr Wks Co In Com 0.1%
Value ($000) $280 Shares 1,485 Est. Cost $127.84 Unrealized +25.5%
IGF Ishares Tr Glb Infrastr Etf 0.1%
Value ($000) $276 Shares 5,810 Est. Cost $47.50 Unrealized
WY Weyerhaeuser Co 0.1%
Value ($000) $264 Shares 6,400 Est. Cost $19.80 Unrealized +61.5%
Svb Financial Group Com 0.1%
Value ($000) $252 Shares 371 Est. Cost $679.25 Unrealized
MCO Moodys Corp Com 0.1%
Value ($000) $251 Shares 643 Est. Cost $372.33 Unrealized 0.0%
Brookfield Asset Management 0.1%
Value ($000) $239 Shares 3,965 Est. Cost $60.28 Unrealized
CTVA Corteva Inc Com 0.1%
Value ($000) $235 Shares 4,965 Est. Cost $41.91 Unrealized +3.9%
BA Boeing Company 0.1%
Value ($000) $209 Shares 1,036 Est. Cost $192.22 Unrealized +9.9%
ADBE Adobe Sys Inc Com 0.1%
Value ($000) $201 Shares 355 Est. Cost $515.47 Unrealized +21.3%
OLNK Onelink Corporation 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized 0.0%