SAYBROOK CAPITAL /NC Long-Term Concentrated

CIK: 0001044924 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 5, 2022

Total Value ($000): $371,660 (100.0% shares, 0.0% debt)

Holdings (54)

BRK/B Berkshire Hathaway Inc Cl B 10.8%
Value ($000) $40,058 Shares 113,508 Est. Cost $152.23 Unrealized +112.5%
GOOG Google Inc Cl C 9.7%
Value ($000) $35,868 Shares 12,842 Est. Cost $36.59 Unrealized +268.8%
AAPL Apple Inc. 9.6%
Value ($000) $35,631 Shares 204,061 Est. Cost $85.16 Unrealized +93.6%
GOOGL Google Inc. Cl A 6.7%
Value ($000) $25,004 Shares 8,990 Est. Cost $36.05 Unrealized +274.0%
FDS Factset Research Sys 5.3%
Value ($000) $19,753 Shares 45,499 Est. Cost $107.33 Unrealized +278.6%
BRK/A Berkshire Hathaway Inc Cl A 5.1%
Value ($000) $19,041 Shares 36 Est. Cost $175227.31 Unrealized +177.1%
ADP Automatic Data Processing 5.0%
Value ($000) $18,596 Shares 81,726 Est. Cost $66.40 Unrealized +196.6%
PYPL Paypal Hldgs Inc Com 4.4%
Value ($000) $16,278 Shares 140,750 Est. Cost $53.62 Unrealized +147.6%
V Visa Inc 4.2%
Value ($000) $15,682 Shares 70,714 Est. Cost $71.14 Unrealized +195.3%
SHW Sherwin-Williams Company 4.0%
Value ($000) $14,969 Shares 59,966 Est. Cost $215.50 Unrealized +23.7%
JNJ Johnson & Johnson 3.9%
Value ($000) $14,355 Shares 80,996 Est. Cost $82.35 Unrealized +84.3%
VZ Verizon Communications 3.4%
Value ($000) $12,746 Shares 250,217 Est. Cost $37.56 Unrealized +10.5%
NSC Norfolk Southern Corp. 3.4%
Value ($000) $12,722 Shares 44,604 Est. Cost $72.11 Unrealized +250.7%
DEO Diageo Plc 3.3%
Value ($000) $12,310 Shares 60,601 Est. Cost $121.54 Unrealized
HON Honeywell International Inc 2.6%
Value ($000) $9,705 Shares 49,875 Est. Cost $70.63 Unrealized +141.2%
MDLZ Mondelez Intl Inc Cl A 2.4%
Value ($000) $8,784 Shares 139,917 Est. Cost $30.56 Unrealized +91.9%
NSRGY Nestle Sa 2.1%
Value ($000) $7,828 Shares 60,169 Est. Cost $69.80 Unrealized
MA Mastercard 1.8%
Value ($000) $6,529 Shares 18,268 Est. Cost $115.99 Unrealized +203.2%
FDX Federal Express Corp. 1.7%
Value ($000) $6,234 Shares 26,944 Est. Cost $247.78 Unrealized -12.8%
UNP Union Pacific 1.4%
Value ($000) $5,102 Shares 18,673 Est. Cost $102.12 Unrealized +125.8%
DE Deere & Company 1.3%
Value ($000) $4,861 Shares 11,700 Est. Cost $69.70 Unrealized +420.8%
AMZN Amazon.com 1.1%
Value ($000) $4,274 Shares 1,311 Est. Cost $110.12 Unrealized +40.3%
MMM 3M Co 0.8%
Value ($000) $3,115 Shares 20,924 Est. Cost $85.64 Unrealized +33.8%
PG Procter And Gamble Co 0.7%
Value ($000) $2,728 Shares 17,852 Est. Cost $60.77 Unrealized +133.9%
PEP Pepsico Inc. 0.6%
Value ($000) $2,309 Shares 13,792 Est. Cost $73.13 Unrealized +103.0%
PFE Pfizer Inc. 0.4%
Value ($000) $1,394 Shares 26,935 Est. Cost $16.59 Unrealized +156.0%
DCOM Dime Cmnty Bancshares Com 0.4%
Value ($000) $1,355 Shares 39,188 Est. Cost $23.82 Unrealized +25.5%
BMY Bristol Myers 0.3%
Value ($000) $1,085 Shares 14,863 Est. Cost $33.58 Unrealized +69.3%
DIS Disney Walt Co 0.3%
Value ($000) $1,030 Shares 7,506 Est. Cost $58.35 Unrealized +142.1%
XOM Exxon Mobil Corp 0.3%
Value ($000) $949 Shares 11,495 Est. Cost $54.51 Unrealized +24.5%
HKHHF Heineken Holding 0.2%
Value ($000) $918 Shares 11,600 Est. Cost $54.98 Unrealized +39.3%
KO Coca-Cola 0.2%
Value ($000) $903 Shares 14,565 Est. Cost $31.13 Unrealized +73.7%
CAT Caterpillar Inc. 0.2%
Value ($000) $891 Shares 4,000 Est. Cost $70.54 Unrealized +177.1%
VOO Vanguard S & P 500 0.2%
Value ($000) $888 Shares 2,140 Est. Cost $436.45 Unrealized
NKE Nike Corp 0.2%
Value ($000) $854 Shares 6,348 Est. Cost $54.53 Unrealized +141.9%
MSFT Microsoft Corp 0.2%
Value ($000) $733 Shares 2,379 Est. Cost $252.75 Unrealized +15.3%
AXP American Express 0.2%
Value ($000) $673 Shares 3,600 Est. Cost $91.26 Unrealized +88.2%
Laboratory Amer Hldgs Com New 0.2%
Value ($000) $659 Shares 2,500 Est. Cost $100.10 Unrealized
BF/B Brown Forman Corp Cl B 0.1%
Value ($000) $494 Shares 7,375 Est. Cost $47.01 Unrealized +31.8%
TSLA Tesla Inc Com 0.1%
Value ($000) $469 Shares 435 Est. Cost $129.81 Unrealized +139.9%
CSCO Cisco Sys Inc 0.1%
Value ($000) $442 Shares 7,934 Est. Cost $50.47 Unrealized -0.4%
HD Home Depot Inc 0.1%
Value ($000) $412 Shares 1,375 Est. Cost $250.06 Unrealized +25.6%
DD Ei Dupont De Nemours & Co 0.1%
Value ($000) $365 Shares 4,965 Est. Cost $17.44 Unrealized +72.4%
SJM Smucker J M Company 0.1%
Value ($000) $352 Shares 2,600 Est. Cost $75.69 Unrealized +57.9%
T AT&T Inc. 0.1%
Value ($000) $318 Shares 13,445 Est. Cost $13.03 Unrealized +14.4%
DOW Dow Inc Com 0.1%
Value ($000) $316 Shares 4,965 Est. Cost $26.85 Unrealized +79.7%
IGF Ishares Tr Glb Infrastr Etf 0.1%
Value ($000) $295 Shares 5,810 Est. Cost $47.50 Unrealized
CTVA Corteva Inc Com 0.1%
Value ($000) $285 Shares 4,965 Est. Cost $41.91 Unrealized +16.9%
WY Weyerhaeuser Co 0.1%
Value ($000) $243 Shares 6,400 Est. Cost $19.80 Unrealized +72.4%
Brookfield Asset Management 0.1%
Value ($000) $224 Shares 3,965 Est. Cost $60.28 Unrealized
MCO Moodys Corp Com 0.1%
Value ($000) $217 Shares 643 Est. Cost $372.33 Unrealized -12.7%
Svb Financial Group Com 0.1%
Value ($000) $208 Shares 371 Est. Cost $679.25 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $206 Shares 1,487 Est. Cost $114.28 Unrealized 0.0%
OLNK Onelink Corporation 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized +522.6%