SAYBROOK CAPITAL /NC Long-Term Concentrated

CIK: 0001044924 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 3, 2022

Total Value ($000): $306,678 (100.0% shares, 0.0% debt)

Holdings (49)

BRK/B Berkshire Hathaway Inc Cl B 10.0%
Value ($000) $30,791 Shares 112,778 Est. Cost $152.23 Unrealized +106.1%
GOOG Google Inc Cl C 9.1%
Value ($000) $28,037 Shares 12,817 Est. Cost $36.59 Unrealized +220.5%
AAPL Apple Inc. 8.9%
Value ($000) $27,378 Shares 200,251 Est. Cost $85.16 Unrealized +74.5%
GOOGL Google Inc. Cl A 6.5%
Value ($000) $20,060 Shares 9,205 Est. Cost $37.94 Unrealized +208.0%
FDS Factset Research Sys 5.7%
Value ($000) $17,515 Shares 45,544 Est. Cost $107.33 Unrealized +252.0%
ADP Automatic Data Processing 5.6%
Value ($000) $17,125 Shares 81,531 Est. Cost $66.40 Unrealized +205.0%
BRK/A Berkshire Hathaway Inc Cl A 4.8%
Value ($000) $14,722 Shares 36 Est. Cost $175227.31 Unrealized +168.9%
JNJ Johnson & Johnson 4.7%
Value ($000) $14,360 Shares 80,896 Est. Cost $82.35 Unrealized +94.2%
V Visa Inc 4.6%
Value ($000) $13,970 Shares 70,954 Est. Cost $71.14 Unrealized +182.6%
SHW Sherwin-Williams Company 4.4%
Value ($000) $13,382 Shares 59,766 Est. Cost $215.50 Unrealized +15.2%
DEO Diageo Plc 3.4%
Value ($000) $10,556 Shares 60,626 Est. Cost $121.54 Unrealized
NSC Norfolk Southern Corp. 3.3%
Value ($000) $10,161 Shares 44,704 Est. Cost $72.11 Unrealized +214.0%
PYPL Paypal Hldgs Inc Com 3.2%
Value ($000) $9,928 Shares 142,150 Est. Cost $53.62 Unrealized +61.4%
MDLZ Mondelez Intl Inc Cl A 3.0%
Value ($000) $9,054 Shares 145,817 Est. Cost $31.64 Unrealized +80.9%
HON Honeywell International Inc 2.7%
Value ($000) $8,226 Shares 47,325 Est. Cost $70.63 Unrealized +135.4%
NSRGY Nestle Sa 2.4%
Value ($000) $7,306 Shares 62,769 Est. Cost $71.73 Unrealized
FDX Federal Express Corp. 2.0%
Value ($000) $6,122 Shares 27,004 Est. Cost $247.78 Unrealized -20.6%
MA Mastercard 1.9%
Value ($000) $5,782 Shares 18,328 Est. Cost $115.99 Unrealized +190.8%
VZ Verizon Communications 1.9%
Value ($000) $5,754 Shares 113,382 Est. Cost $37.56 Unrealized +6.8%
NKE Nike Corp 1.9%
Value ($000) $5,742 Shares 56,183 Est. Cost $104.88 Unrealized +6.1%
UNP Union Pacific 1.3%
Value ($000) $3,983 Shares 18,673 Est. Cost $102.12 Unrealized +104.5%
DE Deere & Company 1.1%
Value ($000) $3,504 Shares 11,700 Est. Cost $69.70 Unrealized +401.7%
AMZN Amazon.com 0.9%
Value ($000) $2,868 Shares 27,000 Est. Cost $124.40 Unrealized +0.6%
MMM 3M Co 0.8%
Value ($000) $2,574 Shares 19,889 Est. Cost $85.64 Unrealized +22.8%
PG Procter And Gamble Co 0.8%
Value ($000) $2,567 Shares 17,852 Est. Cost $60.77 Unrealized +125.9%
PEP Pepsico Inc. 0.7%
Value ($000) $2,299 Shares 13,792 Est. Cost $73.13 Unrealized +104.9%
PFE Pfizer Inc. 0.5%
Value ($000) $1,412 Shares 26,935 Est. Cost $16.59 Unrealized +153.1%
BMY Bristol Myers 0.4%
Value ($000) $1,144 Shares 14,863 Est. Cost $33.58 Unrealized +93.5%
DCOM Dime Cmnty Bancshares Com 0.4%
Value ($000) $1,114 Shares 37,588 Est. Cost $23.82 Unrealized +15.2%
XOM Exxon Mobil Corp 0.3%
Value ($000) $935 Shares 10,920 Est. Cost $54.51 Unrealized +46.0%
KO Coca-Cola 0.3%
Value ($000) $916 Shares 14,565 Est. Cost $31.13 Unrealized +82.3%
HKHHF Heineken Holding 0.3%
Value ($000) $842 Shares 11,600 Est. Cost $54.98 Unrealized +26.7%
CAT Caterpillar Inc. 0.2%
Value ($000) $715 Shares 4,000 Est. Cost $70.54 Unrealized +179.7%
DIS Disney Walt Co 0.2%
Value ($000) $709 Shares 7,506 Est. Cost $58.35 Unrealized +85.8%
MSFT Microsoft Corp 0.2%
Value ($000) $622 Shares 2,422 Est. Cost $252.93 Unrealized +4.2%
Laboratory Amer Hldgs Com New 0.2%
Value ($000) $586 Shares 2,500 Est. Cost $100.10 Unrealized
BF/B Brown Forman Corp Cl B 0.2%
Value ($000) $517 Shares 7,375 Est. Cost $47.01 Unrealized +33.0%
AXP American Express 0.2%
Value ($000) $499 Shares 3,600 Est. Cost $91.26 Unrealized +72.6%
HD Home Depot Inc 0.1%
Value ($000) $377 Shares 1,375 Est. Cost $250.06 Unrealized +7.6%
CSCO Cisco Sys Inc 0.1%
Value ($000) $338 Shares 7,934 Est. Cost $50.47 Unrealized -15.2%
SJM Smucker J M Company 0.1%
Value ($000) $333 Shares 2,600 Est. Cost $75.69 Unrealized +55.5%
TSLA Tesla Inc Com 0.1%
Value ($000) $286 Shares 425 Est. Cost $129.81 Unrealized +110.3%
T AT&T Inc. 0.1%
Value ($000) $282 Shares 13,445 Est. Cost $13.03 Unrealized +25.1%
DD Ei Dupont De Nemours & Co 0.1%
Value ($000) $276 Shares 4,965 Est. Cost $17.44 Unrealized +45.2%
IGF Ishares Tr Glb Infrastr Etf 0.1%
Value ($000) $272 Shares 5,810 Est. Cost $47.50 Unrealized
CTVA Corteva Inc Com 0.1%
Value ($000) $269 Shares 4,965 Est. Cost $41.91 Unrealized +33.2%
DOW Dow Inc Com 0.1%
Value ($000) $256 Shares 4,965 Est. Cost $26.85 Unrealized +92.9%
WY Weyerhaeuser Co 0.1%
Value ($000) $212 Shares 6,400 Est. Cost $19.80 Unrealized +69.5%
OLNK Onelink Corporation 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized +900.0%