SOMERVILLE KURT F Diversified Active

CIK: 0001215208 · Show all filings

Period: Q2 2013 (← Previous) (Next →)

Filing Date: Aug 19, 2013

Total Value ($000): $238,079 (100.0% shares, 0.0% debt)

Holdings (107)

EXXON MOBIL 5.6%
Value ($000) $13,408 Shares 148,384 Est. Cost $86.54 Unrealized
JNJ JOHNSON & JOHNSON 5.3%
Value ($000) $12,585 Shares 146,582 Est. Cost $70.09 Unrealized -14.9%
PG PROCTER & GAMBLE 4.1%
Value ($000) $9,692 Shares 125,877 Est. Cost $67.88 Unrealized -19.0%
CNI CANADIAN NATL RAILWAY 3.9%
Value ($000) $9,387 Shares 96,498 Est. Cost $91.01 Unrealized -56.7%
3M 3.5%
Value ($000) $8,292 Shares 75,824 Est. Cost $92.87 Unrealized
CVS CVS CAREMARK 3.4%
Value ($000) $8,135 Shares 142,248 Est. Cost $48.35 Unrealized -14.3%
NSRGY NESTLE SA ADR 3.4%
Value ($000) $8,083 Shares 122,878 Est. Cost $65.17 Unrealized
NVS NOVARTIS AG ADR 3.3%
Value ($000) $7,826 Shares 110,692 Est. Cost $63.31 Unrealized
EMR EMERSON ELECTRIC 3.2%
Value ($000) $7,535 Shares 138,104 Est. Cost $52.97 Unrealized -24.4%
PEP PEPSICO 3.1%
Value ($000) $7,409 Shares 90,589 Est. Cost $68.44 Unrealized -18.2%
ADP AUTOMATIC DATA PROCESSING 2.9%
Value ($000) $6,987 Shares 101,463 Est. Cost $56.49 Unrealized -20.2%
ATR APTARGROUP 2.7%
Value ($000) $6,405 Shares 116,009 Est. Cost $47.71 Unrealized -1.6%
INTC INTEL CORP 2.7%
Value ($000) $6,350 Shares 262,124 Est. Cost $20.62 Unrealized -16.7%
CVX CHEVRON CORP NEW 2.2%
Value ($000) $5,155 Shares 43,560 Est. Cost $105.35 Unrealized -32.3%
E M C CORP MASS 2.1%
Value ($000) $5,112 Shares 216,365 Est. Cost $25.28 Unrealized
MSFT MICROSOFT CORP 2.1%
Value ($000) $5,099 Shares 147,578 Est. Cost $26.71 Unrealized -0.0%
DE DEERE 2.0%
Value ($000) $4,672 Shares 57,523 Est. Cost $86.44 Unrealized -21.3%
COVIDIEN 1.9%
Value ($000) $4,511 Shares 71,807 Est. Cost $57.73 Unrealized
ORACLE 1.8%
Value ($000) $4,305 Shares 140,200 Est. Cost $33.32 Unrealized
NOVOZYMES A S DKK 2.0 1.8%
Value ($000) $4,196 Shares 131,100 Est. Cost $28.13 Unrealized
SLB SCHLUMBERGER 1.7%
Value ($000) $4,084 Shares 56,991 Est. Cost $65.94 Unrealized -19.8%
HD HOME DEPOT 1.5%
Value ($000) $3,617 Shares 46,667 Est. Cost $61.85 Unrealized -9.4%
MASTERCARD 1.5%
Value ($000) $3,507 Shares 6,107 Est. Cost $495.80 Unrealized
UNITED TECHNOLOGIES 1.4%
Value ($000) $3,370 Shares 36,260 Est. Cost $81.98 Unrealized
ABBNY ABB LTD SPON ADR 1.4%
Value ($000) $3,343 Shares 154,410 Est. Cost $20.79 Unrealized
IBM INTL BUSINESS MACH 1.3%
Value ($000) $3,183 Shares 16,653 Est. Cost $191.56 Unrealized -37.9%
CISCO SYS INC 1.3%
Value ($000) $3,124 Shares 128,333 Est. Cost $20.34 Unrealized
GENERAL ELECTRIC 1.3%
Value ($000) $3,061 Shares 132,035 Est. Cost $20.98 Unrealized
RHHBY ROCHE HLDG LTD ADR 1.1%
Value ($000) $2,676 Shares 43,270 Est. Cost $51.34 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $2,563 Shares 6,463 Est. Cost $335.68 Unrealized -96.1%
TEVA TEVA PHARMACEUTICAL 1.1%
Value ($000) $2,519 Shares 64,275 Est. Cost $37.44 Unrealized
HP HELMERICH & PAYNE 1.0%
Value ($000) $2,272 Shares 36,391 Est. Cost $56.51 Unrealized +9.0%
ROK ROCKWELL AUTOMATION 0.9%
Value ($000) $2,181 Shares 26,225 Est. Cost $70.92 Unrealized -5.2%
PBA PEMBINA PIPELINE CO 0.9%
Value ($000) $2,160 Shares 70,575 Est. Cost $28.64 Unrealized -41.8%
LABORATORY CORP AMER 0.9%
Value ($000) $2,124 Shares 21,217 Est. Cost $87.08 Unrealized
JOHNSON CONTROLS INC 0.8%
Value ($000) $1,950 Shares 54,445 Est. Cost $32.99 Unrealized
ABT ABBOTT LABS 0.8%
Value ($000) $1,847 Shares 52,950 Est. Cost $63.70 Unrealized -54.7%
FISV FISERV 0.8%
Value ($000) $1,814 Shares 20,750 Est. Cost $36.10 Unrealized -39.3%
MERCK 0.7%
Value ($000) $1,723 Shares 37,091 Est. Cost $40.92 Unrealized
NXPI NXP SEMICONDUCTORS 0.7%
Value ($000) $1,657 Shares 53,435 Est. Cost $26.34 Unrealized -1.2%
PERRIGO CO 0.7%
Value ($000) $1,644 Shares 13,595 Est. Cost $106.87 Unrealized
UNP UNION PACIFIC 0.7%
Value ($000) $1,593 Shares 10,320 Est. Cost $125.72 Unrealized -54.6%
NATIONAL GRID PLC 0.6%
Value ($000) $1,354 Shares 23,890 Est. Cost $57.38 Unrealized
GIS GENERAL MILLS 0.6%
Value ($000) $1,346 Shares 27,740 Est. Cost $40.41 Unrealized -20.9%
MONSANTO 0.5%
Value ($000) $1,285 Shares 13,000 Est. Cost $94.60 Unrealized
CONOCOPHILLIPS 0.5%
Value ($000) $1,232 Shares 20,366 Est. Cost $58.08 Unrealized
PFE PFIZER 0.5%
Value ($000) $1,225 Shares 43,715 Est. Cost $25.07 Unrealized -34.4%
QCOM QUALCOMM 0.5%
Value ($000) $1,178 Shares 19,250 Est. Cost $50.15 Unrealized -10.2%
STT STATE STREET 0.5%
Value ($000) $1,107 Shares 16,953 Est. Cost $47.02 Unrealized -5.1%
ABBV ABBVIE INC 0.5%
Value ($000) $1,104 Shares 26,690 Est. Cost $22.26 Unrealized +19.2%
CL COLGATE-PALMOLIVE 0.5%
Value ($000) $1,091 Shares 19,054 Est. Cost $74.11 Unrealized -40.1%
DU PONT 0.4%
Value ($000) $1,038 Shares 19,785 Est. Cost $44.98 Unrealized
CENOVUS ENERGY 0.4%
Value ($000) $922 Shares 32,311 Est. Cost $33.56 Unrealized
KO COCA COLA 0.4%
Value ($000) $904 Shares 22,550 Est. Cost $36.24 Unrealized -23.1%
NSC NORFOLK SOUTHERN 0.4%
Value ($000) $895 Shares 12,306 Est. Cost $61.89 Unrealized -6.8%
CHUBB CORPORATION 0.4%
Value ($000) $881 Shares 10,407 Est. Cost $75.40 Unrealized
MUNICH RE GROUP 0.4%
Value ($000) $873 Shares 4,750 Est. Cost $179.27 Unrealized
SJM SMUCKER J M 0.4%
Value ($000) $845 Shares 8,205 Est. Cost $86.23 Unrealized -17.8%
DOMINION RES INC 0.3%
Value ($000) $795 Shares 14,000 Est. Cost $51.80 Unrealized
ENCANA 0.3%
Value ($000) $785 Shares 46,349 Est. Cost $19.76 Unrealized
ROYAL DUTCH SHELL PLC SPONS 0.3%
Value ($000) $782 Shares 12,236 Est. Cost $68.90 Unrealized
GILD GILEAD SCIENCES 0.3%
Value ($000) $728 Shares 14,200 Est. Cost $51.26 Unrealized -29.4%
CAT CATERPILLAR 0.3%
Value ($000) $692 Shares 8,375 Est. Cost $89.61 Unrealized -31.3%
LLY ELI LILLY & CO 0.3%
Value ($000) $690 Shares 14,032 Est. Cost $49.33 Unrealized -14.4%
IPGP IPG PHOTONICS CORPORATION 0.3%
Value ($000) $664 Shares 10,925 Est. Cost $63.81 Unrealized -4.3%
ECL ECOLAB INC 0.3%
Value ($000) $609 Shares 7,150 Est. Cost $71.83 Unrealized +2.3%
JPMORGAN CHASE 0.2%
Value ($000) $549 Shares 10,400 Est. Cost $44.10 Unrealized
HESS CORPORATION 0.2%
Value ($000) $540 Shares 8,130 Est. Cost $53.01 Unrealized
GLW CORNING INC 0.2%
Value ($000) $524 Shares 36,895 Est. Cost $12.52 Unrealized -16.2%
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $517 Shares 3,342 Est. Cost $163.42 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.2%
Value ($000) $506 Shares 3 Est. Cost $134000.00 Unrealized +23.2%
HSBC HSBC HLDG PLC SP ADR 0.2%
Value ($000) $494 Shares 9,516 Est. Cost $53.07 Unrealized
GLAXOSMITHKLINE PLC ADR 0.2%
Value ($000) $488 Shares 9,775 Est. Cost $49.92 Unrealized
WMT WAL-MART STORES 0.2%
Value ($000) $484 Shares 6,500 Est. Cost $68.15 Unrealized -70.7%
HON HONEYWELL INTL 0.2%
Value ($000) $460 Shares 5,800 Est. Cost $63.56 Unrealized -16.4%
AXP AMERICAN EXPRESS 0.2%
Value ($000) $449 Shares 6,000 Est. Cost $57.50 Unrealized +3.7%
ALNY ALNYLAM PHARMA 0.2%
Value ($000) $440 Shares 14,223 Est. Cost $18.25 Unrealized +45.8%
T E C O ENERGY 0.2%
Value ($000) $440 Shares 25,600 Est. Cost $16.80 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.2%
Value ($000) $420 Shares 3,750 Est. Cost $89.61 Unrealized +22.8%
BMY BRISTOL MYERS SQUIBB 0.2%
Value ($000) $411 Shares 9,200 Est. Cost $32.60 Unrealized -12.1%
SSNHZ SAMSUNG ELECTRONICS CO LTD VT 0.1%
Value ($000) $353 Shares 600 Est. Cost $710.00 Unrealized
EXPD EXPEDITORS INTL WASH 0.1%
Value ($000) $342 Shares 9,000 Est. Cost $39.56 Unrealized -19.9%
VERIZON COMM 0.1%
Value ($000) $338 Shares 6,716 Est. Cost $43.25 Unrealized
STERICYCLE 0.1%
Value ($000) $331 Shares 3,000 Est. Cost $93.33 Unrealized
TOTAL S.A. SPONSORED ADR 0.1%
Value ($000) $327 Shares 6,700 Est. Cost $51.94 Unrealized
PALL CORP 0.1%
Value ($000) $321 Shares 4,833 Est. Cost $60.21 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $305 Shares 4,400 Est. Cost $60.68 Unrealized -17.9%
ILMN ILLUMINA 0.1%
Value ($000) $300 Shares 4,020 Est. Cost $64.01 Unrealized 0.0%
APACHE 0.1%
Value ($000) $293 Shares 3,500 Est. Cost $78.57 Unrealized
SYY SYSCO 0.1%
Value ($000) $287 Shares 8,400 Est. Cost $31.70 Unrealized -23.0%
BHP BHP BILLITON LTD ADR 0.1%
Value ($000) $285 Shares 4,950 Est. Cost $78.42 Unrealized
WFC WELLS FARGO 0.1%
Value ($000) $277 Shares 6,700 Est. Cost $34.00 Unrealized -19.5%
PSX PHILLIPS 66 0.1%
Value ($000) $274 Shares 4,639 Est. Cost $53.24 Unrealized -24.1%
IDXX IDEXX CORP 0.1%
Value ($000) $269 Shares 3,000 Est. Cost $92.67 Unrealized -52.8%
SU SUNCOR ENERGY 0.1%
Value ($000) $265 Shares 9,000 Est. Cost $33.00 Unrealized -40.5%
IRON MOUNTAIN 0.1%
Value ($000) $261 Shares 9,799 Est. Cost $31.02 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $248 Shares 6,000 Est. Cost $42.67 Unrealized -53.7%
ROCKWELL COLLINS 0.1%
Value ($000) $234 Shares 3,685 Est. Cost $58.07 Unrealized
PLUM CREEK TIMBER CO INC 0.1%
Value ($000) $232 Shares 4,970 Est. Cost $44.32 Unrealized
NABZY NATIONAL AUSTRALIA BANK LTD 0.1%
Value ($000) $225 Shares 8,300 Est. Cost $26.02 Unrealized
INTU INTUIT 0.1%
Value ($000) $220 Shares 3,600 Est. Cost $59.44 Unrealized -8.5%
OXY OCCIDENTAL PETE 0.1%
Value ($000) $215 Shares 2,400 Est. Cost $57.83 Unrealized 0.0%
DOW CHEMICAL 0.1%
Value ($000) $215 Shares 6,648 Est. Cost $32.39 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $209 Shares 6,000 Est. Cost $23.71 Unrealized +6.7%
BA BOEING COMPANY 0.1%
Value ($000) $205 Shares 2,000 Est. Cost $80.37 Unrealized 0.0%
MFC MANULIFE FINANCIAL 0.1%
Value ($000) $205 Shares 12,788 Est. Cost $13.53 Unrealized +12.1%
BAC BANK OF AMERICA 0.1%
Value ($000) $140 Shares 10,850 Est. Cost $11.44 Unrealized -12.3%