SOMERVILLE KURT F Diversified Active

CIK: 0001215208 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 18, 2013

Total Value ($000): $251,036 (100.0% shares, 0.0% debt)

Holdings (106)

JNJ JOHNSON & JOHNSON 4.9%
Value ($000) $12,351 Shares 142,467 Est. Cost $70.09 Unrealized -9.3%
EXXON MOBIL 4.9%
Value ($000) $12,224 Shares 142,086 Est. Cost $86.54 Unrealized
CNI CANADIAN NATL RAILWAY 3.9%
Value ($000) $9,781 Shares 96,498 Est. Cost $91.01 Unrealized -56.5%
PG PROCTER & GAMBLE 3.7%
Value ($000) $9,384 Shares 124,142 Est. Cost $67.88 Unrealized -17.2%
3M 3.6%
Value ($000) $8,945 Shares 74,904 Est. Cost $92.87 Unrealized
EMR EMERSON ELECTRIC 3.5%
Value ($000) $8,901 Shares 137,574 Est. Cost $52.97 Unrealized -17.3%
NVS NOVARTIS AG ADR 3.4%
Value ($000) $8,524 Shares 111,132 Est. Cost $63.31 Unrealized
NSRGY NESTLE SA ADR 3.4%
Value ($000) $8,478 Shares 121,818 Est. Cost $65.17 Unrealized
CVS CVS CAREMARK 3.2%
Value ($000) $8,111 Shares 142,928 Est. Cost $48.35 Unrealized -11.5%
ADP AUTOMATIC DATA PROCESSING 2.9%
Value ($000) $7,389 Shares 102,078 Est. Cost $56.49 Unrealized -14.5%
PEP PEPSICO 2.9%
Value ($000) $7,193 Shares 90,474 Est. Cost $68.44 Unrealized -17.1%
ATR APTARGROUP 2.8%
Value ($000) $6,931 Shares 115,269 Est. Cost $47.71 Unrealized +3.9%
INTC INTEL CORP 2.4%
Value ($000) $5,943 Shares 259,248 Est. Cost $20.62 Unrealized -18.0%
E M C CORP MASS 2.2%
Value ($000) $5,568 Shares 217,815 Est. Cost $25.28 Unrealized
CVX CHEVRON 2.1%
Value ($000) $5,324 Shares 43,840 Est. Cost $105.35 Unrealized -30.6%
SLB SCHLUMBERGER 2.0%
Value ($000) $5,115 Shares 57,901 Est. Cost $65.83 Unrealized -10.4%
NOVOZYMES A S DKK 2.0 2.0%
Value ($000) $5,011 Shares 131,000 Est. Cost $28.13 Unrealized
DE DEERE 1.9%
Value ($000) $4,713 Shares 57,923 Est. Cost $86.44 Unrealized -23.7%
ORACLE 1.9%
Value ($000) $4,707 Shares 141,930 Est. Cost $33.32 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $4,546 Shares 136,588 Est. Cost $26.71 Unrealized +1.1%
COVIDIEN 1.8%
Value ($000) $4,403 Shares 72,277 Est. Cost $57.73 Unrealized
MASTERCARD 1.7%
Value ($000) $4,215 Shares 6,265 Est. Cost $500.26 Unrealized
UNITED TECHNOLOGIES 1.6%
Value ($000) $3,974 Shares 36,875 Est. Cost $82.41 Unrealized
ABBNY ABB LTD SPON ADR 1.5%
Value ($000) $3,654 Shares 154,910 Est. Cost $20.79 Unrealized
HD HOME DEPOT 1.4%
Value ($000) $3,529 Shares 46,542 Est. Cost $61.85 Unrealized -6.4%
ROK ROCKWELL AUTOMATION 1.4%
Value ($000) $3,403 Shares 31,820 Est. Cost $71.89 Unrealized +6.3%
AAPL APPLE INC 1.3%
Value ($000) $3,357 Shares 7,043 Est. Cost $309.22 Unrealized -95.4%
GENERAL ELECTRIC 1.2%
Value ($000) $3,135 Shares 131,195 Est. Cost $20.98 Unrealized
CISCO SYS INC 1.2%
Value ($000) $3,095 Shares 133,183 Est. Cost $20.44 Unrealized
IBM INTL BUSINESS MACH 1.2%
Value ($000) $3,065 Shares 16,543 Est. Cost $191.56 Unrealized -41.8%
RHHBY ROCHE HLDG LTD ADR 1.2%
Value ($000) $2,948 Shares 43,640 Est. Cost $51.34 Unrealized
JOHNSON CONTROLS INC 1.1%
Value ($000) $2,861 Shares 68,950 Est. Cost $34.78 Unrealized
HP HELMERICH & PAYNE 1.1%
Value ($000) $2,672 Shares 38,761 Est. Cost $57.09 Unrealized +15.6%
FISV FISERV 1.0%
Value ($000) $2,454 Shares 24,285 Est. Cost $34.37 Unrealized -29.6%
QCOM QUALCOMM 1.0%
Value ($000) $2,438 Shares 36,225 Est. Cost $48.47 Unrealized -3.9%
PBA PEMBINA PIPELINE CO 0.9%
Value ($000) $2,339 Shares 70,575 Est. Cost $28.64 Unrealized -42.1%
LABORATORY CORP AMER 0.9%
Value ($000) $2,169 Shares 21,867 Est. Cost $87.44 Unrealized
ABT ABBOTT LABS 0.8%
Value ($000) $2,099 Shares 63,210 Est. Cost $57.85 Unrealized -52.1%
TEVA TEVA PHARMACEUTICAL 0.8%
Value ($000) $2,087 Shares 55,235 Est. Cost $37.44 Unrealized
NXPI NXP SEMICONDUCTORS 0.8%
Value ($000) $2,020 Shares 54,235 Est. Cost $26.41 Unrealized +19.0%
MERCK 0.7%
Value ($000) $1,763 Shares 37,051 Est. Cost $40.92 Unrealized
PERRIGO CO 0.7%
Value ($000) $1,726 Shares 14,005 Est. Cost $107.35 Unrealized
UNP UNION PACIFIC 0.6%
Value ($000) $1,479 Shares 9,520 Est. Cost $125.72 Unrealized -52.2%
MONSANTO 0.6%
Value ($000) $1,399 Shares 13,400 Est. Cost $94.90 Unrealized
CONOCOPHILLIPS 0.5%
Value ($000) $1,347 Shares 19,366 Est. Cost $58.08 Unrealized
GIS GENERAL MILLS 0.5%
Value ($000) $1,329 Shares 27,740 Est. Cost $40.41 Unrealized -18.6%
PFE PFIZER 0.5%
Value ($000) $1,253 Shares 43,615 Est. Cost $25.07 Unrealized -34.8%
ABBV ABBVIE INC 0.5%
Value ($000) $1,193 Shares 26,690 Est. Cost $22.26 Unrealized +22.0%
DU PONT 0.5%
Value ($000) $1,159 Shares 19,785 Est. Cost $44.98 Unrealized
CL COLGATE-PALMOLIVE 0.4%
Value ($000) $1,124 Shares 18,954 Est. Cost $74.11 Unrealized -39.9%
STT STATE STREET 0.4%
Value ($000) $1,112 Shares 16,908 Est. Cost $47.02 Unrealized +4.8%
NATIONAL GRID PLC 0.4%
Value ($000) $1,077 Shares 18,240 Est. Cost $57.38 Unrealized
NSC NORFOLK SOUTHERN 0.4%
Value ($000) $951 Shares 12,306 Est. Cost $61.89 Unrealized -7.9%
CENOVUS ENERGY 0.4%
Value ($000) $946 Shares 31,711 Est. Cost $33.56 Unrealized
CHUBB CORPORATION 0.4%
Value ($000) $930 Shares 10,407 Est. Cost $75.40 Unrealized
MUNICH RE GROUP 0.4%
Value ($000) $929 Shares 4,750 Est. Cost $179.27 Unrealized
ALNY ALNYLAM PHARMA 0.4%
Value ($000) $910 Shares 14,223 Est. Cost $18.25 Unrealized +173.2%
GLAXOSMITHKLINE PLC ADR 0.3%
Value ($000) $864 Shares 17,205 Est. Cost $50.05 Unrealized
SJM SMUCKER J M 0.3%
Value ($000) $856 Shares 8,155 Est. Cost $86.23 Unrealized -12.2%
GILD GILEAD SCIENCES 0.3%
Value ($000) $849 Shares 13,500 Est. Cost $51.26 Unrealized -19.0%
KO COCA COLA 0.3%
Value ($000) $846 Shares 22,350 Est. Cost $36.24 Unrealized -26.1%
DOMINION RES INC 0.3%
Value ($000) $812 Shares 13,000 Est. Cost $51.80 Unrealized
IPGP IPG PHOTONICS CORPORATION 0.3%
Value ($000) $774 Shares 13,755 Est. Cost $62.71 Unrealized -6.7%
ROYAL DUTCH SHELL PLC SPONS 0.3%
Value ($000) $738 Shares 11,236 Est. Cost $68.90 Unrealized
TARGET CORP 0.3%
Value ($000) $729 Shares 11,400 Est. Cost $63.95 Unrealized
ECL ECOLAB INC 0.3%
Value ($000) $706 Shares 7,150 Est. Cost $71.83 Unrealized +13.0%
LLY ELI LILLY & CO 0.3%
Value ($000) $705 Shares 14,032 Est. Cost $49.33 Unrealized -16.9%
CAT CATERPILLAR 0.3%
Value ($000) $676 Shares 8,100 Est. Cost $89.61 Unrealized -31.2%
HESS CORPORATION 0.3%
Value ($000) $629 Shares 8,130 Est. Cost $53.01 Unrealized
GLW CORNING INC 0.2%
Value ($000) $543 Shares 37,220 Est. Cost $12.52 Unrealized -14.2%
HSBC HSBC HLDG PLC SP ADR 0.2%
Value ($000) $516 Shares 9,516 Est. Cost $53.07 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.2%
Value ($000) $511 Shares 3 Est. Cost $134000.00 Unrealized +29.1%
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $511 Shares 3,017 Est. Cost $163.42 Unrealized
WMT WAL-MART STORES 0.2%
Value ($000) $480 Shares 6,500 Est. Cost $68.15 Unrealized -71.0%
HON HONEYWELL INTL 0.2%
Value ($000) $469 Shares 5,655 Est. Cost $63.56 Unrealized -9.6%
AXP AMERICAN EXPRESS 0.2%
Value ($000) $453 Shares 6,000 Est. Cost $57.50 Unrealized +10.0%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.2%
Value ($000) $425 Shares 3,750 Est. Cost $89.61 Unrealized +28.7%
BMY BRISTOL MYERS SQUIBB 0.2%
Value ($000) $425 Shares 9,200 Est. Cost $32.60 Unrealized -10.4%
TOTAL S.A. SPONSORED ADR 0.2%
Value ($000) $406 Shares 7,000 Est. Cost $52.20 Unrealized
T E C O ENERGY 0.2%
Value ($000) $386 Shares 23,350 Est. Cost $16.80 Unrealized
SSNHZ SAMSUNG ELECTRONICS CO LTD VT 0.2%
Value ($000) $382 Shares 600 Est. Cost $710.00 Unrealized
PALL CORP 0.1%
Value ($000) $372 Shares 4,833 Est. Cost $60.21 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $336 Shares 4,400 Est. Cost $60.68 Unrealized -9.7%
JPMORGAN CHASE 0.1%
Value ($000) $331 Shares 6,400 Est. Cost $44.10 Unrealized
BHP BHP BILLITON LTD ADR 0.1%
Value ($000) $329 Shares 4,950 Est. Cost $78.42 Unrealized
ILMN ILLUMINA 0.1%
Value ($000) $324 Shares 4,020 Est. Cost $64.01 Unrealized +19.5%
SU SUNCOR ENERGY 0.1%
Value ($000) $322 Shares 9,000 Est. Cost $33.00 Unrealized -33.9%
EXPD EXPEDITORS INTL WASH 0.1%
Value ($000) $308 Shares 7,000 Est. Cost $39.56 Unrealized -10.8%
STERICYCLE 0.1%
Value ($000) $288 Shares 2,500 Est. Cost $93.33 Unrealized
ENCANA 0.1%
Value ($000) $280 Shares 16,207 Est. Cost $19.76 Unrealized
WFC WELLS FARGO 0.1%
Value ($000) $277 Shares 6,700 Est. Cost $34.00 Unrealized -11.2%
VERIZON COMM 0.1%
Value ($000) $267 Shares 5,716 Est. Cost $43.25 Unrealized
NABZY NATIONAL AUSTRALIA BANK LTD 0.1%
Value ($000) $267 Shares 8,300 Est. Cost $26.02 Unrealized
SYY SYSCO 0.1%
Value ($000) $267 Shares 8,400 Est. Cost $31.70 Unrealized -24.3%
DOW CHEMICAL 0.1%
Value ($000) $251 Shares 6,548 Est. Cost $32.39 Unrealized
ROCKWELL COLLINS 0.1%
Value ($000) $250 Shares 3,685 Est. Cost $58.07 Unrealized
IRON MOUNTAIN 0.1%
Value ($000) $243 Shares 9,000 Est. Cost $31.02 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $242 Shares 6,000 Est. Cost $23.71 Unrealized +16.9%
INTU INTUIT 0.1%
Value ($000) $239 Shares 3,600 Est. Cost $59.44 Unrealized -2.2%
IVV ISHARES S&P INDEX FD 0.1%
Value ($000) $236 Shares 1,398 Est. Cost $168.81 Unrealized
PLUM CREEK TIMBER CO INC 0.1%
Value ($000) $233 Shares 4,970 Est. Cost $44.32 Unrealized
OXY OCCIDENTAL PETE 0.1%
Value ($000) $224 Shares 2,400 Est. Cost $57.83 Unrealized +2.4%
MFC MANULIFE FINANCIAL 0.1%
Value ($000) $212 Shares 12,788 Est. Cost $13.53 Unrealized +26.2%
HUBBELL INC CL B 0.1%
Value ($000) $204 Shares 1,946 Est. Cost $104.83 Unrealized
BMO BANK OF MONTREAL 0.1%
Value ($000) $200 Shares 3,000 Est. Cost $37.97 Unrealized 0.0%
BAC BANK OF AMERICA 0.1%
Value ($000) $160 Shares 11,600 Est. Cost $11.42 Unrealized -1.7%