SOMERVILLE KURT F Diversified Active

CIK: 0001215208 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: May 28, 2014

Total Value ($000): $261,216 (100.0% shares, 0.0% debt)

Holdings (104)

EXXON MOBIL 5.1%
Value ($000) $13,364 Shares 132,049 Est. Cost $86.54 Unrealized
JNJ JOHNSON & JOHNSON 4.6%
Value ($000) $12,143 Shares 132,587 Est. Cost $70.09 Unrealized -6.2%
CNI CANADIAN NATL RAILWAY 3.9%
Value ($000) $10,060 Shares 176,429 Est. Cost $69.85 Unrealized -36.6%
3M 3.8%
Value ($000) $9,797 Shares 69,860 Est. Cost $92.87 Unrealized
CVS CVS CAREMARK 3.7%
Value ($000) $9,554 Shares 133,493 Est. Cost $48.35 Unrealized -4.2%
PG PROCTER & GAMBLE 3.6%
Value ($000) $9,503 Shares 116,713 Est. Cost $67.88 Unrealized -14.5%
EMR EMERSON ELECTRIC 3.5%
Value ($000) $9,078 Shares 129,354 Est. Cost $52.97 Unrealized -9.0%
NVS NOVARTIS AG ADR 3.3%
Value ($000) $8,590 Shares 106,857 Est. Cost $63.31 Unrealized
NSRGY NESTLE SA ADR 3.3%
Value ($000) $8,507 Shares 115,588 Est. Cost $65.17 Unrealized
ADP AUTOMATIC DATA PROCESSING 3.0%
Value ($000) $7,803 Shares 96,573 Est. Cost $56.49 Unrealized -8.9%
ATR APTARGROUP 2.8%
Value ($000) $7,396 Shares 109,064 Est. Cost $47.71 Unrealized +12.5%
PEP PEPSICO 2.7%
Value ($000) $7,026 Shares 84,684 Est. Cost $68.44 Unrealized -15.6%
INTC INTEL CORP 2.4%
Value ($000) $6,261 Shares 241,248 Est. Cost $20.62 Unrealized -13.1%
SLB SCHLUMBERGER 2.1%
Value ($000) $5,397 Shares 59,896 Est. Cost $65.80 Unrealized -1.1%
E M C CORP MASS 2.0%
Value ($000) $5,296 Shares 210,630 Est. Cost $25.28 Unrealized
CVX CHEVRON 2.0%
Value ($000) $5,228 Shares 41,855 Est. Cost $105.35 Unrealized -31.2%
ORACLE 2.0%
Value ($000) $5,166 Shares 134,980 Est. Cost $33.32 Unrealized
MASTERCARD 1.9%
Value ($000) $5,091 Shares 6,094 Est. Cost $500.26 Unrealized
NOVOZYMES A S DKK 2.0 1.9%
Value ($000) $5,003 Shares 118,500 Est. Cost $28.13 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $4,671 Shares 124,908 Est. Cost $26.71 Unrealized +12.4%
COVIDIEN 1.8%
Value ($000) $4,654 Shares 68,332 Est. Cost $57.73 Unrealized
UNITED TECHNOLOGIES 1.6%
Value ($000) $4,070 Shares 35,760 Est. Cost $82.41 Unrealized
ABBNY ABB LTD SPON ADR 1.5%
Value ($000) $3,935 Shares 148,135 Est. Cost $20.79 Unrealized
ROK ROCKWELL AUTOMATION 1.4%
Value ($000) $3,772 Shares 31,925 Est. Cost $71.89 Unrealized +21.5%
AAPL APPLE INC 1.4%
Value ($000) $3,731 Shares 6,651 Est. Cost $309.22 Unrealized -94.7%
GENERAL ELECTRIC 1.4%
Value ($000) $3,678 Shares 131,195 Est. Cost $20.98 Unrealized
HD HOME DEPOT 1.4%
Value ($000) $3,652 Shares 44,342 Est. Cost $61.85 Unrealized -5.1%
QCOM QUALCOMM 1.3%
Value ($000) $3,525 Shares 47,495 Est. Cost $48.92 Unrealized +3.0%
JOHNSON CONTROLS INC 1.3%
Value ($000) $3,422 Shares 66,675 Est. Cost $34.78 Unrealized
DE DEERE & CO 1.2%
Value ($000) $3,132 Shares 34,298 Est. Cost $86.44 Unrealized -22.0%
IBM INTL BUSINESS MACH 1.2%
Value ($000) $3,066 Shares 16,343 Est. Cost $191.56 Unrealized -44.5%
HP HELMERICH & PAYNE 1.2%
Value ($000) $3,043 Shares 36,191 Est. Cost $57.09 Unrealized +36.3%
FISV FISERV 1.2%
Value ($000) $3,040 Shares 51,490 Est. Cost $30.46 Unrealized -11.4%
RHHBY ROCHE HLDG LTD ADR 1.1%
Value ($000) $2,978 Shares 42,440 Est. Cost $51.34 Unrealized
CISCO SYS INC 1.1%
Value ($000) $2,957 Shares 131,828 Est. Cost $20.44 Unrealized
ABT ABBOTT LABS 1.0%
Value ($000) $2,503 Shares 65,295 Est. Cost $56.94 Unrealized -48.7%
PBA PEMBINA PIPELINE CO 1.0%
Value ($000) $2,488 Shares 70,600 Est. Cost $28.64 Unrealized -38.6%
NXPI NXP SEMICONDUCTORS 0.9%
Value ($000) $2,257 Shares 49,130 Est. Cost $26.41 Unrealized +38.5%
LABORATORY CORP AMER 0.8%
Value ($000) $1,986 Shares 21,730 Est. Cost $87.44 Unrealized
PRGO PERRIGO CO 0.7%
Value ($000) $1,919 Shares 12,505 Est. Cost $144.14 Unrealized 0.0%
MERCK 0.7%
Value ($000) $1,791 Shares 35,801 Est. Cost $40.92 Unrealized
UNP UNION PACIFIC 0.6%
Value ($000) $1,448 Shares 8,620 Est. Cost $125.72 Unrealized -51.8%
ABBV ABBVIE 0.5%
Value ($000) $1,407 Shares 26,640 Est. Cost $22.26 Unrealized +36.5%
GLAXOSMITHKLINE PLC ADR 0.5%
Value ($000) $1,380 Shares 25,840 Est. Cost $51.17 Unrealized
CONOCOPHILLIPS 0.5%
Value ($000) $1,368 Shares 19,366 Est. Cost $58.08 Unrealized
GIS GENERAL MILLS 0.5%
Value ($000) $1,316 Shares 26,366 Est. Cost $40.41 Unrealized -18.6%
PFE PFIZER 0.5%
Value ($000) $1,291 Shares 42,115 Est. Cost $25.07 Unrealized -29.7%
DU PONT 0.5%
Value ($000) $1,279 Shares 19,685 Est. Cost $44.98 Unrealized
IPGP IPG PHOTONICS 0.5%
Value ($000) $1,273 Shares 16,410 Est. Cost $63.57 Unrealized +7.0%
STT STATE STREET 0.5%
Value ($000) $1,212 Shares 16,508 Est. Cost $47.02 Unrealized +7.7%
CL COLGATE-PALMOLIVE 0.4%
Value ($000) $1,164 Shares 17,854 Est. Cost $74.11 Unrealized -34.7%
NATIONAL GRID PLC 0.4%
Value ($000) $1,159 Shares 17,740 Est. Cost $57.38 Unrealized
NSC NORFOLK SOUTHERN 0.4%
Value ($000) $1,127 Shares 12,135 Est. Cost $61.89 Unrealized +6.2%
TARGET CORP 0.4%
Value ($000) $1,066 Shares 16,815 Est. Cost $63.77 Unrealized
KO COCA COLA 0.4%
Value ($000) $922 Shares 22,350 Est. Cost $36.24 Unrealized -25.7%
MUNICH RE GROUP 0.3%
Value ($000) $884 Shares 4,000 Est. Cost $179.27 Unrealized
ALNY ALNYLAM PHARMA 0.3%
Value ($000) $867 Shares 13,485 Est. Cost $18.25 Unrealized +226.9%
DOMINION RES INC 0.3%
Value ($000) $841 Shares 13,000 Est. Cost $51.80 Unrealized
CHUBB CORP 0.3%
Value ($000) $838 Shares 8,674 Est. Cost $75.40 Unrealized
SJM SMUCKER J M 0.3%
Value ($000) $819 Shares 7,905 Est. Cost $86.23 Unrealized -13.5%
MONSANTO 0.3%
Value ($000) $808 Shares 6,930 Est. Cost $94.90 Unrealized
ECL ECOLAB INC 0.3%
Value ($000) $746 Shares 7,150 Est. Cost $71.83 Unrealized +26.6%
ROYAL DUTCH SHELL PLC SPONS 0.3%
Value ($000) $744 Shares 10,436 Est. Cost $68.90 Unrealized
GILD GILEAD SCIENCES 0.3%
Value ($000) $736 Shares 9,800 Est. Cost $51.26 Unrealized -5.6%
TEVA TEVA PHARMACEUTICAL 0.3%
Value ($000) $728 Shares 18,160 Est. Cost $37.44 Unrealized
CAT CATERPILLAR 0.3%
Value ($000) $718 Shares 7,900 Est. Cost $89.61 Unrealized -30.1%
LLY ELI LILLY & CO 0.3%
Value ($000) $715 Shares 14,032 Est. Cost $49.33 Unrealized -19.8%
HESS CORPORATION 0.3%
Value ($000) $674 Shares 8,130 Est. Cost $53.01 Unrealized
CENOVUS ENERGY 0.2%
Value ($000) $643 Shares 22,436 Est. Cost $33.56 Unrealized
GLW CORNING INC 0.2%
Value ($000) $629 Shares 35,315 Est. Cost $12.52 Unrealized -3.8%
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $577 Shares 3,125 Est. Cost $164.15 Unrealized
AXP AMERICAN EXPRESS 0.2%
Value ($000) $544 Shares 6,000 Est. Cost $57.50 Unrealized +20.5%
BRK/A BERKSHIRE HATHAWAY CL A 0.2%
Value ($000) $534 Shares 3 Est. Cost $134000.00 Unrealized +29.5%
HON HONEYWELL INTL 0.2%
Value ($000) $525 Shares 5,745 Est. Cost $63.52 Unrealized -4.2%
WMT WAL-MART STORES 0.2%
Value ($000) $512 Shares 6,500 Est. Cost $68.15 Unrealized -70.1%
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $490 Shares 9,200 Est. Cost $32.60 Unrealized +4.8%
ILMN ILLUMINA 0.2%
Value ($000) $445 Shares 4,020 Est. Cost $64.01 Unrealized +43.1%
BRK/B BERKSHIRE HATHAWAY CL B 0.2%
Value ($000) $444 Shares 3,750 Est. Cost $89.61 Unrealized +29.0%
HSBC HSBC HLDG PLC SP ADR 0.2%
Value ($000) $442 Shares 8,016 Est. Cost $53.07 Unrealized
TOTAL S.A. SPONSORED ADR 0.2%
Value ($000) $429 Shares 7,000 Est. Cost $52.20 Unrealized
PALL CORP 0.2%
Value ($000) $412 Shares 4,833 Est. Cost $60.21 Unrealized
T E C O ENERGY 0.2%
Value ($000) $402 Shares 23,350 Est. Cost $16.80 Unrealized
SSNHZ SAMSUNG ELECTRONICS CO LTD VT 0.1%
Value ($000) $390 Shares 600 Est. Cost $710.00 Unrealized
JPMORGAN CHASE 0.1%
Value ($000) $374 Shares 6,400 Est. Cost $44.10 Unrealized
EXPD EXPEDITORS INTL WASH 0.1%
Value ($000) $352 Shares 7,957 Est. Cost $39.27 Unrealized -5.2%
SU SUNCOR ENERGY 0.1%
Value ($000) $315 Shares 9,000 Est. Cost $33.00 Unrealized -29.7%
WFC WELLS FARGO 0.1%
Value ($000) $304 Shares 6,700 Est. Cost $34.00 Unrealized -9.5%
SYY SYSCO 0.1%
Value ($000) $303 Shares 8,400 Est. Cost $31.70 Unrealized -23.1%
DOW CHEMICAL 0.1%
Value ($000) $291 Shares 6,548 Est. Cost $32.39 Unrealized
STERICYCLE 0.1%
Value ($000) $290 Shares 2,500 Est. Cost $93.33 Unrealized
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $281 Shares 5,716 Est. Cost $26.61 Unrealized 0.0%
INTU INTUIT 0.1%
Value ($000) $275 Shares 3,600 Est. Cost $59.44 Unrealized +9.4%
IRON MOUNTAIN 0.1%
Value ($000) $273 Shares 9,000 Est. Cost $31.02 Unrealized
ROCKWELL COLLINS 0.1%
Value ($000) $273 Shares 3,685 Est. Cost $58.07 Unrealized
BHP BHP BILLITON LTD ADR 0.1%
Value ($000) $270 Shares 3,950 Est. Cost $78.42 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $263 Shares 6,000 Est. Cost $23.71 Unrealized +26.8%
IVV ISHARES S&P 500 0.1%
Value ($000) $260 Shares 1,398 Est. Cost $168.81 Unrealized
NABZY NATIONAL AUSTRALIA BANK LTD 0.1%
Value ($000) $258 Shares 8,300 Est. Cost $26.02 Unrealized
MFC MANULIFE FINANCIAL 0.1%
Value ($000) $252 Shares 12,788 Est. Cost $13.53 Unrealized +35.2%
PSX PHILLIPS 66 0.1%
Value ($000) $243 Shares 3,139 Est. Cost $43.41 Unrealized 0.0%
PLUM CREEK TIMBER CO INC 0.1%
Value ($000) $231 Shares 4,970 Est. Cost $44.32 Unrealized
HUBBELL INC CL B 0.1%
Value ($000) $212 Shares 1,946 Est. Cost $104.83 Unrealized
FCX FREEPORT MCMORAN COPPER 0.1%
Value ($000) $209 Shares 5,550 Est. Cost $30.06 Unrealized 0.0%
XILINX 0.1%
Value ($000) $206 Shares 4,515 Est. Cost $45.63 Unrealized