SOMERVILLE KURT F Diversified Active

CIK: 0001215208 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 30, 2014

Total Value ($000): $251,276 (100.0% shares, 0.0% debt)

Holdings (101)

JNJ JOHNSON & JOHNSON 4.7%
Value ($000) $11,922 Shares 121,368 Est. Cost $70.09 Unrealized -4.9%
EXXON MOBIL 4.7%
Value ($000) $11,775 Shares 120,544 Est. Cost $86.54 Unrealized
CVS CVS CAREMARK 3.8%
Value ($000) $9,631 Shares 128,667 Est. Cost $48.35 Unrealized +5.7%
CNI CANADIAN NATL RAILWAY 3.7%
Value ($000) $9,319 Shares 165,761 Est. Cost $69.85 Unrealized -36.2%
PG PROCTER & GAMBLE 3.6%
Value ($000) $8,996 Shares 111,619 Est. Cost $67.88 Unrealized -16.7%
3M 3.5%
Value ($000) $8,781 Shares 64,731 Est. Cost $92.87 Unrealized
NVS NOVARTIS AG ADR 3.4%
Value ($000) $8,624 Shares 101,411 Est. Cost $63.31 Unrealized
EMR EMERSON ELECTRIC 3.2%
Value ($000) $8,130 Shares 121,713 Est. Cost $52.97 Unrealized -9.8%
NSRGY NESTLE SA ADR 3.2%
Value ($000) $8,046 Shares 106,946 Est. Cost $65.17 Unrealized
ADP AUTOMATIC DATA PROCESSING 3.0%
Value ($000) $7,425 Shares 96,108 Est. Cost $56.49 Unrealized -7.2%
ATR APTARGROUP 2.8%
Value ($000) $7,115 Shares 107,659 Est. Cost $47.71 Unrealized +15.3%
PEP PEPSICO 2.6%
Value ($000) $6,593 Shares 78,972 Est. Cost $68.44 Unrealized -16.9%
INTC INTEL CORP 2.3%
Value ($000) $5,773 Shares 223,612 Est. Cost $20.62 Unrealized -9.4%
E M C CORP MASS 2.3%
Value ($000) $5,665 Shares 206,698 Est. Cost $25.28 Unrealized
SLB SCHLUMBERGER 2.2%
Value ($000) $5,411 Shares 55,503 Est. Cost $65.80 Unrealized -0.5%
ORACLE 2.1%
Value ($000) $5,388 Shares 131,709 Est. Cost $33.32 Unrealized
NOVOZYMES A S DKK 2.0 2.1%
Value ($000) $5,187 Shares 117,965 Est. Cost $28.13 Unrealized
COVIDIEN 2.0%
Value ($000) $5,041 Shares 68,452 Est. Cost $57.73 Unrealized
CVX CHEVRON 2.0%
Value ($000) $4,915 Shares 41,330 Est. Cost $105.35 Unrealized -33.2%
MSFT MICROSOFT CORP 1.9%
Value ($000) $4,768 Shares 116,312 Est. Cost $26.71 Unrealized +17.0%
MASTERCARD 1.8%
Value ($000) $4,585 Shares 61,370 Est. Cost $116.97 Unrealized
QCOM QUALCOMM 1.7%
Value ($000) $4,377 Shares 55,495 Est. Cost $49.65 Unrealized +8.8%
ROK ROCKWELL AUTOMATION 1.6%
Value ($000) $3,936 Shares 31,604 Est. Cost $71.89 Unrealized +30.5%
HP HELMERICH & PAYNE 1.6%
Value ($000) $3,910 Shares 36,366 Est. Cost $57.09 Unrealized +62.9%
UNITED TECHNOLOGIES 1.6%
Value ($000) $3,897 Shares 33,345 Est. Cost $82.41 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $3,636 Shares 6,774 Est. Cost $303.90 Unrealized -94.5%
HD HOME DEPOT 1.4%
Value ($000) $3,488 Shares 44,072 Est. Cost $61.85 Unrealized -2.6%
ABBNY ABB LTD SPON ADR 1.4%
Value ($000) $3,425 Shares 132,785 Est. Cost $20.79 Unrealized
JOHNSON CONTROLS INC 1.3%
Value ($000) $3,271 Shares 69,095 Est. Cost $35.22 Unrealized
GENERAL ELECTRIC 1.3%
Value ($000) $3,178 Shares 122,746 Est. Cost $20.98 Unrealized
FISV FISERV 1.2%
Value ($000) $3,073 Shares 54,175 Est. Cost $30.37 Unrealized -5.8%
CISCO SYS INC 1.2%
Value ($000) $2,970 Shares 132,469 Est. Cost $20.44 Unrealized
IBM INTL BUSINESS MACH 1.2%
Value ($000) $2,937 Shares 15,263 Est. Cost $191.56 Unrealized -43.0%
NXPI NXP SEMICONDUCTORS 1.2%
Value ($000) $2,906 Shares 49,420 Est. Cost $26.41 Unrealized +75.5%
PBA PEMBINA PIPELINE CO 1.1%
Value ($000) $2,717 Shares 71,360 Est. Cost $28.54 Unrealized -33.0%
RHHBY ROCHE HLDG LTD ADR 1.1%
Value ($000) $2,705 Shares 71,728 Est. Cost $45.77 Unrealized
ABT ABBOTT LABS 1.0%
Value ($000) $2,574 Shares 66,785 Est. Cost $56.36 Unrealized -45.5%
PRGO PERRIGO CO 0.8%
Value ($000) $2,101 Shares 13,585 Est. Cost $145.23 Unrealized +8.7%
DE DEERE & CO 0.8%
Value ($000) $1,904 Shares 20,995 Est. Cost $86.44 Unrealized -18.9%
LABORATORY CORP AMER 0.8%
Value ($000) $1,889 Shares 19,235 Est. Cost $87.44 Unrealized
MERCK 0.7%
Value ($000) $1,786 Shares 31,469 Est. Cost $40.92 Unrealized
GLAXOSMITHKLINE PLC ADR 0.7%
Value ($000) $1,741 Shares 32,595 Est. Cost $51.64 Unrealized
UNP UNION PACIFIC 0.6%
Value ($000) $1,388 Shares 7,398 Est. Cost $125.72 Unrealized -45.7%
IPGP IPG PHOTONICS 0.5%
Value ($000) $1,368 Shares 19,240 Est. Cost $64.55 Unrealized +8.8%
CONOCOPHILLIPS 0.5%
Value ($000) $1,362 Shares 19,366 Est. Cost $58.08 Unrealized
ABBV ABBVIE 0.5%
Value ($000) $1,353 Shares 26,340 Est. Cost $22.26 Unrealized +41.5%
GIS GENERAL MILLS 0.5%
Value ($000) $1,327 Shares 25,633 Est. Cost $40.41 Unrealized -18.4%
PFE PFIZER 0.5%
Value ($000) $1,320 Shares 41,089 Est. Cost $25.07 Unrealized -27.4%
CL COLGATE-PALMOLIVE 0.5%
Value ($000) $1,266 Shares 19,504 Est. Cost $71.90 Unrealized -33.4%
TARGET CORP 0.5%
Value ($000) $1,195 Shares 19,755 Est. Cost $63.28 Unrealized
DU PONT 0.5%
Value ($000) $1,187 Shares 17,685 Est. Cost $44.98 Unrealized
NSC NORFOLK SOUTHERN 0.4%
Value ($000) $1,122 Shares 11,550 Est. Cost $61.89 Unrealized +15.4%
STT STATE STREET 0.4%
Value ($000) $1,055 Shares 15,183 Est. Cost $47.02 Unrealized +6.7%
NATIONAL GRID PLC 0.4%
Value ($000) $947 Shares 13,788 Est. Cost $57.38 Unrealized
DOMINION RES INC 0.3%
Value ($000) $852 Shares 12,000 Est. Cost $51.80 Unrealized
CHUBB CORP 0.3%
Value ($000) $775 Shares 8,674 Est. Cost $75.40 Unrealized
GLW CORNING INC 0.3%
Value ($000) $741 Shares 35,665 Est. Cost $12.52 Unrealized +10.4%
MONSANTO 0.3%
Value ($000) $732 Shares 6,430 Est. Cost $94.90 Unrealized
KO COCA COLA 0.3%
Value ($000) $724 Shares 18,750 Est. Cost $36.24 Unrealized -26.7%
ECL ECOLAB INC 0.3%
Value ($000) $718 Shares 6,650 Est. Cost $71.83 Unrealized +28.0%
NVO NOVO NORDISK A S ADR 0.3%
Value ($000) $704 Shares 15,425 Est. Cost $69.65 Unrealized
XILINX 0.3%
Value ($000) $679 Shares 12,515 Est. Cost $51.14 Unrealized
HESS CORPORATION 0.3%
Value ($000) $673 Shares 8,130 Est. Cost $53.01 Unrealized
MUNICH RE GROUP 0.3%
Value ($000) $648 Shares 2,958 Est. Cost $179.27 Unrealized
CENOVUS ENERGY 0.3%
Value ($000) $639 Shares 22,036 Est. Cost $33.56 Unrealized
ILMN ILLUMINA 0.2%
Value ($000) $617 Shares 4,160 Est. Cost $66.80 Unrealized +120.0%
CAT CATERPILLAR 0.2%
Value ($000) $612 Shares 6,150 Est. Cost $89.61 Unrealized -22.2%
BRK/A BERKSHIRE HATHAWAY CL A 0.2%
Value ($000) $562 Shares 3 Est. Cost $134000.00 Unrealized +31.0%
SJM SMUCKER J M 0.2%
Value ($000) $560 Shares 5,755 Est. Cost $86.23 Unrealized -20.3%
GILD GILEAD SCIENCES 0.2%
Value ($000) $560 Shares 7,900 Est. Cost $51.26 Unrealized +6.3%
ROYAL DUTCH SHELL PLC SPONS 0.2%
Value ($000) $522 Shares 7,135 Est. Cost $68.90 Unrealized
HON HONEYWELL INTL 0.2%
Value ($000) $498 Shares 5,360 Est. Cost $63.52 Unrealized +1.9%
WMT WAL-MART STORES 0.2%
Value ($000) $497 Shares 6,500 Est. Cost $68.15 Unrealized -70.8%
AXP AMERICAN EXPRESS 0.2%
Value ($000) $495 Shares 5,500 Est. Cost $57.50 Unrealized +31.3%
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $479 Shares 9,200 Est. Cost $32.60 Unrealized +10.2%
LLY ELI LILLY & CO 0.2%
Value ($000) $472 Shares 8,032 Est. Cost $49.33 Unrealized -9.7%
ALNY ALNYLAM PHARMA 0.2%
Value ($000) $456 Shares 6,792 Est. Cost $18.25 Unrealized +324.3%
BRK/B BERKSHIRE HATHAWAY CL B 0.2%
Value ($000) $451 Shares 3,608 Est. Cost $89.61 Unrealized +30.4%
T E C O ENERGY 0.2%
Value ($000) $400 Shares 23,350 Est. Cost $16.80 Unrealized
SSNHZ SAMSUNG ELECTRONICS CO LTD VT 0.2%
Value ($000) $379 Shares 600 Est. Cost $710.00 Unrealized
TOTAL S.A. SPONSORED ADR 0.1%
Value ($000) $367 Shares 5,598 Est. Cost $52.20 Unrealized
WFC WELLS FARGO 0.1%
Value ($000) $344 Shares 6,900 Est. Cost $33.98 Unrealized -1.7%
JPMORGAN CHASE 0.1%
Value ($000) $328 Shares 5,400 Est. Cost $44.10 Unrealized
SU SUNCOR ENERGY 0.1%
Value ($000) $315 Shares 9,000 Est. Cost $33.00 Unrealized -33.0%
SYY SYSCO 0.1%
Value ($000) $311 Shares 8,600 Est. Cost $31.57 Unrealized -17.3%
DOW CHEMICAL 0.1%
Value ($000) $309 Shares 6,348 Est. Cost $32.39 Unrealized
EXPD EXPEDITORS INTL WASH 0.1%
Value ($000) $288 Shares 7,276 Est. Cost $39.27 Unrealized -10.6%
STERICYCLE 0.1%
Value ($000) $284 Shares 2,500 Est. Cost $93.33 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $283 Shares 6,000 Est. Cost $23.71 Unrealized +34.7%
INTU INTUIT 0.1%
Value ($000) $280 Shares 3,600 Est. Cost $59.44 Unrealized +16.5%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $268 Shares 5,611 Est. Cost $26.61 Unrealized -2.8%
IVV ISHARES S&P 500 0.1%
Value ($000) $263 Shares 1,398 Est. Cost $168.81 Unrealized
MFC MANULIFE FINANCIAL 0.1%
Value ($000) $247 Shares 12,788 Est. Cost $13.53 Unrealized +41.4%
PSX PHILLIPS 66 0.1%
Value ($000) $243 Shares 3,139 Est. Cost $43.41 Unrealized +14.8%
TEVA TEVA PHARMACEUTICAL 0.1%
Value ($000) $238 Shares 4,510 Est. Cost $37.44 Unrealized
HUBBELL INC CL B 0.1%
Value ($000) $232 Shares 1,932 Est. Cost $104.83 Unrealized
ROCKWELL COLLINS 0.1%
Value ($000) $214 Shares 2,685 Est. Cost $58.07 Unrealized
CIMAREX ENERGY 0.1%
Value ($000) $202 Shares 1,694 Est. Cost $119.24 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $201 Shares 1,636 Est. Cost $86.89 Unrealized 0.0%
PLUM CREEK TIMBER CO INC 0.1%
Value ($000) $201 Shares 4,770 Est. Cost $44.32 Unrealized
GEVO 0.0%
Value ($000) $12 Shares 10,000 Est. Cost $1.20 Unrealized