SOMERVILLE KURT F Diversified Active

CIK: 0001215208 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 23, 2014

Total Value ($000): $256,542 (100.0% shares, 0.0% debt)

Holdings (103)

JNJ JOHNSON & JOHNSON 4.9%
Value ($000) $12,457 Shares 119,062 Est. Cost $70.09 Unrealized +4.4%
EXXON MOBIL 4.6%
Value ($000) $11,686 Shares 116,071 Est. Cost $86.54 Unrealized
CNI CANADIAN NATL RAILWAY 4.1%
Value ($000) $10,515 Shares 161,721 Est. Cost $69.85 Unrealized -30.9%
CVS CVS CAREMARK 3.7%
Value ($000) $9,557 Shares 126,792 Est. Cost $48.35 Unrealized +13.5%
NVS NOVARTIS AG ADR 3.5%
Value ($000) $9,096 Shares 100,466 Est. Cost $63.31 Unrealized
3M 3.5%
Value ($000) $8,973 Shares 62,641 Est. Cost $92.87 Unrealized
PG PROCTER & GAMBLE 3.4%
Value ($000) $8,722 Shares 110,992 Est. Cost $67.88 Unrealized -14.2%
NSRGY NESTLE SA ADR 3.2%
Value ($000) $8,203 Shares 105,599 Est. Cost $65.17 Unrealized
EMR EMERSON ELECTRIC 3.1%
Value ($000) $7,986 Shares 120,338 Est. Cost $52.97 Unrealized -7.2%
ADP AUTOMATIC DATA PROCESSING 3.0%
Value ($000) $7,604 Shares 95,933 Est. Cost $56.49 Unrealized -6.4%
ATR APTARGROUP 2.8%
Value ($000) $7,174 Shares 107,019 Est. Cost $47.71 Unrealized +18.2%
INTC INTEL CORP 2.6%
Value ($000) $6,772 Shares 219,187 Est. Cost $20.62 Unrealized +0.3%
SLB SCHLUMBERGER 2.6%
Value ($000) $6,640 Shares 56,278 Est. Cost $65.93 Unrealized +13.5%
NOVOZYMES A S DKK 2.0 2.3%
Value ($000) $5,778 Shares 115,195 Est. Cost $28.13 Unrealized
E M C CORP MASS 2.1%
Value ($000) $5,429 Shares 206,198 Est. Cost $25.28 Unrealized
CVX CHEVRON 2.1%
Value ($000) $5,354 Shares 41,015 Est. Cost $105.35 Unrealized -27.9%
ORACLE 2.1%
Value ($000) $5,285 Shares 130,409 Est. Cost $33.32 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $4,797 Shares 115,012 Est. Cost $26.71 Unrealized +27.2%
QCOM QUALCOMM 1.8%
Value ($000) $4,726 Shares 59,670 Est. Cost $50.19 Unrealized +14.2%
PEP PEPSICO 1.8%
Value ($000) $4,693 Shares 52,522 Est. Cost $68.44 Unrealized -11.0%
MASTERCARD 1.8%
Value ($000) $4,681 Shares 63,715 Est. Cost $115.37 Unrealized
AAPL APPLE INC 1.7%
Value ($000) $4,445 Shares 47,852 Est. Cost $59.04 Unrealized -68.4%
HP HELMERICH & PAYNE 1.6%
Value ($000) $4,156 Shares 35,796 Est. Cost $57.09 Unrealized +91.9%
ROK ROCKWELL AUTOMATION 1.6%
Value ($000) $4,057 Shares 32,409 Est. Cost $72.53 Unrealized +34.9%
UNITED TECHNOLOGIES 1.5%
Value ($000) $3,963 Shares 34,330 Est. Cost $83.36 Unrealized
JOHNSON CONTROLS INC 1.4%
Value ($000) $3,658 Shares 73,225 Est. Cost $36.05 Unrealized
HD HOME DEPOT 1.4%
Value ($000) $3,535 Shares 43,672 Est. Cost $61.85 Unrealized -2.8%
FISV FISERV 1.3%
Value ($000) $3,398 Shares 56,355 Est. Cost $30.34 Unrealized -2.3%
CISCO SYS INC 1.3%
Value ($000) $3,388 Shares 136,369 Est. Cost $20.57 Unrealized
GENERAL ELECTRIC 1.3%
Value ($000) $3,226 Shares 122,746 Est. Cost $20.98 Unrealized
NXPI NXP SEMICONDUCTORS 1.2%
Value ($000) $3,015 Shares 45,540 Est. Cost $26.41 Unrealized +106.1%
ABT ABBOTT LABS 1.2%
Value ($000) $2,954 Shares 72,245 Est. Cost $54.48 Unrealized -42.2%
PBA PEMBINA PIPELINE CO 1.1%
Value ($000) $2,941 Shares 68,435 Est. Cost $28.54 Unrealized -23.2%
ABBNY ABB LTD SPON ADR 1.1%
Value ($000) $2,897 Shares 125,885 Est. Cost $20.79 Unrealized
COVIDIEN 1.1%
Value ($000) $2,804 Shares 31,100 Est. Cost $57.73 Unrealized
IBM INTL BUSINESS MACH 1.1%
Value ($000) $2,720 Shares 15,003 Est. Cost $191.56 Unrealized -41.4%
RHHBY ROCHE HLDG LTD ADR 1.0%
Value ($000) $2,631 Shares 70,528 Est. Cost $45.77 Unrealized
PRGO PERRIGO CO 0.9%
Value ($000) $2,213 Shares 15,180 Est. Cost $144.86 Unrealized -2.2%
GLAXOSMITHKLINE PLC ADR 0.9%
Value ($000) $2,202 Shares 41,160 Est. Cost $52.02 Unrealized
MERCK 0.7%
Value ($000) $1,808 Shares 31,257 Est. Cost $40.92 Unrealized
CONOCOPHILLIPS 0.6%
Value ($000) $1,660 Shares 19,366 Est. Cost $58.08 Unrealized
DE DEERE & CO 0.6%
Value ($000) $1,611 Shares 17,800 Est. Cost $86.44 Unrealized -14.3%
TARGET CORP 0.6%
Value ($000) $1,498 Shares 25,835 Est. Cost $62.03 Unrealized
ABBV ABBVIE 0.6%
Value ($000) $1,486 Shares 26,340 Est. Cost $22.26 Unrealized +48.1%
UNP UNION PACIFIC 0.6%
Value ($000) $1,427 Shares 14,296 Est. Cost $101.14 Unrealized -26.1%
IPGP IPG PHOTONICS 0.5%
Value ($000) $1,347 Shares 19,590 Est. Cost $64.60 Unrealized +4.3%
GIS GENERAL MILLS 0.5%
Value ($000) $1,337 Shares 25,438 Est. Cost $40.41 Unrealized -11.5%
CL COLGATE-PALMOLIVE 0.5%
Value ($000) $1,310 Shares 19,212 Est. Cost $71.90 Unrealized -28.7%
XILINX 0.5%
Value ($000) $1,217 Shares 25,715 Est. Cost $49.18 Unrealized
PFE PFIZER 0.5%
Value ($000) $1,214 Shares 40,910 Est. Cost $25.07 Unrealized -30.0%
NSC NORFOLK SOUTHERN 0.4%
Value ($000) $1,119 Shares 10,850 Est. Cost $61.89 Unrealized +22.8%
DU PONT 0.4%
Value ($000) $1,098 Shares 16,785 Est. Cost $44.98 Unrealized
STT STATE STREET 0.4%
Value ($000) $1,011 Shares 15,033 Est. Cost $47.02 Unrealized +1.8%
DOMINION RES INC 0.3%
Value ($000) $858 Shares 12,000 Est. Cost $51.80 Unrealized
MONSANTO 0.3%
Value ($000) $805 Shares 6,455 Est. Cost $94.90 Unrealized
HESS CORPORATION 0.3%
Value ($000) $804 Shares 8,130 Est. Cost $53.01 Unrealized
CHUBB CORP 0.3%
Value ($000) $790 Shares 8,574 Est. Cost $75.40 Unrealized
KO COCA COLA 0.3%
Value ($000) $785 Shares 18,550 Est. Cost $36.24 Unrealized -22.4%
GLW CORNING INC 0.3%
Value ($000) $782 Shares 35,673 Est. Cost $12.52 Unrealized +25.2%
NATIONAL GRID PLC 0.3%
Value ($000) $768 Shares 10,332 Est. Cost $57.38 Unrealized
LABORATORY CORP AMER 0.3%
Value ($000) $750 Shares 7,320 Est. Cost $87.44 Unrealized
ECL ECOLAB INC 0.3%
Value ($000) $741 Shares 6,650 Est. Cost $71.83 Unrealized +31.2%
NVO NOVO NORDISK A S ADR 0.3%
Value ($000) $713 Shares 15,425 Est. Cost $69.65 Unrealized
CAT CATERPILLAR 0.3%
Value ($000) $669 Shares 6,150 Est. Cost $89.61 Unrealized -12.9%
ILMN ILLUMINA 0.3%
Value ($000) $666 Shares 3,725 Est. Cost $66.80 Unrealized +123.4%
GILD GILEAD SCIENCES 0.3%
Value ($000) $651 Shares 7,850 Est. Cost $51.26 Unrealized +5.5%
CENOVUS ENERGY 0.2%
Value ($000) $620 Shares 19,156 Est. Cost $33.56 Unrealized
SJM SMUCKER J M 0.2%
Value ($000) $592 Shares 5,555 Est. Cost $86.23 Unrealized -17.2%
ROYAL DUTCH SHELL PLC SPONS 0.2%
Value ($000) $587 Shares 7,135 Est. Cost $68.90 Unrealized
BRK/A BERKSHIRE HATHAWAY CL A 0.2%
Value ($000) $570 Shares 3 Est. Cost $134000.00 Unrealized +41.7%
XYLEM INC 0.2%
Value ($000) $530 Shares 13,600 Est. Cost $38.97 Unrealized
AXP AMERICAN EXPRESS 0.2%
Value ($000) $522 Shares 5,500 Est. Cost $57.50 Unrealized +32.9%
MUNICH RE GROUP 0.2%
Value ($000) $522 Shares 2,358 Est. Cost $179.27 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $493 Shares 7,932 Est. Cost $49.33 Unrealized -2.6%
WMT WAL-MART STORES 0.2%
Value ($000) $488 Shares 6,500 Est. Cost $68.15 Unrealized -69.9%
HON HONEYWELL INTL 0.2%
Value ($000) $476 Shares 5,120 Est. Cost $63.52 Unrealized +3.4%
BRK/B BERKSHIRE HATHAWAY CL B 0.2%
Value ($000) $455 Shares 3,598 Est. Cost $89.61 Unrealized +41.2%
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $447 Shares 9,200 Est. Cost $32.60 Unrealized +2.8%
T E C O ENERGY 0.2%
Value ($000) $432 Shares 23,350 Est. Cost $16.80 Unrealized
TOTAL S.A. SPONSORED ADR 0.2%
Value ($000) $404 Shares 5,598 Est. Cost $52.20 Unrealized
ALNY ALNYLAM PHARMA 0.2%
Value ($000) $400 Shares 6,317 Est. Cost $18.25 Unrealized +225.7%
SU SUNCOR ENERGY 0.1%
Value ($000) $384 Shares 9,000 Est. Cost $33.00 Unrealized -21.2%
WFC WELLS FARGO 0.1%
Value ($000) $363 Shares 6,900 Est. Cost $33.98 Unrealized +6.8%
DOW CHEMICAL 0.1%
Value ($000) $343 Shares 6,673 Est. Cost $33.31 Unrealized
ISIS PHARMACEUTICAL 0.1%
Value ($000) $342 Shares 9,960 Est. Cost $34.34 Unrealized
SYY SYSCO 0.1%
Value ($000) $322 Shares 8,600 Est. Cost $31.57 Unrealized -14.8%
JPMORGAN CHASE 0.1%
Value ($000) $311 Shares 5,400 Est. Cost $44.10 Unrealized
STERICYCLE 0.1%
Value ($000) $296 Shares 2,500 Est. Cost $93.33 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $287 Shares 6,000 Est. Cost $23.71 Unrealized +43.4%
INTU INTUIT 0.1%
Value ($000) $280 Shares 3,475 Est. Cost $59.44 Unrealized +18.0%
IVV ISHARES S&P 500 0.1%
Value ($000) $275 Shares 1,398 Est. Cost $168.81 Unrealized
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $263 Shares 5,380 Est. Cost $26.61 Unrealized +0.7%
MFC MANULIFE FINANCIAL 0.1%
Value ($000) $255 Shares 12,788 Est. Cost $13.53 Unrealized +39.7%
PSX PHILLIPS 66 0.1%
Value ($000) $253 Shares 3,139 Est. Cost $43.41 Unrealized +24.8%
CIMAREX ENERGY 0.1%
Value ($000) $243 Shares 1,694 Est. Cost $119.24 Unrealized
HUBBELL INC CL B 0.1%
Value ($000) $236 Shares 1,914 Est. Cost $104.83 Unrealized
TEVA TEVA PHARMACEUTICAL 0.1%
Value ($000) $236 Shares 4,500 Est. Cost $37.44 Unrealized
EXPD EXPEDITORS INTL WASH 0.1%
Value ($000) $228 Shares 5,157 Est. Cost $39.27 Unrealized -6.0%
PLUM CREEK TIMBER CO INC 0.1%
Value ($000) $215 Shares 4,770 Est. Cost $44.32 Unrealized
ROCKWELL COLLINS 0.1%
Value ($000) $210 Shares 2,685 Est. Cost $58.07 Unrealized
IDXX IDEXX CORP 0.1%
Value ($000) $200 Shares 1,500 Est. Cost $63.58 Unrealized 0.0%
DHR DANAHER CORP 0.1%
Value ($000) $197 Shares 2,500 Est. Cost $31.10 Unrealized 0.0%
GEVO 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $1.20 Unrealized