SOMERVILLE KURT F Diversified Active

CIK: 0001215208 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 24, 2014

Total Value ($000): $247,856 (100.0% shares, 0.0% debt)

Holdings (102)

JNJ JOHNSON & JOHNSON 5.0%
Value ($000) $12,438 Shares 116,672 Est. Cost $70.09 Unrealized +7.8%
CNI CANADIAN NATL RAILWAY 4.4%
Value ($000) $10,826 Shares 152,587 Est. Cost $69.85 Unrealized -19.2%
EXXON MOBIL 4.2%
Value ($000) $10,440 Shares 111,006 Est. Cost $86.54 Unrealized
CVS CVS HEALTH 4.0%
Value ($000) $9,944 Shares 124,962 Est. Cost $48.35 Unrealized +18.8%
NVS NOVARTIS AG ADR 3.8%
Value ($000) $9,343 Shares 99,268 Est. Cost $63.31 Unrealized
PG PROCTER & GAMBLE 3.7%
Value ($000) $9,142 Shares 109,171 Est. Cost $67.88 Unrealized -12.0%
3M 3.5%
Value ($000) $8,628 Shares 60,888 Est. Cost $92.87 Unrealized
NSRGY NESTLE SA ADR 3.1%
Value ($000) $7,728 Shares 104,969 Est. Cost $65.17 Unrealized
INTC INTEL CORP 3.0%
Value ($000) $7,452 Shares 214,007 Est. Cost $20.62 Unrealized +24.9%
EMR EMERSON ELECTRIC 3.0%
Value ($000) $7,450 Shares 119,038 Est. Cost $52.97 Unrealized -9.8%
ADP AUTOMATIC DATA PROCESSING 2.8%
Value ($000) $6,927 Shares 95,043 Est. Cost $56.49 Unrealized -0.4%
ATR APTARGROUP 2.6%
Value ($000) $6,424 Shares 105,834 Est. Cost $47.71 Unrealized +13.5%
E M C CORP MASS 2.4%
Value ($000) $5,985 Shares 204,528 Est. Cost $25.28 Unrealized
SLB SCHLUMBERGER 2.3%
Value ($000) $5,735 Shares 56,390 Est. Cost $65.93 Unrealized +20.6%
MSFT MICROSOFT CORP 2.1%
Value ($000) $5,180 Shares 111,712 Est. Cost $26.71 Unrealized +41.0%
ORACLE 2.0%
Value ($000) $4,943 Shares 129,124 Est. Cost $33.32 Unrealized
NOVOZYMES A S DKK 2.0 2.0%
Value ($000) $4,887 Shares 112,635 Est. Cost $28.13 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $4,823 Shares 47,867 Est. Cost $59.04 Unrealized -63.4%
MASTERCARD 1.9%
Value ($000) $4,802 Shares 64,960 Est. Cost $114.57 Unrealized
CVX CHEVRON 1.9%
Value ($000) $4,797 Shares 40,205 Est. Cost $105.35 Unrealized -25.5%
PEP PEPSICO 1.9%
Value ($000) $4,644 Shares 49,882 Est. Cost $68.44 Unrealized -5.2%
QCOM QUALCOMM 1.8%
Value ($000) $4,550 Shares 60,859 Est. Cost $50.29 Unrealized +10.2%
HD HOME DEPOT 1.6%
Value ($000) $3,962 Shares 43,197 Est. Cost $61.85 Unrealized +6.3%
FISV FISERV 1.6%
Value ($000) $3,868 Shares 59,845 Est. Cost $30.42 Unrealized +3.9%
UNITED TECHNOLOGIES 1.5%
Value ($000) $3,796 Shares 35,945 Est. Cost $84.36 Unrealized
ROK ROCKWELL AUTOMATION 1.5%
Value ($000) $3,676 Shares 33,439 Est. Cost $73.19 Unrealized +28.2%
HP HELMERICH & PAYNE 1.5%
Value ($000) $3,623 Shares 37,011 Est. Cost $58.70 Unrealized +81.0%
CISCO SYS INC 1.4%
Value ($000) $3,392 Shares 134,768 Est. Cost $20.57 Unrealized
JOHNSON CONTROLS INC 1.3%
Value ($000) $3,270 Shares 74,345 Est. Cost $36.17 Unrealized
GENERAL ELECTRIC 1.3%
Value ($000) $3,146 Shares 122,746 Est. Cost $20.98 Unrealized
ABT ABBOTT LABS 1.2%
Value ($000) $3,077 Shares 73,965 Est. Cost $54.00 Unrealized -36.8%
NXPI NXP SEMICONDUCTORS 1.2%
Value ($000) $2,972 Shares 43,440 Est. Cost $26.41 Unrealized +123.8%
PBA PEMBINA PIPELINE CO 1.1%
Value ($000) $2,842 Shares 67,410 Est. Cost $28.54 Unrealized -14.8%
IBM INTL BUSINESS MACH 1.1%
Value ($000) $2,701 Shares 14,220 Est. Cost $191.56 Unrealized -40.3%
RHHBY ROCHE HLDG LTD ADR 1.1%
Value ($000) $2,612 Shares 70,648 Est. Cost $45.77 Unrealized
PRGO PERRIGO CO 1.0%
Value ($000) $2,484 Shares 16,537 Est. Cost $145.20 Unrealized +2.7%
ABBNY ABB LTD SPON ADR 1.0%
Value ($000) $2,483 Shares 110,761 Est. Cost $20.79 Unrealized
MERCK 0.7%
Value ($000) $1,834 Shares 30,922 Est. Cost $40.92 Unrealized
TARGET CORP 0.7%
Value ($000) $1,809 Shares 28,859 Est. Cost $62.10 Unrealized
IPGP IPG PHOTONICS 0.6%
Value ($000) $1,533 Shares 22,265 Est. Cost $64.93 Unrealized +3.8%
UNP UNION PACIFIC 0.6%
Value ($000) $1,517 Shares 13,996 Est. Cost $101.14 Unrealized -20.6%
XILINX 0.6%
Value ($000) $1,507 Shares 35,565 Est. Cost $47.30 Unrealized
GLAXOSMITHKLINE PLC ADR 0.6%
Value ($000) $1,503 Shares 32,675 Est. Cost $52.02 Unrealized
ABBV ABBVIE 0.6%
Value ($000) $1,482 Shares 25,640 Est. Cost $22.26 Unrealized +58.0%
CONOCOPHILLIPS 0.6%
Value ($000) $1,482 Shares 19,366 Est. Cost $58.08 Unrealized
DE DEERE & CO 0.5%
Value ($000) $1,341 Shares 16,375 Est. Cost $86.44 Unrealized -19.7%
CL COLGATE-PALMOLIVE 0.5%
Value ($000) $1,280 Shares 19,612 Est. Cost $71.46 Unrealized -29.1%
GIS GENERAL MILLS 0.5%
Value ($000) $1,278 Shares 25,338 Est. Cost $40.41 Unrealized -12.2%
PFE PFIZER 0.5%
Value ($000) $1,210 Shares 40,910 Est. Cost $25.07 Unrealized -30.4%
DU PONT 0.5%
Value ($000) $1,161 Shares 16,185 Est. Cost $44.98 Unrealized
NSC NORFOLK SOUTHERN 0.5%
Value ($000) $1,138 Shares 10,200 Est. Cost $61.89 Unrealized +33.5%
STT STATE STREET 0.4%
Value ($000) $1,026 Shares 13,933 Est. Cost $47.02 Unrealized +10.7%
XYLEM INC 0.3%
Value ($000) $860 Shares 24,253 Est. Cost $37.43 Unrealized
DOMINION RES INC 0.3%
Value ($000) $829 Shares 12,000 Est. Cost $51.80 Unrealized
CHUBB CORP 0.3%
Value ($000) $781 Shares 8,574 Est. Cost $75.40 Unrealized
KO COCA COLA 0.3%
Value ($000) $778 Shares 18,250 Est. Cost $36.24 Unrealized -20.4%
HESS CORPORATION 0.3%
Value ($000) $767 Shares 8,130 Est. Cost $53.01 Unrealized
ECL ECOLAB INC 0.3%
Value ($000) $763 Shares 6,650 Est. Cost $71.83 Unrealized +38.2%
NVO NOVO NORDISK A S ADR 0.3%
Value ($000) $734 Shares 15,425 Est. Cost $69.65 Unrealized
MONSANTO 0.3%
Value ($000) $682 Shares 6,055 Est. Cost $94.90 Unrealized
GILD GILEAD SCIENCES 0.3%
Value ($000) $671 Shares 6,300 Est. Cost $51.26 Unrealized +32.7%
BRK/A BERKSHIRE HATHAWAY CL A 0.3%
Value ($000) $621 Shares 3 Est. Cost $134000.00 Unrealized +49.1%
NATIONAL GRID PLC 0.2%
Value ($000) $597 Shares 8,300 Est. Cost $57.38 Unrealized
ILMN ILLUMINA 0.2%
Value ($000) $574 Shares 3,503 Est. Cost $66.80 Unrealized +150.3%
ROYAL DUTCH SHELL PLC SPONS 0.2%
Value ($000) $543 Shares 7,135 Est. Cost $68.90 Unrealized
CAT CATERPILLAR 0.2%
Value ($000) $535 Shares 5,400 Est. Cost $89.61 Unrealized -11.5%
LLY ELI LILLY & CO 0.2%
Value ($000) $514 Shares 7,932 Est. Cost $49.33 Unrealized +4.2%
SJM SMUCKER J M 0.2%
Value ($000) $510 Shares 5,155 Est. Cost $86.23 Unrealized -14.8%
WMT WAL-MART STORES 0.2%
Value ($000) $497 Shares 6,500 Est. Cost $68.15 Unrealized -70.2%
BRK/B BERKSHIRE HATHAWAY CL B 0.2%
Value ($000) $497 Shares 3,598 Est. Cost $89.61 Unrealized +48.7%
ALNY ALNYLAM PHARMA 0.2%
Value ($000) $493 Shares 6,317 Est. Cost $18.25 Unrealized +253.5%
HON HONEYWELL INTL 0.2%
Value ($000) $476 Shares 5,120 Est. Cost $63.52 Unrealized +5.6%
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $471 Shares 9,200 Est. Cost $32.60 Unrealized +5.0%
MUNICH RE GROUP 0.2%
Value ($000) $466 Shares 2,358 Est. Cost $179.27 Unrealized
GLW CORNING INC 0.2%
Value ($000) $460 Shares 23,750 Est. Cost $12.52 Unrealized +23.6%
CENOVUS ENERGY 0.2%
Value ($000) $454 Shares 16,856 Est. Cost $33.56 Unrealized
LABORATORY CORP AMER 0.2%
Value ($000) $448 Shares 4,410 Est. Cost $87.44 Unrealized
AXP AMERICAN EXPRESS 0.2%
Value ($000) $438 Shares 5,000 Est. Cost $57.50 Unrealized +33.0%
T E C O ENERGY 0.2%
Value ($000) $405 Shares 23,350 Est. Cost $16.80 Unrealized
ISIS PHARMACEUTICAL 0.2%
Value ($000) $393 Shares 10,105 Est. Cost $34.40 Unrealized
WFC WELLS FARGO 0.1%
Value ($000) $358 Shares 6,900 Est. Cost $33.98 Unrealized +10.1%
DOW CHEMICAL 0.1%
Value ($000) $345 Shares 6,573 Est. Cost $33.31 Unrealized
SYY SYSCO 0.1%
Value ($000) $326 Shares 8,600 Est. Cost $31.57 Unrealized -12.7%
JPMORGAN CHASE 0.1%
Value ($000) $325 Shares 5,400 Est. Cost $44.10 Unrealized
SU SUNCOR ENERGY 0.1%
Value ($000) $325 Shares 9,000 Est. Cost $33.00 Unrealized -18.4%
STERICYCLE 0.1%
Value ($000) $291 Shares 2,500 Est. Cost $93.33 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $286 Shares 6,000 Est. Cost $23.71 Unrealized +48.2%
IVV ISHARES S&P 500 0.1%
Value ($000) $277 Shares 1,398 Est. Cost $168.81 Unrealized
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $265 Shares 5,305 Est. Cost $26.61 Unrealized +4.4%
FPACX FPA CRESCENT FUND 0.1%
Value ($000) $255 Shares 7,512 Est. Cost $33.95 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $255 Shares 3,139 Est. Cost $43.41 Unrealized +27.0%
MFC MANULIFE FINANCIAL 0.1%
Value ($000) $246 Shares 12,788 Est. Cost $13.53 Unrealized +48.7%
IVA WORLDWIDE FUND CLASS I 0.1%
Value ($000) $241 Shares 12,951 Est. Cost $18.61 Unrealized
TEVA TEVA PHARMACEUTICAL 0.1%
Value ($000) $241 Shares 4,500 Est. Cost $37.44 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $229 Shares 1,636 Est. Cost $94.52 Unrealized 0.0%
INTU INTUIT 0.1%
Value ($000) $226 Shares 2,575 Est. Cost $59.44 Unrealized +27.4%
CIMAREX ENERGY 0.1%
Value ($000) $214 Shares 1,694 Est. Cost $119.24 Unrealized
ROCKWELL COLLINS 0.1%
Value ($000) $211 Shares 2,685 Est. Cost $58.07 Unrealized
HUBBELL INC CL B 0.1%
Value ($000) $202 Shares 1,675 Est. Cost $104.83 Unrealized
STKL SUNOPTA INC 0.1%
Value ($000) $191 Shares 15,900 Est. Cost $13.17 Unrealized 0.0%
DHR DANAHER CORP 0.1%
Value ($000) $190 Shares 2,500 Est. Cost $31.10 Unrealized +0.2%
GEVO 0.0%
Value ($000) $7 Shares 20,000 Est. Cost $0.78 Unrealized