SOMERVILLE KURT F Diversified Active

CIK: 0001215208 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 27, 2016

Total Value ($000): $438,120 (100.0% shares, 0.0% debt)

Holdings (112)

CVS CVS HEALTH 5.1%
Value ($000) $22,308 Shares 215,055 Est. Cost $57.05 Unrealized +26.9%
JNJ JOHNSON & JOHNSON 4.5%
Value ($000) $19,669 Shares 181,778 Est. Cost $72.58 Unrealized +8.5%
MMM 3M 4.1%
Value ($000) $17,780 Shares 106,702 Est. Cost $92.76 Unrealized 0.0%
CNI CANADIAN NATL RAILWAY 3.8%
Value ($000) $16,462 Shares 263,577 Est. Cost $62.99 Unrealized -25.8%
ADP AUTOMATIC DATA PROCESSING 3.6%
Value ($000) $15,805 Shares 176,162 Est. Cost $60.75 Unrealized +11.4%
ATR APTARGROUP 3.6%
Value ($000) $15,624 Shares 199,256 Est. Cost $52.05 Unrealized +23.3%
MASTERCARD 3.5%
Value ($000) $15,546 Shares 164,521 Est. Cost $98.59 Unrealized
PG PROCTER & GAMBLE 3.5%
Value ($000) $15,477 Shares 188,043 Est. Cost $65.84 Unrealized -6.4%
FISV FISERV 3.4%
Value ($000) $14,858 Shares 144,846 Est. Cost $34.82 Unrealized +36.2%
NSRGY NESTLE SA ADR 3.3%
Value ($000) $14,526 Shares 194,699 Est. Cost $69.18 Unrealized
NVS NOVARTIS AG ADR 3.0%
Value ($000) $13,336 Shares 184,095 Est. Cost $76.67 Unrealized
AAPL APPLE INC 2.8%
Value ($000) $12,325 Shares 113,097 Est. Cost $39.29 Unrealized -42.6%
INTC INTEL CORP 2.5%
Value ($000) $10,881 Shares 336,330 Est. Cost $22.88 Unrealized +6.6%
XOM EXXON MOBIL 2.4%
Value ($000) $10,446 Shares 124,961 Est. Cost $51.96 Unrealized 0.0%
NOVOZYMES A S DKK 2.0 2.4%
Value ($000) $10,359 Shares 230,445 Est. Cost $36.41 Unrealized
ORACLE 2.3%
Value ($000) $10,092 Shares 246,659 Est. Cost $38.36 Unrealized
GOOGL ALPHABET INC CL A 2.0%
Value ($000) $8,978 Shares 11,771 Est. Cost $33.69 Unrealized +8.5%
MSFT MICROSOFT CORP 2.0%
Value ($000) $8,662 Shares 156,854 Est. Cost $30.68 Unrealized +50.2%
HD HOME DEPOT 1.9%
Value ($000) $8,383 Shares 62,833 Est. Cost $67.55 Unrealized +45.6%
ABT ABBOTT LABS 1.9%
Value ($000) $8,106 Shares 193,802 Est. Cost $43.13 Unrealized -23.5%
PEP PEPSICO 1.8%
Value ($000) $7,729 Shares 75,437 Est. Cost $69.15 Unrealized +6.0%
ROK ROCKWELL AUTOMATION 1.7%
Value ($000) $7,642 Shares 67,187 Est. Cost $81.12 Unrealized +3.5%
CB CHUBB LIMITED 1.6%
Value ($000) $7,223 Shares 60,613 Est. Cost $96.06 Unrealized 0.0%
UNITED TECHNOLOGIES 1.6%
Value ($000) $7,219 Shares 72,136 Est. Cost $100.68 Unrealized
SLB SCHLUMBERGER 1.6%
Value ($000) $6,953 Shares 94,299 Est. Cost $65.83 Unrealized -19.3%
IPGP IPG PHOTONICS 1.5%
Value ($000) $6,525 Shares 67,915 Est. Cost $71.64 Unrealized +18.4%
UNILEVER PLC NEW ADR 1.4%
Value ($000) $6,234 Shares 137,998 Est. Cost $42.52 Unrealized
EMR EMERSON ELECTRIC 1.4%
Value ($000) $6,160 Shares 113,278 Est. Cost $49.81 Unrealized -25.0%
TGT TARGET CORP 1.4%
Value ($000) $6,018 Shares 73,136 Est. Cost $56.38 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS 1.3%
Value ($000) $5,549 Shares 68,445 Est. Cost $44.37 Unrealized +49.4%
JOHNSON CONTROLS 1.3%
Value ($000) $5,483 Shares 140,701 Est. Cost $42.59 Unrealized
XILINX 1.2%
Value ($000) $5,162 Shares 108,860 Est. Cost $44.93 Unrealized
PRGO PERRIGO CO 1.1%
Value ($000) $4,851 Shares 37,916 Est. Cost $149.48 Unrealized -8.5%
CISCO SYS INC 1.1%
Value ($000) $4,663 Shares 163,750 Est. Cost $22.78 Unrealized
RHHBY ROCHE HLDG LTD ADR 1.0%
Value ($000) $4,186 Shares 136,652 Est. Cost $40.04 Unrealized
HP HELMERICH & PAYNE 0.9%
Value ($000) $4,046 Shares 68,849 Est. Cost $66.81 Unrealized -20.9%
GENERAL ELECTRIC 0.9%
Value ($000) $3,897 Shares 122,597 Est. Cost $21.53 Unrealized
E M C CORP MASS 0.9%
Value ($000) $3,809 Shares 142,896 Est. Cost $26.83 Unrealized
CVX CHEVRON 0.8%
Value ($000) $3,308 Shares 34,682 Est. Cost $89.12 Unrealized -35.6%
XYL XYLEM INC 0.7%
Value ($000) $2,927 Shares 71,578 Est. Cost $32.65 Unrealized 0.0%
GIS GENERAL MILLS 0.7%
Value ($000) $2,885 Shares 45,536 Est. Cost $38.58 Unrealized +6.8%
ILMN ILLUMINA 0.6%
Value ($000) $2,778 Shares 17,149 Est. Cost $155.19 Unrealized -1.5%
PBA PEMBINA PIPELINE CO 0.6%
Value ($000) $2,696 Shares 99,875 Est. Cost $24.05 Unrealized -42.3%
GILD GILEAD SCIENCES 0.5%
Value ($000) $2,395 Shares 26,074 Est. Cost $61.97 Unrealized +2.4%
NVO NOVO NORDISK A S ADR 0.5%
Value ($000) $2,236 Shares 41,270 Est. Cost $61.07 Unrealized
QCOM QUALCOMM 0.5%
Value ($000) $2,230 Shares 43,584 Est. Cost $47.32 Unrealized -22.0%
SJM SMUCKER J M 0.5%
Value ($000) $2,184 Shares 16,812 Est. Cost $84.72 Unrealized +10.3%
CL COLGATE-PALMOLIVE 0.5%
Value ($000) $2,080 Shares 29,430 Est. Cost $63.95 Unrealized -17.3%
STT STATE STREET 0.5%
Value ($000) $2,075 Shares 35,454 Est. Cost $52.39 Unrealized -18.6%
MRK MERCK 0.4%
Value ($000) $1,965 Shares 37,107 Est. Cost $36.03 Unrealized 0.0%
ABBV ABBVIE 0.4%
Value ($000) $1,831 Shares 32,040 Est. Cost $27.17 Unrealized +36.6%
DHR DANAHER CORP 0.3%
Value ($000) $1,416 Shares 14,940 Est. Cost $35.56 Unrealized +2.5%
BMY BRISTOL-MYERS SQUIBB 0.3%
Value ($000) $1,390 Shares 21,750 Est. Cost $38.03 Unrealized +17.8%
PFE PFIZER 0.3%
Value ($000) $1,360 Shares 45,860 Est. Cost $24.03 Unrealized -22.3%
HON HONEYWELL INTL 0.3%
Value ($000) $1,234 Shares 11,020 Est. Cost $68.99 Unrealized +10.6%
IONS IONIS PHARMACEUTICALS 0.3%
Value ($000) $1,194 Shares 29,476 Est. Cost $53.62 Unrealized -24.2%
BRK/B BERKSHIRE HATHAWAY CL B 0.3%
Value ($000) $1,153 Shares 8,128 Est. Cost $124.32 Unrealized +6.6%
IBM INTL BUSINESS MACH 0.2%
Value ($000) $1,078 Shares 7,116 Est. Cost $187.07 Unrealized -55.1%
FDS FACTSET RESH SYS 0.2%
Value ($000) $1,005 Shares 6,630 Est. Cost $151.11 Unrealized -10.9%
DU PONT 0.2%
Value ($000) $1,000 Shares 15,785 Est. Cost $44.98 Unrealized
ALNY ALNYLAM PHARMA 0.2%
Value ($000) $949 Shares 15,130 Est. Cost $62.61 Unrealized +6.2%
POR PORTLAND GENL 0.2%
Value ($000) $925 Shares 23,424 Est. Cost $25.38 Unrealized +4.7%
WMT WAL-MART STORES 0.2%
Value ($000) $892 Shares 13,030 Est. Cost $43.24 Unrealized -57.7%
ECL ECOLAB INC 0.2%
Value ($000) $883 Shares 7,918 Est. Cost $79.47 Unrealized +20.0%
UNP UNION PACIFIC 0.2%
Value ($000) $878 Shares 11,030 Est. Cost $100.57 Unrealized -38.4%
SPY S P D R TRUST SER 1 0.2%
Value ($000) $822 Shares 4,000 Est. Cost $204.68 Unrealized
KR KROGER 0.2%
Value ($000) $805 Shares 21,035 Est. Cost $30.74 Unrealized +2.8%
KO COCA COLA 0.2%
Value ($000) $723 Shares 15,602 Est. Cost $34.64 Unrealized -8.1%
WFC WELLS FARGO 0.2%
Value ($000) $720 Shares 14,900 Est. Cost $37.84 Unrealized -1.9%
D DOMINION RES INC 0.2%
Value ($000) $714 Shares 9,500 Est. Cost $46.10 Unrealized 0.0%
NSC NORFOLK SOUTHERN 0.2%
Value ($000) $666 Shares 8,000 Est. Cost $61.89 Unrealized -0.6%
BRK/A BERKSHIRE HATHAWAY CL A 0.1%
Value ($000) $640 Shares 3 Est. Cost $166997.48 Unrealized +19.5%
TECO ENERGY 0.1%
Value ($000) $606 Shares 22,000 Est. Cost $16.80 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $599 Shares 14,896 Est. Cost $28.10 Unrealized 0.0%
IVV ISHARES S&P 500 0.1%
Value ($000) $578 Shares 2,796 Est. Cost $187.77 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $550 Shares 7,632 Est. Cost $49.33 Unrealized +29.7%
SYY SYSCO 0.1%
Value ($000) $495 Shares 10,600 Est. Cost $30.98 Unrealized +7.8%
WALTHAUSEN SELECT VALUE FUND I 0.1%
Value ($000) $486 Shares 33,945 Est. Cost $15.13 Unrealized
EFX EQUIFAX 0.1%
Value ($000) $457 Shares 4,000 Est. Cost $69.46 Unrealized +38.0%
LABORATORY CORP AMER 0.1%
Value ($000) $453 Shares 3,860 Est. Cost $110.78 Unrealized
CAT CATERPILLAR 0.1%
Value ($000) $402 Shares 5,250 Est. Cost $89.61 Unrealized -40.8%
SPARTAN 500 INDEX FD INVESTOR 0.1%
Value ($000) $400 Shares 5,500 Est. Cost $72.88 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $399 Shares 2,661 Est. Cost $102.27 Unrealized +8.3%
MUNICH RE GROUP 0.1%
Value ($000) $394 Shares 1,922 Est. Cost $179.27 Unrealized
V VISA 0.1%
Value ($000) $382 Shares 5,000 Est. Cost $62.26 Unrealized +8.9%
HESS CORPORATION 0.1%
Value ($000) $373 Shares 7,090 Est. Cost $53.01 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $368 Shares 5,820 Est. Cost $24.49 Unrealized -3.7%
TEVA TEVA PHARMACEUTICAL 0.1%
Value ($000) $354 Shares 6,600 Est. Cost $44.77 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $345 Shares 6,000 Est. Cost $23.71 Unrealized +70.8%
BPIRX ROBECO BOSTON PARTNERS LONG SH 0.1%
Value ($000) $344 Shares 23,247 Est. Cost $15.35 Unrealized
MONSANTO 0.1%
Value ($000) $336 Shares 3,825 Est. Cost $87.84 Unrealized
MKC MCCORMICK & CO 0.1%
Value ($000) $321 Shares 3,234 Est. Cost $33.64 Unrealized +10.8%
STERICYCLE 0.1%
Value ($000) $318 Shares 2,524 Est. Cost $96.30 Unrealized
NEUBERGER BERMAN ABSOLUTE RETU 0.1%
Value ($000) $293 Shares 29,728 Est. Cost $10.73 Unrealized
AXP AMERICAN EXPRESS 0.1%
Value ($000) $276 Shares 4,500 Est. Cost $61.71 Unrealized -18.2%
INTU INTUIT 0.1%
Value ($000) $268 Shares 2,575 Est. Cost $59.44 Unrealized +50.6%
META FACEBOOK INC 0.1%
Value ($000) $257 Shares 2,250 Est. Cost $77.80 Unrealized +34.7%
SU SUNCOR ENERGY 0.1%
Value ($000) $250 Shares 9,000 Est. Cost $33.00 Unrealized -48.5%
ROCKWELL COLLINS 0.1%
Value ($000) $247 Shares 2,685 Est. Cost $58.07 Unrealized
UNFI UNITED NATURAL FOODS 0.1%
Value ($000) $246 Shares 6,082 Est. Cost $72.19 Unrealized -48.9%
DE DEERE & CO 0.1%
Value ($000) $242 Shares 3,130 Est. Cost $84.52 Unrealized -21.6%
PSX PHILLIPS 66 0.1%
Value ($000) $242 Shares 2,804 Est. Cost $43.41 Unrealized +29.1%
IDXX IDEXX CORP 0.1%
Value ($000) $235 Shares 3,000 Est. Cost $69.67 Unrealized +3.3%
CHD CHURCH & DWIGHT 0.1%
Value ($000) $230 Shares 2,500 Est. Cost $37.51 Unrealized +2.3%
DIS DISNEY 0.1%
Value ($000) $224 Shares 2,265 Est. Cost $85.10 Unrealized +4.6%
SPECTRA ENERGY 0.0%
Value ($000) $215 Shares 7,075 Est. Cost $30.39 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $205 Shares 3,800 Est. Cost $26.69 Unrealized +12.6%
JPMORGAN CHASE 0.0%
Value ($000) $203 Shares 3,435 Est. Cost $50.93 Unrealized
GOOG ALPHABET INC CL C 0.0%
Value ($000) $200 Shares 270 Est. Cost $30.50 Unrealized +16.6%
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $180 Shares 12,788 Est. Cost $13.53 Unrealized -0.9%
ACCENTURE PLC SHS 0.0%
Value ($000) $100 Shares 865 Est. Cost $115.61 Unrealized
BOLLORE 0.0%
Value ($000) $38 Shares 10,000 Est. Cost $4.30 Unrealized