SOMERVILLE KURT F Diversified Active

CIK: 0001215208 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 16, 2016

Total Value ($000): $458,993 (100.0% shares, 0.0% debt)

Holdings (113)

JNJ JOHNSON & JOHNSON 4.7%
Value ($000) $21,675 Shares 183,484 Est. Cost $72.81 Unrealized +28.5%
MMM 3M 4.2%
Value ($000) $19,435 Shares 110,269 Est. Cost $93.22 Unrealized +17.1%
CVS CVS HEALTH 4.2%
Value ($000) $19,387 Shares 217,865 Est. Cost $57.38 Unrealized +23.5%
CNI CANADIAN NATL RAILWAY 3.9%
Value ($000) $17,729 Shares 271,111 Est. Cost $62.78 Unrealized -15.3%
PG PROCTER & GAMBLE 3.8%
Value ($000) $17,479 Shares 194,757 Est. Cost $65.88 Unrealized +2.5%
MASTERCARD 3.7%
Value ($000) $16,778 Shares 164,851 Est. Cost $98.47 Unrealized
ADP AUTOMATIC DATA PROCESSING 3.5%
Value ($000) $16,087 Shares 182,402 Est. Cost $61.16 Unrealized +21.1%
NSRGY NESTLE SA ADR 3.5%
Value ($000) $15,977 Shares 202,186 Est. Cost $69.53 Unrealized
NVS NOVARTIS AG ADR 3.4%
Value ($000) $15,510 Shares 196,423 Est. Cost $76.91 Unrealized
ATR APTARGROUP 3.3%
Value ($000) $15,339 Shares 198,148 Est. Cost $52.05 Unrealized +32.5%
FISV FISERV 3.1%
Value ($000) $14,423 Shares 145,005 Est. Cost $34.82 Unrealized +50.6%
AAPL APPLE INC 3.1%
Value ($000) $14,125 Shares 124,932 Est. Cost $37.79 Unrealized -35.9%
INTC INTEL CORP 2.9%
Value ($000) $13,229 Shares 350,431 Est. Cost $23.07 Unrealized +24.1%
GOOGL ALPHABET INC CL A 2.6%
Value ($000) $11,917 Shares 14,821 Est. Cost $34.37 Unrealized +12.9%
XOM EXXON MOBIL 2.5%
Value ($000) $11,425 Shares 130,901 Est. Cost $52.25 Unrealized +12.0%
NOVOZYMES A S DKK 2.0 2.3%
Value ($000) $10,762 Shares 244,694 Est. Cost $36.93 Unrealized
CB CHUBB LIMITED 2.2%
Value ($000) $10,314 Shares 82,086 Est. Cost $98.42 Unrealized +9.0%
ORACLE 2.2%
Value ($000) $10,026 Shares 255,259 Est. Cost $38.41 Unrealized
ABT ABBOTT LABS 2.1%
Value ($000) $9,456 Shares 223,637 Est. Cost $42.01 Unrealized -14.0%
MSFT MICROSOFT CORP 2.0%
Value ($000) $9,184 Shares 159,440 Est. Cost $30.90 Unrealized +62.7%
ROK ROCKWELL AUTOMATION 1.9%
Value ($000) $8,502 Shares 69,502 Est. Cost $81.62 Unrealized +20.1%
PEP PEPSICO 1.8%
Value ($000) $8,290 Shares 76,212 Est. Cost $69.44 Unrealized +16.8%
UNITED TECHNOLOGIES 1.8%
Value ($000) $8,271 Shares 81,405 Est. Cost $100.85 Unrealized
HD HOME DEPOT 1.7%
Value ($000) $7,988 Shares 62,078 Est. Cost $67.55 Unrealized +57.4%
UNILEVER PLC NEW ADR 1.7%
Value ($000) $7,797 Shares 164,508 Est. Cost $43.37 Unrealized
SLB SCHLUMBERGER 1.6%
Value ($000) $7,176 Shares 91,268 Est. Cost $65.83 Unrealized -7.8%
NXPI NXP SEMICONDUCTORS 1.5%
Value ($000) $7,089 Shares 69,515 Est. Cost $45.27 Unrealized +66.3%
XILINX 1.4%
Value ($000) $6,521 Shares 120,035 Est. Cost $45.48 Unrealized
IPGP IPG PHOTONICS 1.2%
Value ($000) $5,384 Shares 65,365 Est. Cost $71.64 Unrealized +16.6%
RHHBY ROCHE HLDG LTD ADR 1.1%
Value ($000) $5,060 Shares 163,306 Est. Cost $38.72 Unrealized
DHR DANAHER CORP 1.1%
Value ($000) $4,972 Shares 63,439 Est. Cost $49.96 Unrealized +34.7%
CISCO SYS INC 1.0%
Value ($000) $4,637 Shares 146,140 Est. Cost $22.78 Unrealized
ILMN ILLUMINA 1.0%
Value ($000) $4,413 Shares 24,289 Est. Cost $156.01 Unrealized +2.5%
TGT TARGET CORP 0.9%
Value ($000) $4,168 Shares 60,681 Est. Cost $56.38 Unrealized -3.6%
XYL XYLEM INC 0.9%
Value ($000) $4,074 Shares 77,688 Est. Cost $33.20 Unrealized +31.8%
GILD GILEAD SCIENCES 0.9%
Value ($000) $4,030 Shares 50,910 Est. Cost $61.57 Unrealized -6.2%
GENERAL ELECTRIC 0.9%
Value ($000) $3,984 Shares 134,497 Est. Cost $22.29 Unrealized
HP HELMERICH & PAYNE 0.7%
Value ($000) $3,115 Shares 46,255 Est. Cost $66.81 Unrealized -6.1%
CVX CHEVRON 0.7%
Value ($000) $3,115 Shares 30,277 Est. Cost $89.12 Unrealized -23.2%
GIS GENERAL MILLS 0.6%
Value ($000) $2,909 Shares 45,536 Est. Cost $38.58 Unrealized +29.6%
JCI JOHNSON CONTROLS 0.6%
Value ($000) $2,728 Shares 58,613 Est. Cost $33.21 Unrealized 0.0%
QCOM QUALCOMM 0.6%
Value ($000) $2,702 Shares 39,444 Est. Cost $47.32 Unrealized -0.9%
MRK MERCK 0.5%
Value ($000) $2,366 Shares 37,902 Est. Cost $36.44 Unrealized +20.0%
PRGO PERRIGO CO 0.5%
Value ($000) $2,293 Shares 24,834 Est. Cost $149.48 Unrealized -38.4%
SJM SMUCKER J M 0.5%
Value ($000) $2,160 Shares 15,942 Est. Cost $84.72 Unrealized +29.8%
CL COLGATE-PALMOLIVE 0.5%
Value ($000) $2,158 Shares 29,105 Est. Cost $63.95 Unrealized -7.1%
EMR EMERSON ELECTRIC 0.5%
Value ($000) $2,097 Shares 38,481 Est. Cost $49.81 Unrealized -15.1%
ABBV ABBVIE 0.4%
Value ($000) $2,012 Shares 31,940 Est. Cost $27.17 Unrealized +61.6%
PBA PEMBINA PIPELINE CO 0.4%
Value ($000) $1,742 Shares 57,165 Est. Cost $24.05 Unrealized -23.6%
NVO NOVO NORDISK A S ADR 0.4%
Value ($000) $1,655 Shares 39,770 Est. Cost $61.07 Unrealized
PFE PFIZER 0.3%
Value ($000) $1,553 Shares 45,854 Est. Cost $24.03 Unrealized -7.4%
SPECTRA ENERGY 0.3%
Value ($000) $1,304 Shares 30,505 Est. Cost $36.26 Unrealized
HON HONEYWELL INTL 0.3%
Value ($000) $1,261 Shares 10,820 Est. Cost $68.99 Unrealized +24.7%
BMY BRISTOL-MYERS SQUIBB 0.3%
Value ($000) $1,236 Shares 22,900 Est. Cost $38.49 Unrealized +19.9%
STT STATE STREET 0.3%
Value ($000) $1,225 Shares 17,622 Est. Cost $52.39 Unrealized -5.1%
BRK/B BERKSHIRE HATHAWAY CL B 0.3%
Value ($000) $1,177 Shares 8,150 Est. Cost $124.32 Unrealized +17.6%
ADI ANALOG DEVICES 0.3%
Value ($000) $1,174 Shares 18,226 Est. Cost $51.83 Unrealized 0.0%
IONS IONIS PHARMACEUTICALS 0.2%
Value ($000) $1,089 Shares 29,741 Est. Cost $52.52 Unrealized -40.4%
UNP UNION PACIFIC 0.2%
Value ($000) $1,075 Shares 11,030 Est. Cost $100.57 Unrealized -24.5%
FDS FACTSET RESH SYS 0.2%
Value ($000) $1,074 Shares 6,630 Est. Cost $151.11 Unrealized +3.5%
DU PONT 0.2%
Value ($000) $1,050 Shares 15,685 Est. Cost $44.98 Unrealized
ALNY ALNYLAM PHARMA 0.2%
Value ($000) $1,024 Shares 15,132 Est. Cost $62.61 Unrealized +12.7%
FTV FORTIVE CORP 0.2%
Value ($000) $998 Shares 19,601 Est. Cost $30.87 Unrealized 0.0%
SPY S P D R TRUST SER 1 0.2%
Value ($000) $865 Shares 4,000 Est. Cost $204.68 Unrealized
IBM INTL BUSINESS MACH 0.2%
Value ($000) $780 Shares 4,910 Est. Cost $187.07 Unrealized -45.6%
NSC NORFOLK SOUTHERN 0.2%
Value ($000) $776 Shares 8,000 Est. Cost $61.89 Unrealized +21.4%
V VISA 0.2%
Value ($000) $764 Shares 9,248 Est. Cost $68.11 Unrealized +10.1%
D DOMINION RES INC 0.2%
Value ($000) $707 Shares 9,518 Est. Cost $46.10 Unrealized +9.8%
WFC WELLS FARGO 0.1%
Value ($000) $659 Shares 14,900 Est. Cost $37.84 Unrealized -2.7%
BRK/A BERKSHIRE HATHAWAY CL A 0.1%
Value ($000) $649 Shares 3 Est. Cost $166997.48 Unrealized +31.3%
KO COCA COLA 0.1%
Value ($000) $648 Shares 15,302 Est. Cost $34.64 Unrealized -6.0%
ECL ECOLAB INC 0.1%
Value ($000) $619 Shares 5,080 Est. Cost $79.47 Unrealized +37.1%
WMT WAL-MART STORES 0.1%
Value ($000) $609 Shares 8,450 Est. Cost $43.24 Unrealized -52.4%
IVV ISHARES S&P 500 0.1%
Value ($000) $608 Shares 2,796 Est. Cost $187.77 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $607 Shares 7,566 Est. Cost $49.33 Unrealized +39.0%
WALTHAUSEN SELECT VALUE FUND I 0.1%
Value ($000) $605 Shares 40,645 Est. Cost $15.09 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $562 Shares 12,932 Est. Cost $28.10 Unrealized +10.8%
EFX EQUIFAX 0.1%
Value ($000) $538 Shares 4,000 Est. Cost $69.46 Unrealized +74.9%
SYY SYSCO 0.1%
Value ($000) $524 Shares 10,675 Est. Cost $30.98 Unrealized +29.9%
LABORATORY CORP AMER 0.1%
Value ($000) $516 Shares 3,760 Est. Cost $110.78 Unrealized
CAT CATERPILLAR 0.1%
Value ($000) $466 Shares 5,250 Est. Cost $89.61 Unrealized -26.3%
BPIRX ROBECO BOSTON PARTNERS LONG SH 0.1%
Value ($000) $451 Shares 29,841 Est. Cost $15.30 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $444 Shares 2,661 Est. Cost $102.27 Unrealized +24.9%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $421 Shares 6,000 Est. Cost $23.71 Unrealized +122.1%
POR PORTLAND GENL 0.1%
Value ($000) $382 Shares 8,974 Est. Cost $25.38 Unrealized +20.3%
HESS CORPORATION 0.1%
Value ($000) $380 Shares 7,090 Est. Cost $53.01 Unrealized
MUNICH RE GROUP 0.1%
Value ($000) $359 Shares 1,922 Est. Cost $179.27 Unrealized
KR KROGER 0.1%
Value ($000) $355 Shares 11,950 Est. Cost $30.70 Unrealized -10.7%
KMB KIMBERLY CLARK 0.1%
Value ($000) $341 Shares 2,700 Est. Cost $93.50 Unrealized 0.0%
IDXX IDEXX CORP 0.1%
Value ($000) $338 Shares 3,000 Est. Cost $69.67 Unrealized +51.3%
AFL AFLAC INC 0.1%
Value ($000) $324 Shares 4,520 Est. Cost $24.49 Unrealized +19.4%
MKC MCCORMICK & CO 0.1%
Value ($000) $323 Shares 3,234 Est. Cost $33.64 Unrealized +26.0%
NEUBERGER BERMAN ABSOLUTE RETU 0.1%
Value ($000) $305 Shares 29,728 Est. Cost $10.73 Unrealized
TEVA TEVA PHARMACEUTICAL 0.1%
Value ($000) $304 Shares 6,600 Est. Cost $44.77 Unrealized
AXP AMERICAN EXPRESS 0.1%
Value ($000) $288 Shares 4,500 Est. Cost $61.71 Unrealized -8.7%
META FACEBOOK INC 0.1%
Value ($000) $288 Shares 2,250 Est. Cost $77.80 Unrealized +58.5%
SU SUNCOR ENERGY 0.1%
Value ($000) $250 Shares 9,000 Est. Cost $33.00 Unrealized -40.9%
CHD CHURCH & DWIGHT 0.1%
Value ($000) $240 Shares 5,000 Est. Cost $40.61 Unrealized +7.6%
INTU INTUIT 0.1%
Value ($000) $234 Shares 2,125 Est. Cost $59.44 Unrealized +75.4%
JPMORGAN CHASE 0.0%
Value ($000) $229 Shares 3,435 Est. Cost $50.93 Unrealized
ESBA EMPIRE STATE REALTY OP LP 0.0%
Value ($000) $229 Shares 11,000 Est. Cost $18.91 Unrealized
ROCKWELL COLLINS 0.0%
Value ($000) $227 Shares 2,685 Est. Cost $58.07 Unrealized
CIMAREX ENERGY 0.0%
Value ($000) $220 Shares 1,638 Est. Cost $134.31 Unrealized
DIS DISNEY 0.0%
Value ($000) $210 Shares 2,265 Est. Cost $85.10 Unrealized +4.4%
PSX PHILLIPS 66 0.0%
Value ($000) $210 Shares 2,604 Est. Cost $43.41 Unrealized +25.4%
GOOG ALPHABET INC CL C 0.0%
Value ($000) $210 Shares 270 Est. Cost $37.69 Unrealized 0.0%
HLMIX HARDING LOEVNER FUND INC INTER 0.0%
Value ($000) $206 Shares 10,980 Est. Cost $18.76 Unrealized
MARKETAXESS HOLDINGS INC 0.0%
Value ($000) $203 Shares 1,225 Est. Cost $165.71 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $201 Shares 3,865 Est. Cost $26.79 Unrealized +22.8%
STERICYCLE 0.0%
Value ($000) $200 Shares 2,500 Est. Cost $96.30 Unrealized
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $180 Shares 12,788 Est. Cost $13.53 Unrealized +0.5%
BOLLORE 0.0%
Value ($000) $34 Shares 10,000 Est. Cost $4.30 Unrealized
BOLLORE S A SCRIP RTS EXP 9/29 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized