SOMERVILLE KURT F Diversified Active

CIK: 0001215208 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 14, 2017

Total Value ($000): $451,265 (100.0% shares, 0.0% debt)

Holdings (108)

JNJ JOHNSON & JOHNSON 4.6%
Value ($000) $20,859 Shares 181,058 Est. Cost $72.81 Unrealized +23.2%
MMM 3M 4.3%
Value ($000) $19,234 Shares 107,713 Est. Cost $93.22 Unrealized +13.9%
ADP AUTOMATIC DATA PROCESSING 4.2%
Value ($000) $18,744 Shares 182,367 Est. Cost $61.16 Unrealized +25.5%
CNI CANADIAN NATL RAILWAY 4.0%
Value ($000) $18,050 Shares 267,824 Est. Cost $62.78 Unrealized -11.1%
CVS CVS HEALTH 3.8%
Value ($000) $17,048 Shares 216,030 Est. Cost $57.38 Unrealized +6.4%
MASTERCARD 3.8%
Value ($000) $17,005 Shares 164,701 Est. Cost $98.47 Unrealized
PG PROCTER & GAMBLE 3.6%
Value ($000) $16,391 Shares 194,932 Est. Cost $65.88 Unrealized +1.3%
FISV FISERV 3.4%
Value ($000) $15,456 Shares 145,429 Est. Cost $34.82 Unrealized +47.5%
ATR APTARGROUP 3.2%
Value ($000) $14,541 Shares 197,978 Est. Cost $52.05 Unrealized +26.5%
AAPL APPLE INC 3.2%
Value ($000) $14,380 Shares 124,156 Est. Cost $37.79 Unrealized -31.0%
NSRGY NESTLE SA ADR 3.2%
Value ($000) $14,301 Shares 199,305 Est. Cost $69.53 Unrealized
NVS NOVARTIS AG ADR 3.1%
Value ($000) $14,200 Shares 194,947 Est. Cost $76.91 Unrealized
INTC INTEL CORP 2.8%
Value ($000) $12,616 Shares 347,801 Est. Cost $23.07 Unrealized +26.4%
GOOGL ALPHABET INC CL A 2.7%
Value ($000) $12,129 Shares 15,303 Est. Cost $34.54 Unrealized +14.9%
CB CHUBB LIMITED 2.6%
Value ($000) $11,927 Shares 90,261 Est. Cost $99.32 Unrealized +9.1%
XOM EXXON MOBIL 2.6%
Value ($000) $11,716 Shares 129,805 Est. Cost $52.25 Unrealized +11.3%
MSFT MICROSOFT CORP 2.2%
Value ($000) $9,786 Shares 157,502 Est. Cost $30.90 Unrealized +74.5%
ORACLE 2.1%
Value ($000) $9,629 Shares 250,450 Est. Cost $38.41 Unrealized
ROK ROCKWELL AUTOMATION 2.1%
Value ($000) $9,426 Shares 70,142 Est. Cost $81.62 Unrealized +32.0%
UNITED TECHNOLOGIES 2.0%
Value ($000) $9,180 Shares 83,755 Est. Cost $101.10 Unrealized
ABT ABBOTT LABS 1.9%
Value ($000) $8,692 Shares 226,331 Est. Cost $41.91 Unrealized -19.7%
NOVOZYMES A S DKK 2.0 1.9%
Value ($000) $8,422 Shares 244,325 Est. Cost $36.93 Unrealized
HD HOME DEPOT 1.8%
Value ($000) $8,217 Shares 61,293 Est. Cost $67.55 Unrealized +53.1%
DHR DANAHER CORP 1.7%
Value ($000) $7,882 Shares 101,249 Est. Cost $56.08 Unrealized +18.3%
SLB SCHLUMBERGER 1.7%
Value ($000) $7,775 Shares 92,608 Est. Cost $65.79 Unrealized -4.2%
PEP PEPSICO 1.7%
Value ($000) $7,629 Shares 72,913 Est. Cost $69.44 Unrealized +14.3%
XILINX 1.7%
Value ($000) $7,463 Shares 123,635 Est. Cost $45.91 Unrealized
NXPI NXP SEMICONDUCTORS 1.5%
Value ($000) $6,744 Shares 68,805 Est. Cost $45.27 Unrealized +95.0%
UNILEVER PLC NEW ADR 1.5%
Value ($000) $6,738 Shares 165,583 Est. Cost $43.37 Unrealized
IPGP IPG PHOTONICS 1.2%
Value ($000) $5,500 Shares 55,720 Est. Cost $71.64 Unrealized +30.2%
RHHBY ROCHE HLDG LTD ADR 1.0%
Value ($000) $4,553 Shares 159,581 Est. Cost $38.72 Unrealized
ADI ANALOG DEVICES 1.0%
Value ($000) $4,377 Shares 60,241 Est. Cost $55.55 Unrealized +2.9%
GENERAL ELECTRIC 0.9%
Value ($000) $4,143 Shares 131,053 Est. Cost $22.29 Unrealized
XYL XYLEM INC 0.9%
Value ($000) $3,919 Shares 79,138 Est. Cost $33.42 Unrealized +35.9%
SPY SPDR S&P 500 ETF 0.9%
Value ($000) $3,871 Shares 17,318 Est. Cost $219.17 Unrealized
CVX CHEVRON 0.8%
Value ($000) $3,474 Shares 29,527 Est. Cost $89.12 Unrealized -17.2%
ILMN ILLUMINA 0.7%
Value ($000) $3,209 Shares 25,058 Est. Cost $155.36 Unrealized -13.2%
SJM SMUCKER J M 0.7%
Value ($000) $2,957 Shares 23,087 Est. Cost $88.71 Unrealized +10.0%
GIS GENERAL MILLS 0.6%
Value ($000) $2,809 Shares 45,486 Est. Cost $38.58 Unrealized +16.3%
VFIAX VANGUARD 500 INDEX FD ADMIRAL 0.6%
Value ($000) $2,713 Shares 13,135 Est. Cost $206.55 Unrealized
QCOM QUALCOMM 0.6%
Value ($000) $2,616 Shares 40,119 Est. Cost $47.40 Unrealized +10.2%
GILD GILEAD SCIENCES 0.6%
Value ($000) $2,602 Shares 36,345 Est. Cost $61.57 Unrealized -13.6%
CISCO SYS INC 0.5%
Value ($000) $2,335 Shares 77,220 Est. Cost $22.78 Unrealized
MRK MERCK 0.5%
Value ($000) $2,108 Shares 35,802 Est. Cost $36.44 Unrealized +21.0%
ABBV ABBVIE 0.4%
Value ($000) $1,994 Shares 31,840 Est. Cost $27.17 Unrealized +53.8%
HP HELMERICH & PAYNE 0.4%
Value ($000) $1,900 Shares 24,585 Est. Cost $66.81 Unrealized +6.3%
CL COLGATE-PALMOLIVE 0.4%
Value ($000) $1,854 Shares 28,345 Est. Cost $63.95 Unrealized -13.4%
TGT TARGET CORP 0.3%
Value ($000) $1,479 Shares 20,491 Est. Cost $56.38 Unrealized -1.8%
PFE PFIZER 0.3%
Value ($000) $1,456 Shares 44,854 Est. Cost $24.03 Unrealized -14.7%
EMR EMERSON ELECTRIC 0.3%
Value ($000) $1,406 Shares 25,226 Est. Cost $49.81 Unrealized -14.0%
IONS IONIS PHARMACEUTICALS 0.3%
Value ($000) $1,331 Shares 27,781 Est. Cost $52.52 Unrealized -24.7%
STT STATE STREET 0.3%
Value ($000) $1,314 Shares 16,895 Est. Cost $52.39 Unrealized +9.8%
BMY BRISTOL-MYERS SQUIBB 0.3%
Value ($000) $1,286 Shares 22,000 Est. Cost $38.49 Unrealized +2.7%
BRK/B BERKSHIRE HATHAWAY CL B 0.3%
Value ($000) $1,255 Shares 7,700 Est. Cost $124.32 Unrealized +23.8%
HON HONEYWELL INTL 0.3%
Value ($000) $1,253 Shares 10,820 Est. Cost $68.99 Unrealized +22.0%
NVO NOVO NORDISK A S ADR 0.3%
Value ($000) $1,237 Shares 34,485 Est. Cost $61.07 Unrealized
SPECTRA ENERGY 0.3%
Value ($000) $1,204 Shares 29,305 Est. Cost $36.26 Unrealized
PBA PEMBINA PIPELINE CO 0.3%
Value ($000) $1,181 Shares 37,670 Est. Cost $24.05 Unrealized -22.4%
DU PONT 0.3%
Value ($000) $1,152 Shares 15,685 Est. Cost $44.98 Unrealized
UNP UNION PACIFIC 0.3%
Value ($000) $1,141 Shares 10,990 Est. Cost $100.57 Unrealized -20.1%
FDS FACTSET RESH SYS 0.2%
Value ($000) $1,071 Shares 6,555 Est. Cost $151.11 Unrealized -3.9%
FTV FORTIVE CORP 0.2%
Value ($000) $1,028 Shares 19,166 Est. Cost $30.87 Unrealized +3.2%
NSC NORFOLK SOUTHERN 0.2%
Value ($000) $864 Shares 8,000 Est. Cost $61.89 Unrealized +35.7%
IBM INTL BUSINESS MACH 0.2%
Value ($000) $732 Shares 4,410 Est. Cost $187.07 Unrealized -44.9%
D DOMINION RES INC 0.2%
Value ($000) $729 Shares 9,518 Est. Cost $46.10 Unrealized +7.2%
V VISA 0.2%
Value ($000) $720 Shares 9,248 Est. Cost $68.11 Unrealized +10.8%
WFC WELLS FARGO 0.2%
Value ($000) $710 Shares 12,900 Est. Cost $37.84 Unrealized +3.1%
WALTHAUSEN SELECT VALUE FUND I 0.1%
Value ($000) $650 Shares 40,645 Est. Cost $15.09 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $648 Shares 12,932 Est. Cost $28.10 Unrealized +23.8%
IVV ISHARES S&P 500 0.1%
Value ($000) $630 Shares 2,796 Est. Cost $187.77 Unrealized
KO COCA COLA 0.1%
Value ($000) $624 Shares 15,052 Est. Cost $34.64 Unrealized -9.9%
ECL ECOLAB INC 0.1%
Value ($000) $595 Shares 5,080 Est. Cost $79.47 Unrealized +33.4%
SYY SYSCO 0.1%
Value ($000) $591 Shares 10,675 Est. Cost $30.98 Unrealized +32.2%
WMT WAL-MART STORES 0.1%
Value ($000) $584 Shares 8,450 Est. Cost $43.24 Unrealized -53.9%
ALNY ALNYLAM PHARMA 0.1%
Value ($000) $565 Shares 15,137 Est. Cost $62.61 Unrealized -33.1%
LLY ELI LILLY & CO 0.1%
Value ($000) $557 Shares 7,566 Est. Cost $49.33 Unrealized +30.2%
JCI JOHNSON CONTROLS 0.1%
Value ($000) $495 Shares 12,022 Est. Cost $33.21 Unrealized +3.3%
CAT CATERPILLAR 0.1%
Value ($000) $487 Shares 5,250 Est. Cost $89.61 Unrealized -17.7%
LABORATORY CORP AMER 0.1%
Value ($000) $483 Shares 3,760 Est. Cost $110.78 Unrealized
EFX EQUIFAX 0.1%
Value ($000) $473 Shares 4,000 Est. Cost $69.46 Unrealized +61.6%
BPIRX ROBECO BOSTON PARTNERS LONG SH 0.1%
Value ($000) $462 Shares 29,841 Est. Cost $15.30 Unrealized
HESS CORPORATION 0.1%
Value ($000) $441 Shares 7,090 Est. Cost $53.01 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $438 Shares 6,000 Est. Cost $23.71 Unrealized +133.9%
AMGN AMGEN INC 0.1%
Value ($000) $389 Shares 2,661 Est. Cost $102.27 Unrealized +11.8%
PRGO PERRIGO CO 0.1%
Value ($000) $387 Shares 4,648 Est. Cost $149.48 Unrealized -42.0%
MUNICH RE GROUP 0.1%
Value ($000) $371 Shares 1,972 Est. Cost $179.50 Unrealized
IDXX IDEXX CORP 0.1%
Value ($000) $352 Shares 3,000 Est. Cost $69.67 Unrealized +63.8%
AXP AMERICAN EXPRESS 0.1%
Value ($000) $333 Shares 4,500 Est. Cost $61.71 Unrealized -1.2%
NVDA NVIDIA CORP 0.1%
Value ($000) $320 Shares 3,000 Est. Cost $2.06 Unrealized 0.0%
AFL AFLAC INC 0.1%
Value ($000) $315 Shares 4,520 Est. Cost $24.49 Unrealized +16.2%
NEUBERGER BERMAN ABSOLUTE RETU 0.1%
Value ($000) $308 Shares 29,728 Est. Cost $10.73 Unrealized
KMB KIMBERLY CLARK 0.1%
Value ($000) $308 Shares 2,700 Est. Cost $93.50 Unrealized -9.6%
MKC MCCORMICK & CO 0.1%
Value ($000) $302 Shares 3,234 Est. Cost $33.64 Unrealized +16.6%
JPMORGAN CHASE 0.1%
Value ($000) $297 Shares 3,435 Est. Cost $50.93 Unrealized
SU SUNCOR ENERGY 0.1%
Value ($000) $294 Shares 9,000 Est. Cost $33.00 Unrealized -33.3%
META FACEBOOK INC 0.1%
Value ($000) $259 Shares 2,250 Est. Cost $77.80 Unrealized +56.8%
ROCKWELL COLLINS 0.1%
Value ($000) $249 Shares 2,685 Est. Cost $58.07 Unrealized
INTU INTUIT 0.1%
Value ($000) $244 Shares 2,125 Est. Cost $59.44 Unrealized +76.2%
DIS DISNEY 0.1%
Value ($000) $236 Shares 2,265 Est. Cost $85.10 Unrealized +6.6%
MFC MANULIFE FINANCIAL 0.1%
Value ($000) $228 Shares 12,788 Est. Cost $13.53 Unrealized +20.4%
PSX PHILLIPS 66 0.0%
Value ($000) $225 Shares 2,604 Est. Cost $43.41 Unrealized +35.1%
CIMAREX ENERGY 0.0%
Value ($000) $223 Shares 1,638 Est. Cost $134.31 Unrealized
CHD CHURCH & DWIGHT 0.0%
Value ($000) $221 Shares 5,000 Est. Cost $40.61 Unrealized -0.3%
GOOG ALPHABET INC CL C 0.0%
Value ($000) $208 Shares 270 Est. Cost $37.69 Unrealized +2.6%
TRV TRAVELERS 0.0%
Value ($000) $208 Shares 1,700 Est. Cost $93.44 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $206 Shares 3,865 Est. Cost $26.79 Unrealized +15.7%
ESBA EMPIRE STATE REALTY OP LP 0.0%
Value ($000) $200 Shares 10,000 Est. Cost $18.91 Unrealized
HLMIX HARDING LOEVNER FUND INC INTER 0.0%
Value ($000) $196 Shares 10,980 Est. Cost $18.76 Unrealized