SOMERVILLE KURT F Diversified Active

CIK: 0001215208 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 2, 2018

Total Value ($000): $483,688 (100.0% shares, 0.0% debt)

Holdings (105)

JNJ JOHNSON & JOHNSON 4.2%
Value ($000) $20,546 Shares 147,055 Est. Cost $72.81 Unrealized +52.4%
MA MASTERCARD 4.2%
Value ($000) $20,467 Shares 135,232 Est. Cost $142.19 Unrealized 0.0%
MMM 3M 4.1%
Value ($000) $19,860 Shares 84,374 Est. Cost $93.22 Unrealized +55.5%
AAPL APPLE INC 4.0%
Value ($000) $19,533 Shares 115,432 Est. Cost $37.79 Unrealized +3.4%
CNI CANADIAN NATL RAILWAY 4.0%
Value ($000) $19,316 Shares 234,144 Est. Cost $62.78 Unrealized +10.3%
ADP AUTOMATIC DATA PROCESSING 3.9%
Value ($000) $18,789 Shares 160,335 Est. Cost $61.16 Unrealized +57.2%
FISV FISERV 3.6%
Value ($000) $17,290 Shares 131,854 Est. Cost $34.82 Unrealized +85.5%
PG PROCTER & GAMBLE 3.3%
Value ($000) $15,866 Shares 172,671 Est. Cost $65.88 Unrealized +10.3%
ATR APTARGROUP 3.2%
Value ($000) $15,608 Shares 180,888 Est. Cost $52.05 Unrealized +50.6%
NVS NOVARTIS AG ADR 3.1%
Value ($000) $15,181 Shares 180,802 Est. Cost $77.01 Unrealized
GOOGL ALPHABET INC CL A 3.1%
Value ($000) $15,035 Shares 14,273 Est. Cost $34.71 Unrealized +47.6%
NSRGY NESTLE SA ADR 3.1%
Value ($000) $15,013 Shares 174,644 Est. Cost $69.53 Unrealized
ABT ABBOTT LABS 2.9%
Value ($000) $14,102 Shares 247,080 Est. Cost $41.63 Unrealized +15.6%
INTC INTEL CORP 2.8%
Value ($000) $13,778 Shares 298,522 Est. Cost $23.07 Unrealized +58.4%
CVS CVS HEALTH 2.8%
Value ($000) $13,704 Shares 189,042 Est. Cost $57.38 Unrealized -2.0%
CB CHUBB LIMITED 2.8%
Value ($000) $13,381 Shares 91,565 Est. Cost $100.68 Unrealized +28.7%
NOVOZYMES A S DKK 2.0 2.7%
Value ($000) $13,217 Shares 232,030 Est. Cost $37.15 Unrealized
ROK ROCKWELL AUTOMATION 2.6%
Value ($000) $12,622 Shares 64,279 Est. Cost $81.62 Unrealized +100.9%
HD HOME DEPOT 2.4%
Value ($000) $11,778 Shares 62,138 Est. Cost $71.77 Unrealized +97.4%
DHR DANAHER CORP 2.4%
Value ($000) $11,710 Shares 126,171 Est. Cost $59.50 Unrealized +31.5%
MSFT MICROSOFT CORP 2.3%
Value ($000) $11,346 Shares 132,633 Est. Cost $30.90 Unrealized +143.5%
UNITED TECHNOLOGIES 2.3%
Value ($000) $11,318 Shares 88,728 Est. Cost $102.12 Unrealized
ADI ANALOG DEVICES 2.2%
Value ($000) $10,807 Shares 121,357 Est. Cost $61.88 Unrealized +23.0%
UNILEVER PLC NEW ADR 2.0%
Value ($000) $9,448 Shares 170,728 Est. Cost $44.11 Unrealized
IPGP IPG PHOTONICS 1.8%
Value ($000) $8,625 Shares 40,283 Est. Cost $71.64 Unrealized +196.3%
XOM EXXON MOBIL 1.7%
Value ($000) $8,123 Shares 97,130 Est. Cost $52.25 Unrealized +9.3%
XILINX 1.6%
Value ($000) $7,957 Shares 118,060 Est. Cost $47.00 Unrealized
ORCL ORACLE 1.6%
Value ($000) $7,510 Shares 158,830 Est. Cost $43.49 Unrealized 0.0%
PEP PEPSICO 1.4%
Value ($000) $6,917 Shares 57,665 Est. Cost $69.44 Unrealized +28.2%
XYL XYLEM INC 1.2%
Value ($000) $6,014 Shares 88,168 Est. Cost $35.22 Unrealized +71.2%
ILMN ILLUMINA 1.2%
Value ($000) $5,944 Shares 27,206 Est. Cost $156.90 Unrealized +31.1%
RHHBY ROCHE HLDG LTD ADR 0.9%
Value ($000) $4,384 Shares 138,843 Est. Cost $37.24 Unrealized
SJM SMUCKER J M 0.9%
Value ($000) $4,189 Shares 33,718 Est. Cost $95.31 Unrealized -10.0%
CVX CHEVRON 0.8%
Value ($000) $3,888 Shares 31,042 Est. Cost $88.68 Unrealized -5.8%
FTV FORTIVE CORP 0.8%
Value ($000) $3,776 Shares 52,204 Est. Cost $36.40 Unrealized +21.7%
EOG EOG RESOURCES 0.6%
Value ($000) $3,095 Shares 28,676 Est. Cost $72.65 Unrealized +3.8%
GIS GENERAL MILLS 0.6%
Value ($000) $2,738 Shares 46,189 Est. Cost $38.99 Unrealized +4.0%
ABBV ABBVIE 0.6%
Value ($000) $2,714 Shares 28,053 Est. Cost $27.17 Unrealized +146.2%
CL COLGATE-PALMOLIVE 0.4%
Value ($000) $2,050 Shares 27,188 Est. Cost $63.78 Unrealized -5.5%
MRK MERCK 0.4%
Value ($000) $2,049 Shares 36,434 Est. Cost $37.26 Unrealized +15.4%
SLB SCHLUMBERGER 0.4%
Value ($000) $1,807 Shares 26,800 Est. Cost $65.79 Unrealized -22.1%
GENERAL ELECTRIC 0.4%
Value ($000) $1,752 Shares 100,442 Est. Cost $22.29 Unrealized
SPY SPDR S&P 500 ETF 0.4%
Value ($000) $1,745 Shares 6,539 Est. Cost $219.17 Unrealized
DOWDUPONT INC 0.4%
Value ($000) $1,729 Shares 24,281 Est. Cost $69.50 Unrealized
PFE PFIZER 0.3%
Value ($000) $1,558 Shares 42,992 Est. Cost $24.03 Unrealized -0.9%
HON HONEYWELL INTL 0.3%
Value ($000) $1,466 Shares 9,560 Est. Cost $68.99 Unrealized +64.3%
GILD GILEAD SCIENCES 0.3%
Value ($000) $1,304 Shares 18,219 Est. Cost $61.57 Unrealized -9.2%
BRK/B BERKSHIRE HATHAWAY CL B 0.2%
Value ($000) $1,204 Shares 6,075 Est. Cost $124.32 Unrealized +52.7%
UNP UNION PACIFIC 0.2%
Value ($000) $1,086 Shares 8,090 Est. Cost $100.57 Unrealized +0.2%
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $1,081 Shares 20,130 Est. Cost $61.07 Unrealized
EMR EMERSON ELECTRIC 0.2%
Value ($000) $1,068 Shares 15,313 Est. Cost $49.91 Unrealized +6.7%
IBM INTL BUSINESS MACH 0.2%
Value ($000) $1,033 Shares 6,735 Est. Cost $154.58 Unrealized -33.9%
NSC NORFOLK SOUTHERN 0.2%
Value ($000) $1,007 Shares 6,950 Est. Cost $61.89 Unrealized +84.2%
CSCO CISCO SYS INC 0.2%
Value ($000) $962 Shares 25,125 Est. Cost $27.97 Unrealized 0.0%
VFIAX VANGUARD 500 INDEX FD ADMIRAL 0.2%
Value ($000) $928 Shares 3,760 Est. Cost $206.55 Unrealized
V VISA 0.2%
Value ($000) $895 Shares 7,848 Est. Cost $68.11 Unrealized +53.3%
KO COCA COLA 0.2%
Value ($000) $879 Shares 19,152 Est. Cost $35.02 Unrealized +1.7%
STT STATE STREET 0.2%
Value ($000) $821 Shares 8,410 Est. Cost $52.39 Unrealized +42.1%
WALTHAUSEN SELECT VALUE FUND I 0.2%
Value ($000) $815 Shares 43,726 Est. Cost $15.20 Unrealized
WMT WAL-MART STORES 0.2%
Value ($000) $812 Shares 8,225 Est. Cost $43.24 Unrealized -38.0%
PYPL PAYPAL HOLDINGS 0.2%
Value ($000) $793 Shares 10,790 Est. Cost $64.31 Unrealized +12.2%
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $754 Shares 12,300 Est. Cost $38.49 Unrealized +20.7%
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $744 Shares 4,461 Est. Cost $130.85 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS 0.2%
Value ($000) $741 Shares 6,325 Est. Cost $45.27 Unrealized +126.7%
ALB ALBEMARLE 0.1%
Value ($000) $659 Shares 5,150 Est. Cost $121.22 Unrealized 0.0%
HP HELMERICH & PAYNE 0.1%
Value ($000) $650 Shares 10,065 Est. Cost $66.81 Unrealized -16.1%
IVV ISHARES S&P 500 0.1%
Value ($000) $645 Shares 2,398 Est. Cost $187.77 Unrealized
BPIRX ROBECO BOSTON PARTNERS LONG SH 0.1%
Value ($000) $613 Shares 35,957 Est. Cost $15.48 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $611 Shares 11,142 Est. Cost $28.10 Unrealized +41.1%
LLY ELI LILLY & CO 0.1%
Value ($000) $610 Shares 7,226 Est. Cost $49.33 Unrealized +52.6%
D DOMINION RES INC 0.1%
Value ($000) $609 Shares 7,518 Est. Cost $46.10 Unrealized +22.4%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $606 Shares 5,800 Est. Cost $23.71 Unrealized +227.5%
AXP AMERICAN EXPRESS 0.1%
Value ($000) $606 Shares 6,100 Est. Cost $72.51 Unrealized +17.6%
EXPRESS SCRIPTS 0.1%
Value ($000) $601 Shares 8,058 Est. Cost $74.58 Unrealized
FDS FACTSET RESH SYS 0.1%
Value ($000) $590 Shares 3,060 Est. Cost $151.11 Unrealized +17.1%
JACOBS ENGINEERING 0.1%
Value ($000) $546 Shares 8,281 Est. Cost $65.93 Unrealized
SYY SYSCO 0.1%
Value ($000) $521 Shares 8,575 Est. Cost $30.98 Unrealized +47.9%
LABORATORY CORP AMER 0.1%
Value ($000) $520 Shares 3,260 Est. Cost $110.78 Unrealized
CAT CATERPILLAR 0.1%
Value ($000) $512 Shares 3,250 Est. Cost $89.61 Unrealized +29.8%
CELGENE CORP 0.1%
Value ($000) $493 Shares 4,720 Est. Cost $104.45 Unrealized
DCI DONALDSON INC 0.1%
Value ($000) $472 Shares 9,650 Est. Cost $41.83 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value ($000) $459 Shares 2,636 Est. Cost $102.27 Unrealized +35.1%
META FACEBOOK INC 0.1%
Value ($000) $401 Shares 2,270 Est. Cost $77.80 Unrealized +125.6%
IDXX IDEXX CORP 0.1%
Value ($000) $391 Shares 2,500 Est. Cost $69.67 Unrealized +125.9%
NVDA NVIDIA CORP 0.1%
Value ($000) $378 Shares 1,950 Est. Cost $2.15 Unrealized +128.2%
HLMIX HARDING LOEVNER FUND INC INTER 0.1%
Value ($000) $353 Shares 15,503 Est. Cost $19.76 Unrealized
ROCKWELL COLLINS 0.1%
Value ($000) $337 Shares 2,485 Est. Cost $58.07 Unrealized
CSL CARLISLE COS INC 0.1%
Value ($000) $333 Shares 2,934 Est. Cost $98.52 Unrealized 0.0%
SU SUNCOR ENERGY 0.1%
Value ($000) $330 Shares 9,000 Est. Cost $33.00 Unrealized -22.4%
NEUBERGER BERMAN ABSOLUTE RETU 0.1%
Value ($000) $321 Shares 29,728 Est. Cost $10.73 Unrealized
ORA ORMAT TECHNOLOGIES 0.1%
Value ($000) $317 Shares 4,950 Est. Cost $60.06 Unrealized 0.0%
INTU INTUIT 0.1%
Value ($000) $304 Shares 1,925 Est. Cost $59.44 Unrealized +142.5%
WFC WELLS FARGO 0.1%
Value ($000) $294 Shares 4,850 Est. Cost $37.84 Unrealized +19.1%
POR PORTLAND GENL 0.1%
Value ($000) $287 Shares 6,274 Est. Cost $34.59 Unrealized 0.0%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $277 Shares 265 Est. Cost $37.69 Unrealized +34.0%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $272 Shares 3,150 Est. Cost $65.63 Unrealized +7.8%
ECL ECOLAB INC 0.1%
Value ($000) $268 Shares 2,000 Est. Cost $79.47 Unrealized +53.3%
KMB KIMBERLY CLARK 0.1%
Value ($000) $265 Shares 2,200 Est. Cost $93.50 Unrealized -6.3%
DIS DISNEY 0.1%
Value ($000) $244 Shares 2,265 Est. Cost $85.10 Unrealized +14.3%
CAMBRIDGE BANCORP 0.0%
Value ($000) $239 Shares 3,000 Est. Cost $67.33 Unrealized
VRTX VERTEX PHARMACEUTICALS 0.0%
Value ($000) $232 Shares 1,548 Est. Cost $150.51 Unrealized -1.6%
AFL AFLAC INC 0.0%
Value ($000) $224 Shares 2,550 Est. Cost $35.30 Unrealized 0.0%
TRV TRAVELERS 0.0%
Value ($000) $217 Shares 1,600 Est. Cost $93.44 Unrealized +18.3%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $207 Shares 3,905 Est. Cost $31.96 Unrealized 0.0%
DOV DOVER CORP 0.0%
Value ($000) $202 Shares 2,000 Est. Cost $68.12 Unrealized 0.0%