SOMERVILLE KURT F Diversified Active

CIK: 0001215208 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 15, 2018

Total Value ($000): $499,837 (100.0% shares, 0.0% debt)

Holdings (110)

AAPL APPLE INC 4.7%
Value ($000) $23,658 Shares 104,808 Est. Cost $37.79 Unrealized +30.4%
MA MASTERCARD 4.6%
Value ($000) $23,091 Shares 103,722 Est. Cost $142.19 Unrealized +40.9%
ADP AUTOMATIC DATA PROCESSING 4.3%
Value ($000) $21,271 Shares 141,185 Est. Cost $61.16 Unrealized +97.5%
CNI CANADIAN NATL RAILWAY 3.9%
Value ($000) $19,634 Shares 218,643 Est. Cost $62.78 Unrealized +21.1%
FISV FISERV 3.9%
Value ($000) $19,371 Shares 235,161 Est. Cost $51.29 Unrealized +53.0%
JNJ JOHNSON & JOHNSON 3.8%
Value ($000) $18,980 Shares 137,368 Est. Cost $72.81 Unrealized +48.4%
ATR APTARGROUP 3.5%
Value ($000) $17,695 Shares 164,233 Est. Cost $52.05 Unrealized +79.3%
ABT ABBOTT LABS 3.5%
Value ($000) $17,628 Shares 240,279 Est. Cost $41.63 Unrealized +38.9%
GOOGL ALPHABET INC CL A 3.3%
Value ($000) $16,638 Shares 13,785 Est. Cost $35.15 Unrealized +70.9%
MMM 3M 3.3%
Value ($000) $16,407 Shares 77,872 Est. Cost $93.82 Unrealized +40.9%
NVS NOVARTIS AG ADR 3.1%
Value ($000) $15,363 Shares 178,301 Est. Cost $77.15 Unrealized
MSFT MICROSOFT CORP 2.8%
Value ($000) $13,938 Shares 121,850 Est. Cost $30.90 Unrealized +226.2%
UNITED TECHNOLOGIES 2.8%
Value ($000) $13,821 Shares 98,857 Est. Cost $106.39 Unrealized
NSRGY NESTLE SA ADR 2.8%
Value ($000) $13,772 Shares 165,524 Est. Cost $69.74 Unrealized
CVS CVS HEALTH 2.7%
Value ($000) $13,481 Shares 171,262 Est. Cost $57.38 Unrealized -1.5%
PG PROCTER & GAMBLE 2.7%
Value ($000) $13,405 Shares 161,073 Est. Cost $65.88 Unrealized +2.9%
DHR DANAHER CORP 2.7%
Value ($000) $13,387 Shares 123,193 Est. Cost $59.50 Unrealized +48.0%
INTC INTEL CORP 2.7%
Value ($000) $13,323 Shares 281,727 Est. Cost $23.07 Unrealized +80.0%
CB CHUBB LIMITED 2.5%
Value ($000) $12,736 Shares 95,294 Est. Cost $101.57 Unrealized +17.4%
HD HOME DEPOT 2.5%
Value ($000) $12,675 Shares 61,188 Est. Cost $72.94 Unrealized +130.3%
ROK ROCKWELL AUTOMATION 2.4%
Value ($000) $11,802 Shares 62,934 Est. Cost $82.93 Unrealized +88.4%
NOVOZYMES A S DKK 2.0 2.3%
Value ($000) $11,738 Shares 214,510 Est. Cost $37.15 Unrealized
ADI ANALOG DEVICES 2.3%
Value ($000) $11,578 Shares 125,209 Est. Cost $62.99 Unrealized +33.0%
UNILEVER PLC NEW ADR 1.9%
Value ($000) $9,688 Shares 176,267 Est. Cost $44.59 Unrealized
ILMN ILLUMINA 1.9%
Value ($000) $9,683 Shares 26,376 Est. Cost $156.90 Unrealized +104.2%
XILINX 1.9%
Value ($000) $9,595 Shares 119,680 Est. Cost $48.44 Unrealized
XOM EXXON MOBIL 1.5%
Value ($000) $7,713 Shares 90,701 Est. Cost $52.25 Unrealized +11.4%
XYL XYLEM INC 1.3%
Value ($000) $6,556 Shares 82,078 Est. Cost $35.22 Unrealized +93.9%
IPGP IPG PHOTONICS 1.0%
Value ($000) $5,228 Shares 33,500 Est. Cost $71.64 Unrealized +159.0%
PEP PEPSICO 1.0%
Value ($000) $5,204 Shares 46,544 Est. Cost $69.44 Unrealized +30.1%
FTV FORTIVE CORP 0.9%
Value ($000) $4,608 Shares 54,699 Est. Cost $37.36 Unrealized +33.1%
EOG EOG RESOURCES 0.9%
Value ($000) $4,452 Shares 34,901 Est. Cost $75.01 Unrealized +21.9%
CVX CHEVRON 0.8%
Value ($000) $3,848 Shares 31,462 Est. Cost $88.63 Unrealized -0.8%
PYPL PAYPAL HOLDINGS 0.7%
Value ($000) $3,643 Shares 41,473 Est. Cost $80.76 Unrealized +8.8%
CELGENE CORP 0.7%
Value ($000) $3,611 Shares 40,346 Est. Cost $86.37 Unrealized
RHHBY ROCHE HLDG LTD ADR 0.7%
Value ($000) $3,291 Shares 109,095 Est. Cost $37.24 Unrealized
ORCL ORACLE 0.6%
Value ($000) $3,100 Shares 60,130 Est. Cost $43.49 Unrealized +0.2%
SJM SMUCKER J M 0.5%
Value ($000) $2,560 Shares 24,958 Est. Cost $95.16 Unrealized -9.6%
ORSTED A S 0.5%
Value ($000) $2,476 Shares 36,560 Est. Cost $64.93 Unrealized
ABBV ABBVIE 0.5%
Value ($000) $2,388 Shares 25,260 Est. Cost $27.17 Unrealized +154.6%
MRK MERCK 0.4%
Value ($000) $2,054 Shares 28,949 Est. Cost $37.26 Unrealized +35.9%
GIS GENERAL MILLS 0.4%
Value ($000) $1,784 Shares 41,566 Est. Cost $38.99 Unrealized -10.3%
CL COLGATE-PALMOLIVE 0.3%
Value ($000) $1,730 Shares 25,820 Est. Cost $63.78 Unrealized -12.2%
PFE PFIZER 0.3%
Value ($000) $1,702 Shares 38,622 Est. Cost $24.03 Unrealized +15.1%
DOWDUPONT INC 0.3%
Value ($000) $1,513 Shares 23,527 Est. Cost $69.50 Unrealized
SLB SCHLUMBERGER 0.3%
Value ($000) $1,503 Shares 24,685 Est. Cost $63.85 Unrealized -18.5%
HON HONEYWELL INTL 0.3%
Value ($000) $1,499 Shares 9,110 Est. Cost $68.99 Unrealized +76.3%
GILD GILEAD SCIENCES 0.3%
Value ($000) $1,328 Shares 17,199 Est. Cost $61.14 Unrealized -7.0%
UNP UNION PACIFIC 0.3%
Value ($000) $1,284 Shares 7,890 Est. Cost $102.12 Unrealized +25.1%
BRK/B BERKSHIRE HATHAWAY CL B 0.2%
Value ($000) $1,235 Shares 5,765 Est. Cost $124.32 Unrealized +65.0%
NSC NORFOLK SOUTHERN 0.2%
Value ($000) $1,227 Shares 6,800 Est. Cost $61.89 Unrealized +137.8%
EMR EMERSON ELECTRIC 0.2%
Value ($000) $1,139 Shares 14,863 Est. Cost $49.91 Unrealized +24.1%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,122 Shares 23,075 Est. Cost $27.97 Unrealized +28.9%
V VISA 0.2%
Value ($000) $1,033 Shares 6,885 Est. Cost $68.11 Unrealized +98.3%
IBM INTL BUSINESS MACH 0.2%
Value ($000) $973 Shares 6,436 Est. Cost $154.58 Unrealized -34.5%
ORA ORMAT TECHNOLOGIES 0.2%
Value ($000) $959 Shares 17,730 Est. Cost $57.86 Unrealized -12.6%
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $957 Shares 20,299 Est. Cost $60.22 Unrealized
KO COCA COLA 0.2%
Value ($000) $874 Shares 18,907 Est. Cost $35.10 Unrealized +3.4%
WALTHAUSEN SELECT VALUE FUND I 0.2%
Value ($000) $863 Shares 43,726 Est. Cost $15.20 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $863 Shares 11,142 Est. Cost $28.10 Unrealized +100.6%
NVDA NVIDIA CORP 0.2%
Value ($000) $780 Shares 2,776 Est. Cost $3.49 Unrealized +84.5%
WMT WAL-MART STORES 0.2%
Value ($000) $761 Shares 8,100 Est. Cost $43.24 Unrealized -36.8%
IVV ISHARES S&P 500 0.1%
Value ($000) $702 Shares 2,398 Est. Cost $187.77 Unrealized
GENERAL ELECTRIC 0.1%
Value ($000) $690 Shares 61,115 Est. Cost $22.29 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $661 Shares 6,155 Est. Cost $49.33 Unrealized +83.0%
SYY SYSCO 0.1%
Value ($000) $650 Shares 8,875 Est. Cost $32.73 Unrealized +81.1%
STT STATE STREET 0.1%
Value ($000) $646 Shares 7,715 Est. Cost $52.39 Unrealized +32.3%
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $633 Shares 10,200 Est. Cost $38.49 Unrealized +16.8%
EXPRESS SCRIPTS 0.1%
Value ($000) $625 Shares 6,575 Est. Cost $74.58 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $608 Shares 2,936 Est. Cost $108.84 Unrealized +44.6%
BPIRX ROBECO BOSTON PARTNERS LONG SH 0.1%
Value ($000) $604 Shares 35,957 Est. Cost $15.48 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $566 Shares 1,949 Est. Cost $219.17 Unrealized
AXP AMERICAN EXPRESS 0.1%
Value ($000) $564 Shares 5,300 Est. Cost $72.51 Unrealized +29.8%
DCI DONALDSON INC 0.1%
Value ($000) $537 Shares 9,225 Est. Cost $41.83 Unrealized +6.7%
IDXX IDEXX CORP 0.1%
Value ($000) $536 Shares 2,150 Est. Cost $73.70 Unrealized +229.4%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $536 Shares 5,000 Est. Cost $23.71 Unrealized +280.6%
JACOBS ENGINEERING 0.1%
Value ($000) $530 Shares 6,925 Est. Cost $65.93 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $523 Shares 3,711 Est. Cost $130.85 Unrealized -10.3%
D DOMINION RES INC 0.1%
Value ($000) $493 Shares 7,018 Est. Cost $46.10 Unrealized +10.6%
CAT CATERPILLAR 0.1%
Value ($000) $465 Shares 3,050 Est. Cost $89.61 Unrealized +34.5%
ALB ALBEMARLE 0.1%
Value ($000) $427 Shares 4,275 Est. Cost $121.22 Unrealized -28.0%
JOHN HANCOCK INTERNATIONAL SEL 0.1%
Value ($000) $403 Shares 17,004 Est. Cost $23.70 Unrealized
WCMIX WCM FOCUSED INTERNATIONAL GROW 0.1%
Value ($000) $394 Shares 23,641 Est. Cost $16.67 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $392 Shares 2,380 Est. Cost $81.67 Unrealized +120.1%
LABORATORY CORP AMER 0.1%
Value ($000) $390 Shares 2,245 Est. Cost $110.78 Unrealized
DIS DISNEY 0.1%
Value ($000) $385 Shares 3,290 Est. Cost $91.79 Unrealized +16.1%
HP HELMERICH & PAYNE 0.1%
Value ($000) $383 Shares 5,560 Est. Cost $66.81 Unrealized -4.5%
ECL ECOLAB INC 0.1%
Value ($000) $377 Shares 2,400 Est. Cost $89.06 Unrealized +53.8%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $364 Shares 305 Est. Cost $40.54 Unrealized +46.6%
HLMIX HARDING LOEVNER FUND INC INTER 0.1%
Value ($000) $360 Shares 15,503 Est. Cost $19.76 Unrealized
SU SUNCOR ENERGY 0.1%
Value ($000) $348 Shares 9,000 Est. Cost $33.00 Unrealized -7.7%
INTU INTUIT 0.1%
Value ($000) $330 Shares 1,450 Est. Cost $59.44 Unrealized +244.1%
NEUBERGER BERMAN ABSOLUTE RETU 0.1%
Value ($000) $327 Shares 29,728 Est. Cost $10.73 Unrealized
ROCKWELL COLLINS 0.1%
Value ($000) $306 Shares 2,185 Est. Cost $58.07 Unrealized
WELL WELLTOWER 0.1%
Value ($000) $300 Shares 4,675 Est. Cost $43.88 Unrealized +15.6%
VRTX VERTEX PHARMACEUTICALS 0.1%
Value ($000) $298 Shares 1,548 Est. Cost $150.51 Unrealized +18.3%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $294 Shares 3,250 Est. Cost $65.92 Unrealized +18.7%
CSL CARLISLE COS INC 0.1%
Value ($000) $283 Shares 2,323 Est. Cost $98.52 Unrealized +13.1%
CAMBRIDGE BANCORP 0.1%
Value ($000) $261 Shares 2,900 Est. Cost $67.33 Unrealized
MIPTX MATTHEWS PACIFIC TIGER INSTL 0.1%
Value ($000) $256 Shares 8,768 Est. Cost $29.20 Unrealized
KMB KIMBERLY CLARK 0.1%
Value ($000) $250 Shares 2,200 Est. Cost $93.50 Unrealized -7.4%
DOV DOVER CORP 0.0%
Value ($000) $243 Shares 2,740 Est. Cost $73.78 Unrealized 0.0%
CHD CHURCH & DWIGHT 0.0%
Value ($000) $234 Shares 3,950 Est. Cost $51.78 Unrealized 0.0%
POR PORTLAND GENL 0.0%
Value ($000) $234 Shares 5,124 Est. Cost $34.59 Unrealized -1.5%
INGERSOLL RAND PLC 0.0%
Value ($000) $225 Shares 2,200 Est. Cost $102.27 Unrealized
AMZN AMAZON.COM 0.0%
Value ($000) $218 Shares 109 Est. Cost $94.03 Unrealized 0.0%
NKE NIKE INC CLASS B 0.0%
Value ($000) $212 Shares 2,505 Est. Cost $72.98 Unrealized 0.0%
TRV TRAVELERS 0.0%
Value ($000) $208 Shares 1,600 Est. Cost $109.87 Unrealized 0.0%
PRU PRUDENTIAL FINL 0.0%
Value ($000) $205 Shares 2,022 Est. Cost $68.64 Unrealized 0.0%
BRANDES INTERNATIONAL SMALL CA 0.0%
Value ($000) $142 Shares 11,728 Est. Cost $12.11 Unrealized