SOMERVILLE KURT F Diversified Active

CIK: 0001215208 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 1, 2019

Total Value ($000): $504,267 (100.0% shares, 0.0% debt)

Holdings (108)

MA MASTERCARD 4.4%
Value ($000) $22,327 Shares 94,828 Est. Cost $142.19 Unrealized +45.7%
ADP AUTOMATIC DATA PROCESSING 4.2%
Value ($000) $21,192 Shares 132,677 Est. Cost $61.16 Unrealized +105.1%
AAPL APPLE INC 3.9%
Value ($000) $19,871 Shares 104,615 Est. Cost $37.85 Unrealized +6.8%
CNI CANADIAN NATL RAILWAY 3.9%
Value ($000) $19,500 Shares 217,941 Est. Cost $62.78 Unrealized +17.4%
FISV FISERV 3.8%
Value ($000) $19,263 Shares 218,201 Est. Cost $51.29 Unrealized +60.9%
JNJ JOHNSON & JOHNSON 3.7%
Value ($000) $18,642 Shares 133,362 Est. Cost $72.81 Unrealized +51.5%
ABT ABBOTT LABS 3.7%
Value ($000) $18,504 Shares 231,471 Est. Cost $41.63 Unrealized +58.8%
NVS NOVARTIS AG ADR 3.4%
Value ($000) $17,257 Shares 179,502 Est. Cost $77.15 Unrealized
ATR APTARGROUP 3.4%
Value ($000) $16,916 Shares 159,004 Est. Cost $52.05 Unrealized +75.6%
PG PROCTER & GAMBLE 3.3%
Value ($000) $16,578 Shares 159,327 Est. Cost $65.88 Unrealized +24.6%
DHR DANAHER CORP 3.3%
Value ($000) $16,530 Shares 125,206 Est. Cost $59.50 Unrealized +67.1%
MMM 3M 3.2%
Value ($000) $16,373 Shares 78,803 Est. Cost $93.82 Unrealized +39.7%
GOOGL ALPHABET INC CL A 3.2%
Value ($000) $16,345 Shares 13,890 Est. Cost $35.15 Unrealized +59.4%
NSRGY NESTLE SA ADR 3.1%
Value ($000) $15,856 Shares 166,328 Est. Cost $69.74 Unrealized
INTC INTEL CORP 3.0%
Value ($000) $14,877 Shares 277,038 Est. Cost $23.07 Unrealized +90.0%
XILINX 2.9%
Value ($000) $14,802 Shares 116,733 Est. Cost $48.44 Unrealized
MSFT MICROSOFT CORP 2.7%
Value ($000) $13,469 Shares 114,204 Est. Cost $30.90 Unrealized +231.0%
CB CHUBB LIMITED 2.6%
Value ($000) $13,293 Shares 94,898 Est. Cost $101.57 Unrealized +16.7%
ADI ANALOG DEVICES 2.6%
Value ($000) $13,204 Shares 125,442 Est. Cost $63.24 Unrealized +39.8%
UNITED TECHNOLOGIES 2.5%
Value ($000) $12,523 Shares 97,165 Est. Cost $106.39 Unrealized
HD HOME DEPOT 2.4%
Value ($000) $12,062 Shares 62,858 Est. Cost $75.87 Unrealized +103.9%
ROK ROCKWELL AUTOMATION 2.2%
Value ($000) $11,223 Shares 63,968 Est. Cost $83.64 Unrealized +79.3%
UNILEVER PLC NEW ADR 2.1%
Value ($000) $10,527 Shares 182,403 Est. Cost $44.91 Unrealized
NOVOZYMES A S DKK 2.0 2.0%
Value ($000) $10,097 Shares 220,141 Est. Cost $37.38 Unrealized
CVS CVS HEALTH 1.9%
Value ($000) $9,388 Shares 174,105 Est. Cost $57.22 Unrealized -13.5%
ILMN ILLUMINA 1.5%
Value ($000) $7,600 Shares 24,463 Est. Cost $156.90 Unrealized +85.9%
DIS DISNEY 1.4%
Value ($000) $7,100 Shares 63,962 Est. Cost $107.79 Unrealized +0.1%
XYL XYLEM INC 1.3%
Value ($000) $6,545 Shares 82,805 Est. Cost $35.22 Unrealized +90.9%
PYPL PAYPAL HOLDINGS 1.2%
Value ($000) $6,209 Shares 59,778 Est. Cost $83.16 Unrealized +13.6%
XOM EXXON MOBIL 1.2%
Value ($000) $6,083 Shares 75,280 Est. Cost $52.25 Unrealized +6.1%
PEP PEPSICO 1.2%
Value ($000) $5,819 Shares 47,484 Est. Cost $70.19 Unrealized +31.7%
IPGP IPG PHOTONICS 1.1%
Value ($000) $5,549 Shares 36,548 Est. Cost $77.08 Unrealized +83.6%
FTV FORTIVE CORP 1.0%
Value ($000) $4,836 Shares 57,647 Est. Cost $37.85 Unrealized +25.1%
CVX CHEVRON 0.9%
Value ($000) $4,663 Shares 37,858 Est. Cost $88.19 Unrealized -0.8%
EOG EOG RESOURCES 0.8%
Value ($000) $4,272 Shares 44,863 Est. Cost $74.69 Unrealized -3.7%
AMZN AMAZON.COM 0.8%
Value ($000) $4,235 Shares 2,378 Est. Cost $83.69 Unrealized -0.6%
ORSTED A S 0.7%
Value ($000) $3,368 Shares 44,535 Est. Cost $65.89 Unrealized
RHHBY ROCHE HLDG LTD ADR 0.5%
Value ($000) $2,539 Shares 73,860 Est. Cost $37.24 Unrealized
ABBV ABBVIE 0.4%
Value ($000) $1,947 Shares 24,160 Est. Cost $27.17 Unrealized +124.5%
MRK MERCK 0.4%
Value ($000) $1,886 Shares 22,671 Est. Cost $37.26 Unrealized +61.8%
NSC NORFOLK SOUTHERN 0.4%
Value ($000) $1,806 Shares 9,662 Est. Cost $88.13 Unrealized +70.7%
GIS GENERAL MILLS 0.4%
Value ($000) $1,776 Shares 34,321 Est. Cost $38.99 Unrealized -8.2%
CL COLGATE-PALMOLIVE 0.3%
Value ($000) $1,746 Shares 25,470 Est. Cost $63.78 Unrealized -13.8%
ORCL ORACLE 0.3%
Value ($000) $1,581 Shares 29,417 Est. Cost $43.49 Unrealized +5.9%
BRK/B BERKSHIRE HATHAWAY CL B 0.3%
Value ($000) $1,376 Shares 6,846 Est. Cost $136.85 Unrealized +47.5%
UNP UNION PACIFIC 0.3%
Value ($000) $1,319 Shares 7,890 Est. Cost $102.12 Unrealized +35.2%
PFE PFIZER 0.2%
Value ($000) $1,247 Shares 29,372 Est. Cost $24.03 Unrealized +21.7%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,218 Shares 22,550 Est. Cost $27.97 Unrealized +41.3%
CELGENE CORP 0.2%
Value ($000) $1,202 Shares 12,741 Est. Cost $86.37 Unrealized
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $1,049 Shares 20,050 Est. Cost $60.22 Unrealized
NVDA NVIDIA CORP 0.2%
Value ($000) $991 Shares 5,520 Est. Cost $3.71 Unrealized +3.9%
EMR EMERSON ELECTRIC 0.2%
Value ($000) $983 Shares 14,363 Est. Cost $49.91 Unrealized +12.2%
V VISA 0.2%
Value ($000) $964 Shares 6,175 Est. Cost $68.11 Unrealized +101.7%
COP CONOCOPHILLIPS 0.2%
Value ($000) $958 Shares 14,348 Est. Cost $33.66 Unrealized +57.4%
HON HONEYWELL INTL 0.2%
Value ($000) $955 Shares 6,015 Est. Cost $68.99 Unrealized +75.6%
DOWDUPONT INC 0.2%
Value ($000) $941 Shares 26,247 Est. Cost $65.89 Unrealized
KO COCA COLA 0.2%
Value ($000) $853 Shares 18,182 Est. Cost $35.10 Unrealized +7.6%
WMT WAL-MART STORES 0.2%
Value ($000) $770 Shares 7,890 Est. Cost $43.24 Unrealized -32.4%
LLY ELI LILLY & CO 0.2%
Value ($000) $763 Shares 5,880 Est. Cost $49.33 Unrealized +124.9%
IBM INTL BUSINESS MACH 0.1%
Value ($000) $689 Shares 4,886 Est. Cost $154.58 Unrealized -38.8%
ORA ORMAT TECHNOLOGIES 0.1%
Value ($000) $682 Shares 12,380 Est. Cost $57.17 Unrealized -7.1%
SJM SMUCKER J M 0.1%
Value ($000) $610 Shares 5,234 Est. Cost $95.16 Unrealized -12.1%
SYY SYSCO 0.1%
Value ($000) $592 Shares 8,875 Est. Cost $32.73 Unrealized +65.4%
GENERAL ELECTRIC 0.1%
Value ($000) $568 Shares 56,897 Est. Cost $22.13 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $555 Shares 2,926 Est. Cost $108.84 Unrealized +42.1%
D DOMINION RES INC 0.1%
Value ($000) $538 Shares 7,018 Est. Cost $46.10 Unrealized +16.9%
CAT CATERPILLAR 0.1%
Value ($000) $528 Shares 3,900 Est. Cost $96.34 Unrealized +19.0%
CHD CHURCH & DWIGHT 0.1%
Value ($000) $498 Shares 7,000 Est. Cost $54.97 Unrealized +10.3%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $497 Shares 3,461 Est. Cost $130.85 Unrealized -10.6%
STT STATE STREET 0.1%
Value ($000) $493 Shares 7,490 Est. Cost $52.39 Unrealized +5.7%
META FACEBOOK INC 0.1%
Value ($000) $488 Shares 2,930 Est. Cost $95.75 Unrealized +64.9%
JACOBS ENGINEERING 0.1%
Value ($000) $485 Shares 6,450 Est. Cost $65.93 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $477 Shares 4,500 Est. Cost $23.71 Unrealized +260.1%
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $438 Shares 9,175 Est. Cost $38.49 Unrealized -0.5%
AXP AMERICAN EXPRESS 0.1%
Value ($000) $421 Shares 3,850 Est. Cost $72.51 Unrealized +32.2%
DCI DONALDSON INC 0.1%
Value ($000) $394 Shares 7,875 Est. Cost $41.83 Unrealized +3.4%
IDXX IDEXX CORP 0.1%
Value ($000) $391 Shares 1,750 Est. Cost $73.70 Unrealized +180.1%
JOHN HANCOCK INTERNATIONAL SEL 0.1%
Value ($000) $387 Shares 17,004 Est. Cost $23.70 Unrealized
WALTHAUSEN SELECT VALUE FUND I 0.1%
Value ($000) $387 Shares 35,253 Est. Cost $15.20 Unrealized
BDX BECTON DICKINSON 0.1%
Value ($000) $385 Shares 1,540 Est. Cost $212.74 Unrealized 0.0%
WELL WELLTOWER 0.1%
Value ($000) $384 Shares 4,950 Est. Cost $44.45 Unrealized +35.7%
WCMIX WCM FOCUSED INTERNATIONAL GROW 0.1%
Value ($000) $374 Shares 23,641 Est. Cost $16.67 Unrealized
GILD GILEAD SCIENCES 0.1%
Value ($000) $373 Shares 5,730 Est. Cost $61.14 Unrealized -16.8%
ECL ECOLAB INC 0.1%
Value ($000) $353 Shares 2,000 Est. Cost $89.06 Unrealized +69.5%
LABORATORY CORP AMER 0.1%
Value ($000) $340 Shares 2,220 Est. Cost $110.78 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $338 Shares 3,250 Est. Cost $65.92 Unrealized +32.0%
CI CIGNA CORP NEW 0.1%
Value ($000) $336 Shares 2,094 Est. Cost $190.77 Unrealized -12.5%
NEUBERGER BERMAN ABSOLUTE RETU 0.1%
Value ($000) $320 Shares 29,728 Est. Cost $10.73 Unrealized
NXPI NXP SEMICONDUCTORS 0.1%
Value ($000) $312 Shares 3,525 Est. Cost $78.57 Unrealized 0.0%
BPIRX ROBECO BOSTON PARTNERS LONG SH 0.1%
Value ($000) $297 Shares 19,788 Est. Cost $15.48 Unrealized
ALB ALBEMARLE 0.1%
Value ($000) $297 Shares 3,625 Est. Cost $121.22 Unrealized -38.7%
INTU INTUIT 0.1%
Value ($000) $290 Shares 1,110 Est. Cost $59.44 Unrealized +271.8%
IVV ISHARES S&P 500 0.1%
Value ($000) $285 Shares 1,000 Est. Cost $187.77 Unrealized
VRTX VERTEX PHARMACEUTICALS 0.1%
Value ($000) $285 Shares 1,548 Est. Cost $150.51 Unrealized +22.7%
KMB KIMBERLY CLARK 0.1%
Value ($000) $273 Shares 2,200 Est. Cost $93.50 Unrealized -2.4%
HP HELMERICH & PAYNE 0.1%
Value ($000) $270 Shares 4,860 Est. Cost $66.81 Unrealized -18.5%
PSX PHILLIPS 66 0.1%
Value ($000) $265 Shares 2,771 Est. Cost $71.93 Unrealized 0.0%
POR PORTLAND GENL 0.1%
Value ($000) $265 Shares 5,124 Est. Cost $34.59 Unrealized +7.3%
SU SUNCOR ENERGY 0.1%
Value ($000) $259 Shares 8,000 Est. Cost $33.00 Unrealized -24.9%
DOV DOVER CORP 0.1%
Value ($000) $257 Shares 2,740 Est. Cost $78.16 Unrealized 0.0%
MIPTX MATTHEWS PACIFIC TIGER INSTL 0.1%
Value ($000) $253 Shares 8,768 Est. Cost $29.20 Unrealized
INGERSOLL RAND PLC 0.0%
Value ($000) $238 Shares 2,200 Est. Cost $102.27 Unrealized
CAMBRIDGE BANCORP 0.0%
Value ($000) $238 Shares 2,875 Est. Cost $67.33 Unrealized
GOOG ALPHABET INC CL C 0.0%
Value ($000) $235 Shares 200 Est. Cost $40.54 Unrealized +37.4%
CSL CARLISLE COS INC 0.0%
Value ($000) $225 Shares 1,835 Est. Cost $98.52 Unrealized +7.7%
TRV TRAVELERS 0.0%
Value ($000) $216 Shares 1,575 Est. Cost $110.26 Unrealized 0.0%
NKE NIKE INC CLASS B 0.0%
Value ($000) $211 Shares 2,505 Est. Cost $75.37 Unrealized 0.0%
AMT AMERICAN TOWER 0.0%
Value ($000) $207 Shares 1,050 Est. Cost $146.03 Unrealized 0.0%