SOMERVILLE KURT F Diversified Active

CIK: 0001215208 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 24, 2019

Total Value ($000): $504,160 (100.0% shares, 0.0% debt)

Holdings (102)

MA MASTERCARD 4.5%
Value ($000) $22,827 Shares 86,295 Est. Cost $142.19 Unrealized +69.7%
ADP AUTOMATIC DATA PROCESSING 4.0%
Value ($000) $20,272 Shares 122,611 Est. Cost $61.16 Unrealized +130.5%
AAPL APPLE INC 4.0%
Value ($000) $20,245 Shares 102,295 Est. Cost $37.85 Unrealized +23.2%
CNI CANADIAN NATL RAILWAY 3.9%
Value ($000) $19,522 Shares 211,115 Est. Cost $62.78 Unrealized +29.1%
ATR APTARGROUP 3.8%
Value ($000) $19,231 Shares 154,674 Est. Cost $52.05 Unrealized +101.2%
ABT ABBOTT LABS 3.7%
Value ($000) $18,519 Shares 220,209 Est. Cost $41.63 Unrealized +68.7%
FISV FISERV 3.6%
Value ($000) $18,394 Shares 201,776 Est. Cost $51.29 Unrealized +70.8%
JNJ JOHNSON & JOHNSON 3.4%
Value ($000) $17,074 Shares 122,591 Est. Cost $72.81 Unrealized +57.6%
DHR DANAHER CORP 3.4%
Value ($000) $17,007 Shares 118,996 Est. Cost $59.50 Unrealized +93.2%
PG PROCTER & GAMBLE 3.3%
Value ($000) $16,837 Shares 153,555 Est. Cost $65.88 Unrealized +37.4%
NSRGY NESTLE SA ADR 3.3%
Value ($000) $16,807 Shares 162,551 Est. Cost $69.74 Unrealized
NVS NOVARTIS AG ADR 3.2%
Value ($000) $15,915 Shares 174,284 Est. Cost $77.15 Unrealized
GOOGL ALPHABET INC CL A 3.0%
Value ($000) $15,003 Shares 13,856 Est. Cost $35.15 Unrealized +63.5%
MSFT MICROSOFT CORP 3.0%
Value ($000) $14,979 Shares 111,810 Est. Cost $30.90 Unrealized +286.8%
ADI ANALOG DEVICES 2.8%
Value ($000) $14,131 Shares 125,204 Est. Cost $63.24 Unrealized +51.7%
CB CHUBB LIMITED 2.7%
Value ($000) $13,814 Shares 93,770 Est. Cost $101.57 Unrealized +27.4%
MMM 3M 2.7%
Value ($000) $13,698 Shares 79,023 Est. Cost $93.82 Unrealized +28.6%
XILINX 2.6%
Value ($000) $13,080 Shares 110,920 Est. Cost $48.44 Unrealized
HD HOME DEPOT 2.5%
Value ($000) $12,779 Shares 61,441 Est. Cost $75.87 Unrealized +123.5%
INTC INTEL CORP 2.5%
Value ($000) $12,723 Shares 265,803 Est. Cost $23.07 Unrealized +86.8%
UNITED TECHNOLOGIES 2.4%
Value ($000) $12,208 Shares 93,765 Est. Cost $106.39 Unrealized
UNILEVER PLC NEW ADR 2.3%
Value ($000) $11,409 Shares 184,107 Est. Cost $44.91 Unrealized
ROK ROCKWELL AUTOMATION 2.1%
Value ($000) $10,519 Shares 64,202 Est. Cost $83.64 Unrealized +79.2%
NOVOZYMES A S DKK 2.0 2.0%
Value ($000) $9,962 Shares 214,273 Est. Cost $37.38 Unrealized
DIS DISNEY 2.0%
Value ($000) $9,867 Shares 70,668 Est. Cost $109.71 Unrealized +16.7%
CVS CVS HEALTH 1.8%
Value ($000) $9,265 Shares 170,050 Est. Cost $57.22 Unrealized -23.9%
ILMN ILLUMINA 1.7%
Value ($000) $8,563 Shares 23,261 Est. Cost $156.90 Unrealized +101.2%
PYPL PAYPAL HOLDINGS 1.5%
Value ($000) $7,360 Shares 64,307 Est. Cost $85.09 Unrealized +29.9%
XYL XYLEM INC 1.4%
Value ($000) $7,007 Shares 83,785 Est. Cost $35.67 Unrealized +106.3%
AMZN AMAZON.COM 1.2%
Value ($000) $6,098 Shares 3,221 Est. Cost $86.16 Unrealized +8.1%
PEP PEPSICO 1.2%
Value ($000) $5,872 Shares 44,779 Est. Cost $70.19 Unrealized +49.2%
XOM EXXON MOBIL 1.1%
Value ($000) $5,590 Shares 72,945 Est. Cost $52.25 Unrealized +8.9%
IPGP IPG PHOTONICS 1.0%
Value ($000) $5,212 Shares 33,805 Est. Cost $77.08 Unrealized +96.2%
CVX CHEVRON 1.0%
Value ($000) $5,144 Shares 41,328 Est. Cost $88.36 Unrealized +2.1%
FTV FORTIVE CORP 0.9%
Value ($000) $4,679 Shares 57,393 Est. Cost $37.85 Unrealized +33.4%
EOG EOG RESOURCES 0.9%
Value ($000) $4,638 Shares 49,782 Est. Cost $74.26 Unrealized -5.3%
ORSTED A S 0.8%
Value ($000) $3,844 Shares 44,585 Est. Cost $65.89 Unrealized
RHHBY ROCHE HLDG LTD ADR 0.5%
Value ($000) $2,379 Shares 67,810 Est. Cost $37.24 Unrealized
BDX BECTON DICKINSON 0.5%
Value ($000) $2,284 Shares 9,071 Est. Cost $210.24 Unrealized -0.2%
NSC NORFOLK SOUTHERN 0.4%
Value ($000) $1,828 Shares 9,171 Est. Cost $88.13 Unrealized +96.7%
MRK MERCK 0.3%
Value ($000) $1,761 Shares 20,986 Est. Cost $37.26 Unrealized +66.8%
ABBV ABBVIE 0.3%
Value ($000) $1,684 Shares 23,160 Est. Cost $27.17 Unrealized +118.5%
CL COLGATE-PALMOLIVE 0.3%
Value ($000) $1,597 Shares 22,289 Est. Cost $63.78 Unrealized -4.6%
GIS GENERAL MILLS 0.3%
Value ($000) $1,571 Shares 29,905 Est. Cost $38.99 Unrealized +5.7%
ALC ALCON INC 0.3%
Value ($000) $1,396 Shares 22,520 Est. Cost $57.87 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY CL B 0.3%
Value ($000) $1,382 Shares 6,484 Est. Cost $136.85 Unrealized +51.2%
UNP UNION PACIFIC 0.2%
Value ($000) $1,258 Shares 7,440 Est. Cost $102.12 Unrealized +44.7%
PFE PFIZER 0.2%
Value ($000) $1,220 Shares 28,172 Est. Cost $24.03 Unrealized +21.6%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,212 Shares 22,135 Est. Cost $27.97 Unrealized +61.5%
ORCL ORACLE 0.2%
Value ($000) $1,106 Shares 19,427 Est. Cost $43.49 Unrealized +13.0%
NVDA NVIDIA CORP 0.2%
Value ($000) $1,045 Shares 6,365 Est. Cost $3.76 Unrealized +9.4%
V VISA 0.2%
Value ($000) $1,033 Shares 5,960 Est. Cost $68.11 Unrealized +129.5%
HON HONEYWELL INTL 0.2%
Value ($000) $959 Shares 5,500 Est. Cost $68.99 Unrealized +101.0%
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $921 Shares 18,050 Est. Cost $60.22 Unrealized
KO COCA COLA 0.2%
Value ($000) $851 Shares 16,727 Est. Cost $35.10 Unrealized +13.7%
COP CONOCOPHILLIPS 0.2%
Value ($000) $848 Shares 13,890 Est. Cost $33.66 Unrealized +46.3%
ORA ORMAT TECHNOLOGIES 0.2%
Value ($000) $840 Shares 13,255 Est. Cost $57.16 Unrealized -0.0%
WMT WAL-MART STORES 0.2%
Value ($000) $817 Shares 7,400 Est. Cost $43.24 Unrealized -27.6%
EMR EMERSON ELECTRIC 0.1%
Value ($000) $745 Shares 11,163 Est. Cost $49.91 Unrealized +15.1%
IBM INTL BUSINESS MACH 0.1%
Value ($000) $670 Shares 4,861 Est. Cost $154.58 Unrealized -36.2%
LLY ELI LILLY & CO 0.1%
Value ($000) $611 Shares 5,515 Est. Cost $49.33 Unrealized +119.0%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $602 Shares 8,028 Est. Cost $27.24 Unrealized 0.0%
CELGENE CORP 0.1%
Value ($000) $596 Shares 6,445 Est. Cost $86.37 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $565 Shares 2,930 Est. Cost $95.75 Unrealized +89.5%
D DOMINION RES INC 0.1%
Value ($000) $542 Shares 7,018 Est. Cost $46.10 Unrealized +23.3%
GENERAL ELECTRIC 0.1%
Value ($000) $541 Shares 51,522 Est. Cost $22.13 Unrealized
JACOBS ENGINEERING 0.1%
Value ($000) $519 Shares 6,150 Est. Cost $65.93 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $488 Shares 3,236 Est. Cost $130.85 Unrealized -1.7%
CHD CHURCH & DWIGHT 0.1%
Value ($000) $481 Shares 6,575 Est. Cost $54.97 Unrealized +25.0%
AMGN AMGEN INC 0.1%
Value ($000) $468 Shares 2,541 Est. Cost $108.84 Unrealized +34.3%
WALTHAUSEN SELECT VALUE FUND I 0.1%
Value ($000) $410 Shares 35,253 Est. Cost $15.20 Unrealized
WELL WELLTOWER 0.1%
Value ($000) $408 Shares 4,995 Est. Cost $44.45 Unrealized +44.0%
SJM SMUCKER J M 0.1%
Value ($000) $388 Shares 3,359 Est. Cost $95.16 Unrealized +3.4%
DCI DONALDSON INC 0.1%
Value ($000) $387 Shares 7,600 Est. Cost $41.83 Unrealized +9.2%
STT STATE STREET 0.1%
Value ($000) $385 Shares 6,865 Est. Cost $52.39 Unrealized -4.5%
LABORATORY CORP AMER 0.1%
Value ($000) $384 Shares 2,220 Est. Cost $110.78 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $384 Shares 8,450 Est. Cost $38.49 Unrealized -6.2%
BPIRX ROBECO BOSTON PARTNERS LONG SH 0.1%
Value ($000) $328 Shares 21,456 Est. Cost $15.46 Unrealized
NEUBERGER BERMAN ABSOLUTE RETU 0.1%
Value ($000) $326 Shares 29,728 Est. Cost $10.73 Unrealized
CI CIGNA CORP NEW 0.1%
Value ($000) $309 Shares 1,959 Est. Cost $190.77 Unrealized -24.9%
IVV ISHARES S&P 500 0.1%
Value ($000) $295 Shares 1,000 Est. Cost $187.77 Unrealized
DOW DOW CHEMICAL COMPANY 0.1%
Value ($000) $292 Shares 5,908 Est. Cost $36.37 Unrealized 0.0%
INTU INTUIT 0.1%
Value ($000) $290 Shares 1,110 Est. Cost $59.44 Unrealized +309.5%
NXPI NXP SEMICONDUCTORS 0.1%
Value ($000) $285 Shares 2,925 Est. Cost $78.57 Unrealized +10.6%
VRTX VERTEX PHARMACEUTICALS 0.1%
Value ($000) $284 Shares 1,548 Est. Cost $150.51 Unrealized +16.1%
CAT CATERPILLAR 0.1%
Value ($000) $282 Shares 2,075 Est. Cost $96.34 Unrealized +19.1%
KMB KIMBERLY CLARK 0.1%
Value ($000) $280 Shares 2,100 Est. Cost $93.50 Unrealized +9.3%
INGERSOLL RAND PLC 0.1%
Value ($000) $279 Shares 2,200 Est. Cost $102.27 Unrealized
POR PORTLAND GENL 0.1%
Value ($000) $278 Shares 5,124 Est. Cost $34.59 Unrealized +17.2%
GILD GILEAD SCIENCES 0.1%
Value ($000) $257 Shares 3,800 Est. Cost $61.14 Unrealized -16.9%
MIPTX MATTHEWS PACIFIC TIGER INSTL 0.1%
Value ($000) $253 Shares 8,768 Est. Cost $29.20 Unrealized
HP HELMERICH & PAYNE 0.0%
Value ($000) $246 Shares 4,860 Est. Cost $66.81 Unrealized -17.6%
ALB ALBEMARLE 0.0%
Value ($000) $245 Shares 3,475 Est. Cost $121.22 Unrealized -44.4%
CSL CARLISLE COS INC 0.0%
Value ($000) $242 Shares 1,725 Est. Cost $98.52 Unrealized +25.9%
TRV TRAVELERS 0.0%
Value ($000) $235 Shares 1,575 Est. Cost $110.26 Unrealized +13.4%
CAMBRIDGE BANCORP 0.0%
Value ($000) $234 Shares 2,875 Est. Cost $67.33 Unrealized
GOOG ALPHABET INC CL C 0.0%
Value ($000) $216 Shares 200 Est. Cost $40.54 Unrealized +41.2%
AMT AMERICAN TOWER 0.0%
Value ($000) $215 Shares 1,050 Est. Cost $146.03 Unrealized +15.2%
NKE NIKE INC CLASS B 0.0%
Value ($000) $211 Shares 2,525 Est. Cost $75.37 Unrealized +2.3%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $208 Shares 1,800 Est. Cost $65.92 Unrealized +47.5%
PSX PHILLIPS 66 0.0%
Value ($000) $206 Shares 2,201 Est. Cost $71.93 Unrealized -4.8%
AXP AMERICAN EXPRESS 0.0%
Value ($000) $204 Shares 1,650 Est. Cost $72.51 Unrealized +48.2%