SOMERVILLE KURT F Diversified Active

CIK: 0001215208 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 28, 2020

Total Value ($000): $542,280 (100.0% shares, 0.0% debt)

Holdings (113)

AAPL APPLE INC 5.3%
Value ($000) $28,992 Shares 79,476 Est. Cost $37.85 Unrealized +98.4%
MSFT MICROSOFT CORP 3.9%
Value ($000) $21,244 Shares 104,398 Est. Cost $30.90 Unrealized +460.0%
MA MASTERCARD 3.8%
Value ($000) $20,708 Shares 70,031 Est. Cost $142.19 Unrealized +92.2%
DHR DANAHER CORP 3.6%
Value ($000) $19,590 Shares 110,783 Est. Cost $59.50 Unrealized +135.3%
GOOGL ALPHABET INC CL A 3.5%
Value ($000) $19,003 Shares 13,399 Est. Cost $35.15 Unrealized +90.4%
ABT ABBOTT LABS 3.5%
Value ($000) $18,943 Shares 207,190 Est. Cost $41.63 Unrealized +96.9%
JNJ JOHNSON & JOHNSON 3.4%
Value ($000) $18,524 Shares 131,710 Est. Cost $77.75 Unrealized +59.8%
CNI CANADIAN NATL RAILWAY 3.4%
Value ($000) $18,170 Shares 205,146 Est. Cost $62.78 Unrealized +19.1%
PG PROCTER & GAMBLE 3.3%
Value ($000) $17,982 Shares 150,397 Est. Cost $66.71 Unrealized +52.2%
NSRGY NESTLE SA ADR 3.3%
Value ($000) $17,841 Shares 161,557 Est. Cost $71.26 Unrealized
ADP AUTOMATIC DATA PROCESSING 3.2%
Value ($000) $17,309 Shares 116,245 Est. Cost $61.16 Unrealized +107.6%
ATR APTARGROUP 3.0%
Value ($000) $16,302 Shares 145,583 Est. Cost $52.05 Unrealized +90.0%
HD HOME DEPOT 2.9%
Value ($000) $15,680 Shares 62,597 Est. Cost $80.79 Unrealized +147.2%
FISV FISERV 2.9%
Value ($000) $15,651 Shares 160,322 Est. Cost $51.29 Unrealized +96.3%
NVS NOVARTIS AG ADR 2.8%
Value ($000) $15,421 Shares 176,556 Est. Cost $77.27 Unrealized
ADI ANALOG DEVICES 2.8%
Value ($000) $15,399 Shares 125,568 Est. Cost $63.24 Unrealized +57.1%
ROK ROCKWELL AUTOMATION 2.7%
Value ($000) $14,691 Shares 68,971 Est. Cost $88.42 Unrealized +98.5%
INTC INTEL CORP 2.7%
Value ($000) $14,570 Shares 243,516 Est. Cost $23.07 Unrealized +130.6%
PYPL PAYPAL HOLDINGS 2.5%
Value ($000) $13,367 Shares 76,722 Est. Cost $89.79 Unrealized +53.6%
AMZN AMAZON.COM 2.3%
Value ($000) $12,229 Shares 4,433 Est. Cost $89.44 Unrealized +35.0%
NOVOZYMES A S DKK 2.0 2.2%
Value ($000) $11,927 Shares 206,900 Est. Cost $37.38 Unrealized
CB CHUBB LIMITED 2.2%
Value ($000) $11,679 Shares 92,214 Est. Cost $102.20 Unrealized +3.9%
XILINX 2.1%
Value ($000) $11,330 Shares 115,162 Est. Cost $50.05 Unrealized
CVS CVS HEALTH 2.0%
Value ($000) $10,917 Shares 168,031 Est. Cost $57.19 Unrealized -8.0%
UNILEVER PLC NEW ADR 2.0%
Value ($000) $10,640 Shares 193,894 Est. Cost $45.05 Unrealized
DIS DISNEY 1.7%
Value ($000) $9,204 Shares 82,542 Est. Cost $111.41 Unrealized -3.2%
ILMN ILLUMINA 1.6%
Value ($000) $8,807 Shares 23,786 Est. Cost $163.67 Unrealized +96.6%
BDX BECTON DICKINSON 1.4%
Value ($000) $7,699 Shares 32,174 Est. Cost $219.97 Unrealized +0.2%
XYL XYLEM INC 1.2%
Value ($000) $6,474 Shares 99,648 Est. Cost $41.22 Unrealized +49.8%
MMM 3M 1.2%
Value ($000) $6,403 Shares 41,042 Est. Cost $93.82 Unrealized +9.2%
CVX CHEVRON 1.1%
Value ($000) $6,004 Shares 67,301 Est. Cost $86.75 Unrealized -19.5%
RTX RAYTHEON TECHNOLOGIES 1.1%
Value ($000) $5,899 Shares 95,758 Est. Cost $54.61 Unrealized 0.0%
PEP PEPSICO 1.1%
Value ($000) $5,828 Shares 44,062 Est. Cost $71.78 Unrealized +54.3%
ORSTED A S 1.0%
Value ($000) $5,231 Shares 45,475 Est. Cost $66.62 Unrealized
UNH UNITED HEALTH GROUP 0.9%
Value ($000) $4,816 Shares 16,325 Est. Cost $255.43 Unrealized +2.2%
XOM EXXON MOBIL 0.7%
Value ($000) $3,560 Shares 79,606 Est. Cost $51.14 Unrealized -31.9%
JOHN HANCOCK INTERNATIONAL SEL 0.6%
Value ($000) $3,098 Shares 124,936 Est. Cost $22.17 Unrealized
RHHBY ROCHE HLDG LTD ADR 0.5%
Value ($000) $2,894 Shares 66,710 Est. Cost $37.24 Unrealized
FTV FORTIVE CORP 0.5%
Value ($000) $2,552 Shares 37,739 Est. Cost $38.40 Unrealized -0.8%
NVDA NVIDIA CORP 0.4%
Value ($000) $2,389 Shares 6,290 Est. Cost $3.77 Unrealized +113.7%
UNP UNION PACIFIC 0.4%
Value ($000) $2,264 Shares 13,390 Est. Cost $121.26 Unrealized +16.6%
ABBV ABBVIE 0.4%
Value ($000) $2,198 Shares 22,375 Est. Cost $30.66 Unrealized +130.0%
TJX TJX COS 0.4%
Value ($000) $2,064 Shares 40,804 Est. Cost $46.63 Unrealized 0.0%
MRK MERCK 0.4%
Value ($000) $2,033 Shares 26,294 Est. Cost $44.19 Unrealized +42.3%
CHD CHURCH & DWIGHT 0.4%
Value ($000) $2,023 Shares 26,175 Est. Cost $64.80 Unrealized +5.1%
EOG EOG RESOURCES 0.4%
Value ($000) $1,931 Shares 38,106 Est. Cost $65.57 Unrealized -43.0%
CL COLGATE-PALMOLIVE 0.4%
Value ($000) $1,909 Shares 26,051 Est. Cost $63.54 Unrealized -1.9%
QSPRX AQR STYLE PREMIA ALTERNATIVE F 0.3%
Value ($000) $1,829 Shares 277,497 Est. Cost $8.58 Unrealized
NKE NIKE INC CLASS B 0.3%
Value ($000) $1,706 Shares 17,411 Est. Cost $84.02 Unrealized +1.7%
GIS GENERAL MILLS 0.3%
Value ($000) $1,655 Shares 26,850 Est. Cost $39.55 Unrealized +26.2%
V VISA 0.3%
Value ($000) $1,407 Shares 7,285 Est. Cost $92.83 Unrealized +89.1%
OTIS OTIS WORLDWIDE 0.2%
Value ($000) $1,264 Shares 22,214 Est. Cost $47.48 Unrealized 0.0%
ORA ORMAT TECHNOLOGIES 0.2%
Value ($000) $1,209 Shares 19,035 Est. Cost $61.41 Unrealized +2.9%
NSC NORFOLK SOUTHERN 0.2%
Value ($000) $1,146 Shares 6,530 Est. Cost $88.13 Unrealized +71.3%
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $1,136 Shares 17,330 Est. Cost $60.22 Unrealized
KO COCA COLA 0.2%
Value ($000) $1,072 Shares 24,005 Est. Cost $37.98 Unrealized +2.0%
LLY ELI LILLY & CO 0.2%
Value ($000) $1,057 Shares 6,435 Est. Cost $62.69 Unrealized +129.5%
PFE PFIZER 0.2%
Value ($000) $1,038 Shares 31,723 Est. Cost $24.30 Unrealized +7.0%
IPGP IPG PHOTONICS 0.2%
Value ($000) $1,025 Shares 6,395 Est. Cost $79.29 Unrealized +79.6%
CARR CARRIER GLOBAL 0.2%
Value ($000) $988 Shares 44,442 Est. Cost $17.13 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY CL B 0.2%
Value ($000) $986 Shares 5,529 Est. Cost $136.85 Unrealized +33.4%
CSCO CISCO SYS INC 0.2%
Value ($000) $962 Shares 20,635 Est. Cost $28.63 Unrealized +29.2%
WMT WAL-MART STORES 0.2%
Value ($000) $885 Shares 7,395 Est. Cost $43.24 Unrealized -12.0%
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $820 Shares 13,932 Est. Cost $42.47 Unrealized +12.8%
HON HONEYWELL INTL 0.1%
Value ($000) $770 Shares 5,325 Est. Cost $68.99 Unrealized +70.9%
AMGN AMGEN INC 0.1%
Value ($000) $715 Shares 3,031 Est. Cost $120.71 Unrealized +58.8%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $682 Shares 3,900 Est. Cost $134.13 Unrealized +6.5%
META FACEBOOK INC 0.1%
Value ($000) $666 Shares 2,930 Est. Cost $95.75 Unrealized +116.5%
HSY HERSHEY COMPANY 0.1%
Value ($000) $635 Shares 4,900 Est. Cost $128.46 Unrealized -8.4%
EMR EMERSON ELECTRIC 0.1%
Value ($000) $575 Shares 9,270 Est. Cost $49.91 Unrealized +0.7%
GIVAUDAN SA 0.1%
Value ($000) $558 Shares 150 Est. Cost $3113.33 Unrealized
IBM INTL BUSINESS MACH 0.1%
Value ($000) $549 Shares 4,546 Est. Cost $152.85 Unrealized -40.2%
COP CONOCOPHILLIPS 0.1%
Value ($000) $543 Shares 12,912 Est. Cost $33.58 Unrealized -2.0%
EATON VANCE 0.1%
Value ($000) $489 Shares 12,680 Est. Cost $32.26 Unrealized
ORCL ORACLE 0.1%
Value ($000) $484 Shares 8,758 Est. Cost $43.49 Unrealized +12.6%
WALTHAUSEN SELECT VALUE FUND I 0.1%
Value ($000) $481 Shares 51,382 Est. Cost $13.17 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.1%
Value ($000) $471 Shares 1,300 Est. Cost $310.51 Unrealized +6.4%
JACOBS ENGINEERING GROUP INC 0.1%
Value ($000) $463 Shares 5,460 Est. Cost $65.93 Unrealized
RPM RPM INTERNATIONAL 0.1%
Value ($000) $450 Shares 6,000 Est. Cost $69.51 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS 0.1%
Value ($000) $447 Shares 1,540 Est. Cost $150.51 Unrealized +80.1%
ACN ACCENTURE PLC SHS 0.1%
Value ($000) $429 Shares 2,000 Est. Cost $177.04 Unrealized -1.4%
AXP AMERICAN EXPRESS 0.1%
Value ($000) $410 Shares 4,300 Est. Cost $107.60 Unrealized -20.4%
D DOMINION RES INC 0.1%
Value ($000) $406 Shares 5,000 Est. Cost $46.10 Unrealized +35.9%
BARRY CALLEBAUT AG REG 0.1%
Value ($000) $381 Shares 200 Est. Cost $2015.00 Unrealized
CAT CATERPILLAR 0.1%
Value ($000) $376 Shares 2,975 Est. Cost $113.38 Unrealized -6.3%
LABORATORY CORP AMER 0.1%
Value ($000) $369 Shares 2,220 Est. Cost $110.78 Unrealized
BPIRX ROBECO BOSTON PARTNERS LONG SH 0.1%
Value ($000) $349 Shares 26,891 Est. Cost $14.95 Unrealized
ROCHE HOLDING AG 0.1%
Value ($000) $347 Shares 1,000 Est. Cost $326.00 Unrealized
CI CIGNA CORP NEW 0.1%
Value ($000) $332 Shares 1,770 Est. Cost $190.77 Unrealized -9.0%
DCI DONALDSON INC 0.1%
Value ($000) $327 Shares 7,025 Est. Cost $41.83 Unrealized -3.5%
STT STATE STREET 0.1%
Value ($000) $325 Shares 5,106 Est. Cost $53.86 Unrealized -6.7%
NEUBERGER BERMAN ABSOLUTE RETU 0.1%
Value ($000) $313 Shares 29,728 Est. Cost $10.73 Unrealized
IVV ISHARES S&P 500 0.1%
Value ($000) $310 Shares 1,000 Est. Cost $187.77 Unrealized
WELL WELLTOWER 0.1%
Value ($000) $299 Shares 5,770 Est. Cost $46.12 Unrealized -9.4%
TEXAS PACIFIC LAND TRUST 0.1%
Value ($000) $297 Shares 500 Est. Cost $594.00 Unrealized
KMB KIMBERLY CLARK 0.1%
Value ($000) $297 Shares 2,100 Est. Cost $93.50 Unrealized +20.5%
GILD GILEAD SCIENCES 0.1%
Value ($000) $292 Shares 3,800 Est. Cost $61.14 Unrealized +0.5%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $286 Shares 2,705 Est. Cost $77.16 Unrealized +19.4%
TROW PRICE T ROWE GROUP 0.1%
Value ($000) $272 Shares 2,200 Est. Cost $95.54 Unrealized -6.0%
AMT AMERICAN TOWER 0.0%
Value ($000) $271 Shares 1,050 Est. Cost $146.03 Unrealized +44.2%
EL ESTEE LAUDER 0.0%
Value ($000) $264 Shares 1,400 Est. Cost $178.51 Unrealized -7.2%
CAMBRIDGE BANCORP 0.0%
Value ($000) $259 Shares 4,375 Est. Cost $62.04 Unrealized
TOTAL S.A. SPONSORED ADR 0.0%
Value ($000) $254 Shares 6,600 Est. Cost $37.27 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $254 Shares 2,000 Est. Cost $99.52 Unrealized 0.0%
GENERAL ELECTRIC 0.0%
Value ($000) $245 Shares 35,918 Est. Cost $18.85 Unrealized
MIPTX MATTHEWS PACIFIC TIGER INSTL 0.0%
Value ($000) $240 Shares 8,768 Est. Cost $27.37 Unrealized
ALB ALBEMARLE 0.0%
Value ($000) $235 Shares 3,050 Est. Cost $63.41 Unrealized 0.0%
INTU INTUIT 0.0%
Value ($000) $234 Shares 790 Est. Cost $264.89 Unrealized 0.0%
JPM JPMORGAN CHASE 0.0%
Value ($000) $229 Shares 2,435 Est. Cost $106.59 Unrealized -23.3%
SLB SCHLUMBERGER 0.0%
Value ($000) $217 Shares 11,809 Est. Cost $25.29 Unrealized -38.8%
MRSH MARSH & MCLENNAN 0.0%
Value ($000) $215 Shares 2,000 Est. Cost $93.00 Unrealized 0.0%
LINDE PLC 0.0%
Value ($000) $212 Shares 1,000 Est. Cost $212.00 Unrealized
MAPIX MATTHEWS ASIA DIVIDEND FUND 0.0%
Value ($000) $182 Shares 10,837 Est. Cost $14.35 Unrealized