SOMERVILLE KURT F Diversified Active

CIK: 0001215208 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 16, 2021

Total Value ($000): $614,460 (100.0% shares, 0.0% debt)

Holdings (108)

AAPL APPLE INC 5.7%
Value ($000) $34,977 Shares 263,604 Est. Cost $87.20 Unrealized +34.2%
MA MASTERCARD 3.9%
Value ($000) $23,864 Shares 66,859 Est. Cost $142.19 Unrealized +127.4%
GOOGL ALPHABET INC CL A 3.8%
Value ($000) $23,317 Shares 13,304 Est. Cost $35.15 Unrealized +137.5%
DHR DANAHER CORP 3.6%
Value ($000) $22,103 Shares 99,496 Est. Cost $59.50 Unrealized +229.4%
CNI CANADIAN NATL RAILWAY 3.6%
Value ($000) $21,920 Shares 199,547 Est. Cost $62.78 Unrealized +56.0%
ABT ABBOTT LABS 3.6%
Value ($000) $21,878 Shares 199,820 Est. Cost $41.63 Unrealized +138.5%
MSFT MICROSOFT CORP 3.5%
Value ($000) $21,533 Shares 96,809 Est. Cost $30.90 Unrealized +566.7%
ADP AUTOMATIC DATA PROCESSING 3.4%
Value ($000) $21,192 Shares 120,277 Est. Cost $63.69 Unrealized +131.5%
JNJ JOHNSON & JOHNSON 3.3%
Value ($000) $20,207 Shares 128,396 Est. Cost $77.75 Unrealized +64.0%
PG PROCTER & GAMBLE 3.3%
Value ($000) $20,203 Shares 145,202 Est. Cost $66.71 Unrealized +84.6%
ATR APTARGROUP 3.3%
Value ($000) $19,970 Shares 145,880 Est. Cost $52.05 Unrealized +123.0%
NSRGY NESTLE SA ADR 3.1%
Value ($000) $18,852 Shares 160,030 Est. Cost $71.26 Unrealized
ADI ANALOG DEVICES 3.0%
Value ($000) $18,694 Shares 126,547 Est. Cost $63.24 Unrealized +91.6%
FISV FISERV 3.0%
Value ($000) $18,670 Shares 163,978 Est. Cost $52.28 Unrealized +106.1%
ROK ROCKWELL AUTOMATION 2.8%
Value ($000) $17,303 Shares 68,991 Est. Cost $88.42 Unrealized +153.3%
PYPL PAYPAL HOLDINGS 2.8%
Value ($000) $17,137 Shares 73,168 Est. Cost $89.79 Unrealized +130.2%
NVS NOVARTIS AG ADR 2.8%
Value ($000) $16,911 Shares 179,084 Est. Cost $77.27 Unrealized
XILINX 2.7%
Value ($000) $16,683 Shares 117,682 Est. Cost $52.12 Unrealized
DIS DISNEY 2.6%
Value ($000) $15,784 Shares 87,115 Est. Cost $112.43 Unrealized +24.7%
HD HOME DEPOT 2.5%
Value ($000) $15,368 Shares 57,861 Est. Cost $80.79 Unrealized +200.1%
AMZN AMAZON.COM 2.4%
Value ($000) $14,714 Shares 4,518 Est. Cost $90.48 Unrealized +76.4%
UNILEVER PLC NEW ADR 2.0%
Value ($000) $12,256 Shares 203,051 Est. Cost $45.77 Unrealized
CVS CVS HEALTH 1.9%
Value ($000) $11,782 Shares 172,500 Est. Cost $57.15 Unrealized -3.4%
NOVOZYMES A S DKK 2.0 1.9%
Value ($000) $11,524 Shares 201,293 Est. Cost $37.38 Unrealized
INTC INTEL CORP 1.8%
Value ($000) $11,367 Shares 228,128 Est. Cost $23.07 Unrealized +90.8%
XYL XYLEM INC 1.8%
Value ($000) $11,359 Shares 111,594 Est. Cost $45.01 Unrealized +96.8%
BDX BECTON DICKINSON 1.6%
Value ($000) $10,011 Shares 40,009 Est. Cost $220.40 Unrealized -2.6%
ILMN ILLUMINA 1.4%
Value ($000) $8,715 Shares 23,553 Est. Cost $165.70 Unrealized +92.4%
ORSTED A S 1.4%
Value ($000) $8,578 Shares 42,115 Est. Cost $66.62 Unrealized
TJX TJX COS 1.3%
Value ($000) $7,809 Shares 114,359 Est. Cost $50.65 Unrealized +11.5%
UNH UNITED HEALTH GROUP 1.2%
Value ($000) $7,677 Shares 21,891 Est. Cost $264.37 Unrealized +16.6%
PEP PEPSICO 1.0%
Value ($000) $6,244 Shares 42,101 Est. Cost $71.78 Unrealized +68.9%
MMM 3M 1.0%
Value ($000) $6,231 Shares 35,645 Est. Cost $93.82 Unrealized +25.3%
NKE NIKE INC CLASS B 1.0%
Value ($000) $6,127 Shares 43,313 Est. Cost $100.98 Unrealized +22.0%
RTX RAYTHEON TECHNOLOGIES 1.0%
Value ($000) $5,847 Shares 81,773 Est. Cost $54.61 Unrealized +7.0%
HON HONEYWELL INTL 0.7%
Value ($000) $4,242 Shares 19,940 Est. Cost $131.12 Unrealized +24.9%
CVX CHEVRON 0.7%
Value ($000) $4,222 Shares 50,002 Est. Cost $86.01 Unrealized -24.4%
CB CHUBB LIMITED 0.7%
Value ($000) $4,053 Shares 26,326 Est. Cost $102.20 Unrealized +27.3%
ORA ORMAT TECHNOLOGIES 0.5%
Value ($000) $3,091 Shares 34,245 Est. Cost $62.98 Unrealized +16.5%
NVDA NVIDIA CORP 0.5%
Value ($000) $3,054 Shares 5,850 Est. Cost $3.77 Unrealized +254.0%
RHHBY ROCHE HLDG LTD ADR 0.5%
Value ($000) $2,921 Shares 66,635 Est. Cost $37.24 Unrealized
XOM EXXON MOBIL 0.5%
Value ($000) $2,835 Shares 68,761 Est. Cost $51.14 Unrealized -40.6%
UNP UNION PACIFIC 0.4%
Value ($000) $2,621 Shares 12,590 Est. Cost $121.26 Unrealized +46.8%
MRK MERCK 0.4%
Value ($000) $2,191 Shares 26,783 Est. Cost $45.13 Unrealized +43.7%
ABBV ABBVIE 0.4%
Value ($000) $2,177 Shares 20,315 Est. Cost $30.66 Unrealized +157.5%
CL COLGATE-PALMOLIVE 0.3%
Value ($000) $1,660 Shares 19,400 Est. Cost $63.54 Unrealized +15.5%
NSC NORFOLK SOUTHERN 0.3%
Value ($000) $1,546 Shares 6,505 Est. Cost $88.13 Unrealized +132.3%
V VISA 0.2%
Value ($000) $1,531 Shares 7,000 Est. Cost $92.83 Unrealized +112.4%
BRK/B BERKSHIRE HATHAWAY CL B 0.2%
Value ($000) $1,236 Shares 5,329 Est. Cost $136.85 Unrealized +60.9%
EOG EOG RESOURCES 0.2%
Value ($000) $1,216 Shares 24,385 Est. Cost $62.87 Unrealized -45.7%
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $1,210 Shares 17,330 Est. Cost $60.22 Unrealized
KO COCA COLA 0.2%
Value ($000) $1,190 Shares 21,705 Est. Cost $37.98 Unrealized +16.5%
GIS GENERAL MILLS 0.2%
Value ($000) $1,128 Shares 19,175 Est. Cost $39.55 Unrealized +28.6%
PFE PFIZER 0.2%
Value ($000) $1,128 Shares 30,639 Est. Cost $24.30 Unrealized +17.8%
LLY ELI LILLY & CO 0.2%
Value ($000) $1,057 Shares 6,260 Est. Cost $62.69 Unrealized +125.5%
WMT WAL-MART STORES 0.2%
Value ($000) $1,050 Shares 7,280 Est. Cost $43.24 Unrealized +4.6%
EATON VANCE 0.1%
Value ($000) $861 Shares 12,680 Est. Cost $32.26 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $822 Shares 18,370 Est. Cost $28.63 Unrealized +23.2%
META FACEBOOK INC 0.1%
Value ($000) $800 Shares 2,930 Est. Cost $95.75 Unrealized +184.3%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $790 Shares 3,875 Est. Cost $134.13 Unrealized +34.9%
EMR EMERSON ELECTRIC 0.1%
Value ($000) $745 Shares 9,270 Est. Cost $49.91 Unrealized +33.9%
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $743 Shares 11,982 Est. Cost $42.47 Unrealized +17.8%
HSY HERSHEY COMPANY 0.1%
Value ($000) $731 Shares 4,800 Est. Cost $128.46 Unrealized +2.0%
AMGN AMGEN INC 0.1%
Value ($000) $697 Shares 3,031 Est. Cost $120.71 Unrealized +62.6%
WALTHAUSEN FOCUSED SMALL CAP V 0.1%
Value ($000) $619 Shares 52,944 Est. Cost $13.06 Unrealized
CHD CHURCH & DWIGHT 0.1%
Value ($000) $596 Shares 6,825 Est. Cost $64.80 Unrealized +28.7%
CAT CATERPILLAR 0.1%
Value ($000) $577 Shares 3,170 Est. Cost $114.21 Unrealized +34.8%
JACOBS ENGINEERING GROUP INC 0.1%
Value ($000) $562 Shares 5,155 Est. Cost $65.93 Unrealized
KONINKLIJKE DSM NV 0.1%
Value ($000) $534 Shares 12,355 Est. Cost $43.22 Unrealized
AXP AMERICAN EXPRESS 0.1%
Value ($000) $520 Shares 4,300 Est. Cost $107.60 Unrealized -3.5%
IBM INTL BUSINESS MACH 0.1%
Value ($000) $514 Shares 4,083 Est. Cost $152.85 Unrealized -38.9%
BARRY CALLEBAUT AG REG 0.1%
Value ($000) $476 Shares 200 Est. Cost $2015.00 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.1%
Value ($000) $466 Shares 1,000 Est. Cost $310.51 Unrealized +49.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $465 Shares 11,612 Est. Cost $33.58 Unrealized -8.5%
LABORATORY CORP AMER 0.1%
Value ($000) $452 Shares 2,220 Est. Cost $110.78 Unrealized
ALB ALBEMARLE 0.1%
Value ($000) $450 Shares 3,050 Est. Cost $63.41 Unrealized +76.1%
IPGP IPG PHOTONICS 0.1%
Value ($000) $448 Shares 2,000 Est. Cost $79.29 Unrealized +152.6%
IVV ISHARES S&P 500 0.1%
Value ($000) $422 Shares 1,123 Est. Cost $203.97 Unrealized
DCI DONALDSON INC 0.1%
Value ($000) $393 Shares 7,025 Est. Cost $41.83 Unrealized +16.2%
ORCL ORACLE 0.1%
Value ($000) $389 Shares 6,009 Est. Cost $43.49 Unrealized +27.6%
BPIRX ROBECO BOSTON PARTNERS LONG SH 0.1%
Value ($000) $389 Shares 26,891 Est. Cost $14.95 Unrealized
D DOMINION RES INC 0.1%
Value ($000) $376 Shares 5,000 Est. Cost $46.10 Unrealized +37.6%
STT STATE STREET 0.1%
Value ($000) $367 Shares 5,031 Est. Cost $53.86 Unrealized +6.7%
TEXAS PACIFIC LAND TRUST 0.1%
Value ($000) $363 Shares 500 Est. Cost $594.00 Unrealized
CI CIGNA CORP NEW 0.1%
Value ($000) $363 Shares 1,745 Est. Cost $190.19 Unrealized -5.7%
VRTX VERTEX PHARMACEUTICALS 0.1%
Value ($000) $355 Shares 1,500 Est. Cost $150.51 Unrealized +52.4%
ROCHE HOLDING AG 0.1%
Value ($000) $349 Shares 1,000 Est. Cost $326.00 Unrealized
TROW PRICE T ROWE GROUP 0.1%
Value ($000) $333 Shares 2,200 Est. Cost $95.54 Unrealized +19.7%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $328 Shares 2,000 Est. Cost $99.75 Unrealized +34.9%
NEUBERGER BERMAN ABSOLUTE RETU 0.1%
Value ($000) $325 Shares 29,728 Est. Cost $10.73 Unrealized
KMB KIMBERLY CLARK 0.1%
Value ($000) $320 Shares 2,376 Est. Cost $96.99 Unrealized +19.6%
GIVAUDAN SA 0.1%
Value ($000) $316 Shares 75 Est. Cost $3113.33 Unrealized
MIPTX MATTHEWS PACIFIC TIGER INSTL 0.0%
Value ($000) $306 Shares 8,768 Est. Cost $27.37 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $306 Shares 2,000 Est. Cost $118.20 Unrealized 0.0%
CAMBRIDGE BANCORP 0.0%
Value ($000) $305 Shares 4,375 Est. Cost $62.04 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $291 Shares 2,000 Est. Cost $104.68 Unrealized +23.5%
WELL WELLTOWER 0.0%
Value ($000) $276 Shares 4,275 Est. Cost $46.14 Unrealized +14.6%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $270 Shares 2,290 Est. Cost $79.47 Unrealized +35.2%
MAPIX MATTHEWS ASIA DIVIDEND FUND 0.0%
Value ($000) $265 Shares 11,766 Est. Cost $14.73 Unrealized
INTU INTUIT 0.0%
Value ($000) $239 Shares 630 Est. Cost $264.89 Unrealized +28.5%
GENERAL ELECTRIC 0.0%
Value ($000) $237 Shares 21,981 Est. Cost $18.85 Unrealized
TOTAL S.A. SPONSORED ADR 0.0%
Value ($000) $235 Shares 5,600 Est. Cost $41.96 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $227 Shares 3,205 Est. Cost $38.40 Unrealized +31.0%
CSL CARLISLE COS INC 0.0%
Value ($000) $223 Shares 1,425 Est. Cost $132.46 Unrealized 0.0%
GILD GILEAD SCIENCES 0.0%
Value ($000) $221 Shares 3,800 Est. Cost $61.14 Unrealized -19.3%
TRV TRAVELERS 0.0%
Value ($000) $221 Shares 1,575 Est. Cost $115.62 Unrealized 0.0%
DOV DOVER CORP 0.0%
Value ($000) $215 Shares 1,700 Est. Cost $111.11 Unrealized 0.0%
POR PORTLAND GENL 0.0%
Value ($000) $201 Shares 4,700 Est. Cost $32.87 Unrealized 0.0%