Broderick Brian C Diversified Active

CIK: 0001314376 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 27, 2016

Total Value ($000): $230,945 (100.0% shares, 0.0% debt)

Holdings (100)

PG PROCTER & GAMBLE 4.3%
Value ($000) $10,019 Shares 121,739 Est. Cost $66.55 Unrealized -7.4%
JNJ JOHNSON & JOHNSON 4.2%
Value ($000) $9,784 Shares 90,429 Est. Cost $71.21 Unrealized +10.6%
CVS CVS HEALTH 4.2%
Value ($000) $9,760 Shares 94,101 Est. Cost $49.83 Unrealized +45.3%
MMM 3M 3.8%
Value ($000) $8,880 Shares 53,282 Est. Cost $92.76 Unrealized 0.0%
XOM EXXON MOBIL 3.4%
Value ($000) $7,934 Shares 94,904 Est. Cost $51.96 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING 3.4%
Value ($000) $7,850 Shares 87,490 Est. Cost $57.01 Unrealized +18.7%
ATR APTARGROUP 3.4%
Value ($000) $7,801 Shares 99,480 Est. Cost $49.62 Unrealized +29.3%
NSRGY NESTLE SA ADR 3.2%
Value ($000) $7,381 Shares 98,925 Est. Cost $67.08 Unrealized
CNI CANADIAN NATL RAILWAY 3.1%
Value ($000) $7,054 Shares 112,932 Est. Cost $66.04 Unrealized -29.2%
HD HOME DEPOT 2.8%
Value ($000) $6,421 Shares 48,123 Est. Cost $62.45 Unrealized +57.5%
NVS NOVARTIS AG ADR 2.7%
Value ($000) $6,327 Shares 87,331 Est. Cost $66.72 Unrealized
FISV FISERV 2.7%
Value ($000) $6,191 Shares 60,339 Est. Cost $34.53 Unrealized +37.3%
AAPL APPLE INC 2.5%
Value ($000) $5,703 Shares 52,321 Est. Cost $47.21 Unrealized -52.2%
INTC INTEL CORP 2.3%
Value ($000) $5,426 Shares 167,708 Est. Cost $20.65 Unrealized +18.1%
MASTERCARD 2.3%
Value ($000) $5,347 Shares 56,590 Est. Cost $102.21 Unrealized
NOVOZYMES A S DKK 2.0 2.1%
Value ($000) $4,784 Shares 106,430 Est. Cost $31.55 Unrealized
GOOGL ALPHABET INC CL A 2.1%
Value ($000) $4,736 Shares 6,208 Est. Cost $33.56 Unrealized +8.9%
RHHBY ROCHE HLDG LTD ADR 2.0%
Value ($000) $4,510 Shares 147,223 Est. Cost $41.42 Unrealized
ABT ABBOTT LABS 1.8%
Value ($000) $4,229 Shares 101,095 Est. Cost $44.74 Unrealized -26.2%
ORACLE 1.8%
Value ($000) $4,191 Shares 102,458 Est. Cost $34.20 Unrealized
PEP PEPSICO 1.7%
Value ($000) $4,007 Shares 39,098 Est. Cost $68.03 Unrealized +7.7%
ROK ROCKWELL AUTOMATION 1.7%
Value ($000) $3,870 Shares 34,009 Est. Cost $80.83 Unrealized +3.9%
UNITED TECHNOLOGIES 1.5%
Value ($000) $3,483 Shares 34,793 Est. Cost $97.91 Unrealized
GENERAL ELECTRIC 1.5%
Value ($000) $3,418 Shares 107,500 Est. Cost $21.45 Unrealized
XILINX 1.5%
Value ($000) $3,349 Shares 70,635 Est. Cost $44.34 Unrealized
TGT TARGET CORP 1.3%
Value ($000) $2,997 Shares 36,434 Est. Cost $56.38 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS 1.2%
Value ($000) $2,707 Shares 33,398 Est. Cost $27.63 Unrealized +139.8%
CISCO SYS INC 1.1%
Value ($000) $2,655 Shares 93,218 Est. Cost $20.98 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $2,631 Shares 47,642 Est. Cost $27.83 Unrealized +65.6%
CB CHUBB LIMITED 1.1%
Value ($000) $2,618 Shares 21,973 Est. Cost $96.06 Unrealized 0.0%
MRK MERCK 1.1%
Value ($000) $2,609 Shares 49,318 Est. Cost $36.03 Unrealized 0.0%
UNILEVER PLC NEW ADR 1.1%
Value ($000) $2,534 Shares 56,125 Est. Cost $42.87 Unrealized
IPGP IPG PHOTONICS 1.0%
Value ($000) $2,371 Shares 24,670 Est. Cost $66.54 Unrealized +27.5%
XYL XYLEM INC 1.0%
Value ($000) $2,272 Shares 55,545 Est. Cost $32.65 Unrealized 0.0%
PRGO PERRIGO CO 1.0%
Value ($000) $2,259 Shares 17,660 Est. Cost $145.34 Unrealized -5.9%
SLB SCHLUMBERGER 1.0%
Value ($000) $2,220 Shares 30,088 Est. Cost $62.93 Unrealized -15.6%
KO COCA COLA 0.9%
Value ($000) $2,029 Shares 43,715 Est. Cost $33.69 Unrealized -5.5%
E M C CORP MASS 0.8%
Value ($000) $1,937 Shares 72,686 Est. Cost $25.38 Unrealized
HON HONEYWELL INTL 0.8%
Value ($000) $1,914 Shares 17,082 Est. Cost $63.67 Unrealized +19.9%
BMY BRISTOL-MYERS SQUIBB 0.8%
Value ($000) $1,877 Shares 29,378 Est. Cost $35.04 Unrealized +27.9%
EMR EMERSON ELECTRIC 0.8%
Value ($000) $1,874 Shares 34,480 Est. Cost $51.36 Unrealized -27.2%
CVX CHEVRON 0.8%
Value ($000) $1,855 Shares 19,454 Est. Cost $104.10 Unrealized -44.8%
HP HELMERICH & PAYNE 0.8%
Value ($000) $1,817 Shares 30,942 Est. Cost $63.16 Unrealized -16.3%
ABBV ABBVIE 0.8%
Value ($000) $1,799 Shares 31,510 Est. Cost $25.47 Unrealized +45.7%
IBM INTL BUSINESS MACH 0.7%
Value ($000) $1,696 Shares 11,195 Est. Cost $134.18 Unrealized -37.3%
IRWD IRONWOOD PHARMACEUTICALS 0.7%
Value ($000) $1,690 Shares 154,476 Est. Cost $11.08 Unrealized -25.6%
UNP UNION PACIFIC 0.6%
Value ($000) $1,490 Shares 18,734 Est. Cost $99.79 Unrealized -37.9%
SPTM SPDR RUSSELL 3000 ETF 0.6%
Value ($000) $1,462 Shares 9,570 Est. Cost $147.85 Unrealized
DHR DANAHER CORP 0.6%
Value ($000) $1,438 Shares 15,155 Est. Cost $36.46 Unrealized 0.0%
GIS GENERAL MILLS 0.6%
Value ($000) $1,333 Shares 21,050 Est. Cost $39.79 Unrealized +3.6%
VFC V F CORP 0.6%
Value ($000) $1,328 Shares 20,500 Est. Cost $76.81 Unrealized -24.4%
MONSANTO 0.5%
Value ($000) $1,259 Shares 14,347 Est. Cost $87.75 Unrealized
DU PONT 0.5%
Value ($000) $1,259 Shares 19,879 Est. Cost $47.73 Unrealized
PBA PEMBINA PIPELINE CO 0.5%
Value ($000) $1,224 Shares 45,335 Est. Cost $27.75 Unrealized -50.0%
ILMN ILLUMINA 0.5%
Value ($000) $1,133 Shares 6,986 Est. Cost $160.56 Unrealized -4.8%
JOHNSON CONTROLS 0.4%
Value ($000) $954 Shares 24,491 Est. Cost $45.76 Unrealized
GILD GILEAD SCIENCES 0.4%
Value ($000) $902 Shares 9,824 Est. Cost $63.47 Unrealized 0.0%
CIGNA 0.4%
Value ($000) $828 Shares 6,030 Est. Cost $53.50 Unrealized
IONS IONIS PHARMACEUTICALS 0.3%
Value ($000) $788 Shares 19,495 Est. Cost $53.73 Unrealized -24.4%
CL COLGATE-PALMOLIVE 0.3%
Value ($000) $784 Shares 11,109 Est. Cost $52.70 Unrealized +0.3%
PFE PFIZER 0.3%
Value ($000) $722 Shares 24,367 Est. Cost $22.57 Unrealized -17.3%
EXPRESS SCRIPTS 0.3%
Value ($000) $700 Shares 10,189 Est. Cost $81.96 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $664 Shares 9,227 Est. Cost $59.29 Unrealized +7.9%
SJM SMUCKER J M 0.3%
Value ($000) $630 Shares 4,850 Est. Cost $90.99 Unrealized +2.7%
INGERSOLL RAND PLC 0.3%
Value ($000) $579 Shares 9,341 Est. Cost $61.98 Unrealized
KMB KIMBERLY CLARK 0.2%
Value ($000) $575 Shares 4,274 Est. Cost $83.06 Unrealized +11.7%
SPECTRA ENERGY 0.2%
Value ($000) $552 Shares 18,045 Est. Cost $30.59 Unrealized
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $551 Shares 5,377 Est. Cost $72.13 Unrealized +1.5%
PSX PHILLIPS 66 0.2%
Value ($000) $522 Shares 6,036 Est. Cost $53.03 Unrealized +5.7%
AFL AFLAC INC 0.2%
Value ($000) $520 Shares 8,242 Est. Cost $23.58 Unrealized 0.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $502 Shares 4,000 Est. Cost $88.13 Unrealized +6.6%
QCOM QUALCOMM 0.2%
Value ($000) $500 Shares 9,785 Est. Cost $51.19 Unrealized -27.9%
KR KROGER 0.2%
Value ($000) $494 Shares 12,910 Est. Cost $30.81 Unrealized +2.6%
COP CONOCOPHILLIPS 0.2%
Value ($000) $469 Shares 11,635 Est. Cost $28.10 Unrealized 0.0%
DE DEERE & CO 0.2%
Value ($000) $464 Shares 6,035 Est. Cost $86.41 Unrealized -23.3%
POR PORTLAND GENL 0.2%
Value ($000) $433 Shares 10,950 Est. Cost $25.85 Unrealized +2.8%
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $424 Shares 7,825 Est. Cost $54.19 Unrealized
STT STATE STREET 0.2%
Value ($000) $412 Shares 7,059 Est. Cost $45.42 Unrealized -6.1%
TMO THERMO FISHER SCIENTIFIC 0.2%
Value ($000) $411 Shares 2,903 Est. Cost $118.97 Unrealized +9.5%
ALB ALBEMARLE 0.2%
Value ($000) $411 Shares 6,432 Est. Cost $45.95 Unrealized +4.2%
JACOBS ENGINEERING 0.2%
Value ($000) $369 Shares 8,475 Est. Cost $42.49 Unrealized
DCI DONALDSON INC 0.2%
Value ($000) $366 Shares 11,456 Est. Cost $24.95 Unrealized +0.3%
NEE NEXTERA ENERGY 0.2%
Value ($000) $360 Shares 3,040 Est. Cost $21.80 Unrealized 0.0%
ABBNY ABB LTD SPON ADR 0.1%
Value ($000) $326 Shares 16,735 Est. Cost $20.79 Unrealized
CSL CARLISLE COS INC 0.1%
Value ($000) $322 Shares 3,232 Est. Cost $77.82 Unrealized 0.0%
AXP AMERICAN EXPRESS 0.1%
Value ($000) $314 Shares 5,120 Est. Cost $60.64 Unrealized -16.7%
ALNY ALNYLAM PHARMA 0.1%
Value ($000) $313 Shares 4,972 Est. Cost $24.57 Unrealized +170.7%
ROCKWELL COLLINS 0.1%
Value ($000) $290 Shares 3,138 Est. Cost $85.53 Unrealized
CSX CSX 0.1%
Value ($000) $278 Shares 10,800 Est. Cost $19.02 Unrealized -63.1%
MO ALTRIA GROUP 0.1%
Value ($000) $257 Shares 4,100 Est. Cost $31.08 Unrealized 0.0%
NATIONAL GRID PLC 0.1%
Value ($000) $255 Shares 3,575 Est. Cost $58.35 Unrealized
BAX BAXTER INTERNTL 0.1%
Value ($000) $246 Shares 5,988 Est. Cost $63.39 Unrealized -48.8%
CAT CATERPILLAR 0.1%
Value ($000) $231 Shares 3,024 Est. Cost $54.58 Unrealized -2.8%
FDS FACTSET RESH SYS 0.1%
Value ($000) $221 Shares 1,460 Est. Cost $134.62 Unrealized 0.0%
ACADIAN TIMBER CORP 0.1%
Value ($000) $214 Shares 13,700 Est. Cost $12.41 Unrealized
ALLE ALLEGION PLC 0.1%
Value ($000) $213 Shares 3,343 Est. Cost $57.16 Unrealized -4.5%
WMT WAL-MART STORES 0.1%
Value ($000) $212 Shares 3,100 Est. Cost $20.57 Unrealized -11.0%
MDT MEDTRONIC 0.1%
Value ($000) $211 Shares 2,818 Est. Cost $58.89 Unrealized 0.0%
BKH BLACK HILLS CORP 0.1%
Value ($000) $209 Shares 3,474 Est. Cost $37.32 Unrealized 0.0%
BAXALTA INCORPORATED 0.1%
Value ($000) $205 Shares 5,075 Est. Cost $31.71 Unrealized