Broderick Brian C Diversified Active

CIK: 0001314376 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 8, 2016

Total Value ($000): $237,708 (100.0% shares, 0.0% debt)

Holdings (102)

JNJ JOHNSON & JOHNSON 4.6%
Value ($000) $10,876 Shares 89,660 Est. Cost $71.21 Unrealized +22.2%
PG PROCTER & GAMBLE 4.4%
Value ($000) $10,350 Shares 122,241 Est. Cost $66.55 Unrealized -4.8%
MMM 3M 4.0%
Value ($000) $9,561 Shares 54,602 Est. Cost $93.00 Unrealized +10.2%
CVS CVS HEALTH 3.7%
Value ($000) $8,824 Shares 92,191 Est. Cost $49.83 Unrealized +49.5%
XOM EXXON MOBIL 3.7%
Value ($000) $8,818 Shares 94,064 Est. Cost $51.96 Unrealized +11.3%
ADP AUTOMATIC DATA PROCESSING 3.4%
Value ($000) $8,023 Shares 87,318 Est. Cost $57.01 Unrealized +25.9%
ATR APTARGROUP 3.3%
Value ($000) $7,854 Shares 99,230 Est. Cost $49.62 Unrealized +36.9%
NSRGY NESTLE SA ADR 3.2%
Value ($000) $7,638 Shares 98,798 Est. Cost $67.08 Unrealized
NVS NOVARTIS AG ADR 3.1%
Value ($000) $7,469 Shares 90,526 Est. Cost $67.28 Unrealized
CNI CANADIAN NATL RAILWAY 2.8%
Value ($000) $6,716 Shares 113,682 Est. Cost $66.04 Unrealized -23.4%
FISV FISERV 2.8%
Value ($000) $6,581 Shares 60,534 Est. Cost $34.53 Unrealized +49.1%
HD HOME DEPOT 2.6%
Value ($000) $6,127 Shares 47,978 Est. Cost $62.45 Unrealized +68.1%
INTC INTEL CORP 2.3%
Value ($000) $5,464 Shares 166,658 Est. Cost $20.65 Unrealized +21.6%
AAPL APPLE INC 2.3%
Value ($000) $5,357 Shares 56,035 Est. Cost $45.58 Unrealized -50.4%
RHHBY ROCHE HLDG LTD ADR 2.2%
Value ($000) $5,242 Shares 159,079 Est. Cost $40.79 Unrealized
MASTERCARD 2.2%
Value ($000) $5,204 Shares 59,110 Est. Cost $101.61 Unrealized
NOVOZYMES A S DKK 2.0 2.2%
Value ($000) $5,141 Shares 106,895 Est. Cost $31.55 Unrealized
GOOGL ALPHABET INC CL A 2.1%
Value ($000) $4,922 Shares 6,997 Est. Cost $33.88 Unrealized +7.5%
ROK ROCKWELL AUTOMATION 1.8%
Value ($000) $4,381 Shares 38,159 Est. Cost $82.42 Unrealized +15.8%
ABT ABBOTT LABS 1.8%
Value ($000) $4,315 Shares 109,780 Est. Cost $43.84 Unrealized -23.9%
ORACLE 1.8%
Value ($000) $4,196 Shares 102,518 Est. Cost $34.20 Unrealized
PEP PEPSICO 1.7%
Value ($000) $4,065 Shares 38,368 Est. Cost $68.03 Unrealized +13.3%
CB CHUBB LIMITED 1.6%
Value ($000) $3,750 Shares 28,700 Est. Cost $97.83 Unrealized +5.9%
UNITED TECHNOLOGIES 1.5%
Value ($000) $3,631 Shares 35,403 Est. Cost $97.99 Unrealized
UNILEVER PLC NEW ADR 1.4%
Value ($000) $3,357 Shares 70,083 Est. Cost $43.87 Unrealized
GENERAL ELECTRIC 1.4%
Value ($000) $3,305 Shares 104,960 Est. Cost $21.45 Unrealized
XILINX 1.4%
Value ($000) $3,220 Shares 69,785 Est. Cost $44.34 Unrealized
MRK MERCK 1.2%
Value ($000) $2,778 Shares 48,188 Est. Cost $36.03 Unrealized +9.6%
NXPI NXP SEMICONDUCTORS 1.1%
Value ($000) $2,649 Shares 33,803 Est. Cost $28.22 Unrealized +170.1%
DHR DANAHER CORP 1.1%
Value ($000) $2,590 Shares 25,656 Est. Cost $37.94 Unrealized +5.6%
TGT TARGET CORP 1.1%
Value ($000) $2,566 Shares 36,746 Est. Cost $56.38 Unrealized -0.5%
CISCO SYS INC 1.1%
Value ($000) $2,513 Shares 87,564 Est. Cost $20.98 Unrealized
XYL XYLEM INC 1.1%
Value ($000) $2,509 Shares 56,185 Est. Cost $32.72 Unrealized +18.2%
MSFT MICROSOFT CORP 1.0%
Value ($000) $2,439 Shares 47,642 Est. Cost $27.83 Unrealized +65.2%
SLB SCHLUMBERGER 1.0%
Value ($000) $2,379 Shares 30,088 Est. Cost $62.93 Unrealized -7.5%
BMY BRISTOL-MYERS SQUIBB 0.9%
Value ($000) $2,136 Shares 29,028 Est. Cost $35.04 Unrealized +44.1%
IRWD IRONWOOD PHARMACEUTICALS 0.9%
Value ($000) $2,024 Shares 154,476 Est. Cost $11.08 Unrealized -11.8%
IPGP IPG PHOTONICS 0.8%
Value ($000) $1,974 Shares 24,670 Est. Cost $66.54 Unrealized +32.2%
KO COCA COLA 0.8%
Value ($000) $1,965 Shares 43,350 Est. Cost $33.69 Unrealized -1.1%
HON HONEYWELL INTL 0.8%
Value ($000) $1,958 Shares 16,827 Est. Cost $63.67 Unrealized +32.2%
ABBV ABBVIE 0.8%
Value ($000) $1,939 Shares 31,335 Est. Cost $25.47 Unrealized +60.9%
HP HELMERICH & PAYNE 0.8%
Value ($000) $1,884 Shares 28,057 Est. Cost $63.16 Unrealized -2.2%
CVX CHEVRON 0.8%
Value ($000) $1,808 Shares 17,251 Est. Cost $104.10 Unrealized -35.9%
ILMN ILLUMINA 0.7%
Value ($000) $1,665 Shares 11,863 Est. Cost $152.95 Unrealized -7.1%
UNP UNION PACIFIC 0.7%
Value ($000) $1,636 Shares 18,734 Est. Cost $99.79 Unrealized -31.6%
IBM INTL BUSINESS MACH 0.7%
Value ($000) $1,605 Shares 10,585 Est. Cost $134.18 Unrealized -29.1%
SPTM SPDR RUSSELL 3000 ETF 0.6%
Value ($000) $1,484 Shares 9,570 Est. Cost $147.85 Unrealized
GIS GENERAL MILLS 0.6%
Value ($000) $1,455 Shares 20,400 Est. Cost $39.79 Unrealized +14.2%
SPECTRA ENERGY 0.6%
Value ($000) $1,336 Shares 36,480 Est. Cost $33.64 Unrealized
GILD GILEAD SCIENCES 0.6%
Value ($000) $1,310 Shares 15,703 Est. Cost $63.20 Unrealized -0.7%
MONSANTO 0.5%
Value ($000) $1,290 Shares 12,472 Est. Cost $87.75 Unrealized
DU PONT 0.5%
Value ($000) $1,288 Shares 19,879 Est. Cost $47.73 Unrealized
VFC V F CORP 0.5%
Value ($000) $1,261 Shares 20,500 Est. Cost $76.81 Unrealized -23.0%
EMR EMERSON ELECTRIC 0.5%
Value ($000) $1,245 Shares 23,855 Est. Cost $51.36 Unrealized -19.1%
PBA PEMBINA PIPELINE CO 0.5%
Value ($000) $1,237 Shares 40,775 Est. Cost $27.75 Unrealized -36.6%
E M C CORP MASS 0.4%
Value ($000) $947 Shares 34,891 Est. Cost $25.38 Unrealized
PFE PFIZER 0.4%
Value ($000) $858 Shares 24,367 Est. Cost $22.57 Unrealized -6.7%
CL COLGATE-PALMOLIVE 0.3%
Value ($000) $827 Shares 11,309 Est. Cost $52.77 Unrealized +7.8%
EXPRESS SCRIPTS 0.3%
Value ($000) $772 Shares 10,189 Est. Cost $81.96 Unrealized
SJM SMUCKER J M 0.3%
Value ($000) $753 Shares 4,945 Est. Cost $91.15 Unrealized +8.8%
LLY ELI LILLY & CO 0.3%
Value ($000) $726 Shares 9,227 Est. Cost $59.29 Unrealized +8.1%
CIGNA 0.3%
Value ($000) $717 Shares 5,601 Est. Cost $53.50 Unrealized
JOHNSON CONTROLS 0.3%
Value ($000) $703 Shares 15,886 Est. Cost $45.76 Unrealized
PRGO PERRIGO CO 0.3%
Value ($000) $610 Shares 6,726 Est. Cost $145.34 Unrealized -28.7%
INGERSOLL RAND PLC 0.3%
Value ($000) $595 Shares 9,341 Est. Cost $61.98 Unrealized
AFL AFLAC INC 0.3%
Value ($000) $595 Shares 8,242 Est. Cost $23.58 Unrealized +15.7%
KMB KIMBERLY CLARK 0.2%
Value ($000) $588 Shares 4,274 Est. Cost $83.06 Unrealized +13.1%
IONS IONIS PHARMACEUTICALS 0.2%
Value ($000) $570 Shares 24,444 Est. Cost $49.38 Unrealized -34.7%
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $560 Shares 5,377 Est. Cost $72.13 Unrealized +15.5%
ALB ALBEMARLE 0.2%
Value ($000) $510 Shares 6,432 Est. Cost $45.95 Unrealized +40.1%
QCOM QUALCOMM 0.2%
Value ($000) $489 Shares 9,135 Est. Cost $51.19 Unrealized -21.3%
KR KROGER 0.2%
Value ($000) $475 Shares 12,910 Est. Cost $30.81 Unrealized -4.1%
COP CONOCOPHILLIPS 0.2%
Value ($000) $469 Shares 10,760 Est. Cost $28.10 Unrealized +16.7%
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $444 Shares 8,250 Est. Cost $54.17 Unrealized
JACOBS ENGINEERING 0.2%
Value ($000) $422 Shares 8,475 Est. Cost $42.49 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $414 Shares 5,217 Est. Cost $53.03 Unrealized +6.9%
POR PORTLAND GENL 0.2%
Value ($000) $406 Shares 9,200 Est. Cost $25.85 Unrealized +10.4%
NEE NEXTERA ENERGY 0.2%
Value ($000) $396 Shares 3,040 Est. Cost $21.80 Unrealized +7.7%
DCI DONALDSON INC 0.2%
Value ($000) $394 Shares 11,456 Est. Cost $24.95 Unrealized +14.5%
TMO THERMO FISHER SCIENTIFIC 0.2%
Value ($000) $392 Shares 2,653 Est. Cost $118.97 Unrealized +20.7%
MCD MCDONALDS CORP 0.2%
Value ($000) $362 Shares 3,000 Est. Cost $88.13 Unrealized +12.5%
STT STATE STREET 0.1%
Value ($000) $344 Shares 6,359 Est. Cost $45.42 Unrealized -0.7%
CSL CARLISLE COS INC 0.1%
Value ($000) $342 Shares 3,232 Est. Cost $77.82 Unrealized +15.5%
ALNY ALNYLAM PHARMA 0.1%
Value ($000) $331 Shares 5,982 Est. Cost $31.06 Unrealized +102.9%
AXP AMERICAN EXPRESS 0.1%
Value ($000) $311 Shares 5,120 Est. Cost $60.64 Unrealized -8.9%
MO ALTRIA GROUP 0.1%
Value ($000) $303 Shares 4,400 Est. Cost $31.23 Unrealized +6.4%
ADI ANALOG DEVICES 0.1%
Value ($000) $282 Shares 4,989 Est. Cost $47.53 Unrealized 0.0%
CSX CSX 0.1%
Value ($000) $282 Shares 10,800 Est. Cost $19.02 Unrealized -60.1%
DE DEERE & CO 0.1%
Value ($000) $277 Shares 3,405 Est. Cost $86.41 Unrealized -19.0%
ROCKWELL COLLINS 0.1%
Value ($000) $267 Shares 3,138 Est. Cost $85.53 Unrealized
NATIONAL GRID PLC 0.1%
Value ($000) $266 Shares 3,575 Est. Cost $58.35 Unrealized
BAX BAXTER INTERNTL 0.1%
Value ($000) $262 Shares 5,788 Est. Cost $63.39 Unrealized -40.9%
ABBNY ABB LTD SPON ADR 0.1%
Value ($000) $243 Shares 12,235 Est. Cost $20.79 Unrealized
ALLE ALLEGION PLC 0.1%
Value ($000) $232 Shares 3,343 Est. Cost $57.16 Unrealized +4.0%
CAT CATERPILLAR 0.1%
Value ($000) $229 Shares 3,024 Est. Cost $54.58 Unrealized +9.6%
WMT WAL-MART STORES 0.1%
Value ($000) $226 Shares 3,100 Est. Cost $20.57 Unrealized -5.1%
FDS FACTSET RESH SYS 0.1%
Value ($000) $224 Shares 1,385 Est. Cost $134.62 Unrealized +4.0%
BKH BLACK HILLS CORP 0.1%
Value ($000) $219 Shares 3,474 Est. Cost $37.32 Unrealized +13.7%
MDT MEDTRONIC 0.1%
Value ($000) $211 Shares 2,437 Est. Cost $58.89 Unrealized +7.9%
NVDA NVIDIA CORP 0.1%
Value ($000) $209 Shares 4,444 Est. Cost $1.01 Unrealized 0.0%
TFX TELEFLEX 0.1%
Value ($000) $207 Shares 1,166 Est. Cost $153.90 Unrealized 0.0%
ACADIAN TIMBER CORP 0.1%
Value ($000) $137 Shares 10,700 Est. Cost $12.41 Unrealized