Broderick Brian C Diversified Active

Location: Boston, MA

CIK: 0001314376 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 16, 2016

Total Value: $235M (100.0% shares, 0.0% debt)

Holdings (99)

PG PROCTER & GAMBLE 4.5%
Value $10.52M Shares 117,236 Est. Cost $66.55 Unrealized +1.5%
JNJ JOHNSON & JOHNSON 4.4%
Value $10.27M Shares 86,926 Est. Cost $71.21 Unrealized +31.4%
MMM 3M 4.0%
Value $9.369M Shares 53,164 Est. Cost $93.00 Unrealized +17.4%
CVS CVS HEALTH 3.4%
Value $8.068M Shares 90,656 Est. Cost $49.83 Unrealized +42.3%
XOM EXXON MOBIL 3.4%
Value $7.956M Shares 91,146 Est. Cost $51.96 Unrealized +12.6%
NSRGY NESTLE SA ADR 3.3%
Value $7.676M Shares 97,124 Est. Cost $67.08 Unrealized
ADP AUTOMATIC DATA PROCESSING 3.2%
Value $7.555M Shares 85,683 Est. Cost $57.01 Unrealized +30.0%
ATR APTARGROUP 3.1%
Value $7.367M Shares 95,155 Est. Cost $49.62 Unrealized +39.0%
CNI CANADIAN NATL RAILWAY 3.1%
Value $7.253M Shares 110,884 Est. Cost $66.04 Unrealized -19.5%
NVS NOVARTIS AG ADR 3.0%
Value $7.039M Shares 89,136 Est. Cost $67.28 Unrealized
AAPL APPLE INC 2.8%
Value $6.55M Shares 57,935 Est. Cost $44.88 Unrealized -46.0%
HD HOME DEPOT 2.6%
Value $6.115M Shares 47,508 Est. Cost $62.45 Unrealized +70.3%
INTC INTEL CORP 2.6%
Value $6.056M Shares 160,432 Est. Cost $20.65 Unrealized +38.6%
MASTERCARD 2.5%
Value $5.929M Shares 58,260 Est. Cost $101.61 Unrealized
FISV FISERV 2.5%
Value $5.867M Shares 58,970 Est. Cost $34.53 Unrealized +51.9%
GOOGL ALPHABET INC CL A 2.4%
Value $5.568M Shares 6,924 Est. Cost $33.88 Unrealized +14.6%
RHHBY ROCHE HLDG LTD ADR 2.1%
Value $4.902M Shares 158,229 Est. Cost $40.79 Unrealized
NOVOZYMES A S DKK 2.0 2.0%
Value $4.661M Shares 105,995 Est. Cost $31.55 Unrealized
ROK ROCKWELL AUTOMATION 2.0%
Value $4.617M Shares 37,734 Est. Cost $82.42 Unrealized +19.0%
ABT ABBOTT LABS 2.0%
Value $4.61M Shares 109,000 Est. Cost $43.84 Unrealized -17.6%
CB CHUBB LIMITED 1.8%
Value $4.116M Shares 32,740 Est. Cost $98.99 Unrealized +8.3%
PEP PEPSICO 1.7%
Value $4.086M Shares 37,553 Est. Cost $68.03 Unrealized +19.2%
ORACLE 1.7%
Value $3.909M Shares 99,517 Est. Cost $34.20 Unrealized
XILINX 1.6%
Value $3.746M Shares 68,960 Est. Cost $44.34 Unrealized
NXPI NXP SEMICONDUCTORS 1.5%
Value $3.574M Shares 35,040 Est. Cost $29.88 Unrealized +152.0%
UNITED TECHNOLOGIES 1.5%
Value $3.528M Shares 34,719 Est. Cost $97.99 Unrealized
UNILEVER PLC NEW ADR 1.4%
Value $3.343M Shares 70,553 Est. Cost $43.87 Unrealized
GENERAL ELECTRIC 1.3%
Value $2.993M Shares 101,025 Est. Cost $21.45 Unrealized
XYL XYLEM INC 1.3%
Value $2.935M Shares 55,960 Est. Cost $32.72 Unrealized +33.8%
MRK MERCK 1.2%
Value $2.837M Shares 45,488 Est. Cost $36.03 Unrealized +21.4%
MSFT MICROSOFT CORP 1.1%
Value $2.672M Shares 46,367 Est. Cost $27.83 Unrealized +80.7%
CISCO SYS INC 1.0%
Value $2.453M Shares 77,284 Est. Cost $20.98 Unrealized
DHR DANAHER CORP 1.0%
Value $2.402M Shares 30,626 Est. Cost $42.70 Unrealized +57.5%
TGT TARGET CORP 1.0%
Value $2.387M Shares 34,756 Est. Cost $56.38 Unrealized -3.6%
IRWD IRONWOOD PHARMACEUTICALS 1.0%
Value $2.294M Shares 144,476 Est. Cost $11.08 Unrealized +5.5%
ILMN ILLUMINA 1.0%
Value $2.237M Shares 12,326 Est. Cost $153.21 Unrealized +4.4%
SLB SCHLUMBERGER 0.9%
Value $2.221M Shares 28,247 Est. Cost $62.93 Unrealized -3.6%
IPGP IPG PHOTONICS 0.8%
Value $1.98M Shares 24,045 Est. Cost $66.54 Unrealized +25.6%
ABBV ABBVIE 0.8%
Value $1.903M Shares 30,165 Est. Cost $25.47 Unrealized +72.5%
HON HONEYWELL INTL 0.8%
Value $1.898M Shares 16,277 Est. Cost $63.67 Unrealized +35.1%
UNP UNION PACIFIC 0.8%
Value $1.808M Shares 18,534 Est. Cost $99.79 Unrealized -23.9%
KO COCA COLA 0.7%
Value $1.666M Shares 39,350 Est. Cost $33.69 Unrealized -3.4%
CVX CHEVRON 0.7%
Value $1.559M Shares 15,141 Est. Cost $104.10 Unrealized -34.2%
SPTM SPDR RUSSELL 3000 ETF 0.7%
Value $1.549M Shares 9,570 Est. Cost $147.85 Unrealized
SPECTRA ENERGY 0.7%
Value $1.528M Shares 35,755 Est. Cost $33.64 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.6%
Value $1.479M Shares 27,450 Est. Cost $35.04 Unrealized +31.7%
IBM INTL BUSINESS MACH 0.6%
Value $1.351M Shares 8,505 Est. Cost $134.18 Unrealized -24.2%
HP HELMERICH & PAYNE 0.6%
Value $1.324M Shares 19,662 Est. Cost $63.16 Unrealized -0.6%
GILD GILEAD SCIENCES 0.6%
Value $1.315M Shares 16,608 Est. Cost $62.91 Unrealized -8.2%
DU PONT 0.5%
Value $1.264M Shares 18,879 Est. Cost $47.73 Unrealized
PBA PEMBINA PIPELINE CO 0.5%
Value $1.158M Shares 38,075 Est. Cost $27.75 Unrealized -33.8%
VFC V F CORP 0.5%
Value $1.149M Shares 20,500 Est. Cost $76.81 Unrealized -24.8%
MONSANTO 0.5%
Value $1.145M Shares 11,212 Est. Cost $87.75 Unrealized
GIS GENERAL MILLS 0.4%
Value $945K Shares 14,800 Est. Cost $39.79 Unrealized +25.7%
IONS IONIS PHARMACEUTICALS 0.4%
Value $829K Shares 22,641 Est. Cost $49.38 Unrealized -36.6%
CL COLGATE-PALMOLIVE 0.3%
Value $792K Shares 10,684 Est. Cost $52.77 Unrealized +12.5%
EMR EMERSON ELECTRIC 0.3%
Value $778K Shares 14,250 Est. Cost $51.36 Unrealized -17.6%
PFE PFIZER 0.3%
Value $747K Shares 22,034 Est. Cost $22.57 Unrealized -1.4%
ADI ANALOG DEVICES 0.3%
Value $747K Shares 11,611 Est. Cost $49.98 Unrealized +3.7%
LLY ELI LILLY & CO 0.3%
Value $740K Shares 9,227 Est. Cost $59.29 Unrealized +15.7%
EXPRESS SCRIPTS 0.3%
Value $707K Shares 10,033 Est. Cost $81.96 Unrealized
CIGNA 0.3%
Value $704K Shares 5,400 Est. Cost $53.50 Unrealized
FTV FORTIVE CORP 0.3%
Value $645K Shares 12,680 Est. Cost $30.87 Unrealized 0.0%
SJM SMUCKER J M 0.3%
Value $613K Shares 4,520 Est. Cost $91.15 Unrealized +20.6%
ITW ILLINOIS TOOL WORKS 0.3%
Value $605K Shares 5,044 Est. Cost $72.13 Unrealized +28.7%
NVDA NVIDIA CORP 0.3%
Value $600K Shares 8,761 Est. Cost $1.23 Unrealized +18.2%
QCOM QUALCOMM 0.3%
Value $596K Shares 8,705 Est. Cost $51.19 Unrealized -8.4%
INGERSOLL RAND PLC 0.2%
Value $579K Shares 8,521 Est. Cost $61.98 Unrealized
ALB ALBEMARLE 0.2%
Value $550K Shares 6,432 Est. Cost $45.95 Unrealized +57.7%
KMB KIMBERLY CLARK 0.2%
Value $508K Shares 4,030 Est. Cost $83.06 Unrealized +12.6%
JCI JOHNSON CONTROLS 0.2%
Value $465K Shares 9,996 Est. Cost $33.21 Unrealized 0.0%
AFL AFLAC INC 0.2%
Value $463K Shares 6,449 Est. Cost $23.58 Unrealized +24.0%
COP CONOCOPHILLIPS 0.2%
Value $459K Shares 10,596 Est. Cost $28.10 Unrealized +10.8%
JACOBS ENGINEERING 0.2%
Value $438K Shares 8,475 Est. Cost $42.49 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.2%
Value $422K Shares 2,653 Est. Cost $118.97 Unrealized +26.2%
PSX PHILLIPS 66 0.2%
Value $419K Shares 5,187 Est. Cost $53.03 Unrealized +2.6%
DCI DONALDSON INC 0.2%
Value $416K Shares 11,156 Est. Cost $24.95 Unrealized +25.7%
ALNY ALNYLAM PHARMA 0.2%
Value $398K Shares 5,869 Est. Cost $31.06 Unrealized +127.2%
KR KROGER 0.2%
Value $380K Shares 12,775 Est. Cost $30.81 Unrealized -11.1%
STT STATE STREET 0.2%
Value $374K Shares 5,365 Est. Cost $45.42 Unrealized +9.4%
NVO NOVO NORDISK A S ADR 0.1%
Value $343K Shares 8,250 Est. Cost $54.17 Unrealized
CSL CARLISLE COS INC 0.1%
Value $332K Shares 3,232 Est. Cost $77.82 Unrealized +19.1%
CSX CSX 0.1%
Value $329K Shares 10,800 Est. Cost $19.02 Unrealized -56.4%
NEE NEXTERA ENERGY 0.1%
Value $322K Shares 2,640 Est. Cost $21.80 Unrealized +13.8%
AXP AMERICAN EXPRESS 0.1%
Value $313K Shares 4,900 Est. Cost $60.64 Unrealized -7.1%
PRGO PERRIGO CO 0.1%
Value $289K Shares 3,137 Est. Cost $145.34 Unrealized -36.6%
MCD MCDONALDS CORP 0.1%
Value $276K Shares 2,400 Est. Cost $88.13 Unrealized +7.3%
CAT CATERPILLAR 0.1%
Value $268K Shares 3,024 Est. Cost $54.58 Unrealized +20.9%
BAX BAXTER INTERNTL 0.1%
Value $266K Shares 5,588 Est. Cost $63.39 Unrealized -36.2%
MO ALTRIA GROUP 0.1%
Value $266K Shares 4,200 Est. Cost $31.23 Unrealized +11.3%
NATIONAL GRID PLC 0.1%
Value $254K Shares 3,575 Est. Cost $58.35 Unrealized
POR PORTLAND GENL 0.1%
Value $245K Shares 5,750 Est. Cost $25.85 Unrealized +18.1%
DE DEERE & CO 0.1%
Value $238K Shares 2,780 Est. Cost $86.41 Unrealized -18.6%
WMT WAL-MART STORES 0.1%
Value $224K Shares 3,100 Est. Cost $20.57 Unrealized +0.2%
ROCKWELL COLLINS 0.1%
Value $219K Shares 2,594 Est. Cost $85.53 Unrealized
BKH BLACK HILLS CORP 0.1%
Value $213K Shares 3,474 Est. Cost $37.32 Unrealized +15.7%
ALLE ALLEGION PLC 0.1%
Value $212K Shares 3,070 Est. Cost $57.16 Unrealized +10.5%
MDT MEDTRONIC 0.1%
Value $203K Shares 2,342 Est. Cost $58.89 Unrealized +16.8%
ACADIAN TIMBER CORP 0.1%
Value $147K Shares 10,700 Est. Cost $12.41 Unrealized