Broderick Brian C Diversified Active

CIK: 0001314376 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 14, 2017

Total Value ($000): $230,782 (100.0% shares, 0.0% debt)

Holdings (93)

JNJ JOHNSON & JOHNSON 4.3%
Value ($000) $9,905 Shares 85,991 Est. Cost $71.21 Unrealized +26.0%
PG PROCTER & GAMBLE 4.2%
Value ($000) $9,763 Shares 116,104 Est. Cost $66.55 Unrealized +0.3%
MMM 3M 4.1%
Value ($000) $9,445 Shares 52,893 Est. Cost $93.00 Unrealized +14.2%
ADP AUTOMATIC DATA PROCESSING 3.8%
Value ($000) $8,702 Shares 84,660 Est. Cost $57.01 Unrealized +34.6%
XOM EXXON MOBIL 3.6%
Value ($000) $8,261 Shares 91,519 Est. Cost $51.96 Unrealized +11.9%
CNI CANADIAN NATL RAILWAY 3.2%
Value ($000) $7,444 Shares 110,450 Est. Cost $66.04 Unrealized -15.5%
ATR APTARGROUP 3.1%
Value ($000) $7,118 Shares 96,920 Est. Cost $49.91 Unrealized +32.0%
CVS CVS HEALTH 3.0%
Value ($000) $7,009 Shares 88,816 Est. Cost $49.83 Unrealized +22.5%
NSRGY NESTLE SA ADR 3.0%
Value ($000) $6,950 Shares 96,855 Est. Cost $67.08 Unrealized
AAPL APPLE INC 2.9%
Value ($000) $6,641 Shares 57,346 Est. Cost $44.88 Unrealized -41.9%
NVS NOVARTIS AG ADR 2.8%
Value ($000) $6,459 Shares 88,656 Est. Cost $67.28 Unrealized
HD HOME DEPOT 2.7%
Value ($000) $6,289 Shares 46,913 Est. Cost $62.45 Unrealized +65.6%
MASTERCARD 2.7%
Value ($000) $6,249 Shares 60,530 Est. Cost $101.67 Unrealized
FISV FISERV 2.7%
Value ($000) $6,198 Shares 58,320 Est. Cost $34.53 Unrealized +48.8%
GOOGL ALPHABET INC CL A 2.6%
Value ($000) $5,927 Shares 7,478 Est. Cost $34.31 Unrealized +15.7%
INTC INTEL CORP 2.5%
Value ($000) $5,790 Shares 159,632 Est. Cost $20.65 Unrealized +41.1%
ROK ROCKWELL AUTOMATION 2.2%
Value ($000) $5,058 Shares 37,634 Est. Cost $82.42 Unrealized +30.8%
CB CHUBB LIMITED 2.1%
Value ($000) $4,884 Shares 36,975 Est. Cost $100.06 Unrealized +8.3%
RHHBY ROCHE HLDG LTD ADR 1.9%
Value ($000) $4,444 Shares 155,736 Est. Cost $40.79 Unrealized
ABT ABBOTT LABS 1.8%
Value ($000) $4,226 Shares 110,015 Est. Cost $43.84 Unrealized -23.2%
XILINX 1.8%
Value ($000) $4,142 Shares 68,645 Est. Cost $44.34 Unrealized
UNITED TECHNOLOGIES 1.8%
Value ($000) $4,062 Shares 37,054 Est. Cost $98.72 Unrealized
PEP PEPSICO 1.7%
Value ($000) $3,859 Shares 36,878 Est. Cost $68.03 Unrealized +16.7%
ORACLE 1.6%
Value ($000) $3,802 Shares 98,867 Est. Cost $34.20 Unrealized
NOVOZYMES A S DKK 2.0 1.6%
Value ($000) $3,769 Shares 109,307 Est. Cost $31.64 Unrealized
NXPI NXP SEMICONDUCTORS 1.5%
Value ($000) $3,435 Shares 35,040 Est. Cost $29.88 Unrealized +195.5%
DHR DANAHER CORP 1.4%
Value ($000) $3,238 Shares 41,586 Est. Cost $48.94 Unrealized +35.6%
GENERAL ELECTRIC 1.4%
Value ($000) $3,170 Shares 100,313 Est. Cost $21.45 Unrealized
MSFT MICROSOFT CORP 1.3%
Value ($000) $3,111 Shares 50,047 Est. Cost $29.75 Unrealized +81.3%
XYL XYLEM INC 1.2%
Value ($000) $2,771 Shares 55,960 Est. Cost $32.72 Unrealized +38.8%
MRK MERCK 1.1%
Value ($000) $2,640 Shares 44,848 Est. Cost $36.03 Unrealized +22.4%
SLB SCHLUMBERGER 1.0%
Value ($000) $2,331 Shares 27,755 Est. Cost $62.93 Unrealized +0.2%
IPGP IPG PHOTONICS 1.0%
Value ($000) $2,318 Shares 23,485 Est. Cost $66.54 Unrealized +40.2%
UNILEVER PLC NEW ADR 1.0%
Value ($000) $2,214 Shares 54,398 Est. Cost $43.87 Unrealized
IRWD IRONWOOD PHARMACEUTICALS 1.0%
Value ($000) $2,209 Shares 144,476 Est. Cost $11.08 Unrealized +14.0%
ADI ANALOG DEVICES 0.9%
Value ($000) $2,050 Shares 28,208 Est. Cost $54.20 Unrealized +5.4%
CISCO SYS INC 0.9%
Value ($000) $2,011 Shares 66,519 Est. Cost $20.98 Unrealized
UNP UNION PACIFIC 0.8%
Value ($000) $1,922 Shares 18,534 Est. Cost $99.79 Unrealized -19.5%
HON HONEYWELL INTL 0.8%
Value ($000) $1,886 Shares 16,287 Est. Cost $63.67 Unrealized +32.2%
ABBV ABBVIE 0.8%
Value ($000) $1,886 Shares 30,110 Est. Cost $25.47 Unrealized +64.1%
CVX CHEVRON 0.8%
Value ($000) $1,735 Shares 14,746 Est. Cost $104.10 Unrealized -29.1%
KO COCA COLA 0.7%
Value ($000) $1,579 Shares 38,100 Est. Cost $33.69 Unrealized -7.4%
BMY BRISTOL-MYERS SQUIBB 0.7%
Value ($000) $1,565 Shares 26,750 Est. Cost $35.04 Unrealized +12.8%
SPTM SPDR RUSSELL 3000 ETF 0.7%
Value ($000) $1,552 Shares 9,270 Est. Cost $147.85 Unrealized
ILMN ILLUMINA 0.6%
Value ($000) $1,387 Shares 10,840 Est. Cost $153.21 Unrealized -12.0%
HP HELMERICH & PAYNE 0.6%
Value ($000) $1,347 Shares 17,410 Est. Cost $63.16 Unrealized +12.5%
SPECTRA ENERGY 0.6%
Value ($000) $1,338 Shares 32,555 Est. Cost $33.64 Unrealized
DU PONT 0.6%
Value ($000) $1,338 Shares 18,229 Est. Cost $47.73 Unrealized
IBM INTL BUSINESS MACH 0.6%
Value ($000) $1,304 Shares 7,860 Est. Cost $134.18 Unrealized -23.2%
MONSANTO 0.5%
Value ($000) $1,180 Shares 11,212 Est. Cost $87.75 Unrealized
PBA PEMBINA PIPELINE CO 0.5%
Value ($000) $1,156 Shares 36,875 Est. Cost $27.75 Unrealized -32.7%
GILD GILEAD SCIENCES 0.5%
Value ($000) $1,108 Shares 15,483 Est. Cost $62.91 Unrealized -15.4%
VFC V F CORP 0.5%
Value ($000) $1,094 Shares 20,500 Est. Cost $76.81 Unrealized -32.5%
IONS IONIS PHARMACEUTICALS 0.5%
Value ($000) $1,064 Shares 22,241 Est. Cost $49.38 Unrealized -19.9%
NVDA NVIDIA CORP 0.5%
Value ($000) $1,048 Shares 9,826 Est. Cost $1.32 Unrealized +56.1%
SJM SMUCKER J M 0.4%
Value ($000) $1,015 Shares 7,921 Est. Cost $93.92 Unrealized +3.9%
GIS GENERAL MILLS 0.4%
Value ($000) $889 Shares 14,400 Est. Cost $39.79 Unrealized +12.8%
TGT TARGET CORP 0.4%
Value ($000) $850 Shares 11,776 Est. Cost $56.38 Unrealized -1.8%
PFE PFIZER 0.3%
Value ($000) $699 Shares 21,534 Est. Cost $22.57 Unrealized -9.2%
CIGNA 0.3%
Value ($000) $694 Shares 5,200 Est. Cost $53.50 Unrealized
EXPRESS SCRIPTS 0.3%
Value ($000) $691 Shares 10,033 Est. Cost $81.96 Unrealized
CL COLGATE-PALMOLIVE 0.3%
Value ($000) $681 Shares 10,424 Est. Cost $52.77 Unrealized +4.9%
LLY ELI LILLY & CO 0.3%
Value ($000) $680 Shares 9,239 Est. Cost $59.29 Unrealized +8.3%
FTV FORTIVE CORP 0.3%
Value ($000) $680 Shares 12,680 Est. Cost $30.87 Unrealized +3.2%
INGERSOLL RAND PLC 0.3%
Value ($000) $630 Shares 8,401 Est. Cost $61.98 Unrealized
ITW ILLINOIS TOOL WORKS 0.3%
Value ($000) $618 Shares 5,044 Est. Cost $72.13 Unrealized +34.7%
EMR EMERSON ELECTRIC 0.2%
Value ($000) $572 Shares 10,250 Est. Cost $51.36 Unrealized -16.5%
ALB ALBEMARLE 0.2%
Value ($000) $554 Shares 6,432 Est. Cost $45.95 Unrealized +62.7%
QCOM QUALCOMM 0.2%
Value ($000) $553 Shares 8,480 Est. Cost $51.19 Unrealized +2.1%
COP CONOCOPHILLIPS 0.2%
Value ($000) $495 Shares 9,885 Est. Cost $28.10 Unrealized +23.8%
JACOBS ENGINEERING 0.2%
Value ($000) $483 Shares 8,475 Est. Cost $42.49 Unrealized
DCI DONALDSON INC 0.2%
Value ($000) $469 Shares 11,156 Est. Cost $24.95 Unrealized +37.4%
KMB KIMBERLY CLARK 0.2%
Value ($000) $460 Shares 4,030 Est. Cost $83.06 Unrealized +1.8%
AFL AFLAC INC 0.2%
Value ($000) $434 Shares 6,234 Est. Cost $23.58 Unrealized +20.7%
PSX PHILLIPS 66 0.2%
Value ($000) $403 Shares 4,679 Est. Cost $53.03 Unrealized +10.6%
CSX CSX 0.2%
Value ($000) $388 Shares 10,800 Est. Cost $19.02 Unrealized -48.0%
TMO THERMO FISHER SCIENTIFIC 0.2%
Value ($000) $360 Shares 2,553 Est. Cost $118.97 Unrealized +20.8%
CSL CARLISLE COS INC 0.2%
Value ($000) $356 Shares 3,232 Est. Cost $77.82 Unrealized +25.0%
AXP AMERICAN EXPRESS 0.2%
Value ($000) $356 Shares 4,800 Est. Cost $60.64 Unrealized +0.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $292 Shares 2,400 Est. Cost $88.13 Unrealized +7.0%
MO ALTRIA GROUP 0.1%
Value ($000) $284 Shares 4,200 Est. Cost $31.23 Unrealized +8.8%
CAT CATERPILLAR 0.1%
Value ($000) $280 Shares 3,024 Est. Cost $54.58 Unrealized +35.1%
NEE NEXTERA ENERGY 0.1%
Value ($000) $267 Shares 2,240 Est. Cost $21.80 Unrealized +8.8%
STT STATE STREET 0.1%
Value ($000) $265 Shares 3,415 Est. Cost $45.42 Unrealized +26.7%
POR PORTLAND GENL 0.1%
Value ($000) $249 Shares 5,750 Est. Cost $25.85 Unrealized +15.9%
BAX BAXTER INTERNTL 0.1%
Value ($000) $248 Shares 5,588 Est. Cost $63.39 Unrealized -37.3%
NVO NOVO NORDISK A S ADR 0.1%
Value ($000) $247 Shares 6,920 Est. Cost $54.17 Unrealized
ROCKWELL COLLINS 0.1%
Value ($000) $240 Shares 2,594 Est. Cost $85.53 Unrealized
DE DEERE & CO 0.1%
Value ($000) $235 Shares 2,280 Est. Cost $86.41 Unrealized -5.8%
ALNY ALNYLAM PHARMA 0.1%
Value ($000) $219 Shares 5,849 Est. Cost $31.06 Unrealized +34.8%
BKH BLACK HILLS CORP 0.1%
Value ($000) $213 Shares 3,474 Est. Cost $37.32 Unrealized +14.2%
RY ROYAL BANK CANADA 0.1%
Value ($000) $203 Shares 3,000 Est. Cost $64.82 Unrealized 0.0%
ACADIAN TIMBER CORP 0.1%
Value ($000) $147 Shares 10,700 Est. Cost $12.41 Unrealized