Broderick Brian C Diversified Active

CIK: 0001314376 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 16, 2017

Total Value ($000): $245,169 (100.0% shares, 0.0% debt)

Holdings (92)

JNJ JOHNSON & JOHNSON 4.3%
Value ($000) $10,554 Shares 84,739 Est. Cost $71.21 Unrealized +31.2%
PG PROCTER & GAMBLE 4.2%
Value ($000) $10,219 Shares 113,719 Est. Cost $66.55 Unrealized +5.2%
MMM 3M 4.0%
Value ($000) $9,728 Shares 50,843 Est. Cost $93.00 Unrealized +22.2%
CNI CANADIAN NATL RAILWAY 3.4%
Value ($000) $8,220 Shares 111,198 Est. Cost $66.04 Unrealized -8.8%
AAPL APPLE INC 3.3%
Value ($000) $8,174 Shares 56,900 Est. Cost $44.88 Unrealized -32.2%
ADP AUTOMATIC DATA PROCESSING 3.3%
Value ($000) $8,029 Shares 78,424 Est. Cost $57.01 Unrealized +48.1%
NSRGY NESTLE SA ADR 3.0%
Value ($000) $7,430 Shares 96,601 Est. Cost $67.08 Unrealized
ATR APTARGROUP 3.0%
Value ($000) $7,397 Shares 96,093 Est. Cost $49.91 Unrealized +33.0%
XOM EXXON MOBIL 3.0%
Value ($000) $7,391 Shares 90,119 Est. Cost $51.96 Unrealized +8.0%
MASTERCARD 2.8%
Value ($000) $6,778 Shares 60,269 Est. Cost $101.67 Unrealized
NVS NOVARTIS AG ADR 2.7%
Value ($000) $6,732 Shares 90,639 Est. Cost $67.43 Unrealized
CVS CVS HEALTH 2.7%
Value ($000) $6,606 Shares 84,162 Est. Cost $49.83 Unrealized +21.6%
HD HOME DEPOT 2.7%
Value ($000) $6,504 Shares 44,290 Est. Cost $62.45 Unrealized +83.1%
GOOGL ALPHABET INC CL A 2.6%
Value ($000) $6,393 Shares 7,540 Est. Cost $34.31 Unrealized +21.6%
FISV FISERV 2.6%
Value ($000) $6,374 Shares 55,283 Est. Cost $34.53 Unrealized +62.6%
ROK ROCKWELL AUTOMATION 2.4%
Value ($000) $5,951 Shares 38,210 Est. Cost $83.09 Unrealized +52.5%
CB CHUBB LIMITED 2.4%
Value ($000) $5,857 Shares 42,995 Est. Cost $102.14 Unrealized +12.5%
INTC INTEL CORP 2.3%
Value ($000) $5,640 Shares 156,369 Est. Cost $20.65 Unrealized +43.7%
ABT ABBOTT LABS 2.2%
Value ($000) $5,311 Shares 119,590 Est. Cost $43.28 Unrealized -14.7%
RHHBY ROCHE HLDG LTD ADR 2.0%
Value ($000) $5,006 Shares 156,314 Est. Cost $40.79 Unrealized
NOVOZYMES A S DKK 2.0 1.9%
Value ($000) $4,570 Shares 115,312 Est. Cost $32.05 Unrealized
UNITED TECHNOLOGIES 1.8%
Value ($000) $4,502 Shares 40,133 Est. Cost $99.75 Unrealized
DHR DANAHER CORP 1.8%
Value ($000) $4,448 Shares 52,018 Est. Cost $53.41 Unrealized +33.4%
ORACLE 1.7%
Value ($000) $4,233 Shares 94,882 Est. Cost $34.20 Unrealized
PEP PEPSICO 1.6%
Value ($000) $3,953 Shares 35,323 Est. Cost $68.03 Unrealized +20.4%
XILINX 1.6%
Value ($000) $3,939 Shares 68,032 Est. Cost $44.34 Unrealized
NXPI NXP SEMICONDUCTORS 1.5%
Value ($000) $3,601 Shares 34,790 Est. Cost $29.88 Unrealized +200.7%
ADI ANALOG DEVICES 1.4%
Value ($000) $3,539 Shares 43,191 Est. Cost $58.44 Unrealized +13.7%
MSFT MICROSOFT CORP 1.3%
Value ($000) $3,245 Shares 49,272 Est. Cost $29.75 Unrealized +94.4%
UNILEVER PLC NEW ADR 1.2%
Value ($000) $3,011 Shares 61,020 Est. Cost $44.47 Unrealized
GENERAL ELECTRIC 1.2%
Value ($000) $2,930 Shares 98,333 Est. Cost $21.45 Unrealized
XYL XYLEM INC 1.1%
Value ($000) $2,812 Shares 56,010 Est. Cost $32.72 Unrealized +33.9%
MRK MERCK 1.1%
Value ($000) $2,774 Shares 43,669 Est. Cost $36.03 Unrealized +27.8%
IPGP IPG PHOTONICS 1.1%
Value ($000) $2,726 Shares 22,585 Est. Cost $66.54 Unrealized +70.0%
IRWD IRONWOOD PHARMACEUTICALS 1.0%
Value ($000) $2,465 Shares 144,476 Est. Cost $11.08 Unrealized +23.4%
SJM SMUCKER J M 1.0%
Value ($000) $2,408 Shares 18,364 Est. Cost $99.05 Unrealized +3.9%
ILMN ILLUMINA 0.9%
Value ($000) $2,239 Shares 13,112 Est. Cost $153.97 Unrealized +2.3%
SLB SCHLUMBERGER 0.9%
Value ($000) $2,211 Shares 28,314 Est. Cost $62.94 Unrealized +0.6%
HON HONEYWELL INTL 0.8%
Value ($000) $1,990 Shares 15,937 Est. Cost $63.67 Unrealized +44.4%
CISCO SYS INC 0.8%
Value ($000) $1,983 Shares 58,706 Est. Cost $20.98 Unrealized
UNP UNION PACIFIC 0.8%
Value ($000) $1,920 Shares 18,134 Est. Cost $99.79 Unrealized -12.2%
ABBV ABBVIE 0.8%
Value ($000) $1,861 Shares 28,560 Est. Cost $25.47 Unrealized +70.7%
SPTM SPDR RUSSELL 3000 ETF 0.7%
Value ($000) $1,634 Shares 9,270 Est. Cost $147.85 Unrealized
CVX CHEVRON 0.6%
Value ($000) $1,556 Shares 14,496 Est. Cost $104.10 Unrealized -26.3%
KO COCA COLA 0.6%
Value ($000) $1,532 Shares 36,100 Est. Cost $33.69 Unrealized -6.5%
NVDA NVIDIA CORP 0.6%
Value ($000) $1,498 Shares 13,754 Est. Cost $1.69 Unrealized +55.1%
DU PONT 0.6%
Value ($000) $1,441 Shares 17,929 Est. Cost $47.73 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.6%
Value ($000) $1,428 Shares 26,250 Est. Cost $35.04 Unrealized +14.0%
IBM INTL BUSINESS MACH 0.5%
Value ($000) $1,276 Shares 7,330 Est. Cost $134.18 Unrealized -14.8%
MONSANTO 0.5%
Value ($000) $1,270 Shares 11,212 Est. Cost $87.75 Unrealized
GILD GILEAD SCIENCES 0.5%
Value ($000) $1,141 Shares 16,803 Est. Cost $61.94 Unrealized -18.2%
HP HELMERICH & PAYNE 0.5%
Value ($000) $1,140 Shares 17,110 Est. Cost $63.16 Unrealized +12.7%
VFC V F CORP 0.5%
Value ($000) $1,127 Shares 20,500 Est. Cost $76.81 Unrealized -35.8%
PBA PEMBINA PIPELINE CO 0.4%
Value ($000) $1,015 Shares 32,000 Est. Cost $27.75 Unrealized -28.4%
FTV FORTIVE CORP 0.4%
Value ($000) $964 Shares 15,972 Est. Cost $31.63 Unrealized +9.3%
GIS GENERAL MILLS 0.3%
Value ($000) $850 Shares 14,400 Est. Cost $39.79 Unrealized +12.2%
ENB ENBRIDGE INC 0.3%
Value ($000) $789 Shares 18,839 Est. Cost $24.73 Unrealized 0.0%
LLY ELI LILLY & CO 0.3%
Value ($000) $773 Shares 9,189 Est. Cost $59.29 Unrealized +17.3%
IONS IONIS PHARMACEUTICALS 0.3%
Value ($000) $750 Shares 18,666 Est. Cost $49.38 Unrealized -9.1%
CL COLGATE-PALMOLIVE 0.3%
Value ($000) $725 Shares 9,910 Est. Cost $52.77 Unrealized +7.8%
CIGNA 0.3%
Value ($000) $718 Shares 4,900 Est. Cost $53.50 Unrealized
ALB ALBEMARLE 0.3%
Value ($000) $679 Shares 6,432 Est. Cost $45.95 Unrealized +87.7%
PFE PFIZER 0.3%
Value ($000) $676 Shares 19,734 Est. Cost $22.57 Unrealized -5.2%
ITW ILLINOIS TOOL WORKS 0.3%
Value ($000) $668 Shares 5,044 Est. Cost $72.13 Unrealized +45.0%
INGERSOLL RAND PLC 0.3%
Value ($000) $664 Shares 8,176 Est. Cost $61.98 Unrealized
EXPRESS SCRIPTS 0.3%
Value ($000) $661 Shares 10,033 Est. Cost $81.96 Unrealized
EMR EMERSON ELECTRIC 0.2%
Value ($000) $589 Shares 9,825 Est. Cost $51.36 Unrealized -6.7%
KMB KIMBERLY CLARK 0.2%
Value ($000) $530 Shares 4,030 Est. Cost $83.06 Unrealized +11.5%
DCI DONALDSON INC 0.2%
Value ($000) $508 Shares 11,156 Est. Cost $24.95 Unrealized +50.6%
COP CONOCOPHILLIPS 0.2%
Value ($000) $478 Shares 9,585 Est. Cost $28.10 Unrealized +30.2%
JACOBS ENGINEERING 0.2%
Value ($000) $468 Shares 8,475 Est. Cost $42.49 Unrealized
CSX CSX 0.2%
Value ($000) $456 Shares 9,800 Est. Cost $19.02 Unrealized -29.0%
QCOM QUALCOMM 0.2%
Value ($000) $421 Shares 7,353 Est. Cost $51.19 Unrealized -11.1%
PSX PHILLIPS 66 0.2%
Value ($000) $371 Shares 4,679 Est. Cost $53.03 Unrealized +8.0%
AFL AFLAC INC 0.1%
Value ($000) $351 Shares 4,844 Est. Cost $23.58 Unrealized +22.2%
CSL CARLISLE COS INC 0.1%
Value ($000) $344 Shares 3,232 Est. Cost $77.82 Unrealized +23.2%
AXP AMERICAN EXPRESS 0.1%
Value ($000) $340 Shares 4,300 Est. Cost $60.64 Unrealized +14.1%
TMO THERMO FISHER SCIENTIFIC 0.1%
Value ($000) $328 Shares 2,131 Est. Cost $118.97 Unrealized +25.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $286 Shares 2,200 Est. Cost $88.13 Unrealized +15.4%
BAX BAXTER INTERNTL 0.1%
Value ($000) $285 Shares 5,488 Est. Cost $63.39 Unrealized -33.1%
CAT CATERPILLAR 0.1%
Value ($000) $281 Shares 3,024 Est. Cost $54.58 Unrealized +42.4%
NEE NEXTERA ENERGY 0.1%
Value ($000) $274 Shares 2,140 Est. Cost $21.80 Unrealized +15.4%
MO ALTRIA GROUP 0.1%
Value ($000) $262 Shares 3,675 Est. Cost $31.23 Unrealized +23.5%
ROCKWELL COLLINS 0.1%
Value ($000) $252 Shares 2,594 Est. Cost $85.53 Unrealized
POR PORTLAND GENL 0.1%
Value ($000) $236 Shares 5,300 Est. Cost $25.85 Unrealized +21.8%
BKH BLACK HILLS CORP 0.1%
Value ($000) $231 Shares 3,474 Est. Cost $37.32 Unrealized +22.0%
ALLE ALLEGION PLC 0.1%
Value ($000) $230 Shares 3,040 Est. Cost $63.57 Unrealized 0.0%
STT STATE STREET 0.1%
Value ($000) $227 Shares 2,847 Est. Cost $45.42 Unrealized +34.1%
NVO NOVO NORDISK A S ADR 0.1%
Value ($000) $223 Shares 6,506 Est. Cost $54.17 Unrealized
RY ROYAL BANK CANADA 0.1%
Value ($000) $219 Shares 3,000 Est. Cost $64.82 Unrealized +11.8%
CRANE CO 0.1%
Value ($000) $202 Shares 2,701 Est. Cost $74.79 Unrealized
ACADIAN TIMBER CORP 0.1%
Value ($000) $148 Shares 10,700 Est. Cost $12.41 Unrealized