Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 28, 2020

Total Value ($000): $214,398 (100.0% shares, 0.0% debt)

Holdings (94)

AAPL APPLE INC 4.8%
Value ($000) $10,376 Shares 28,443 Est. Cost $23.32 Unrealized +222.0%
MA MASTERCARD 4.2%
Value ($000) $9,041 Shares 30,575 Est. Cost $144.85 Unrealized +88.7%
MSFT MICROSOFT CORP 4.0%
Value ($000) $8,563 Shares 42,075 Est. Cost $33.80 Unrealized +412.0%
ABT ABBOTT LABS 3.7%
Value ($000) $7,864 Shares 86,004 Est. Cost $33.26 Unrealized +146.3%
ADP AUTOMATIC DATA PROCESSING 3.5%
Value ($000) $7,446 Shares 50,016 Est. Cost $58.92 Unrealized +115.5%
JNJ JOHNSON & JOHNSON 3.3%
Value ($000) $7,149 Shares 50,833 Est. Cost $70.47 Unrealized +76.3%
GOOGL ALPHABET INC CL A 3.3%
Value ($000) $7,126 Shares 5,025 Est. Cost $36.87 Unrealized +81.5%
INTC INTEL CORP 3.2%
Value ($000) $6,913 Shares 115,547 Est. Cost $19.03 Unrealized +179.6%
PG PROCTER & GAMBLE 3.2%
Value ($000) $6,766 Shares 56,581 Est. Cost $59.30 Unrealized +71.2%
DHR DANAHER CORP 2.8%
Value ($000) $5,932 Shares 33,551 Est. Cost $63.73 Unrealized +119.7%
NSRGY NESTLE SA ADR 2.7%
Value ($000) $5,837 Shares 52,865 Est. Cost $74.90 Unrealized
ATR APTARGROUP 2.5%
Value ($000) $5,466 Shares 48,825 Est. Cost $57.00 Unrealized +73.5%
ADI ANALOG DEVICES 2.4%
Value ($000) $5,055 Shares 41,201 Est. Cost $62.21 Unrealized +59.7%
ROK ROCKWELL AUTOMATION 2.3%
Value ($000) $4,897 Shares 22,991 Est. Cost $93.42 Unrealized +87.9%
CNI CANADIAN NATL RAILWAY 2.1%
Value ($000) $4,575 Shares 51,655 Est. Cost $51.17 Unrealized +46.1%
FISV FISERV 2.0%
Value ($000) $4,360 Shares 44,670 Est. Cost $49.20 Unrealized +104.7%
AMZN AMAZON.COM 2.0%
Value ($000) $4,243 Shares 1,538 Est. Cost $75.22 Unrealized +60.6%
NVS NOVARTIS AG ADR 1.8%
Value ($000) $3,824 Shares 43,785 Est. Cost $82.62 Unrealized
PYPL PAYPAL HOLDINGS 1.7%
Value ($000) $3,650 Shares 20,950 Est. Cost $97.61 Unrealized +41.3%
ABBV ABBVIE 1.7%
Value ($000) $3,594 Shares 36,600 Est. Cost $36.90 Unrealized +91.1%
HD HOME DEPOT 1.6%
Value ($000) $3,460 Shares 13,810 Est. Cost $95.95 Unrealized +108.2%
CVS CVS HEALTH 1.5%
Value ($000) $3,239 Shares 49,855 Est. Cost $48.12 Unrealized +9.3%
CB CHUBB LIMITED 1.5%
Value ($000) $3,228 Shares 25,492 Est. Cost $103.78 Unrealized +2.3%
RTX RAYTHEON TECHNOLOGIES 1.5%
Value ($000) $3,214 Shares 52,153 Est. Cost $54.61 Unrealized 0.0%
DIS DISNEY 1.5%
Value ($000) $3,187 Shares 28,577 Est. Cost $117.03 Unrealized -7.8%
MMM 3M 1.4%
Value ($000) $2,956 Shares 18,955 Est. Cost $95.37 Unrealized +7.4%
PEP PEPSICO 1.4%
Value ($000) $2,943 Shares 22,254 Est. Cost $67.45 Unrealized +64.3%
UNILEVER PLC NEW ADR 1.3%
Value ($000) $2,759 Shares 50,275 Est. Cost $46.74 Unrealized
XILINX 1.3%
Value ($000) $2,755 Shares 27,999 Est. Cost $56.61 Unrealized
ILMN ILLUMINA 1.3%
Value ($000) $2,711 Shares 7,319 Est. Cost $162.41 Unrealized +98.1%
LOW LOWES COMPANIES 1.2%
Value ($000) $2,595 Shares 19,200 Est. Cost $52.17 Unrealized +98.0%
XOM EXXON MOBIL 1.2%
Value ($000) $2,551 Shares 57,066 Est. Cost $52.75 Unrealized -34.0%
AMGN AMGEN INC 1.1%
Value ($000) $2,377 Shares 10,075 Est. Cost $81.11 Unrealized +136.3%
NVDA NVIDIA CORP 1.0%
Value ($000) $2,205 Shares 5,805 Est. Cost $2.56 Unrealized +215.1%
BDX BECTON DICKINSON 1.0%
Value ($000) $2,092 Shares 8,737 Est. Cost $220.11 Unrealized +0.1%
ECL ECOLAB INC 0.9%
Value ($000) $1,870 Shares 9,400 Est. Cost $123.10 Unrealized +48.0%
NOVOZYMES A S DKK 2.0 0.9%
Value ($000) $1,868 Shares 32,396 Est. Cost $45.91 Unrealized
ACN ACCENTURE PLC SHS 0.9%
Value ($000) $1,835 Shares 8,544 Est. Cost $117.21 Unrealized +49.0%
UNP UNION PACIFIC 0.8%
Value ($000) $1,782 Shares 10,540 Est. Cost $82.76 Unrealized +70.9%
SYK STRYKER CORP 0.8%
Value ($000) $1,671 Shares 9,280 Est. Cost $97.31 Unrealized +78.5%
RHHBY ROCHE HLDG LTD ADR 0.8%
Value ($000) $1,620 Shares 37,350 Est. Cost $42.17 Unrealized
CVX CHEVRON 0.7%
Value ($000) $1,606 Shares 17,997 Est. Cost $76.41 Unrealized -8.6%
JPM JPMORGAN CHASE 0.7%
Value ($000) $1,601 Shares 17,016 Est. Cost $81.58 Unrealized +0.2%
HON HONEYWELL INTL 0.7%
Value ($000) $1,556 Shares 10,765 Est. Cost $74.61 Unrealized +58.0%
XYL XYLEM INC 0.7%
Value ($000) $1,492 Shares 22,950 Est. Cost $41.95 Unrealized +47.2%
MRK MERCK 0.7%
Value ($000) $1,466 Shares 18,950 Est. Cost $37.22 Unrealized +68.9%
CHD CHURCH & DWIGHT 0.7%
Value ($000) $1,459 Shares 18,875 Est. Cost $45.43 Unrealized +49.9%
CSCO CISCO SYS INC 0.6%
Value ($000) $1,377 Shares 29,520 Est. Cost $28.27 Unrealized +30.8%
BMY BRISTOL-MYERS SQUIBB 0.6%
Value ($000) $1,343 Shares 22,845 Est. Cost $39.00 Unrealized +22.9%
ORCL ORACLE 0.6%
Value ($000) $1,210 Shares 21,900 Est. Cost $43.47 Unrealized +12.7%
UNH UNITED HEALTH GROUP 0.6%
Value ($000) $1,207 Shares 4,094 Est. Cost $255.65 Unrealized +2.1%
ADBE ADOBE SYS 0.6%
Value ($000) $1,197 Shares 2,750 Est. Cost $67.51 Unrealized +448.9%
EMR EMERSON ELECTRIC 0.5%
Value ($000) $1,172 Shares 18,910 Est. Cost $47.81 Unrealized +5.2%
ITW ILLINOIS TOOL WORKS 0.5%
Value ($000) $1,155 Shares 6,610 Est. Cost $77.12 Unrealized +85.3%
NEE NEXTERA ENERGY 0.5%
Value ($000) $1,127 Shares 4,690 Est. Cost $30.12 Unrealized +72.6%
NKE NIKE INC CLASS B 0.5%
Value ($000) $978 Shares 9,975 Est. Cost $64.53 Unrealized +32.4%
DEO DIAGEO PLC SPSD ADR 0.4%
Value ($000) $960 Shares 7,140 Est. Cost $107.91 Unrealized
COST COSTCO WHOLESALE 0.4%
Value ($000) $936 Shares 3,087 Est. Cost $201.98 Unrealized +38.2%
SBUX STARBUCKS 0.4%
Value ($000) $901 Shares 12,250 Est. Cost $51.12 Unrealized +29.7%
CL COLGATE-PALMOLIVE 0.4%
Value ($000) $877 Shares 11,970 Est. Cost $50.16 Unrealized +24.3%
GILD GILEAD SCIENCES 0.4%
Value ($000) $846 Shares 11,000 Est. Cost $54.43 Unrealized +12.9%
TJX TJX COS 0.4%
Value ($000) $843 Shares 16,682 Est. Cost $46.63 Unrealized 0.0%
TFX TELEFLEX 0.4%
Value ($000) $819 Shares 2,250 Est. Cost $242.87 Unrealized +37.4%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $784 Shares 14,215 Est. Cost $26.61 Unrealized +53.1%
QCOM QUALCOMM 0.4%
Value ($000) $755 Shares 8,275 Est. Cost $50.09 Unrealized +41.7%
MAGELLAN MIDSTREAM LP 0.3%
Value ($000) $698 Shares 16,175 Est. Cost $67.08 Unrealized
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $674 Shares 17,300 Est. Cost $26.08 Unrealized +25.6%
PBA PEMBINA PIPELINE CO 0.3%
Value ($000) $648 Shares 26,000 Est. Cost $19.20 Unrealized -11.8%
GOOG ALPHABET INC CL C 0.3%
Value ($000) $643 Shares 455 Est. Cost $47.64 Unrealized +40.6%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $605 Shares 6,800 Est. Cost $93.73 Unrealized -13.9%
AVGO BROADCOM INC 0.2%
Value ($000) $521 Shares 1,650 Est. Cost $24.38 Unrealized +0.6%
MCD MCDONALDS CORP 0.2%
Value ($000) $507 Shares 2,750 Est. Cost $70.35 Unrealized +128.9%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $419 Shares 3,300 Est. Cost $37.35 Unrealized +166.4%
PFE PFIZER 0.2%
Value ($000) $417 Shares 12,755 Est. Cost $17.62 Unrealized +47.5%
WM WASTE MANAGEMENT INC 0.2%
Value ($000) $413 Shares 3,900 Est. Cost $79.68 Unrealized +15.6%
BXP BOSTON PPTYS INC REIT 0.2%
Value ($000) $398 Shares 4,400 Est. Cost $86.59 Unrealized -21.4%
YUM YUM BRANDS 0.2%
Value ($000) $391 Shares 4,500 Est. Cost $78.40 Unrealized -2.0%
JACOBS ENGINEERING GROUP INC 0.2%
Value ($000) $382 Shares 4,500 Est. Cost $49.78 Unrealized
KO COCA COLA 0.2%
Value ($000) $371 Shares 8,300 Est. Cost $27.12 Unrealized +42.8%
OTIS OTIS WORLDWIDE 0.2%
Value ($000) $340 Shares 5,979 Est. Cost $47.48 Unrealized 0.0%
SYY SYSCO 0.2%
Value ($000) $340 Shares 6,225 Est. Cost $25.48 Unrealized +77.4%
WALGREEN BOOTS ALLIANCE INC 0.2%
Value ($000) $333 Shares 7,850 Est. Cost $78.13 Unrealized
EISMX EATON VANCE ATLANTA CAPITAL SM 0.2%
Value ($000) $327 Shares 9,783 Est. Cost $29.85 Unrealized
CI CIGNA CORP NEW 0.1%
Value ($000) $310 Shares 1,650 Est. Cost $190.77 Unrealized -9.0%
CRM SALESFORCE.COM 0.1%
Value ($000) $281 Shares 1,500 Est. Cost $154.83 Unrealized +7.5%
FTV FORTIVE CORP 0.1%
Value ($000) $276 Shares 4,080 Est. Cost $39.05 Unrealized -2.4%
CARR CARRIER GLOBAL 0.1%
Value ($000) $266 Shares 11,960 Est. Cost $17.13 Unrealized 0.0%
ALLE ALLEGION PLC 0.1%
Value ($000) $256 Shares 2,500 Est. Cost $63.57 Unrealized +44.1%
APD AIR PRODUCTS & CHEM 0.1%
Value ($000) $241 Shares 1,000 Est. Cost $198.67 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $235 Shares 4,413 Est. Cost $17.44 Unrealized 0.0%
EPD ENTERPRISE PRODUCTS PTNR 0.1%
Value ($000) $218 Shares 12,000 Est. Cost $24.59 Unrealized
DE DEERE & CO 0.1%
Value ($000) $214 Shares 1,365 Est. Cost $134.23 Unrealized 0.0%
IP INTL PAPER 0.1%
Value ($000) $211 Shares 6,000 Est. Cost $24.80 Unrealized 0.0%
PAYX PAYCHEX 0.1%
Value ($000) $201 Shares 2,650 Est. Cost $58.96 Unrealized 0.0%