Delaney Dennis R Long-Term Concentrated

CIK: 0001661536 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 27, 2016

Total Value ($000): $46,117 (100.0% shares, 0.0% debt)

Holdings (51)

PG PROCTER & GAMBLE 5.9%
Value ($000) $2,701 Shares 32,815 Est. Cost $57.94 Unrealized +6.4%
JNJ JOHNSON & JOHNSON 5.5%
Value ($000) $2,514 Shares 23,241 Est. Cost $75.93 Unrealized +3.7%
CNI CANADIAN NATL RAILWAY 5.3%
Value ($000) $2,446 Shares 39,164 Est. Cost $48.56 Unrealized -3.8%
CVS CVS HEALTH 5.3%
Value ($000) $2,444 Shares 23,547 Est. Cost $72.61 Unrealized -0.3%
MMM 3M 5.1%
Value ($000) $2,348 Shares 14,093 Est. Cost $92.76 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING 4.7%
Value ($000) $2,159 Shares 24,069 Est. Cost $69.13 Unrealized -2.1%
ATR APTARGROUP 4.6%
Value ($000) $2,131 Shares 27,190 Est. Cost $62.89 Unrealized +2.0%
NSRGY NESTLE SA ADR 4.1%
Value ($000) $1,870 Shares 25,065 Est. Cost $74.43 Unrealized
GIS GENERAL MILLS 3.8%
Value ($000) $1,759 Shares 27,769 Est. Cost $40.46 Unrealized +1.8%
ABT ABBOTT LABS 3.7%
Value ($000) $1,690 Shares 40,398 Est. Cost $36.55 Unrealized -9.7%
XOM EXXON MOBIL 3.6%
Value ($000) $1,641 Shares 19,624 Est. Cost $51.96 Unrealized 0.0%
MASTERCARD 3.1%
Value ($000) $1,408 Shares 14,915 Est. Cost $97.35 Unrealized
MSFT MICROSOFT CORP 3.0%
Value ($000) $1,391 Shares 25,190 Est. Cost $45.92 Unrealized +0.3%
NVS NOVARTIS AG ADR 2.7%
Value ($000) $1,236 Shares 17,060 Est. Cost $85.97 Unrealized
NOVOZYMES A S DKK 2.0 2.6%
Value ($000) $1,189 Shares 26,440 Est. Cost $48.10 Unrealized
ABBV ABBVIE 2.6%
Value ($000) $1,187 Shares 20,780 Est. Cost $37.96 Unrealized -2.2%
PEP PEPSICO 2.3%
Value ($000) $1,050 Shares 10,245 Est. Cost $73.47 Unrealized -0.3%
INTC INTEL CORP 2.2%
Value ($000) $1,034 Shares 31,984 Est. Cost $26.65 Unrealized -8.5%
AAPL APPLE INC 2.2%
Value ($000) $996 Shares 9,134 Est. Cost $25.67 Unrealized -12.2%
FISV FISERV 2.1%
Value ($000) $955 Shares 9,307 Est. Cost $46.96 Unrealized +1.0%
CVX CHEVRON 1.9%
Value ($000) $863 Shares 9,050 Est. Cost $58.43 Unrealized -1.7%
ROK ROCKWELL AUTOMATION 1.8%
Value ($000) $823 Shares 7,235 Est. Cost $86.08 Unrealized -2.5%
ORACLE 1.8%
Value ($000) $813 Shares 19,895 Est. Cost $36.49 Unrealized
EMR EMERSON ELECTRIC 1.7%
Value ($000) $801 Shares 14,736 Est. Cost $36.51 Unrealized +2.4%
NVO NOVO NORDISK A S ADR 1.5%
Value ($000) $681 Shares 12,565 Est. Cost $58.02 Unrealized
YUM YUM BRANDS 1.4%
Value ($000) $662 Shares 8,090 Est. Cost $43.30 Unrealized +1.1%
CB CHUBB LIMITED 1.4%
Value ($000) $637 Shares 5,346 Est. Cost $96.06 Unrealized 0.0%
QCOM QUALCOMM 1.0%
Value ($000) $450 Shares 8,795 Est. Cost $39.90 Unrealized -7.5%
JOHNSON CONTROLS 0.9%
Value ($000) $408 Shares 10,460 Est. Cost $39.48 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.9%
Value ($000) $406 Shares 2,864 Est. Cost $134.20 Unrealized -1.2%
HON HONEYWELL INTL 0.9%
Value ($000) $399 Shares 3,558 Est. Cost $74.28 Unrealized +2.8%
SLB SCHLUMBERGER 0.9%
Value ($000) $394 Shares 5,351 Est. Cost $56.10 Unrealized -5.3%
E M C CORP MASS 0.8%
Value ($000) $365 Shares 13,685 Est. Cost $25.62 Unrealized
GENERAL ELECTRIC 0.7%
Value ($000) $341 Shares 10,705 Est. Cost $31.11 Unrealized
GOOGL ALPHABET INC CL A 0.7%
Value ($000) $341 Shares 448 Est. Cost $36.73 Unrealized -0.5%
UNITED TECHNOLOGIES 0.7%
Value ($000) $336 Shares 3,355 Est. Cost $96.44 Unrealized
HP HELMERICH & PAYNE 0.7%
Value ($000) $331 Shares 5,646 Est. Cost $55.31 Unrealized -4.4%
IBM INTL BUSINESS MACH 0.6%
Value ($000) $288 Shares 1,900 Est. Cost $87.52 Unrealized -3.9%
NSC NORFOLK SOUTHERN 0.6%
Value ($000) $260 Shares 3,120 Est. Cost $69.12 Unrealized -11.0%
ENERGY TRANSFER PTNRS LP 0.5%
Value ($000) $246 Shares 7,600 Est. Cost $32.37 Unrealized
XYL XYLEM INC 0.5%
Value ($000) $245 Shares 5,987 Est. Cost $32.65 Unrealized 0.0%
UNILEVER PLC NEW ADR 0.5%
Value ($000) $239 Shares 5,290 Est. Cost $45.18 Unrealized
IVV ISHARES S&P 500 0.5%
Value ($000) $239 Shares 1,156 Est. Cost $205.02 Unrealized
HD HOME DEPOT 0.5%
Value ($000) $236 Shares 1,765 Est. Cost $99.98 Unrealized -1.6%
EW EDWARDS LIFESCIENCES 0.5%
Value ($000) $230 Shares 2,604 Est. Cost $25.97 Unrealized +6.3%
NXPI NXP SEMICONDUCTORS 0.5%
Value ($000) $230 Shares 2,835 Est. Cost $76.05 Unrealized -12.9%
XILINX 0.5%
Value ($000) $228 Shares 4,815 Est. Cost $46.73 Unrealized
ROCKWELL COLLINS 0.5%
Value ($000) $219 Shares 2,370 Est. Cost $92.41 Unrealized
DOW CHEMICAL 0.4%
Value ($000) $204 Shares 4,016 Est. Cost $51.29 Unrealized
GLU MOBILE 0.1%
Value ($000) $28 Shares 10,000 Est. Cost $2.40 Unrealized
PEREGRINE PHARMACEUTICALS 0.1%
Value ($000) $25 Shares 60,000 Est. Cost $1.17 Unrealized