Delaney Dennis R Long-Term Concentrated

CIK: 0001661536 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 8, 2016

Total Value ($000): $46,793 (100.0% shares, 0.0% debt)

Holdings (51)

JNJ JOHNSON & JOHNSON 6.0%
Value ($000) $2,820 Shares 23,251 Est. Cost $75.93 Unrealized +14.6%
PG PROCTER & GAMBLE 5.7%
Value ($000) $2,667 Shares 31,504 Est. Cost $57.94 Unrealized +9.3%
MMM 3M 5.3%
Value ($000) $2,468 Shares 14,097 Est. Cost $92.76 Unrealized +10.4%
CNI CANADIAN NATL RAILWAY 4.9%
Value ($000) $2,281 Shares 38,608 Est. Cost $48.56 Unrealized +4.1%
CVS CVS HEALTH 4.8%
Value ($000) $2,233 Shares 23,332 Est. Cost $72.61 Unrealized +2.6%
ADP AUTOMATIC DATA PROCESSING 4.7%
Value ($000) $2,207 Shares 24,029 Est. Cost $69.13 Unrealized +3.8%
ATR APTARGROUP 4.6%
Value ($000) $2,152 Shares 27,189 Est. Cost $62.89 Unrealized +8.0%
GIS GENERAL MILLS 4.2%
Value ($000) $1,948 Shares 27,319 Est. Cost $40.46 Unrealized +12.3%
NSRGY NESTLE SA ADR 4.1%
Value ($000) $1,931 Shares 24,979 Est. Cost $74.43 Unrealized
XOM EXXON MOBIL 3.9%
Value ($000) $1,842 Shares 19,659 Est. Cost $51.96 Unrealized +11.3%
ABT ABBOTT LABS 3.4%
Value ($000) $1,602 Shares 40,732 Est. Cost $36.55 Unrealized -8.7%
NVS NOVARTIS AG ADR 3.0%
Value ($000) $1,411 Shares 17,100 Est. Cost $85.97 Unrealized
MASTERCARD 2.8%
Value ($000) $1,313 Shares 14,910 Est. Cost $97.35 Unrealized
ABBV ABBVIE 2.7%
Value ($000) $1,286 Shares 20,780 Est. Cost $37.96 Unrealized +7.9%
NOVOZYMES A S DKK 2.0 2.7%
Value ($000) $1,274 Shares 26,485 Est. Cost $48.10 Unrealized
MSFT MICROSOFT CORP 2.7%
Value ($000) $1,271 Shares 24,824 Est. Cost $45.92 Unrealized +0.1%
INTC INTEL CORP 2.2%
Value ($000) $1,029 Shares 31,400 Est. Cost $26.65 Unrealized -5.7%
FISV FISERV 2.1%
Value ($000) $991 Shares 9,112 Est. Cost $46.96 Unrealized +9.6%
AAPL APPLE INC 2.0%
Value ($000) $945 Shares 9,884 Est. Cost $25.44 Unrealized -11.1%
CVX CHEVRON 2.0%
Value ($000) $928 Shares 8,850 Est. Cost $58.43 Unrealized +14.2%
PEP PEPSICO 1.9%
Value ($000) $874 Shares 8,245 Est. Cost $73.47 Unrealized +4.9%
ROK ROCKWELL AUTOMATION 1.8%
Value ($000) $848 Shares 7,385 Est. Cost $86.27 Unrealized +10.6%
CB CHUBB LIMITED 1.8%
Value ($000) $829 Shares 6,348 Est. Cost $97.25 Unrealized +6.5%
ORACLE 1.7%
Value ($000) $814 Shares 19,895 Est. Cost $36.49 Unrealized
EMR EMERSON ELECTRIC 1.5%
Value ($000) $697 Shares 13,370 Est. Cost $36.51 Unrealized +13.8%
YUM YUM BRANDS 1.4%
Value ($000) $671 Shares 8,090 Est. Cost $43.30 Unrealized +14.2%
NVO NOVO NORDISK A S ADR 1.4%
Value ($000) $658 Shares 12,235 Est. Cost $58.02 Unrealized
QCOM QUALCOMM 1.1%
Value ($000) $512 Shares 9,550 Est. Cost $39.93 Unrealized +0.9%
SLB SCHLUMBERGER 0.9%
Value ($000) $424 Shares 5,356 Est. Cost $56.10 Unrealized +3.8%
BRK/B BERKSHIRE HATHAWAY CL B 0.9%
Value ($000) $415 Shares 2,864 Est. Cost $134.20 Unrealized +6.5%
HON HONEYWELL INTL 0.9%
Value ($000) $414 Shares 3,558 Est. Cost $74.28 Unrealized +13.3%
GOOGL ALPHABET INC CL A 0.9%
Value ($000) $412 Shares 585 Est. Cost $36.66 Unrealized -0.6%
UNITED TECHNOLOGIES 0.8%
Value ($000) $371 Shares 3,615 Est. Cost $96.88 Unrealized
HP HELMERICH & PAYNE 0.8%
Value ($000) $368 Shares 5,481 Est. Cost $55.31 Unrealized +11.7%
UNILEVER PLC NEW ADR 0.8%
Value ($000) $355 Shares 7,390 Est. Cost $45.99 Unrealized
GENERAL ELECTRIC 0.7%
Value ($000) $336 Shares 10,705 Est. Cost $31.11 Unrealized
JOHNSON CONTROLS 0.7%
Value ($000) $317 Shares 7,180 Est. Cost $39.48 Unrealized
ENERGY TRANSFER PTNRS LP 0.6%
Value ($000) $289 Shares 7,600 Est. Cost $32.37 Unrealized
XYL XYLEM INC 0.6%
Value ($000) $269 Shares 6,007 Est. Cost $32.65 Unrealized +18.4%
NSC NORFOLK SOUTHERN 0.6%
Value ($000) $266 Shares 3,120 Est. Cost $69.12 Unrealized +0.9%
EW EDWARDS LIFESCIENCES 0.6%
Value ($000) $260 Shares 2,604 Est. Cost $25.97 Unrealized +31.8%
XILINX 0.5%
Value ($000) $246 Shares 5,330 Est. Cost $46.67 Unrealized
IVV ISHARES S&P 500 0.5%
Value ($000) $243 Shares 1,156 Est. Cost $205.02 Unrealized
NXPI NXP SEMICONDUCTORS 0.5%
Value ($000) $229 Shares 2,925 Est. Cost $76.06 Unrealized +0.2%
HD HOME DEPOT 0.5%
Value ($000) $226 Shares 1,765 Est. Cost $99.98 Unrealized +5.0%
IBM INTL BUSINESS MACH 0.5%
Value ($000) $212 Shares 1,400 Est. Cost $87.52 Unrealized +8.7%
POR PORTLAND GENL 0.4%
Value ($000) $207 Shares 4,700 Est. Cost $28.54 Unrealized 0.0%
RHHBY ROCHE HLDG LTD ADR 0.4%
Value ($000) $204 Shares 6,175 Est. Cost $33.04 Unrealized
ROCKWELL COLLINS 0.4%
Value ($000) $202 Shares 2,370 Est. Cost $92.41 Unrealized
GLU MOBILE 0.0%
Value ($000) $22 Shares 10,000 Est. Cost $2.40 Unrealized
PEREGRINE PHARMACEUTICALS 0.0%
Value ($000) $4 Shares 10,000 Est. Cost $1.17 Unrealized