Delaney Dennis R Long-Term Concentrated

CIK: 0001661536 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 16, 2016

Total Value ($000): $47,072 (100.0% shares, 0.0% debt)

Holdings (51)

JNJ JOHNSON & JOHNSON 5.8%
Value ($000) $2,728 Shares 23,101 Est. Cost $75.93 Unrealized +23.3%
PG PROCTER & GAMBLE 5.3%
Value ($000) $2,508 Shares 27,948 Est. Cost $57.94 Unrealized +16.5%
CNI CANADIAN NATL RAILWAY 5.3%
Value ($000) $2,492 Shares 38,098 Est. Cost $48.56 Unrealized +9.5%
MMM 3M 5.2%
Value ($000) $2,461 Shares 13,966 Est. Cost $92.76 Unrealized +17.7%
ADP AUTOMATIC DATA PROCESSING 4.5%
Value ($000) $2,121 Shares 24,047 Est. Cost $69.13 Unrealized +7.2%
CVS CVS HEALTH 4.4%
Value ($000) $2,077 Shares 23,352 Est. Cost $72.61 Unrealized -2.4%
ATR APTARGROUP 4.4%
Value ($000) $2,057 Shares 26,560 Est. Cost $62.89 Unrealized +9.7%
NSRGY NESTLE SA ADR 4.2%
Value ($000) $1,989 Shares 25,170 Est. Cost $74.43 Unrealized
ABT ABBOTT LABS 3.8%
Value ($000) $1,786 Shares 42,262 Est. Cost $36.53 Unrealized -1.1%
XOM EXXON MOBIL 3.7%
Value ($000) $1,742 Shares 19,964 Est. Cost $52.07 Unrealized +12.4%
GIS GENERAL MILLS 3.5%
Value ($000) $1,643 Shares 25,719 Est. Cost $40.46 Unrealized +23.6%
MASTERCARD 3.3%
Value ($000) $1,558 Shares 15,320 Est. Cost $97.47 Unrealized
NVS NOVARTIS AG ADR 2.9%
Value ($000) $1,366 Shares 17,285 Est. Cost $85.89 Unrealized
MSFT MICROSOFT CORP 2.9%
Value ($000) $1,361 Shares 23,617 Est. Cost $45.92 Unrealized +9.5%
ABBV ABBVIE 2.8%
Value ($000) $1,311 Shares 20,780 Est. Cost $37.96 Unrealized +15.7%
AAPL APPLE INC 2.6%
Value ($000) $1,216 Shares 10,749 Est. Cost $25.34 Unrealized -4.4%
NOVOZYMES A S DKK 2.0 2.5%
Value ($000) $1,189 Shares 27,028 Est. Cost $48.02 Unrealized
INTC INTEL CORP 2.5%
Value ($000) $1,186 Shares 31,400 Est. Cost $26.65 Unrealized +7.4%
FISV FISERV 1.9%
Value ($000) $904 Shares 9,102 Est. Cost $46.96 Unrealized +11.7%
ROK ROCKWELL AUTOMATION 1.9%
Value ($000) $904 Shares 7,385 Est. Cost $86.27 Unrealized +13.6%
CB CHUBB LIMITED 1.8%
Value ($000) $869 Shares 6,913 Est. Cost $98.07 Unrealized +9.4%
PEP PEPSICO 1.8%
Value ($000) $832 Shares 7,645 Est. Cost $73.47 Unrealized +10.4%
ORACLE 1.6%
Value ($000) $762 Shares 19,395 Est. Cost $36.49 Unrealized
CVX CHEVRON 1.6%
Value ($000) $742 Shares 7,200 Est. Cost $58.43 Unrealized +17.2%
YUM YUM BRANDS 1.6%
Value ($000) $735 Shares 8,090 Est. Cost $43.30 Unrealized +24.4%
QCOM QUALCOMM 1.4%
Value ($000) $654 Shares 9,550 Est. Cost $39.93 Unrealized +17.5%
GOOGL ALPHABET INC CL A 1.2%
Value ($000) $578 Shares 720 Est. Cost $37.06 Unrealized +4.7%
EMR EMERSON ELECTRIC 1.2%
Value ($000) $562 Shares 10,304 Est. Cost $36.51 Unrealized +15.8%
NVO NOVO NORDISK A S ADR 1.1%
Value ($000) $508 Shares 12,210 Est. Cost $58.02 Unrealized
SLB SCHLUMBERGER 0.9%
Value ($000) $433 Shares 5,502 Est. Cost $56.22 Unrealized +7.9%
UNILEVER PLC NEW ADR 0.9%
Value ($000) $430 Shares 9,090 Est. Cost $46.24 Unrealized
HON HONEYWELL INTL 0.9%
Value ($000) $415 Shares 3,558 Est. Cost $74.28 Unrealized +15.8%
BRK/B BERKSHIRE HATHAWAY CL B 0.9%
Value ($000) $414 Shares 2,864 Est. Cost $134.20 Unrealized +9.0%
NXPI NXP SEMICONDUCTORS 0.8%
Value ($000) $371 Shares 3,635 Est. Cost $75.91 Unrealized -0.8%
UNITED TECHNOLOGIES 0.8%
Value ($000) $367 Shares 3,615 Est. Cost $96.88 Unrealized
XYL XYLEM INC 0.7%
Value ($000) $332 Shares 6,337 Est. Cost $33.23 Unrealized +31.7%
GENERAL ELECTRIC 0.7%
Value ($000) $318 Shares 10,705 Est. Cost $31.11 Unrealized
XILINX 0.7%
Value ($000) $314 Shares 5,780 Est. Cost $47.27 Unrealized
EW EDWARDS LIFESCIENCES 0.6%
Value ($000) $304 Shares 2,520 Est. Cost $25.97 Unrealized +45.0%
NSC NORFOLK SOUTHERN 0.6%
Value ($000) $303 Shares 3,120 Est. Cost $69.12 Unrealized +8.7%
HP HELMERICH & PAYNE 0.6%
Value ($000) $290 Shares 4,306 Est. Cost $55.31 Unrealized +13.5%
ENERGY TRANSFER PTNRS LP 0.6%
Value ($000) $281 Shares 7,600 Est. Cost $32.37 Unrealized
DHR DANAHER CORP 0.6%
Value ($000) $279 Shares 3,557 Est. Cost $67.27 Unrealized 0.0%
IVV ISHARES S&P 500 0.5%
Value ($000) $251 Shares 1,156 Est. Cost $205.02 Unrealized
HD HOME DEPOT 0.5%
Value ($000) $227 Shares 1,765 Est. Cost $99.98 Unrealized +6.4%
RHHBY ROCHE HLDG LTD ADR 0.5%
Value ($000) $227 Shares 7,305 Est. Cost $32.73 Unrealized
IBM INTL BUSINESS MACH 0.5%
Value ($000) $222 Shares 1,400 Est. Cost $87.52 Unrealized +16.3%
STT STATE STREET 0.5%
Value ($000) $219 Shares 3,150 Est. Cost $49.69 Unrealized 0.0%
DOW CHEMICAL 0.4%
Value ($000) $208 Shares 4,016 Est. Cost $51.79 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