Delaney Dennis R Long-Term Concentrated

CIK: 0001661536 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 14, 2017

Total Value ($000): $46,679 (100.0% shares, 0.0% debt)

Holdings (53)

JNJ JOHNSON & JOHNSON 5.6%
Value ($000) $2,634 Shares 22,861 Est. Cost $75.93 Unrealized +18.1%
CNI CANADIAN NATL RAILWAY 5.4%
Value ($000) $2,543 Shares 37,713 Est. Cost $48.56 Unrealized +15.0%
MMM 3M 5.3%
Value ($000) $2,494 Shares 13,966 Est. Cost $92.76 Unrealized +14.5%
ADP AUTOMATIC DATA PROCESSING 5.2%
Value ($000) $2,446 Shares 23,797 Est. Cost $69.13 Unrealized +11.0%
PG PROCTER & GAMBLE 5.0%
Value ($000) $2,349 Shares 27,948 Est. Cost $57.94 Unrealized +15.2%
ATR APTARGROUP 4.1%
Value ($000) $1,933 Shares 26,320 Est. Cost $62.89 Unrealized +4.7%
CVS CVS HEALTH 3.9%
Value ($000) $1,843 Shares 23,352 Est. Cost $72.61 Unrealized -15.9%
NSRGY NESTLE SA ADR 3.9%
Value ($000) $1,808 Shares 25,205 Est. Cost $74.43 Unrealized
XOM EXXON MOBIL 3.9%
Value ($000) $1,806 Shares 20,019 Est. Cost $52.07 Unrealized +11.7%
ABT ABBOTT LABS 3.5%
Value ($000) $1,635 Shares 42,537 Est. Cost $36.53 Unrealized -7.9%
GIS GENERAL MILLS 3.4%
Value ($000) $1,589 Shares 25,719 Est. Cost $40.46 Unrealized +10.9%
MASTERCARD 3.3%
Value ($000) $1,556 Shares 15,070 Est. Cost $97.47 Unrealized
MSFT MICROSOFT CORP 3.1%
Value ($000) $1,467 Shares 23,617 Est. Cost $45.92 Unrealized +17.4%
ABBV ABBVIE 2.7%
Value ($000) $1,273 Shares 20,330 Est. Cost $37.96 Unrealized +10.1%
AAPL APPLE INC 2.7%
Value ($000) $1,264 Shares 10,919 Est. Cost $25.35 Unrealized +2.9%
NVS NOVARTIS AG ADR 2.7%
Value ($000) $1,260 Shares 17,315 Est. Cost $85.89 Unrealized
INTC INTEL CORP 2.4%
Value ($000) $1,121 Shares 30,900 Est. Cost $26.65 Unrealized +9.4%
ROK ROCKWELL AUTOMATION 2.1%
Value ($000) $993 Shares 7,385 Est. Cost $86.27 Unrealized +24.9%
CB CHUBB LIMITED 2.1%
Value ($000) $976 Shares 7,388 Est. Cost $98.73 Unrealized +9.8%
FISV FISERV 2.1%
Value ($000) $968 Shares 9,102 Est. Cost $46.96 Unrealized +9.4%
NOVOZYMES A S DKK 2.0 2.0%
Value ($000) $944 Shares 27,403 Est. Cost $47.83 Unrealized
CVX CHEVRON 1.7%
Value ($000) $812 Shares 6,900 Est. Cost $58.43 Unrealized +26.3%
PEP PEPSICO 1.7%
Value ($000) $774 Shares 7,405 Est. Cost $73.47 Unrealized +8.0%
ORACLE 1.6%
Value ($000) $726 Shares 18,895 Est. Cost $36.49 Unrealized
QCOM QUALCOMM 1.3%
Value ($000) $591 Shares 9,055 Est. Cost $39.93 Unrealized +30.9%
GOOGL ALPHABET INC CL A 1.3%
Value ($000) $588 Shares 743 Est. Cost $37.14 Unrealized +6.8%
EMR EMERSON ELECTRIC 1.2%
Value ($000) $575 Shares 10,304 Est. Cost $36.51 Unrealized +17.4%
YUM YUM BRANDS 1.1%
Value ($000) $509 Shares 8,040 Est. Cost $43.30 Unrealized +23.1%
BRK/B BERKSHIRE HATHAWAY CL B 1.0%
Value ($000) $467 Shares 2,864 Est. Cost $134.20 Unrealized +14.7%
SLB SCHLUMBERGER 1.0%
Value ($000) $462 Shares 5,512 Est. Cost $56.22 Unrealized +12.1%
NVO NOVO NORDISK A S ADR 0.9%
Value ($000) $435 Shares 12,150 Est. Cost $58.02 Unrealized
UNITED TECHNOLOGIES 0.9%
Value ($000) $414 Shares 3,775 Est. Cost $97.42 Unrealized
HON HONEYWELL INTL 0.9%
Value ($000) $412 Shares 3,558 Est. Cost $74.28 Unrealized +13.3%
UNILEVER PLC NEW ADR 0.9%
Value ($000) $406 Shares 9,985 Est. Cost $45.74 Unrealized
NXPI NXP SEMICONDUCTORS 0.8%
Value ($000) $358 Shares 3,635 Est. Cost $75.91 Unrealized +16.3%
DHR DANAHER CORP 0.8%
Value ($000) $351 Shares 4,505 Est. Cost $67.08 Unrealized -1.1%
XILINX 0.7%
Value ($000) $348 Shares 5,780 Est. Cost $47.27 Unrealized
GENERAL ELECTRIC 0.7%
Value ($000) $338 Shares 10,705 Est. Cost $31.11 Unrealized
NSC NORFOLK SOUTHERN 0.7%
Value ($000) $337 Shares 3,120 Est. Cost $69.12 Unrealized +21.5%
XYL XYLEM INC 0.7%
Value ($000) $321 Shares 6,487 Est. Cost $33.51 Unrealized +35.6%
HP HELMERICH & PAYNE 0.6%
Value ($000) $273 Shares 3,530 Est. Cost $55.31 Unrealized +28.4%
ENERGY TRANSFER PTNRS LP 0.6%
Value ($000) $272 Shares 7,600 Est. Cost $32.37 Unrealized
STT STATE STREET 0.5%
Value ($000) $245 Shares 3,150 Est. Cost $49.69 Unrealized +15.8%
HD HOME DEPOT 0.5%
Value ($000) $230 Shares 1,715 Est. Cost $99.98 Unrealized +3.4%
IBM INTL BUSINESS MACH 0.5%
Value ($000) $225 Shares 1,358 Est. Cost $87.52 Unrealized +17.7%
ROCKWELL COLLINS 0.5%
Value ($000) $220 Shares 2,370 Est. Cost $92.83 Unrealized
EW EDWARDS LIFESCIENCES 0.5%
Value ($000) $213 Shares 2,270 Est. Cost $25.97 Unrealized +24.8%
RHHBY ROCHE HLDG LTD ADR 0.5%
Value ($000) $213 Shares 7,490 Est. Cost $32.63 Unrealized
ADI ANALOG DEVICES 0.4%
Value ($000) $210 Shares 2,890 Est. Cost $57.16 Unrealized 0.0%
YUMC YUM CHINA HOLDINGS, INC 0.4%
Value ($000) $210 Shares 8,040 Est. Cost $26.68 Unrealized 0.0%
DOW CHEMICAL 0.4%
Value ($000) $204 Shares 3,566 Est. Cost $51.79 Unrealized
MABVAX THERAPEUTICS HOLDINGS I 0.1%
Value ($000) $34 Shares 10,000 Est. Cost $3.40 Unrealized
PEREGRINE PHARMACEUTICALS 0.0%
Value ($000) $4 Shares 10,000 Est. Cost $1.17 Unrealized