Delaney Dennis R Long-Term Concentrated

CIK: 0001661536 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: Apr 24, 2018

Total Value ($000): $71,146 (100.0% shares, 0.0% debt)

Holdings (59)

MA MASTERCARD 4.7%
Value ($000) $3,376 Shares 19,266 Est. Cost $142.19 Unrealized +15.1%
CNI CANADIAN NATL RAILWAY 4.5%
Value ($000) $3,166 Shares 43,291 Est. Cost $52.64 Unrealized +26.7%
ABT ABBOTT LABS 4.3%
Value ($000) $3,064 Shares 51,137 Est. Cost $38.85 Unrealized +35.3%
JNJ JOHNSON & JOHNSON 4.3%
Value ($000) $3,051 Shares 23,809 Est. Cost $81.46 Unrealized +33.0%
MMM 3M 4.2%
Value ($000) $2,954 Shares 13,458 Est. Cost $100.52 Unrealized +49.4%
ADP AUTOMATIC DATA PROCESSING 4.0%
Value ($000) $2,864 Shares 25,225 Est. Cost $73.99 Unrealized +33.3%
ATR APTARGROUP 3.9%
Value ($000) $2,801 Shares 31,183 Est. Cost $66.50 Unrealized +19.7%
PG PROCTER & GAMBLE 3.8%
Value ($000) $2,727 Shares 34,390 Est. Cost $61.23 Unrealized +10.8%
AAPL APPLE INC 3.7%
Value ($000) $2,632 Shares 15,691 Est. Cost $30.07 Unrealized +34.4%
NSRGY NESTLE SA ADR 3.6%
Value ($000) $2,572 Shares 32,549 Est. Cost $77.28 Unrealized
FISV FISERV 3.2%
Value ($000) $2,258 Shares 31,660 Est. Cost $62.31 Unrealized +12.9%
NVS NOVARTIS AG ADR 2.8%
Value ($000) $2,011 Shares 24,885 Est. Cost $85.29 Unrealized
MSFT MICROSOFT CORP 2.8%
Value ($000) $2,006 Shares 21,967 Est. Cost $49.41 Unrealized +70.6%
XOM EXXON MOBIL 2.6%
Value ($000) $1,873 Shares 25,114 Est. Cost $53.09 Unrealized +5.0%
NOVOZYMES A S DKK 2.0 2.6%
Value ($000) $1,866 Shares 36,213 Est. Cost $49.62 Unrealized
CB CHUBB LIMITED 2.5%
Value ($000) $1,812 Shares 13,252 Est. Cost $112.08 Unrealized +12.6%
CVS CVS HEALTH 2.5%
Value ($000) $1,795 Shares 28,855 Est. Cost $67.60 Unrealized -17.4%
ROK ROCKWELL AUTOMATION 2.5%
Value ($000) $1,760 Shares 10,100 Est. Cost $109.47 Unrealized +49.7%
ABBV ABBVIE 2.3%
Value ($000) $1,602 Shares 16,925 Est. Cost $37.96 Unrealized +106.9%
UNITED TECHNOLOGIES 2.1%
Value ($000) $1,518 Shares 12,065 Est. Cost $117.34 Unrealized
GOOGL ALPHABET INC CL A 2.1%
Value ($000) $1,506 Shares 1,452 Est. Cost $43.87 Unrealized +25.4%
DHR DANAHER CORP 2.1%
Value ($000) $1,478 Shares 15,082 Est. Cost $74.25 Unrealized +13.5%
INTC INTEL CORP 2.0%
Value ($000) $1,449 Shares 27,821 Est. Cost $26.70 Unrealized +50.1%
ADI ANALOG DEVICES 1.9%
Value ($000) $1,345 Shares 14,770 Est. Cost $70.41 Unrealized +11.7%
GIS GENERAL MILLS 1.6%
Value ($000) $1,141 Shares 25,324 Est. Cost $40.46 Unrealized +1.3%
XILINX 1.5%
Value ($000) $1,075 Shares 14,875 Est. Cost $60.30 Unrealized
HD HOME DEPOT 1.5%
Value ($000) $1,059 Shares 5,940 Est. Cost $128.36 Unrealized +20.5%
EOG EOG RESOURCES 1.3%
Value ($000) $923 Shares 8,770 Est. Cost $75.96 Unrealized +6.4%
UNILEVER PLC NEW ADR 1.3%
Value ($000) $893 Shares 16,095 Est. Cost $49.06 Unrealized
PEP PEPSICO 1.2%
Value ($000) $866 Shares 7,925 Est. Cost $75.56 Unrealized +18.1%
XYL XYLEM INC 1.2%
Value ($000) $842 Shares 10,964 Est. Cost $45.96 Unrealized +46.4%
ILMN ILLUMINA 1.1%
Value ($000) $769 Shares 3,255 Est. Cost $207.39 Unrealized +10.5%
RHHBY ROCHE HLDG LTD ADR 1.0%
Value ($000) $718 Shares 25,100 Est. Cost $31.92 Unrealized
CVX CHEVRON 1.0%
Value ($000) $707 Shares 6,200 Est. Cost $58.43 Unrealized +45.5%
ORCL ORACLE 0.9%
Value ($000) $627 Shares 13,695 Est. Cost $43.49 Unrealized +1.8%
FTV FORTIVE CORP 0.8%
Value ($000) $602 Shares 7,745 Est. Cost $44.39 Unrealized +3.8%
EMR EMERSON ELECTRIC 0.8%
Value ($000) $552 Shares 8,100 Est. Cost $36.51 Unrealized +61.6%
CELGENE CORP 0.7%
Value ($000) $522 Shares 5,847 Est. Cost $97.65 Unrealized
NVO NOVO NORDISK A S ADR 0.7%
Value ($000) $517 Shares 10,490 Est. Cost $58.02 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.7%
Value ($000) $487 Shares 2,440 Est. Cost $134.20 Unrealized +53.0%
YUM YUM BRANDS 0.7%
Value ($000) $468 Shares 5,500 Est. Cost $43.30 Unrealized +64.0%
NSC NORFOLK SOUTHERN 0.6%
Value ($000) $402 Shares 2,960 Est. Cost $69.12 Unrealized +77.5%
UNILEVER N V NEW YORK 0.5%
Value ($000) $383 Shares 6,800 Est. Cost $56.32 Unrealized
SJM SMUCKER J M 0.5%
Value ($000) $332 Shares 2,679 Est. Cost $85.77 Unrealized +13.2%
STT STATE STREET 0.5%
Value ($000) $323 Shares 3,240 Est. Cost $52.67 Unrealized +55.6%
HON HONEYWELL INTL 0.5%
Value ($000) $322 Shares 2,227 Est. Cost $74.28 Unrealized +58.2%
GILD GILEAD SCIENCES 0.4%
Value ($000) $319 Shares 4,225 Est. Cost $55.90 Unrealized +5.4%
PYPL PAYPAL HOLDINGS 0.4%
Value ($000) $305 Shares 4,010 Est. Cost $73.89 Unrealized +7.1%
ROCKWELL COLLINS 0.4%
Value ($000) $288 Shares 2,133 Est. Cost $92.83 Unrealized
DOWDUPONT INC 0.4%
Value ($000) $280 Shares 4,416 Est. Cost $69.37 Unrealized
YUMC YUM CHINA HOLDINGS, INC 0.4%
Value ($000) $255 Shares 6,140 Est. Cost $36.09 Unrealized +19.2%
IPGP IPG PHOTONICS 0.3%
Value ($000) $239 Shares 1,025 Est. Cost $212.25 Unrealized +16.3%
CL COLGATE-PALMOLIVE 0.3%
Value ($000) $235 Shares 3,280 Est. Cost $60.29 Unrealized -0.9%
CHD CHURCH & DWIGHT 0.3%
Value ($000) $232 Shares 4,600 Est. Cost $42.33 Unrealized +5.5%
BAX BAXTER INTERNTL 0.3%
Value ($000) $228 Shares 3,500 Est. Cost $49.65 Unrealized +18.6%
FDS FACTSET RESH SYS 0.3%
Value ($000) $220 Shares 1,105 Est. Cost $176.95 Unrealized +5.6%
META FACEBOOK INC 0.3%
Value ($000) $206 Shares 1,290 Est. Cost $175.52 Unrealized +1.6%
ENERGY TRANSFER PTNRS LP 0.3%
Value ($000) $185 Shares 11,400 Est. Cost $31.17 Unrealized
GENERAL ELECTRIC 0.2%
Value ($000) $138 Shares 10,205 Est. Cost $31.11 Unrealized