Delaney Dennis R Long-Term Concentrated

CIK: 0001661536 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 30, 2018

Total Value ($000): $69,542 (100.0% shares, 0.0% debt)

Holdings (56)

MA MASTERCARD 4.9%
Value ($000) $3,435 Shares 17,476 Est. Cost $142.19 Unrealized +26.8%
CNI CANADIAN NATL RAILWAY 4.9%
Value ($000) $3,373 Shares 41,252 Est. Cost $52.64 Unrealized +30.9%
ADP AUTOMATIC DATA PROCESSING 4.7%
Value ($000) $3,284 Shares 24,485 Est. Cost $73.99 Unrealized +45.7%
ABT ABBOTT LABS 4.3%
Value ($000) $2,965 Shares 48,602 Est. Cost $38.85 Unrealized +36.8%
ATR APTARGROUP 4.1%
Value ($000) $2,841 Shares 30,423 Est. Cost $66.50 Unrealized +26.8%
AAPL APPLE INC 4.0%
Value ($000) $2,776 Shares 14,996 Est. Cost $30.07 Unrealized +42.2%
JNJ JOHNSON & JOHNSON 4.0%
Value ($000) $2,768 Shares 22,819 Est. Cost $81.46 Unrealized +23.6%
MMM 3M 3.6%
Value ($000) $2,535 Shares 12,888 Est. Cost $100.52 Unrealized +29.5%
PG PROCTER & GAMBLE 3.6%
Value ($000) $2,514 Shares 32,205 Est. Cost $61.23 Unrealized +0.9%
NSRGY NESTLE SA ADR 3.6%
Value ($000) $2,512 Shares 32,444 Est. Cost $77.28 Unrealized
FISV FISERV 3.2%
Value ($000) $2,229 Shares 30,090 Est. Cost $62.31 Unrealized +16.5%
MSFT MICROSOFT CORP 2.9%
Value ($000) $2,029 Shares 20,567 Est. Cost $49.41 Unrealized +81.6%
XOM EXXON MOBIL 2.9%
Value ($000) $2,005 Shares 24,244 Est. Cost $53.09 Unrealized +5.7%
NVS NOVARTIS AG ADR 2.6%
Value ($000) $1,836 Shares 24,320 Est. Cost $85.29 Unrealized
NOVOZYMES A S DKK 2.0 2.6%
Value ($000) $1,833 Shares 36,188 Est. Cost $49.62 Unrealized
CB CHUBB LIMITED 2.5%
Value ($000) $1,751 Shares 13,789 Est. Cost $112.25 Unrealized +3.7%
CVS CVS HEALTH 2.4%
Value ($000) $1,658 Shares 25,755 Est. Cost $67.60 Unrealized -23.5%
ROK ROCKWELL AUTOMATION 2.4%
Value ($000) $1,646 Shares 9,910 Est. Cost $109.47 Unrealized +37.8%
GOOGL ALPHABET INC CL A 2.3%
Value ($000) $1,628 Shares 1,442 Est. Cost $43.87 Unrealized +23.0%
UNITED TECHNOLOGIES 2.2%
Value ($000) $1,534 Shares 12,265 Est. Cost $117.47 Unrealized
DHR DANAHER CORP 2.1%
Value ($000) $1,482 Shares 15,007 Est. Cost $74.25 Unrealized +15.8%
ABBV ABBVIE 2.1%
Value ($000) $1,436 Shares 15,500 Est. Cost $37.96 Unrealized +85.7%
ADI ANALOG DEVICES 2.0%
Value ($000) $1,417 Shares 14,765 Est. Cost $70.41 Unrealized +16.3%
INTC INTEL CORP 1.9%
Value ($000) $1,338 Shares 26,904 Est. Cost $26.70 Unrealized +68.7%
HD HOME DEPOT 1.7%
Value ($000) $1,161 Shares 5,950 Est. Cost $128.36 Unrealized +20.8%
EOG EOG RESOURCES 1.7%
Value ($000) $1,150 Shares 9,245 Est. Cost $76.54 Unrealized +14.0%
GIS GENERAL MILLS 1.6%
Value ($000) $1,099 Shares 24,824 Est. Cost $40.46 Unrealized -17.4%
XILINX 1.4%
Value ($000) $971 Shares 14,875 Est. Cost $60.30 Unrealized
ILMN ILLUMINA 1.3%
Value ($000) $910 Shares 3,255 Est. Cost $207.39 Unrealized +22.7%
UNILEVER PLC NEW ADR 1.3%
Value ($000) $875 Shares 15,815 Est. Cost $49.06 Unrealized
PEP PEPSICO 1.2%
Value ($000) $863 Shares 7,925 Est. Cost $75.56 Unrealized +8.1%
CVX CHEVRON 1.1%
Value ($000) $790 Shares 6,250 Est. Cost $58.43 Unrealized +52.6%
XYL XYLEM INC 1.0%
Value ($000) $697 Shares 10,364 Est. Cost $45.96 Unrealized +44.2%
FTV FORTIVE CORP 1.0%
Value ($000) $663 Shares 8,600 Est. Cost $44.58 Unrealized +3.8%
EMR EMERSON ELECTRIC 0.8%
Value ($000) $550 Shares 7,950 Est. Cost $36.51 Unrealized +60.6%
ORCL ORACLE 0.8%
Value ($000) $543 Shares 12,320 Est. Cost $43.49 Unrealized -5.3%
CELGENE CORP 0.7%
Value ($000) $491 Shares 6,177 Est. Cost $96.68 Unrealized
NVO NOVO NORDISK A S ADR 0.7%
Value ($000) $484 Shares 10,490 Est. Cost $58.02 Unrealized
RHHBY ROCHE HLDG LTD ADR 0.7%
Value ($000) $469 Shares 16,945 Est. Cost $31.92 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.7%
Value ($000) $456 Shares 2,440 Est. Cost $134.20 Unrealized +45.2%
NSC NORFOLK SOUTHERN 0.6%
Value ($000) $422 Shares 2,800 Est. Cost $69.12 Unrealized +81.3%
PYPL PAYPAL HOLDINGS 0.6%
Value ($000) $398 Shares 4,790 Est. Cost $74.80 Unrealized +6.3%
UNILEVER N V NEW YORK 0.5%
Value ($000) $379 Shares 6,800 Est. Cost $56.32 Unrealized
YUM YUM BRANDS 0.5%
Value ($000) $352 Shares 4,500 Est. Cost $43.30 Unrealized +67.6%
STT STATE STREET 0.4%
Value ($000) $302 Shares 3,240 Est. Cost $52.67 Unrealized +47.8%
GILD GILEAD SCIENCES 0.4%
Value ($000) $302 Shares 4,250 Est. Cost $55.90 Unrealized -5.7%
ROCKWELL COLLINS 0.4%
Value ($000) $287 Shares 2,133 Est. Cost $92.83 Unrealized
SJM SMUCKER J M 0.4%
Value ($000) $266 Shares 2,479 Est. Cost $85.77 Unrealized +2.4%
BAX BAXTER INTERNTL 0.4%
Value ($000) $259 Shares 3,500 Est. Cost $49.65 Unrealized +23.9%
HON HONEYWELL INTL 0.4%
Value ($000) $259 Shares 1,800 Est. Cost $74.28 Unrealized +52.9%
META FACEBOOK INC 0.4%
Value ($000) $251 Shares 1,290 Est. Cost $175.52 Unrealized +2.2%
IPGP IPG PHOTONICS 0.3%
Value ($000) $224 Shares 1,015 Est. Cost $212.25 Unrealized +11.2%
CHD CHURCH & DWIGHT 0.3%
Value ($000) $223 Shares 4,200 Est. Cost $42.33 Unrealized +4.2%
CL COLGATE-PALMOLIVE 0.3%
Value ($000) $212 Shares 3,280 Est. Cost $60.29 Unrealized -9.4%
V VISA 0.3%
Value ($000) $206 Shares 1,555 Est. Cost $122.08 Unrealized 0.0%
DOWDUPONT INC 0.3%
Value ($000) $203 Shares 3,083 Est. Cost $69.37 Unrealized