Delaney Dennis R Long-Term Concentrated

CIK: 0001661536 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 15, 2018

Total Value ($000): $76,731 (100.0% shares, 0.0% debt)

Holdings (54)

MA MASTERCARD 4.9%
Value ($000) $3,749 Shares 16,841 Est. Cost $142.19 Unrealized +40.9%
CNI CANADIAN NATL RAILWAY 4.8%
Value ($000) $3,653 Shares 40,677 Est. Cost $52.64 Unrealized +44.4%
ABT ABBOTT LABS 4.6%
Value ($000) $3,565 Shares 48,607 Est. Cost $38.85 Unrealized +48.8%
ADP AUTOMATIC DATA PROCESSING 4.5%
Value ($000) $3,450 Shares 22,905 Est. Cost $73.99 Unrealized +63.3%
AAPL APPLE INC 4.4%
Value ($000) $3,361 Shares 14,886 Est. Cost $30.07 Unrealized +63.8%
JNJ JOHNSON & JOHNSON 4.2%
Value ($000) $3,254 Shares 23,549 Est. Cost $82.28 Unrealized +31.3%
ATR APTARGROUP 4.1%
Value ($000) $3,167 Shares 29,398 Est. Cost $66.50 Unrealized +40.3%
NSRGY NESTLE SA ADR 3.6%
Value ($000) $2,755 Shares 33,104 Est. Cost $77.40 Unrealized
MMM 3M 3.6%
Value ($000) $2,725 Shares 12,937 Est. Cost $100.52 Unrealized +31.5%
FISV FISERV 3.3%
Value ($000) $2,558 Shares 31,050 Est. Cost $62.81 Unrealized +25.0%
PG PROCTER & GAMBLE 3.3%
Value ($000) $2,525 Shares 30,330 Est. Cost $61.23 Unrealized +10.7%
MSFT MICROSOFT CORP 3.2%
Value ($000) $2,452 Shares 21,442 Est. Cost $51.51 Unrealized +95.7%
NVS NOVARTIS AG ADR 2.9%
Value ($000) $2,196 Shares 25,490 Est. Cost $85.33 Unrealized
XOM EXXON MOBIL 2.8%
Value ($000) $2,144 Shares 25,194 Est. Cost $53.28 Unrealized +9.2%
CB CHUBB LIMITED 2.6%
Value ($000) $2,033 Shares 15,209 Est. Cost $112.90 Unrealized +5.6%
CVS CVS HEALTH 2.6%
Value ($000) $2,032 Shares 25,805 Est. Cost $67.60 Unrealized -16.4%
NOVOZYMES A S DKK 2.0 2.6%
Value ($000) $1,957 Shares 35,778 Est. Cost $49.62 Unrealized
UNITED TECHNOLOGIES 2.5%
Value ($000) $1,927 Shares 13,790 Est. Cost $119.93 Unrealized
ROK ROCKWELL AUTOMATION 2.5%
Value ($000) $1,902 Shares 10,140 Est. Cost $110.53 Unrealized +41.3%
GOOGL ALPHABET INC CL A 2.4%
Value ($000) $1,804 Shares 1,494 Est. Cost $44.44 Unrealized +35.2%
DHR DANAHER CORP 2.2%
Value ($000) $1,726 Shares 15,875 Est. Cost $75.00 Unrealized +17.4%
ADI ANALOG DEVICES 1.9%
Value ($000) $1,441 Shares 15,590 Est. Cost $71.12 Unrealized +17.8%
INTC INTEL CORP 1.8%
Value ($000) $1,347 Shares 28,504 Est. Cost $27.53 Unrealized +50.8%
HD HOME DEPOT 1.7%
Value ($000) $1,334 Shares 6,432 Est. Cost $131.33 Unrealized +27.9%
ABBV ABBVIE 1.7%
Value ($000) $1,300 Shares 13,750 Est. Cost $37.96 Unrealized +82.2%
XILINX 1.6%
Value ($000) $1,224 Shares 15,280 Est. Cost $60.82 Unrealized
EOG EOG RESOURCES 1.6%
Value ($000) $1,215 Shares 9,520 Est. Cost $76.97 Unrealized +18.8%
ILMN ILLUMINA 1.5%
Value ($000) $1,188 Shares 3,235 Est. Cost $207.39 Unrealized +54.5%
GIS GENERAL MILLS 1.4%
Value ($000) $1,065 Shares 24,824 Est. Cost $40.46 Unrealized -13.6%
UNILEVER PLC NEW ADR 1.3%
Value ($000) $1,021 Shares 18,590 Est. Cost $49.94 Unrealized
PEP PEPSICO 1.2%
Value ($000) $908 Shares 8,125 Est. Cost $75.93 Unrealized +19.0%
XYL XYLEM INC 1.1%
Value ($000) $864 Shares 10,814 Est. Cost $46.89 Unrealized +45.7%
CVX CHEVRON 1.0%
Value ($000) $788 Shares 6,450 Est. Cost $59.35 Unrealized +48.1%
FTV FORTIVE CORP 1.0%
Value ($000) $766 Shares 9,100 Est. Cost $44.86 Unrealized +10.9%
EMR EMERSON ELECTRIC 0.9%
Value ($000) $657 Shares 8,575 Est. Cost $38.36 Unrealized +61.5%
PYPL PAYPAL HOLDINGS 0.8%
Value ($000) $581 Shares 6,612 Est. Cost $78.40 Unrealized +12.1%
CELGENE CORP 0.7%
Value ($000) $573 Shares 6,410 Est. Cost $96.42 Unrealized
ORCL ORACLE 0.7%
Value ($000) $534 Shares 10,350 Est. Cost $43.49 Unrealized +0.2%
NVO NOVO NORDISK A S ADR 0.6%
Value ($000) $495 Shares 10,490 Est. Cost $58.02 Unrealized
NSC NORFOLK SOUTHERN 0.6%
Value ($000) $487 Shares 2,700 Est. Cost $69.12 Unrealized +112.9%
BRK/B BERKSHIRE HATHAWAY CL B 0.6%
Value ($000) $469 Shares 2,190 Est. Cost $134.20 Unrealized +52.9%
YUM YUM BRANDS 0.5%
Value ($000) $386 Shares 4,250 Est. Cost $43.30 Unrealized +68.4%
UNILEVER N V NEW YORK 0.5%
Value ($000) $378 Shares 6,800 Est. Cost $56.32 Unrealized
RHHBY ROCHE HLDG LTD ADR 0.4%
Value ($000) $344 Shares 11,390 Est. Cost $31.92 Unrealized
ROCKWELL COLLINS 0.4%
Value ($000) $300 Shares 2,133 Est. Cost $92.83 Unrealized
HON HONEYWELL INTL 0.4%
Value ($000) $296 Shares 1,800 Est. Cost $74.28 Unrealized +63.7%
BAX BAXTER INTERNTL 0.4%
Value ($000) $270 Shares 3,500 Est. Cost $49.65 Unrealized +30.8%
SJM SMUCKER J M 0.3%
Value ($000) $257 Shares 2,499 Est. Cost $85.77 Unrealized +0.3%
CHD CHURCH & DWIGHT 0.3%
Value ($000) $237 Shares 4,000 Est. Cost $42.33 Unrealized +22.3%
V VISA 0.3%
Value ($000) $223 Shares 1,478 Est. Cost $122.08 Unrealized +10.7%
CL COLGATE-PALMOLIVE 0.3%
Value ($000) $218 Shares 3,280 Est. Cost $60.29 Unrealized -7.2%
PFE PFIZER 0.3%
Value ($000) $218 Shares 4,950 Est. Cost $27.65 Unrealized 0.0%
META FACEBOOK INC 0.3%
Value ($000) $212 Shares 1,290 Est. Cost $175.52 Unrealized +2.4%
FDS FACTSET RESH SYS 0.3%
Value ($000) $200 Shares 895 Est. Cost $201.85 Unrealized 0.0%