Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 12, 2016

Total Value ($000): $139,439 (100.0% shares, 0.0% debt)

Holdings (98)

JNJ JOHNSON & JOHNSON 4.3%
Value ($000) $6,035 Shares 58,757 Est. Cost $66.01 Unrealized +15.0%
INTC INTEL CORP 3.6%
Value ($000) $4,983 Shares 144,631 Est. Cost $18.03 Unrealized +47.8%
PG PROCTER & GAMBLE 3.4%
Value ($000) $4,707 Shares 59,273 Est. Cost $58.06 Unrealized -0.2%
CVS CVS HEALTH 3.2%
Value ($000) $4,437 Shares 45,386 Est. Cost $46.84 Unrealized +55.0%
ADP AUTOMATIC DATA PROCESSING 3.2%
Value ($000) $4,400 Shares 51,934 Est. Cost $52.47 Unrealized +31.7%
3M 3.1%
Value ($000) $4,268 Shares 28,330 Est. Cost $140.91 Unrealized
NSRGY NESTLE SA ADR 3.0%
Value ($000) $4,131 Shares 55,512 Est. Cost $73.83 Unrealized
EXXON MOBIL 2.8%
Value ($000) $3,921 Shares 50,297 Est. Cost $100.77 Unrealized
MASTERCARD 2.8%
Value ($000) $3,880 Shares 39,845 Est. Cost $138.58 Unrealized
MSFT MICROSOFT CORP 2.6%
Value ($000) $3,639 Shares 65,589 Est. Cost $30.34 Unrealized +51.4%
ABT ABBOTT LABS 2.4%
Value ($000) $3,297 Shares 73,405 Est. Cost $29.97 Unrealized +21.9%
ATR APTARGROUP 2.3%
Value ($000) $3,264 Shares 44,920 Est. Cost $53.99 Unrealized +16.5%
UNITED TECHNOLOGIES 2.3%
Value ($000) $3,201 Shares 33,321 Est. Cost $113.27 Unrealized
GOOGL ALPHABET INC CL A 2.2%
Value ($000) $3,026 Shares 3,888 Est. Cost $32.80 Unrealized +12.0%
NVS NOVARTIS AG ADR 2.1%
Value ($000) $2,924 Shares 33,985 Est. Cost $83.10 Unrealized
CISCO SYS INC 1.8%
Value ($000) $2,577 Shares 94,729 Est. Cost $22.60 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $2,566 Shares 24,371 Est. Cost $19.11 Unrealized +34.6%
GENERAL ELECTRIC 1.8%
Value ($000) $2,550 Shares 81,854 Est. Cost $27.98 Unrealized
FISV FISERV 1.8%
Value ($000) $2,509 Shares 27,430 Est. Cost $27.98 Unrealized +67.8%
CELGENE CORP 1.7%
Value ($000) $2,391 Shares 19,970 Est. Cost $124.10 Unrealized
AMGN AMGEN INC 1.7%
Value ($000) $2,367 Shares 14,582 Est. Cost $81.11 Unrealized +43.6%
ROK ROCKWELL AUTOMATION 1.6%
Value ($000) $2,259 Shares 22,014 Est. Cost $88.20 Unrealized -2.4%
ABBV ABBVIE 1.6%
Value ($000) $2,216 Shares 37,426 Est. Cost $30.85 Unrealized +23.1%
CNI CANADIAN NATL RAILWAY 1.5%
Value ($000) $2,131 Shares 38,155 Est. Cost $44.66 Unrealized +8.7%
EMR EMERSON ELECTRIC 1.5%
Value ($000) $2,074 Shares 43,374 Est. Cost $47.81 Unrealized -23.6%
PEP PEPSICO 1.5%
Value ($000) $2,074 Shares 20,751 Est. Cost $57.75 Unrealized +27.2%
JOHNSON CONTROLS 1.4%
Value ($000) $2,018 Shares 51,075 Est. Cost $50.60 Unrealized
SLB SCHLUMBERGER 1.2%
Value ($000) $1,687 Shares 24,187 Est. Cost $66.77 Unrealized -16.0%
LOW LOWES COMPANIES 1.2%
Value ($000) $1,673 Shares 22,000 Est. Cost $39.49 Unrealized +56.3%
CVX CHEVRON 1.2%
Value ($000) $1,664 Shares 18,499 Est. Cost $72.20 Unrealized -19.1%
WFC WELLS FARGO 1.2%
Value ($000) $1,654 Shares 30,426 Est. Cost $31.22 Unrealized +30.8%
ORACLE 1.2%
Value ($000) $1,640 Shares 44,887 Est. Cost $38.35 Unrealized
ACE LIMITED 1.1%
Value ($000) $1,580 Shares 13,515 Est. Cost $108.19 Unrealized
TARGET CORP 1.1%
Value ($000) $1,524 Shares 21,000 Est. Cost $64.12 Unrealized
NOVOZYMES A S DKK 2.0 1.1%
Value ($000) $1,502 Shares 31,171 Est. Cost $42.90 Unrealized
HON HONEYWELL INTL 1.0%
Value ($000) $1,430 Shares 13,809 Est. Cost $61.02 Unrealized +21.7%
JPMORGAN CHASE 1.0%
Value ($000) $1,388 Shares 21,027 Est. Cost $59.04 Unrealized
UNILEVER PLC NEW ADR 1.0%
Value ($000) $1,348 Shares 31,240 Est. Cost $42.42 Unrealized
RHHBY ROCHE HLDG LTD ADR 1.0%
Value ($000) $1,338 Shares 38,812 Est. Cost $46.58 Unrealized
QCOM QUALCOMM 0.9%
Value ($000) $1,303 Shares 26,090 Est. Cost $51.97 Unrealized -23.0%
IBM INTL BUSINESS MACH 0.9%
Value ($000) $1,225 Shares 8,900 Est. Cost $106.67 Unrealized -17.9%
MERCK 0.8%
Value ($000) $1,091 Shares 20,655 Est. Cost $50.02 Unrealized
HD HOME DEPOT 0.8%
Value ($000) $1,088 Shares 8,233 Est. Cost $59.42 Unrealized +68.3%
E M C CORP MASS 0.8%
Value ($000) $1,061 Shares 41,320 Est. Cost $25.25 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.8%
Value ($000) $1,054 Shares 15,311 Est. Cost $34.16 Unrealized +36.7%
NXPI NXP SEMICONDUCTORS 0.7%
Value ($000) $1,030 Shares 12,240 Est. Cost $36.59 Unrealized +107.9%
DU PONT 0.7%
Value ($000) $1,007 Shares 15,122 Est. Cost $64.91 Unrealized
CL COLGATE-PALMOLIVE 0.7%
Value ($000) $935 Shares 14,035 Est. Cost $48.88 Unrealized +7.5%
GILD GILEAD SCIENCES 0.7%
Value ($000) $931 Shares 9,200 Est. Cost $48.38 Unrealized +50.7%
DIAGEO PLC SPSD ADR 0.7%
Value ($000) $917 Shares 8,405 Est. Cost $128.36 Unrealized
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $890 Shares 19,256 Est. Cost $26.61 Unrealized +1.2%
XILINX 0.6%
Value ($000) $872 Shares 18,575 Est. Cost $46.51 Unrealized
COMCAST CORP NEW CL A 0.6%
Value ($000) $770 Shares 13,650 Est. Cost $51.96 Unrealized
WALGREEN BOOTS ALLIANCE INC 0.5%
Value ($000) $749 Shares 8,785 Est. Cost $78.13 Unrealized
PRAXAIR 0.5%
Value ($000) $725 Shares 7,085 Est. Cost $128.60 Unrealized
CHUBB CORP 0.5%
Value ($000) $722 Shares 5,440 Est. Cost $96.68 Unrealized
SYK STRYKER CORP 0.5%
Value ($000) $718 Shares 7,720 Est. Cost $67.26 Unrealized +26.7%
MCD MCDONALDS CORP 0.5%
Value ($000) $712 Shares 6,030 Est. Cost $70.35 Unrealized +24.0%
USB US BANCORP 0.5%
Value ($000) $648 Shares 15,195 Est. Cost $25.38 Unrealized +16.6%
ACCENTURE PLC SHS 0.4%
Value ($000) $622 Shares 5,950 Est. Cost $82.03 Unrealized
ILMN ILLUMINA 0.4%
Value ($000) $609 Shares 3,175 Est. Cost $108.26 Unrealized +49.1%
PBA PEMBINA PIPELINE CO 0.4%
Value ($000) $587 Shares 26,950 Est. Cost $17.80 Unrealized -21.0%
XYLEM INC 0.4%
Value ($000) $559 Shares 15,335 Est. Cost $38.05 Unrealized
OXY OCCIDENTAL PETE 0.4%
Value ($000) $548 Shares 8,110 Est. Cost $63.37 Unrealized -15.7%
UNP UNION PACIFIC 0.4%
Value ($000) $547 Shares 7,000 Est. Cost $67.08 Unrealized +1.8%
PFE PFIZER 0.4%
Value ($000) $539 Shares 16,683 Est. Cost $17.62 Unrealized +15.6%
INGERSOLL RAND PLC 0.4%
Value ($000) $496 Shares 8,970 Est. Cost $61.67 Unrealized
HP HELMERICH & PAYNE 0.4%
Value ($000) $495 Shares 9,240 Est. Cost $77.92 Unrealized -29.0%
CHD CHURCH & DWIGHT 0.3%
Value ($000) $467 Shares 5,500 Est. Cost $28.68 Unrealized +30.8%
ECL ECOLAB INC 0.3%
Value ($000) $458 Shares 4,000 Est. Cost $97.60 Unrealized +7.8%
ITW ILLINOIS TOOL WORKS 0.3%
Value ($000) $453 Shares 4,890 Est. Cost $62.33 Unrealized +14.6%
NKE NIKE INC CLASS B 0.3%
Value ($000) $440 Shares 7,048 Est. Cost $44.76 Unrealized +26.6%
KO COCA COLA 0.3%
Value ($000) $430 Shares 10,000 Est. Cost $27.03 Unrealized +14.1%
PAYX PAYCHEX 0.3%
Value ($000) $419 Shares 7,920 Est. Cost $30.94 Unrealized +24.6%
LINEAR TECHNOLOGY 0.3%
Value ($000) $410 Shares 9,650 Est. Cost $45.37 Unrealized
MAGELLAN MIDSTREAM LP 0.3%
Value ($000) $408 Shares 6,000 Est. Cost $84.17 Unrealized
PRGO PERRIGO CO 0.3%
Value ($000) $397 Shares 2,745 Est. Cost $144.17 Unrealized +6.7%
SYY SYSCO 0.3%
Value ($000) $359 Shares 8,761 Est. Cost $25.48 Unrealized +23.6%
WMT WAL-MART STORES 0.2%
Value ($000) $334 Shares 5,450 Est. Cost $20.35 Unrealized -18.3%
DE DEERE & CO 0.2%
Value ($000) $331 Shares 4,350 Est. Cost $67.46 Unrealized -3.6%
LLY ELI LILLY & CO 0.2%
Value ($000) $327 Shares 3,882 Est. Cost $39.58 Unrealized +76.1%
CIGNA 0.2%
Value ($000) $322 Shares 2,200 Est. Cost $101.61 Unrealized
ALNY ALNYLAM PHARMA 0.2%
Value ($000) $314 Shares 3,336 Est. Cost $60.12 Unrealized +54.2%
NEXTERA ENERGY 0.2%
Value ($000) $312 Shares 3,000 Est. Cost $94.00 Unrealized
AMZN AMAZON.COM 0.2%
Value ($000) $304 Shares 450 Est. Cost $25.28 Unrealized +24.7%
IPGP IPG PHOTONICS 0.2%
Value ($000) $301 Shares 3,375 Est. Cost $73.75 Unrealized +16.2%
CONOCOPHILLIPS 0.2%
Value ($000) $300 Shares 6,433 Est. Cost $70.76 Unrealized
ADBE ADOBE SYS 0.2%
Value ($000) $288 Shares 3,060 Est. Cost $67.51 Unrealized +33.1%
AFL AFLAC INC 0.2%
Value ($000) $277 Shares 4,630 Est. Cost $24.61 Unrealized -0.3%
MUNDER VERACITY SMALL CAP VALU 0.2%
Value ($000) $265 Shares 8,471 Est. Cost $31.38 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $257 Shares 3,138 Est. Cost $43.41 Unrealized +36.1%
COSTCO WHOLESALE 0.2%
Value ($000) $245 Shares 1,517 Est. Cost $121.37 Unrealized
IP INTL PAPER 0.2%
Value ($000) $237 Shares 6,300 Est. Cost $26.03 Unrealized -4.4%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $225 Shares 4,100 Est. Cost $37.35 Unrealized +13.2%
ROCKWELL COLLINS 0.2%
Value ($000) $223 Shares 2,415 Est. Cost $92.34 Unrealized
YUM YUM BRANDS 0.2%
Value ($000) $219 Shares 3,000 Est. Cost $42.41 Unrealized +2.1%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $215 Shares 283 Est. Cost $30.50 Unrealized +16.8%
CIPSX CHAMPLAIN SMALL CO FD ADV 0.1%
Value ($000) $179 Shares 11,304 Est. Cost $16.81 Unrealized