Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 8, 2016

Total Value ($000): $142,603 (100.0% shares, 0.0% debt)

Holdings (93)

JNJ JOHNSON & JOHNSON 4.9%
Value ($000) $7,007 Shares 57,777 Est. Cost $66.01 Unrealized +31.9%
PG PROCTER & GAMBLE 3.6%
Value ($000) $5,071 Shares 59,873 Est. Cost $58.06 Unrealized +9.1%
MMM 3M 3.5%
Value ($000) $5,037 Shares 28,761 Est. Cost $92.76 Unrealized +10.4%
ADP AUTOMATIC DATA PROCESSING 3.3%
Value ($000) $4,766 Shares 51,888 Est. Cost $52.47 Unrealized +36.8%
XOM EXXON MOBIL 3.3%
Value ($000) $4,730 Shares 50,452 Est. Cost $51.96 Unrealized +11.3%
INTC INTEL CORP 3.3%
Value ($000) $4,729 Shares 144,187 Est. Cost $18.03 Unrealized +39.3%
CVS CVS HEALTH 3.1%
Value ($000) $4,371 Shares 45,651 Est. Cost $46.84 Unrealized +59.1%
NSRGY NESTLE SA ADR 3.0%
Value ($000) $4,288 Shares 55,467 Est. Cost $73.83 Unrealized
ATR APTARGROUP 2.5%
Value ($000) $3,561 Shares 45,003 Est. Cost $53.99 Unrealized +25.8%
MASTERCARD 2.5%
Value ($000) $3,547 Shares 40,280 Est. Cost $137.77 Unrealized
UNITED TECHNOLOGIES 2.5%
Value ($000) $3,541 Shares 34,516 Est. Cost $112.81 Unrealized
MSFT MICROSOFT CORP 2.3%
Value ($000) $3,294 Shares 64,389 Est. Cost $30.34 Unrealized +51.6%
CB CHUBB LIMITED 2.2%
Value ($000) $3,142 Shares 24,038 Est. Cost $97.26 Unrealized +6.5%
FISV FISERV 2.1%
Value ($000) $2,985 Shares 27,455 Est. Cost $27.98 Unrealized +84.0%
ABT ABBOTT LABS 2.1%
Value ($000) $2,982 Shares 75,895 Est. Cost $30.08 Unrealized +10.9%
NVS NOVARTIS AG ADR 2.0%
Value ($000) $2,858 Shares 34,625 Est. Cost $82.99 Unrealized
GOOGL ALPHABET INC CL A 2.0%
Value ($000) $2,821 Shares 4,010 Est. Cost $32.89 Unrealized +10.7%
CISCO SYS INC 1.9%
Value ($000) $2,692 Shares 93,840 Est. Cost $22.60 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $2,629 Shares 27,496 Est. Cost $19.51 Unrealized +15.9%
ROK ROCKWELL AUTOMATION 1.8%
Value ($000) $2,611 Shares 22,735 Est. Cost $88.38 Unrealized +8.0%
GENERAL ELECTRIC 1.8%
Value ($000) $2,541 Shares 80,749 Est. Cost $27.98 Unrealized
CNI CANADIAN NATL RAILWAY 1.6%
Value ($000) $2,283 Shares 38,655 Est. Cost $44.66 Unrealized +13.2%
AMGN AMGEN INC 1.6%
Value ($000) $2,218 Shares 14,582 Est. Cost $81.11 Unrealized +43.9%
ABBV ABBVIE 1.5%
Value ($000) $2,170 Shares 35,041 Est. Cost $30.85 Unrealized +32.8%
PEP PEPSICO 1.5%
Value ($000) $2,141 Shares 20,201 Est. Cost $57.75 Unrealized +33.5%
SLB SCHLUMBERGER 1.4%
Value ($000) $1,977 Shares 24,975 Est. Cost $66.40 Unrealized -12.3%
CELGENE CORP 1.4%
Value ($000) $1,934 Shares 19,600 Est. Cost $124.10 Unrealized
ORACLE 1.3%
Value ($000) $1,843 Shares 44,987 Est. Cost $38.35 Unrealized
CVX CHEVRON 1.2%
Value ($000) $1,751 Shares 16,702 Est. Cost $72.20 Unrealized -7.5%
UNILEVER PLC NEW ADR 1.2%
Value ($000) $1,742 Shares 36,360 Est. Cost $42.86 Unrealized
LOW LOWES COMPANIES 1.2%
Value ($000) $1,742 Shares 22,000 Est. Cost $39.49 Unrealized +64.1%
NOVOZYMES A S DKK 2.0 1.1%
Value ($000) $1,607 Shares 33,411 Est. Cost $43.03 Unrealized
QCOM QUALCOMM 1.1%
Value ($000) $1,586 Shares 29,600 Est. Cost $50.20 Unrealized -19.8%
HON HONEYWELL INTL 1.1%
Value ($000) $1,573 Shares 13,529 Est. Cost $61.02 Unrealized +38.0%
TGT TARGET CORP 1.1%
Value ($000) $1,502 Shares 21,510 Est. Cost $56.38 Unrealized -0.5%
EMR EMERSON ELECTRIC 1.0%
Value ($000) $1,434 Shares 27,500 Est. Cost $47.81 Unrealized -13.1%
RHHBY ROCHE HLDG LTD ADR 1.0%
Value ($000) $1,417 Shares 42,997 Est. Cost $45.14 Unrealized
WFC WELLS FARGO 1.0%
Value ($000) $1,407 Shares 29,726 Est. Cost $31.22 Unrealized +19.2%
JOHNSON CONTROLS 0.9%
Value ($000) $1,351 Shares 30,525 Est. Cost $50.60 Unrealized
GILD GILEAD SCIENCES 0.9%
Value ($000) $1,343 Shares 16,102 Est. Cost $54.72 Unrealized +14.7%
JPMORGAN CHASE 0.9%
Value ($000) $1,240 Shares 19,962 Est. Cost $59.04 Unrealized
MRK MERCK 0.8%
Value ($000) $1,179 Shares 20,455 Est. Cost $36.03 Unrealized +9.6%
BMY BRISTOL-MYERS SQUIBB 0.8%
Value ($000) $1,126 Shares 15,311 Est. Cost $34.16 Unrealized +47.8%
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $1,036 Shares 18,556 Est. Cost $26.61 Unrealized +18.3%
HD HOME DEPOT 0.7%
Value ($000) $1,032 Shares 8,083 Est. Cost $59.42 Unrealized +76.7%
DHR DANAHER CORP 0.7%
Value ($000) $1,031 Shares 10,215 Est. Cost $38.06 Unrealized +5.3%
CL COLGATE-PALMOLIVE 0.7%
Value ($000) $1,026 Shares 14,025 Est. Cost $48.88 Unrealized +16.4%
DEO DIAGEO PLC SPSD ADR 0.7%
Value ($000) $949 Shares 8,405 Est. Cost $107.91 Unrealized
DU PONT 0.7%
Value ($000) $930 Shares 14,347 Est. Cost $64.91 Unrealized
NXPI NXP SEMICONDUCTORS 0.6%
Value ($000) $924 Shares 11,790 Est. Cost $36.59 Unrealized +108.3%
SYK STRYKER CORP 0.6%
Value ($000) $922 Shares 7,695 Est. Cost $67.26 Unrealized +49.2%
XILINX 0.6%
Value ($000) $883 Shares 19,150 Est. Cost $46.52 Unrealized
CMCSA COMCAST CORP NEW CL A 0.6%
Value ($000) $847 Shares 13,000 Est. Cost $22.75 Unrealized +8.7%
SPECTRA ENERGY 0.6%
Value ($000) $805 Shares 21,965 Est. Cost $36.65 Unrealized
XYL XYLEM INC 0.5%
Value ($000) $774 Shares 17,355 Est. Cost $33.01 Unrealized +17.1%
PBA PEMBINA PIPELINE CO 0.5%
Value ($000) $741 Shares 24,400 Est. Cost $17.80 Unrealized -1.1%
MCD MCDONALDS CORP 0.5%
Value ($000) $725 Shares 6,030 Est. Cost $70.35 Unrealized +40.9%
WALGREEN BOOTS ALLIANCE INC 0.5%
Value ($000) $692 Shares 8,315 Est. Cost $78.13 Unrealized
ACCENTURE PLC SHS 0.5%
Value ($000) $674 Shares 5,950 Est. Cost $82.03 Unrealized
ILMN ILLUMINA 0.5%
Value ($000) $660 Shares 4,700 Est. Cost $120.48 Unrealized +17.9%
UNP UNION PACIFIC 0.4%
Value ($000) $610 Shares 7,000 Est. Cost $67.08 Unrealized +1.7%
PFE PFIZER 0.4%
Value ($000) $577 Shares 16,400 Est. Cost $17.62 Unrealized +19.5%
CHD CHURCH & DWIGHT 0.4%
Value ($000) $566 Shares 5,500 Est. Cost $28.68 Unrealized +48.5%
INGERSOLL RAND PLC 0.4%
Value ($000) $515 Shares 8,100 Est. Cost $61.98 Unrealized
ITW ILLINOIS TOOL WORKS 0.4%
Value ($000) $510 Shares 4,890 Est. Cost $62.33 Unrealized +33.6%
HP HELMERICH & PAYNE 0.4%
Value ($000) $501 Shares 7,465 Est. Cost $77.92 Unrealized -20.7%
ECL ECOLAB INC 0.3%
Value ($000) $475 Shares 4,000 Est. Cost $97.60 Unrealized +7.5%
PRGO PERRIGO CO 0.3%
Value ($000) $473 Shares 5,225 Est. Cost $127.98 Unrealized -19.1%
PAYX PAYCHEX 0.3%
Value ($000) $471 Shares 7,920 Est. Cost $30.94 Unrealized +29.8%
MAGELLAN MIDSTREAM LP 0.3%
Value ($000) $456 Shares 6,000 Est. Cost $84.17 Unrealized
LINEAR TECHNOLOGY 0.3%
Value ($000) $449 Shares 9,650 Est. Cost $45.37 Unrealized
SYY SYSCO 0.3%
Value ($000) $429 Shares 8,461 Est. Cost $25.48 Unrealized +47.9%
KO COCA COLA 0.3%
Value ($000) $408 Shares 9,000 Est. Cost $27.03 Unrealized +23.2%
IBM INTL BUSINESS MACH 0.3%
Value ($000) $403 Shares 2,650 Est. Cost $106.67 Unrealized -10.8%
WMT WAL-MART STORES 0.3%
Value ($000) $398 Shares 5,450 Est. Cost $20.35 Unrealized -4.1%
NEE NEXTERA ENERGY 0.3%
Value ($000) $391 Shares 3,000 Est. Cost $21.80 Unrealized +7.7%
NKE NIKE INC CLASS B 0.3%
Value ($000) $389 Shares 7,048 Est. Cost $44.76 Unrealized +12.4%
OXY OCCIDENTAL PETE 0.2%
Value ($000) $323 Shares 4,275 Est. Cost $63.37 Unrealized -10.5%
AMZN AMAZON.COM 0.2%
Value ($000) $322 Shares 450 Est. Cost $25.28 Unrealized +33.8%
USB US BANCORP 0.2%
Value ($000) $304 Shares 7,540 Est. Cost $25.38 Unrealized +15.0%
ADBE ADOBE SYS 0.2%
Value ($000) $293 Shares 3,060 Est. Cost $67.51 Unrealized +42.3%
LLY ELI LILLY & CO 0.2%
Value ($000) $276 Shares 3,506 Est. Cost $39.58 Unrealized +61.9%
IPGP IPG PHOTONICS 0.2%
Value ($000) $274 Shares 3,425 Est. Cost $73.91 Unrealized +19.0%
CIGNA 0.2%
Value ($000) $269 Shares 2,100 Est. Cost $101.61 Unrealized
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $257 Shares 4,100 Est. Cost $37.35 Unrealized +22.2%
IP INTL PAPER 0.2%
Value ($000) $254 Shares 6,000 Est. Cost $26.03 Unrealized +1.0%
PSX PHILLIPS 66 0.2%
Value ($000) $249 Shares 3,138 Est. Cost $43.41 Unrealized +30.6%
YUM YUM BRANDS 0.2%
Value ($000) $249 Shares 3,000 Est. Cost $42.41 Unrealized +16.6%
COST COSTCO WHOLESALE 0.2%
Value ($000) $238 Shares 1,517 Est. Cost $127.74 Unrealized +0.2%
JACOBS ENGINEERING 0.2%
Value ($000) $224 Shares 4,500 Est. Cost $49.78 Unrealized
GIS GENERAL MILLS 0.2%
Value ($000) $214 Shares 3,000 Est. Cost $45.45 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $211 Shares 4,848 Est. Cost $32.79 Unrealized 0.0%
ROCKWELL COLLINS 0.1%
Value ($000) $205 Shares 2,415 Est. Cost $92.34 Unrealized