Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 25, 2017

Total Value ($000): $154,560 (100.0% shares, 0.0% debt)

Holdings (91)

JNJ JOHNSON & JOHNSON 4.7%
Value ($000) $7,281 Shares 55,037 Est. Cost $66.01 Unrealized +52.1%
MMM 3M 3.5%
Value ($000) $5,455 Shares 26,200 Est. Cost $92.76 Unrealized +34.4%
ADP AUTOMATIC DATA PROCESSING 3.4%
Value ($000) $5,285 Shares 51,582 Est. Cost $52.47 Unrealized +60.5%
PG PROCTER & GAMBLE 3.3%
Value ($000) $5,130 Shares 58,863 Est. Cost $58.06 Unrealized +20.8%
MASTERCARD 3.1%
Value ($000) $4,749 Shares 39,105 Est. Cost $137.77 Unrealized
INTC INTEL CORP 3.1%
Value ($000) $4,741 Shares 140,537 Est. Cost $18.03 Unrealized +64.0%
NSRGY NESTLE SA ADR 3.1%
Value ($000) $4,721 Shares 54,152 Est. Cost $73.83 Unrealized
AAPL APPLE INC 2.9%
Value ($000) $4,413 Shares 30,639 Est. Cost $20.27 Unrealized +69.3%
CB CHUBB LIMITED 2.8%
Value ($000) $4,259 Shares 29,293 Est. Cost $99.51 Unrealized +21.4%
UNITED TECHNOLOGIES 2.7%
Value ($000) $4,238 Shares 34,706 Est. Cost $112.81 Unrealized
MSFT MICROSOFT CORP 2.7%
Value ($000) $4,170 Shares 60,494 Est. Cost $30.34 Unrealized +105.4%
XOM EXXON MOBIL 2.7%
Value ($000) $4,162 Shares 51,546 Est. Cost $52.03 Unrealized +6.6%
ABT ABBOTT LABS 2.6%
Value ($000) $4,085 Shares 84,020 Est. Cost $30.67 Unrealized +26.8%
GOOGL ALPHABET INC CL A 2.6%
Value ($000) $3,946 Shares 4,245 Est. Cost $33.20 Unrealized +39.8%
ATR APTARGROUP 2.5%
Value ($000) $3,929 Shares 45,238 Est. Cost $54.22 Unrealized +35.5%
ROK ROCKWELL AUTOMATION 2.4%
Value ($000) $3,702 Shares 22,860 Est. Cost $88.38 Unrealized +52.1%
CVS CVS HEALTH 2.4%
Value ($000) $3,671 Shares 45,622 Est. Cost $47.00 Unrealized +28.3%
FISV FISERV 2.2%
Value ($000) $3,349 Shares 27,380 Est. Cost $27.98 Unrealized +116.2%
CNI CANADIAN NATL RAILWAY 2.0%
Value ($000) $3,164 Shares 39,060 Est. Cost $44.80 Unrealized +45.2%
NVS NOVARTIS AG ADR 1.9%
Value ($000) $2,920 Shares 34,975 Est. Cost $82.49 Unrealized
ADI ANALOG DEVICES 1.6%
Value ($000) $2,455 Shares 31,556 Est. Cost $57.81 Unrealized +16.8%
AMGN AMGEN INC 1.6%
Value ($000) $2,422 Shares 14,067 Est. Cost $81.11 Unrealized +54.6%
ABBV ABBVIE 1.6%
Value ($000) $2,409 Shares 33,220 Est. Cost $30.85 Unrealized +52.2%
CELGENE CORP 1.5%
Value ($000) $2,377 Shares 18,300 Est. Cost $124.10 Unrealized
GENERAL ELECTRIC 1.4%
Value ($000) $2,196 Shares 81,295 Est. Cost $27.98 Unrealized
DHR DANAHER CORP 1.4%
Value ($000) $2,139 Shares 25,345 Est. Cost $55.82 Unrealized +28.6%
UNILEVER PLC NEW ADR 1.4%
Value ($000) $2,105 Shares 38,905 Est. Cost $43.93 Unrealized
PEP PEPSICO 1.2%
Value ($000) $1,846 Shares 15,981 Est. Cost $57.75 Unrealized +52.7%
ORACLE 1.2%
Value ($000) $1,829 Shares 36,487 Est. Cost $38.35 Unrealized
JPMORGAN CHASE 1.2%
Value ($000) $1,823 Shares 19,942 Est. Cost $59.04 Unrealized
HON HONEYWELL INTL 1.1%
Value ($000) $1,702 Shares 12,774 Est. Cost $61.02 Unrealized +61.8%
SJM SMUCKER J M 1.1%
Value ($000) $1,695 Shares 14,325 Est. Cost $100.18 Unrealized -3.9%
QCOM QUALCOMM 1.1%
Value ($000) $1,643 Shares 29,745 Est. Cost $50.09 Unrealized -11.7%
SLB SCHLUMBERGER 1.0%
Value ($000) $1,520 Shares 23,060 Est. Cost $66.40 Unrealized -15.9%
RHHBY ROCHE HLDG LTD ADR 1.0%
Value ($000) $1,505 Shares 47,342 Est. Cost $43.94 Unrealized
LOW LOWES COMPANIES 1.0%
Value ($000) $1,488 Shares 19,200 Est. Cost $39.49 Unrealized +76.5%
XILINX 0.9%
Value ($000) $1,328 Shares 20,655 Est. Cost $46.98 Unrealized
EMR EMERSON ELECTRIC 0.8%
Value ($000) $1,276 Shares 21,400 Est. Cost $47.81 Unrealized +0.4%
HD HOME DEPOT 0.8%
Value ($000) $1,255 Shares 8,183 Est. Cost $60.21 Unrealized +106.7%
MRK MERCK 0.8%
Value ($000) $1,233 Shares 19,230 Est. Cost $36.03 Unrealized +29.2%
CVX CHEVRON 0.8%
Value ($000) $1,208 Shares 11,580 Est. Cost $72.20 Unrealized +1.4%
NOVOZYMES A S DKK 2.0 0.8%
Value ($000) $1,194 Shares 27,296 Est. Cost $42.89 Unrealized
GILD GILEAD SCIENCES 0.8%
Value ($000) $1,180 Shares 16,682 Est. Cost $54.43 Unrealized -11.2%
CL COLGATE-PALMOLIVE 0.8%
Value ($000) $1,173 Shares 15,819 Est. Cost $50.16 Unrealized +20.9%
DU PONT 0.7%
Value ($000) $1,147 Shares 14,197 Est. Cost $64.91 Unrealized
CISCO SYS INC 0.7%
Value ($000) $1,083 Shares 34,621 Est. Cost $22.60 Unrealized
SYK STRYKER CORP 0.7%
Value ($000) $1,067 Shares 7,695 Est. Cost $67.26 Unrealized +85.5%
ILMN ILLUMINA 0.7%
Value ($000) $1,055 Shares 6,080 Est. Cost $127.05 Unrealized +36.2%
DEO DIAGEO PLC SPSD ADR 0.7%
Value ($000) $1,008 Shares 8,405 Est. Cost $107.91 Unrealized
XYL XYLEM INC 0.6%
Value ($000) $965 Shares 17,395 Est. Cost $33.01 Unrealized +42.3%
CMCSA COMCAST CORP NEW CL A 0.6%
Value ($000) $880 Shares 22,600 Est. Cost $26.08 Unrealized +22.3%
NVDA NVIDIA CORP 0.6%
Value ($000) $870 Shares 6,015 Est. Cost $1.73 Unrealized +80.7%
WFC WELLS FARGO 0.6%
Value ($000) $853 Shares 15,402 Est. Cost $31.22 Unrealized +35.1%
BMY BRISTOL-MYERS SQUIBB 0.5%
Value ($000) $844 Shares 15,161 Est. Cost $34.16 Unrealized +16.8%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $812 Shares 18,190 Est. Cost $26.61 Unrealized +11.0%
UNP UNION PACIFIC 0.5%
Value ($000) $763 Shares 7,000 Est. Cost $67.08 Unrealized +34.3%
INGERSOLL RAND PLC 0.5%
Value ($000) $731 Shares 8,000 Est. Cost $61.98 Unrealized
ACN ACCENTURE PLC SHS 0.5%
Value ($000) $730 Shares 5,900 Est. Cost $103.19 Unrealized +3.8%
ITW ILLINOIS TOOL WORKS 0.5%
Value ($000) $700 Shares 4,890 Est. Cost $62.33 Unrealized +81.8%
PBA PEMBINA PIPELINE CO 0.4%
Value ($000) $676 Shares 20,400 Est. Cost $17.80 Unrealized +15.1%
JCI JOHNSON CONTROLS 0.4%
Value ($000) $671 Shares 15,503 Est. Cost $33.21 Unrealized +3.4%
WALGREEN BOOTS ALLIANCE INC 0.4%
Value ($000) $651 Shares 8,315 Est. Cost $78.13 Unrealized
FTV FORTIVE CORP 0.4%
Value ($000) $625 Shares 9,871 Est. Cost $34.74 Unrealized +9.4%
ECL ECOLAB INC 0.4%
Value ($000) $588 Shares 4,430 Est. Cost $98.91 Unrealized +19.0%
CHD CHURCH & DWIGHT 0.4%
Value ($000) $571 Shares 11,000 Est. Cost $36.19 Unrealized +26.5%
PFE PFIZER 0.3%
Value ($000) $527 Shares 15,700 Est. Cost $17.62 Unrealized +22.6%
IPGP IPG PHOTONICS 0.3%
Value ($000) $505 Shares 3,475 Est. Cost $74.05 Unrealized +81.3%
MCD MCDONALDS CORP 0.3%
Value ($000) $467 Shares 3,050 Est. Cost $70.35 Unrealized +67.6%
PAYX PAYCHEX 0.3%
Value ($000) $451 Shares 7,920 Est. Cost $30.94 Unrealized +46.8%
ADBE ADOBE SYS 0.3%
Value ($000) $433 Shares 3,060 Est. Cost $67.51 Unrealized +102.8%
MAGELLAN MIDSTREAM LP 0.3%
Value ($000) $428 Shares 6,000 Est. Cost $84.17 Unrealized
NXPI NXP SEMICONDUCTORS 0.3%
Value ($000) $426 Shares 3,900 Est. Cost $39.64 Unrealized +140.1%
SYY SYSCO 0.3%
Value ($000) $422 Shares 8,386 Est. Cost $25.48 Unrealized +67.4%
NEE NEXTERA ENERGY 0.3%
Value ($000) $406 Shares 2,900 Est. Cost $22.59 Unrealized +21.9%
AMZN AMAZON.COM 0.3%
Value ($000) $397 Shares 410 Est. Cost $25.28 Unrealized +88.7%
KO COCA COLA 0.2%
Value ($000) $381 Shares 8,500 Est. Cost $27.12 Unrealized +24.1%
NKE NIKE INC CLASS B 0.2%
Value ($000) $379 Shares 6,416 Est. Cost $44.76 Unrealized +7.8%
CIGNA 0.2%
Value ($000) $351 Shares 2,100 Est. Cost $101.61 Unrealized
IP INTL PAPER 0.2%
Value ($000) $340 Shares 6,000 Est. Cost $26.03 Unrealized +33.5%
USB US BANCORP 0.2%
Value ($000) $334 Shares 6,435 Est. Cost $25.43 Unrealized +45.4%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $315 Shares 4,100 Est. Cost $37.35 Unrealized +69.1%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $273 Shares 301 Est. Cost $38.15 Unrealized +19.1%
PSX PHILLIPS 66 0.2%
Value ($000) $259 Shares 3,138 Est. Cost $43.41 Unrealized +29.7%
ROCKWELL COLLINS 0.2%
Value ($000) $254 Shares 2,415 Est. Cost $92.34 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $247 Shares 3,000 Est. Cost $39.58 Unrealized +80.1%
JACOBS ENGINEERING 0.2%
Value ($000) $245 Shares 4,500 Est. Cost $49.78 Unrealized
SBUX STARBUCKS 0.1%
Value ($000) $228 Shares 3,916 Est. Cost $46.79 Unrealized +7.3%
ALLE ALLEGION PLC 0.1%
Value ($000) $216 Shares 2,666 Est. Cost $63.57 Unrealized +11.1%
HOLX HOLOGIC 0.1%
Value ($000) $213 Shares 4,690 Est. Cost $44.14 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $201 Shares 4,553 Est. Cost $32.79 Unrealized +8.2%
DE DEERE & CO 0.1%
Value ($000) $201 Shares 1,625 Est. Cost $102.78 Unrealized 0.0%