Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: Apr 24, 2018

Total Value ($000): $166,930 (100.0% shares, 0.0% debt)

Holdings (86)

INTC INTEL CORP 4.5%
Value ($000) $7,481 Shares 143,646 Est. Cost $19.03 Unrealized +110.6%
MA MASTERCARD 4.1%
Value ($000) $6,851 Shares 39,112 Est. Cost $142.19 Unrealized +15.1%
JNJ JOHNSON & JOHNSON 4.1%
Value ($000) $6,841 Shares 53,383 Est. Cost $67.45 Unrealized +60.7%
ADP AUTOMATIC DATA PROCESSING 3.6%
Value ($000) $5,941 Shares 52,352 Est. Cost $55.26 Unrealized +78.4%
MMM 3M 3.3%
Value ($000) $5,465 Shares 24,895 Est. Cost $94.40 Unrealized +59.1%
AAPL APPLE INC 3.2%
Value ($000) $5,423 Shares 32,324 Est. Cost $21.70 Unrealized +86.3%
ABT ABBOTT LABS 3.2%
Value ($000) $5,419 Shares 90,420 Est. Cost $31.60 Unrealized +66.4%
MSFT MICROSOFT CORP 2.9%
Value ($000) $4,864 Shares 53,302 Est. Cost $30.34 Unrealized +177.9%
GOOGL ALPHABET INC CL A 2.9%
Value ($000) $4,837 Shares 4,663 Est. Cost $34.89 Unrealized +57.7%
PG PROCTER & GAMBLE 2.8%
Value ($000) $4,737 Shares 59,766 Est. Cost $58.54 Unrealized +15.9%
NSRGY NESTLE SA ADR 2.8%
Value ($000) $4,706 Shares 59,581 Est. Cost $74.90 Unrealized
UNITED TECHNOLOGIES 2.8%
Value ($000) $4,593 Shares 36,506 Est. Cost $113.37 Unrealized
ATR APTARGROUP 2.7%
Value ($000) $4,526 Shares 50,370 Est. Cost $56.51 Unrealized +40.8%
CB CHUBB LIMITED 2.7%
Value ($000) $4,455 Shares 32,570 Est. Cost $102.36 Unrealized +23.3%
XOM EXXON MOBIL 2.5%
Value ($000) $4,240 Shares 56,842 Est. Cost $52.51 Unrealized +6.1%
ROK ROCKWELL AUTOMATION 2.4%
Value ($000) $4,007 Shares 22,998 Est. Cost $90.11 Unrealized +81.9%
FISV FISERV 2.3%
Value ($000) $3,919 Shares 54,954 Est. Cost $49.20 Unrealized +42.9%
ADI ANALOG DEVICES 2.2%
Value ($000) $3,639 Shares 39,931 Est. Cost $61.13 Unrealized +28.6%
CNI CANADIAN NATL RAILWAY 2.0%
Value ($000) $3,270 Shares 44,720 Est. Cost $47.75 Unrealized +39.7%
NVS NOVARTIS AG ADR 1.9%
Value ($000) $3,245 Shares 40,130 Est. Cost $82.60 Unrealized
CVS CVS HEALTH 1.9%
Value ($000) $3,203 Shares 51,491 Est. Cost $48.02 Unrealized +16.3%
ABBV ABBVIE 1.9%
Value ($000) $3,171 Shares 33,500 Est. Cost $33.30 Unrealized +135.8%
DHR DANAHER CORP 1.7%
Value ($000) $2,911 Shares 29,740 Est. Cost $59.17 Unrealized +42.5%
UNILEVER PLC NEW ADR 1.5%
Value ($000) $2,530 Shares 45,545 Est. Cost $45.71 Unrealized
AMGN AMGEN INC 1.3%
Value ($000) $2,187 Shares 12,832 Est. Cost $81.11 Unrealized +78.1%
HD HOME DEPOT 1.3%
Value ($000) $2,113 Shares 11,855 Est. Cost $82.64 Unrealized +87.2%
JPM JPMORGAN CHASE 1.2%
Value ($000) $2,064 Shares 18,772 Est. Cost $81.33 Unrealized +12.4%
PEP PEPSICO 1.1%
Value ($000) $1,904 Shares 17,441 Est. Cost $60.35 Unrealized +47.9%
ORCL ORACLE 1.1%
Value ($000) $1,809 Shares 39,537 Est. Cost $43.49 Unrealized +1.8%
CELGENE CORP 1.0%
Value ($000) $1,719 Shares 19,278 Est. Cost $122.69 Unrealized
XILINX 1.0%
Value ($000) $1,709 Shares 23,645 Est. Cost $49.67 Unrealized
NOVOZYMES A S DKK 2.0 0.9%
Value ($000) $1,554 Shares 30,156 Est. Cost $45.69 Unrealized
ILMN ILLUMINA 0.9%
Value ($000) $1,485 Shares 6,283 Est. Cost $129.38 Unrealized +77.1%
NVDA NVIDIA CORP 0.9%
Value ($000) $1,453 Shares 6,275 Est. Cost $2.47 Unrealized +134.9%
EMR EMERSON ELECTRIC 0.8%
Value ($000) $1,411 Shares 20,650 Est. Cost $47.81 Unrealized +23.4%
HON HONEYWELL INTL 0.8%
Value ($000) $1,395 Shares 9,649 Est. Cost $61.02 Unrealized +92.5%
LOW LOWES COMPANIES 0.8%
Value ($000) $1,386 Shares 15,800 Est. Cost $39.49 Unrealized +107.4%
BMY BRISTOL-MYERS SQUIBB 0.8%
Value ($000) $1,361 Shares 21,511 Est. Cost $37.87 Unrealized +27.0%
UNP UNION PACIFIC 0.8%
Value ($000) $1,351 Shares 10,050 Est. Cost $77.61 Unrealized +45.7%
CSCO CISCO SYS INC 0.8%
Value ($000) $1,341 Shares 31,290 Est. Cost $27.97 Unrealized +19.6%
XYL XYLEM INC 0.8%
Value ($000) $1,330 Shares 17,295 Est. Cost $33.73 Unrealized +99.5%
CVX CHEVRON 0.7%
Value ($000) $1,247 Shares 10,930 Est. Cost $72.20 Unrealized +17.8%
MRK MERCK 0.7%
Value ($000) $1,211 Shares 22,230 Est. Cost $37.22 Unrealized +13.5%
SYK STRYKER CORP 0.7%
Value ($000) $1,210 Shares 7,525 Est. Cost $67.26 Unrealized +119.9%
RHHBY ROCHE HLDG LTD ADR 0.7%
Value ($000) $1,186 Shares 41,477 Est. Cost $43.64 Unrealized
QCOM QUALCOMM 0.7%
Value ($000) $1,155 Shares 20,845 Est. Cost $50.09 Unrealized +3.6%
DOWDUPONT INC 0.7%
Value ($000) $1,155 Shares 18,126 Est. Cost $69.24 Unrealized
GILD GILEAD SCIENCES 0.7%
Value ($000) $1,152 Shares 15,272 Est. Cost $54.43 Unrealized +8.3%
CL COLGATE-PALMOLIVE 0.6%
Value ($000) $1,078 Shares 15,035 Est. Cost $50.16 Unrealized +19.1%
FTV FORTIVE CORP 0.6%
Value ($000) $1,070 Shares 13,792 Est. Cost $36.54 Unrealized +26.1%
DEO DIAGEO PLC SPSD ADR 0.6%
Value ($000) $1,065 Shares 7,865 Est. Cost $107.91 Unrealized
GENERAL ELECTRIC 0.6%
Value ($000) $966 Shares 71,685 Est. Cost $27.47 Unrealized
ACN ACCENTURE PLC SHS 0.5%
Value ($000) $894 Shares 5,825 Est. Cost $103.43 Unrealized +36.1%
PBA PEMBINA PIPELINE CO 0.5%
Value ($000) $837 Shares 26,800 Est. Cost $19.20 Unrealized +12.2%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $820 Shares 17,150 Est. Cost $26.61 Unrealized +24.1%
ITW ILLINOIS TOOL WORKS 0.5%
Value ($000) $782 Shares 4,990 Est. Cost $63.41 Unrealized +115.8%
IPGP IPG PHOTONICS 0.5%
Value ($000) $777 Shares 3,330 Est. Cost $104.76 Unrealized +135.5%
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $738 Shares 21,600 Est. Cost $26.08 Unrealized +21.9%
SLB SCHLUMBERGER 0.4%
Value ($000) $678 Shares 10,455 Est. Cost $66.40 Unrealized -16.1%
ADBE ADOBE SYS 0.4%
Value ($000) $661 Shares 3,060 Est. Cost $67.51 Unrealized +201.2%
INGERSOLL RAND PLC 0.4%
Value ($000) $658 Shares 7,700 Est. Cost $61.98 Unrealized
SJM SMUCKER J M 0.4%
Value ($000) $611 Shares 4,930 Est. Cost $100.02 Unrealized -3.0%
ECL ECOLAB INC 0.3%
Value ($000) $566 Shares 4,125 Est. Cost $99.49 Unrealized +24.2%
CHD CHURCH & DWIGHT 0.3%
Value ($000) $564 Shares 11,200 Est. Cost $36.36 Unrealized +22.8%
WALGREEN BOOTS ALLIANCE INC 0.3%
Value ($000) $545 Shares 8,315 Est. Cost $78.13 Unrealized
AMZN AMAZON.COM 0.3%
Value ($000) $536 Shares 370 Est. Cost $25.28 Unrealized +182.9%
PFE PFIZER 0.3%
Value ($000) $526 Shares 14,800 Est. Cost $17.62 Unrealized +37.5%
SYY SYSCO 0.3%
Value ($000) $498 Shares 8,311 Est. Cost $25.48 Unrealized +93.3%
MCD MCDONALDS CORP 0.3%
Value ($000) $477 Shares 3,050 Est. Cost $70.35 Unrealized +94.3%
NEE NEXTERA ENERGY 0.3%
Value ($000) $465 Shares 2,850 Est. Cost $22.59 Unrealized +40.3%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $416 Shares 4,000 Est. Cost $37.35 Unrealized +132.5%
PAYX PAYCHEX 0.2%
Value ($000) $409 Shares 6,640 Est. Cost $30.94 Unrealized +69.3%
NKE NIKE INC CLASS B 0.2%
Value ($000) $406 Shares 6,106 Est. Cost $44.76 Unrealized +33.2%
ROCKWELL COLLINS 0.2%
Value ($000) $393 Shares 2,915 Est. Cost $107.15 Unrealized
KO COCA COLA 0.2%
Value ($000) $369 Shares 8,500 Est. Cost $27.12 Unrealized +29.3%
MAGELLAN MIDSTREAM LP 0.2%
Value ($000) $349 Shares 5,975 Est. Cost $84.17 Unrealized
IP INTL PAPER 0.2%
Value ($000) $321 Shares 6,000 Est. Cost $26.03 Unrealized +50.7%
CIGNA 0.2%
Value ($000) $319 Shares 1,900 Est. Cost $101.61 Unrealized
GOOG ALPHABET INC CL C 0.2%
Value ($000) $295 Shares 286 Est. Cost $38.41 Unrealized +42.6%
JACOBS ENGINEERING 0.2%
Value ($000) $266 Shares 4,500 Est. Cost $49.78 Unrealized
DE DEERE & CO 0.2%
Value ($000) $259 Shares 1,665 Est. Cost $103.40 Unrealized +39.2%
EOG EOG RESOURCES 0.1%
Value ($000) $244 Shares 2,312 Est. Cost $75.89 Unrealized +6.5%
PSX PHILLIPS 66 0.1%
Value ($000) $239 Shares 2,494 Est. Cost $43.41 Unrealized +64.6%
ALLE ALLEGION PLC 0.1%
Value ($000) $227 Shares 2,666 Est. Cost $63.57 Unrealized +19.7%
SBUX STARBUCKS 0.1%
Value ($000) $227 Shares 3,916 Est. Cost $46.79 Unrealized +4.1%
COP CONOCOPHILLIPS 0.1%
Value ($000) $217 Shares 3,653 Est. Cost $32.79 Unrealized +33.4%