Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 30, 2018

Total Value ($000): $168,828 (100.0% shares, 0.0% debt)

Holdings (85)

MA MASTERCARD 4.4%
Value ($000) $7,395 Shares 37,629 Est. Cost $142.19 Unrealized +26.8%
INTC INTEL CORP 4.2%
Value ($000) $7,009 Shares 140,999 Est. Cost $19.03 Unrealized +136.8%
ADP AUTOMATIC DATA PROCESSING 4.1%
Value ($000) $6,978 Shares 52,032 Est. Cost $55.26 Unrealized +95.0%
JNJ JOHNSON & JOHNSON 3.8%
Value ($000) $6,381 Shares 52,593 Est. Cost $67.45 Unrealized +49.3%
AAPL APPLE INC 3.5%
Value ($000) $5,921 Shares 31,986 Est. Cost $21.70 Unrealized +97.0%
ABT ABBOTT LABS 3.3%
Value ($000) $5,532 Shares 90,700 Est. Cost $31.60 Unrealized +68.2%
GOOGL ALPHABET INC CL A 3.1%
Value ($000) $5,281 Shares 4,677 Est. Cost $34.89 Unrealized +54.7%
MSFT MICROSOFT CORP 3.0%
Value ($000) $5,132 Shares 52,052 Est. Cost $30.34 Unrealized +195.9%
MMM 3M 2.9%
Value ($000) $4,918 Shares 25,000 Est. Cost $94.40 Unrealized +37.9%
UNITED TECHNOLOGIES 2.9%
Value ($000) $4,911 Shares 39,281 Est. Cost $114.20 Unrealized
ATR APTARGROUP 2.8%
Value ($000) $4,723 Shares 50,585 Est. Cost $56.51 Unrealized +49.2%
XOM EXXON MOBIL 2.8%
Value ($000) $4,693 Shares 56,732 Est. Cost $52.51 Unrealized +6.9%
PG PROCTER & GAMBLE 2.7%
Value ($000) $4,556 Shares 58,356 Est. Cost $58.54 Unrealized +5.6%
NSRGY NESTLE SA ADR 2.6%
Value ($000) $4,444 Shares 57,391 Est. Cost $74.90 Unrealized
CB CHUBB LIMITED 2.5%
Value ($000) $4,264 Shares 33,565 Est. Cost $102.78 Unrealized +13.3%
FISV FISERV 2.4%
Value ($000) $4,054 Shares 54,724 Est. Cost $49.20 Unrealized +47.6%
ADI ANALOG DEVICES 2.3%
Value ($000) $3,946 Shares 41,146 Est. Cost $61.74 Unrealized +32.7%
ROK ROCKWELL AUTOMATION 2.2%
Value ($000) $3,796 Shares 22,838 Est. Cost $90.11 Unrealized +67.4%
CNI CANADIAN NATL RAILWAY 2.2%
Value ($000) $3,729 Shares 45,635 Est. Cost $48.18 Unrealized +43.1%
CVS CVS HEALTH 2.0%
Value ($000) $3,296 Shares 51,211 Est. Cost $48.02 Unrealized +7.6%
NVS NOVARTIS AG ADR 1.9%
Value ($000) $3,131 Shares 41,445 Est. Cost $82.38 Unrealized
DHR DANAHER CORP 1.8%
Value ($000) $3,090 Shares 31,315 Est. Cost $60.51 Unrealized +42.1%
ABBV ABBVIE 1.8%
Value ($000) $3,052 Shares 32,950 Est. Cost $33.30 Unrealized +111.7%
UNILEVER PLC NEW ADR 1.6%
Value ($000) $2,633 Shares 47,630 Est. Cost $46.12 Unrealized
HD HOME DEPOT 1.4%
Value ($000) $2,445 Shares 12,535 Est. Cost $86.57 Unrealized +79.1%
AMGN AMGEN INC 1.4%
Value ($000) $2,332 Shares 12,632 Est. Cost $81.11 Unrealized +72.9%
JPM JPMORGAN CHASE 1.2%
Value ($000) $1,956 Shares 18,772 Est. Cost $81.33 Unrealized +9.5%
PEP PEPSICO 1.1%
Value ($000) $1,876 Shares 17,241 Est. Cost $60.35 Unrealized +35.4%
ILMN ILLUMINA 1.0%
Value ($000) $1,755 Shares 6,285 Est. Cost $129.38 Unrealized +96.6%
CELGENE CORP 1.0%
Value ($000) $1,619 Shares 20,389 Est. Cost $120.33 Unrealized
XILINX 0.9%
Value ($000) $1,557 Shares 23,865 Est. Cost $49.67 Unrealized
NOVOZYMES A S DKK 2.0 0.9%
Value ($000) $1,552 Shares 30,656 Est. Cost $45.78 Unrealized
NVDA NVIDIA CORP 0.9%
Value ($000) $1,480 Shares 6,250 Est. Cost $2.47 Unrealized +143.1%
LOW LOWES COMPANIES 0.9%
Value ($000) $1,476 Shares 15,450 Est. Cost $39.49 Unrealized +99.2%
ORCL ORACLE 0.9%
Value ($000) $1,456 Shares 33,050 Est. Cost $43.49 Unrealized -5.3%
UNP UNION PACIFIC 0.8%
Value ($000) $1,381 Shares 9,750 Est. Cost $77.61 Unrealized +51.7%
EMR EMERSON ELECTRIC 0.8%
Value ($000) $1,358 Shares 19,650 Est. Cost $47.81 Unrealized +22.7%
HON HONEYWELL INTL 0.8%
Value ($000) $1,354 Shares 9,399 Est. Cost $61.02 Unrealized +86.1%
CVX CHEVRON 0.8%
Value ($000) $1,344 Shares 10,630 Est. Cost $72.20 Unrealized +23.5%
CSCO CISCO SYS INC 0.8%
Value ($000) $1,339 Shares 31,090 Est. Cost $27.97 Unrealized +24.2%
MRK MERCK 0.8%
Value ($000) $1,335 Shares 21,980 Est. Cost $37.22 Unrealized +19.6%
SYK STRYKER CORP 0.7%
Value ($000) $1,225 Shares 7,250 Est. Cost $67.26 Unrealized +130.1%
DOWDUPONT INC 0.7%
Value ($000) $1,195 Shares 18,126 Est. Cost $69.24 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.7%
Value ($000) $1,191 Shares 21,511 Est. Cost $37.87 Unrealized +7.3%
QCOM QUALCOMM 0.7%
Value ($000) $1,170 Shares 20,845 Est. Cost $50.09 Unrealized -8.3%
RHHBY ROCHE HLDG LTD ADR 0.7%
Value ($000) $1,144 Shares 41,357 Est. Cost $43.64 Unrealized
XYL XYLEM INC 0.7%
Value ($000) $1,142 Shares 16,945 Est. Cost $33.73 Unrealized +96.4%
FTV FORTIVE CORP 0.7%
Value ($000) $1,125 Shares 14,592 Est. Cost $37.08 Unrealized +24.8%
DEO DIAGEO PLC SPSD ADR 0.7%
Value ($000) $1,104 Shares 7,665 Est. Cost $107.91 Unrealized
GILD GILEAD SCIENCES 0.6%
Value ($000) $1,058 Shares 14,942 Est. Cost $54.43 Unrealized -3.1%
CL COLGATE-PALMOLIVE 0.6%
Value ($000) $962 Shares 14,840 Est. Cost $50.16 Unrealized +8.9%
ACN ACCENTURE PLC SHS 0.6%
Value ($000) $953 Shares 5,825 Est. Cost $103.43 Unrealized +34.7%
PBA PEMBINA PIPELINE CO 0.5%
Value ($000) $927 Shares 26,800 Est. Cost $19.20 Unrealized +14.6%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $863 Shares 17,150 Est. Cost $26.61 Unrealized +21.0%
ADBE ADOBE SYS 0.4%
Value ($000) $726 Shares 2,980 Est. Cost $67.51 Unrealized +250.4%
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $709 Shares 21,600 Est. Cost $26.08 Unrealized +3.0%
IPGP IPG PHOTONICS 0.4%
Value ($000) $692 Shares 3,130 Est. Cost $104.76 Unrealized +125.3%
INGERSOLL RAND PLC 0.4%
Value ($000) $691 Shares 7,700 Est. Cost $61.98 Unrealized
ITW ILLINOIS TOOL WORKS 0.4%
Value ($000) $691 Shares 4,990 Est. Cost $63.41 Unrealized +93.4%
GENERAL ELECTRIC 0.4%
Value ($000) $671 Shares 49,314 Est. Cost $27.47 Unrealized
SLB SCHLUMBERGER 0.4%
Value ($000) $610 Shares 9,105 Est. Cost $66.40 Unrealized -17.1%
CHD CHURCH & DWIGHT 0.4%
Value ($000) $595 Shares 11,200 Est. Cost $36.36 Unrealized +21.3%
AMZN AMAZON.COM 0.4%
Value ($000) $595 Shares 350 Est. Cost $25.28 Unrealized +214.0%
ECL ECOLAB INC 0.3%
Value ($000) $579 Shares 4,125 Est. Cost $99.49 Unrealized +33.6%
SYY SYSCO 0.3%
Value ($000) $563 Shares 8,261 Est. Cost $25.48 Unrealized +105.2%
SJM SMUCKER J M 0.3%
Value ($000) $541 Shares 5,030 Est. Cost $99.78 Unrealized -12.0%
PFE PFIZER 0.3%
Value ($000) $532 Shares 14,650 Est. Cost $17.62 Unrealized +37.9%
WALGREEN BOOTS ALLIANCE INC 0.3%
Value ($000) $499 Shares 8,315 Est. Cost $78.13 Unrealized
NKE NIKE INC CLASS B 0.3%
Value ($000) $483 Shares 6,066 Est. Cost $44.76 Unrealized +42.6%
MCD MCDONALDS CORP 0.3%
Value ($000) $447 Shares 2,850 Est. Cost $70.35 Unrealized +92.7%
TXN TEXAS INSTRUMENTS 0.3%
Value ($000) $441 Shares 4,000 Est. Cost $37.35 Unrealized +133.7%
MAGELLAN MIDSTREAM LP 0.2%
Value ($000) $413 Shares 5,975 Est. Cost $84.17 Unrealized
NEE NEXTERA ENERGY 0.2%
Value ($000) $388 Shares 2,325 Est. Cost $22.59 Unrealized +47.8%
KO COCA COLA 0.2%
Value ($000) $373 Shares 8,500 Est. Cost $27.12 Unrealized +25.4%
PAYX PAYCHEX 0.2%
Value ($000) $341 Shares 4,980 Est. Cost $30.94 Unrealized +66.6%
CIGNA 0.2%
Value ($000) $323 Shares 1,900 Est. Cost $101.61 Unrealized
IP INTL PAPER 0.2%
Value ($000) $312 Shares 6,000 Est. Cost $26.03 Unrealized +39.7%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $296 Shares 265 Est. Cost $38.41 Unrealized +39.6%
EOG EOG RESOURCES 0.2%
Value ($000) $287 Shares 2,317 Est. Cost $75.89 Unrealized +14.9%
JACOBS ENGINEERING 0.2%
Value ($000) $286 Shares 4,500 Est. Cost $49.78 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $274 Shares 2,444 Est. Cost $43.41 Unrealized +91.5%
ROCKWELL COLLINS 0.2%
Value ($000) $258 Shares 1,915 Est. Cost $107.15 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $254 Shares 3,653 Est. Cost $32.79 Unrealized +58.0%
DE DEERE & CO 0.1%
Value ($000) $213 Shares 1,525 Est. Cost $103.40 Unrealized +27.0%
ALLE ALLEGION PLC 0.1%
Value ($000) $206 Shares 2,666 Est. Cost $63.57 Unrealized +14.6%