Notis-McConarty Edward Diversified Active

CIK: 0001592616 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 15, 2018

Total Value ($000): $187,027 (100.0% shares, 0.0% debt)

Holdings (88)

MA MASTERCARD 4.5%
Value ($000) $8,351 Shares 37,509 Est. Cost $142.19 Unrealized +40.9%
ADP AUTOMATIC DATA PROCESSING 4.2%
Value ($000) $7,878 Shares 52,297 Est. Cost $55.26 Unrealized +118.6%
JNJ JOHNSON & JOHNSON 3.9%
Value ($000) $7,375 Shares 53,368 Est. Cost $68.04 Unrealized +58.8%
AAPL APPLE INC 3.9%
Value ($000) $7,217 Shares 31,966 Est. Cost $21.70 Unrealized +127.1%
ABT ABBOTT LABS 3.6%
Value ($000) $6,727 Shares 91,700 Est. Cost $31.89 Unrealized +81.3%
INTC INTEL CORP 3.5%
Value ($000) $6,633 Shares 140,264 Est. Cost $19.03 Unrealized +118.2%
GOOGL ALPHABET INC CL A 3.1%
Value ($000) $5,736 Shares 4,752 Est. Cost $35.29 Unrealized +70.3%
MSFT MICROSOFT CORP 3.0%
Value ($000) $5,690 Shares 49,752 Est. Cost $30.34 Unrealized +232.3%
UNITED TECHNOLOGIES 3.0%
Value ($000) $5,635 Shares 40,306 Est. Cost $114.85 Unrealized
ATR APTARGROUP 3.0%
Value ($000) $5,523 Shares 51,260 Est. Cost $57.00 Unrealized +63.7%
MMM 3M 2.9%
Value ($000) $5,405 Shares 25,655 Est. Cost $95.37 Unrealized +38.6%
PG PROCTER & GAMBLE 2.6%
Value ($000) $4,856 Shares 58,341 Est. Cost $58.54 Unrealized +15.8%
XOM EXXON MOBIL 2.6%
Value ($000) $4,812 Shares 56,582 Est. Cost $52.51 Unrealized +10.8%
NSRGY NESTLE SA ADR 2.5%
Value ($000) $4,703 Shares 56,511 Est. Cost $74.90 Unrealized
CB CHUBB LIMITED 2.5%
Value ($000) $4,623 Shares 34,605 Est. Cost $103.27 Unrealized +15.4%
FISV FISERV 2.4%
Value ($000) $4,536 Shares 55,064 Est. Cost $49.20 Unrealized +59.6%
ROK ROCKWELL AUTOMATION 2.3%
Value ($000) $4,331 Shares 23,088 Est. Cost $90.83 Unrealized +72.0%
CNI CANADIAN NATL RAILWAY 2.3%
Value ($000) $4,269 Shares 47,535 Est. Cost $49.29 Unrealized +54.2%
CVS CVS HEALTH 2.2%
Value ($000) $4,027 Shares 51,170 Est. Cost $48.02 Unrealized +17.7%
ADI ANALOG DEVICES 2.1%
Value ($000) $3,887 Shares 42,046 Est. Cost $62.21 Unrealized +34.7%
NVS NOVARTIS AG ADR 2.0%
Value ($000) $3,746 Shares 43,470 Est. Cost $82.55 Unrealized
DHR DANAHER CORP 1.9%
Value ($000) $3,468 Shares 31,915 Est. Cost $61.03 Unrealized +44.2%
ABBV ABBVIE 1.7%
Value ($000) $3,117 Shares 32,950 Est. Cost $33.30 Unrealized +107.7%
HD HOME DEPOT 1.5%
Value ($000) $2,769 Shares 13,370 Est. Cost $91.65 Unrealized +83.3%
UNILEVER PLC NEW ADR 1.4%
Value ($000) $2,703 Shares 49,180 Est. Cost $46.40 Unrealized
AMGN AMGEN INC 1.4%
Value ($000) $2,551 Shares 12,307 Est. Cost $81.11 Unrealized +94.0%
ILMN ILLUMINA 1.2%
Value ($000) $2,282 Shares 6,220 Est. Cost $129.38 Unrealized +147.7%
JPM JPMORGAN CHASE 1.1%
Value ($000) $2,083 Shares 18,462 Est. Cost $81.33 Unrealized +13.9%
XILINX 1.1%
Value ($000) $1,968 Shares 24,565 Est. Cost $50.54 Unrealized
PEP PEPSICO 1.0%
Value ($000) $1,926 Shares 17,241 Est. Cost $60.35 Unrealized +49.7%
CELGENE CORP 1.0%
Value ($000) $1,849 Shares 20,664 Est. Cost $119.92 Unrealized
NVDA NVIDIA CORP 0.9%
Value ($000) $1,753 Shares 6,240 Est. Cost $2.47 Unrealized +160.4%
LOW LOWES COMPANIES 0.9%
Value ($000) $1,734 Shares 15,100 Est. Cost $39.49 Unrealized +130.5%
NOVOZYMES A S DKK 2.0 0.9%
Value ($000) $1,705 Shares 31,156 Est. Cost $45.92 Unrealized
ORCL ORACLE 0.9%
Value ($000) $1,642 Shares 31,850 Est. Cost $43.49 Unrealized +0.2%
UNP UNION PACIFIC 0.8%
Value ($000) $1,587 Shares 9,750 Est. Cost $77.61 Unrealized +64.7%
MRK MERCK 0.8%
Value ($000) $1,559 Shares 21,980 Est. Cost $37.22 Unrealized +36.1%
HON HONEYWELL INTL 0.8%
Value ($000) $1,514 Shares 9,199 Est. Cost $61.02 Unrealized +99.3%
EMR EMERSON ELECTRIC 0.8%
Value ($000) $1,505 Shares 19,650 Est. Cost $47.81 Unrealized +29.6%
CSCO CISCO SYS INC 0.8%
Value ($000) $1,501 Shares 30,840 Est. Cost $27.97 Unrealized +28.9%
XYL XYLEM INC 0.8%
Value ($000) $1,433 Shares 17,945 Est. Cost $35.66 Unrealized +91.6%
BMY BRISTOL-MYERS SQUIBB 0.7%
Value ($000) $1,335 Shares 21,511 Est. Cost $37.87 Unrealized +18.8%
QCOM QUALCOMM 0.7%
Value ($000) $1,310 Shares 18,190 Est. Cost $50.09 Unrealized +9.1%
CVX CHEVRON 0.7%
Value ($000) $1,300 Shares 10,630 Est. Cost $72.20 Unrealized +21.8%
FTV FORTIVE CORP 0.7%
Value ($000) $1,296 Shares 15,392 Est. Cost $37.74 Unrealized +31.8%
SYK STRYKER CORP 0.7%
Value ($000) $1,288 Shares 7,250 Est. Cost $67.26 Unrealized +134.2%
RHHBY ROCHE HLDG LTD ADR 0.7%
Value ($000) $1,242 Shares 41,192 Est. Cost $43.64 Unrealized
DOWDUPONT INC 0.6%
Value ($000) $1,166 Shares 18,126 Est. Cost $69.24 Unrealized
DEO DIAGEO PLC SPSD ADR 0.6%
Value ($000) $1,086 Shares 7,665 Est. Cost $107.91 Unrealized
CL COLGATE-PALMOLIVE 0.5%
Value ($000) $994 Shares 14,840 Est. Cost $50.16 Unrealized +11.6%
ACN ACCENTURE PLC SHS 0.5%
Value ($000) $991 Shares 5,825 Est. Cost $103.43 Unrealized +44.3%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $916 Shares 17,150 Est. Cost $26.61 Unrealized +33.9%
PBA PEMBINA PIPELINE CO 0.5%
Value ($000) $911 Shares 26,800 Est. Cost $19.20 Unrealized +20.6%
GILD GILEAD SCIENCES 0.5%
Value ($000) $867 Shares 11,217 Est. Cost $54.43 Unrealized +4.4%
ADBE ADOBE SYS 0.4%
Value ($000) $804 Shares 2,980 Est. Cost $67.51 Unrealized +281.9%
INGERSOLL RAND PLC 0.4%
Value ($000) $788 Shares 7,700 Est. Cost $61.98 Unrealized
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $719 Shares 20,300 Est. Cost $26.08 Unrealized +12.5%
ITW ILLINOIS TOOL WORKS 0.4%
Value ($000) $704 Shares 4,990 Est. Cost $63.41 Unrealized +85.2%
AMZN AMAZON.COM 0.4%
Value ($000) $681 Shares 340 Est. Cost $25.28 Unrealized +272.0%
CHD CHURCH & DWIGHT 0.4%
Value ($000) $665 Shares 11,200 Est. Cost $36.36 Unrealized +42.4%
ECL ECOLAB INC 0.3%
Value ($000) $647 Shares 4,125 Est. Cost $99.49 Unrealized +37.7%
PFE PFIZER 0.3%
Value ($000) $646 Shares 14,650 Est. Cost $17.62 Unrealized +56.9%
WALGREEN BOOTS ALLIANCE INC 0.3%
Value ($000) $607 Shares 8,315 Est. Cost $78.13 Unrealized
SYY SYSCO 0.3%
Value ($000) $605 Shares 8,261 Est. Cost $25.48 Unrealized +132.6%
SLB SCHLUMBERGER 0.3%
Value ($000) $555 Shares 9,115 Est. Cost $66.40 Unrealized -21.6%
SJM SMUCKER J M 0.3%
Value ($000) $537 Shares 5,230 Est. Cost $99.25 Unrealized -13.3%
NKE NIKE INC CLASS B 0.3%
Value ($000) $514 Shares 6,066 Est. Cost $44.76 Unrealized +63.0%
GENERAL ELECTRIC 0.3%
Value ($000) $506 Shares 44,814 Est. Cost $27.47 Unrealized
IPGP IPG PHOTONICS 0.3%
Value ($000) $488 Shares 3,130 Est. Cost $104.76 Unrealized +77.1%
MCD MCDONALDS CORP 0.3%
Value ($000) $476 Shares 2,850 Est. Cost $70.35 Unrealized +91.6%
PYPL PAYPAL HOLDINGS 0.2%
Value ($000) $448 Shares 5,105 Est. Cost $87.86 Unrealized 0.0%
MAGELLAN MIDSTREAM LP 0.2%
Value ($000) $405 Shares 5,975 Est. Cost $84.17 Unrealized
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $402 Shares 3,750 Est. Cost $37.35 Unrealized +141.6%
CIGNA 0.2%
Value ($000) $396 Shares 1,900 Est. Cost $101.61 Unrealized
KO COCA COLA 0.2%
Value ($000) $393 Shares 8,500 Est. Cost $27.12 Unrealized +33.8%
NEE NEXTERA ENERGY 0.2%
Value ($000) $389 Shares 2,325 Est. Cost $22.59 Unrealized +56.9%
PAYX PAYCHEX 0.2%
Value ($000) $367 Shares 4,980 Est. Cost $30.94 Unrealized +87.3%
JACOBS ENGINEERING 0.2%
Value ($000) $344 Shares 4,500 Est. Cost $49.78 Unrealized
GOOG ALPHABET INC CL C 0.2%
Value ($000) $316 Shares 265 Est. Cost $38.41 Unrealized +54.8%
EOG EOG RESOURCES 0.2%
Value ($000) $295 Shares 2,317 Est. Cost $75.89 Unrealized +20.5%
IP INTL PAPER 0.2%
Value ($000) $295 Shares 6,000 Est. Cost $26.03 Unrealized +36.9%
COP CONOCOPHILLIPS 0.2%
Value ($000) $283 Shares 3,653 Est. Cost $32.79 Unrealized +71.9%
PSX PHILLIPS 66 0.1%
Value ($000) $276 Shares 2,444 Est. Cost $43.41 Unrealized +98.2%
ROCKWELL COLLINS 0.1%
Value ($000) $269 Shares 1,915 Est. Cost $107.15 Unrealized
ALLE ALLEGION PLC 0.1%
Value ($000) $241 Shares 2,666 Est. Cost $63.57 Unrealized +21.0%
DE DEERE & CO 0.1%
Value ($000) $229 Shares 1,525 Est. Cost $103.40 Unrealized +24.4%
SBUX STARBUCKS 0.1%
Value ($000) $223 Shares 3,916 Est. Cost $45.07 Unrealized 0.0%
USB US BANCORP 0.1%
Value ($000) $203 Shares 3,835 Est. Cost $39.13 Unrealized 0.0%