HALSEY ASSOCIATES INC/CT

data from 30/09/2019

Capitalization

$ 629.306 M 12.39 %

Average holding period

36 ans

Performance

$ 531.664 M 121 599.75 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in HALSEY ASSOCIATES INC/CT

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2019/09/30 AAPL Apple 4.77% 30.000 M $ 133948 2006/06/30 2.932 M $ 11.32 %
2019/09/30 V Visa 4.64% 29.195 M $ 169731 2008/03/31 -315.570 K $ -1.11 %
2019/09/30 BDX Becton Dickinson 3.84% 24.151 M $ 95475 2016/03/31 -1.985 K $ -0.63 %
2019/09/30 AMZN Amazon 3.66% 23.036 M $ 13270 2014/06/30 -2.378 M $ -9.83 %
2019/09/30 IQV IQVIA Holdings 3.64% 22.936 M $ 153543 2017/12/31 -1.676 M $ -7.04 %
2019/09/30 GOOG Alphabet Cl C 3.61% 22.693 M $ 18616 2015/09/30 2.187 M $ 11.19 %
2019/09/30 RMD ResMed 3.56% 22.424 M $ 165966 2003/12/31 1.822 M $ 9.30 %
2019/09/30 Berkshire Hathaway B 3.55% 22.328 M $ 107338 1999/03/31 -521.679 K $ -2.42 %
2019/09/30 PYPL PayPal 3.09% 19.439 M $ 187652 2015/09/30 -2.117 M $ -9.99 %
2019/09/30 PEP PepsiCo 3.02% 19.027 M $ 138784 1999/03/31 650.857 K $ 3.99 %
2019/09/30 SBUX Starbucks 3.01% 18.935 M $ 214148 2017/09/30 831.264 K $ 4.62 %
2019/09/30 DIS Walt Disney Company 2.95% 18.581 M $ 142583 1999/03/31 -1.565 M $ -8.11 %
2019/09/30 BKNG Booking Holdings 2.86% 17.981 M $ 9162 2018/03/31 564.165 K $ 3.42 %
2019/09/30 PWR Quanta Services 2.53% 15.898 M $ 420594 2007/12/31 -514.219 K $ -3.35 %
2019/09/30 META Facebook 2.48% 15.603 M $ 87620 2012/06/30 -1.272 M $ -7.73 %
2019/09/30 PANW Palo Alto Networks 2.30% 14.443 M $ 70859 2015/09/30 -122.515 K $ -0.88 %
2019/09/30 J Jacobs Engineering 2.21% 13.935 M $ 152297 1999/03/31 843.365 K $ 6.64 %
2019/09/30 ZBRA Zebra Tech 2.18% 13.749 M $ 66623 2018/12/31 -159.726 K $ -1.25 %
2019/09/30 UPS United Parcel Service 2.14% 13.444 M $ 112197 2000/12/31 1.840 M $ 16.32 %
2019/09/30 DE Deere & Co 2.14% 13.440 M $ 79679 2009/12/31 271.199 K $ 2.14 %
2019/09/30 NCLH Norwegian Cruise Lines 2.09% 13.123 M $ 253478 2018/09/30 -250.601 K $ -1.96 %
2019/09/30 APD Air Products 1.98% 12.457 M $ 56150 2018/03/31 -373.257 K $ -3.07 %
2019/09/30 NKE Nike 1.96% 12.330 M $ 131280 2016/06/30 1.080 M $ 10.14 %
2019/09/30 INVH Invitation Homes 1.93% 12.165 M $ 410827 2017/12/31 1.109 M $ 10.40 %
2019/09/30 KSU Kansas City Southern 1.81% 11.404 M $ 85738 2015/06/30 801.842 K $ 7.95 %
2019/09/30 AMT American Tower 1.73% 10.899 M $ 49290 2013/06/30 873.693 K $ 9.21 %
2019/09/30 XOM Exxon Mobil 1.59% 10.037 M $ 142143 2006/06/30 -444.679 K $ -7.76 %
2019/09/30 GOOGL Alphabet Cl A 1.56% 9.792 M $ 8019 2015/09/30 960.146 K $ 11.19 %
2019/09/30 BA Boeing 1.45% 9.099 M $ 23915 2002/03/31 515.206 K $ 6.60 %
2019/09/30 REGN Regeneron Pharmaceuticals 1.39% 8.755 M $ 31560 2017/06/30 -1.141 M $ -12.51 %
2019/09/30 KMI Kinder Morgan 1.38% 8.698 M $ 422034 2011/09/30 -106.332 K $ -1.29 %
2019/09/30 JNJ Johnson & Johnson 1.11% 6.991 M $ 54037 1999/03/31 -533.560 K $ -7.17 %
2019/09/30 SPLK Splunk 1.00% 6.315 M $ 53584 2018/12/31 -329.389 K $ -5.94 %
2019/09/30 DEO Diageo PLC 0.90% 5.679 M $ 34731 2005/09/30 -252.429 K $ -4.30 %
2019/09/30 VEEV Veeva Systems 0.85% 5.350 M $ 35038 2018/12/31 -370.961 K $ -6.65 %
2019/09/30 CELG Celgene 0.83% 5.209 M $ 52459 2010/03/31 305.722 K $ 6.29 %
2019/09/30 JPM JP Morgan Chase 0.77% 4.846 M $ 41180 2006/06/30 154.946 K $ 3.59 %
2019/09/30 APTV Aptiv plc 0.73% 4.622 M $ 52866 2018/09/30 332.943 K $ 8.30 %
2019/09/30 KO Coca Cola 0.68% 4.275 M $ 78532 1999/03/31 203.491 K $ 5.58 %
2019/09/30 VAR Varian Medical Systems 0.63% 3.976 M $ 33385 2005/09/30 -631.214 K $ -15.09 %
2019/09/30 DNKN Dunkin' Brands 0.61% 3.859 M $ 48628 2014/06/30 -11.047 K $ -0.30 %
2019/09/30 PG Proctor & Gamble 0.61% 3.824 M $ 30745 1999/03/31 291.134 K $ 12.67 %
2019/09/30 CSCO Cisco Systems 0.61% 3.821 M $ 77328 1999/03/31 -356.672 K $ -9.74 %
2019/09/30 EW Edwards Lifesciences 0.59% 3.708 M $ 16862 2018/06/30 589.123 K $ 18.74 %
2019/09/30 WMT WalMart 0.55% 3.457 M $ 29130 1999/03/31 217.050 K $ 7.30 %
2019/09/30 ADP Automatic Data 0.44% 2.775 M $ 17190 1999/03/31 -81.229 K $ -3.01 %
2019/09/30 IBM IBM 0.43% 2.721 M $ 18714 1999/03/31 80.050 K $ 4.01 %
2019/09/30 EPAM EPAM Systems 0.42% 2.665 M $ 14616 2017/03/31 80.677 K $ 3.24 %
2019/09/30 ABT Abbott Labs 0.39% 2.427 M $ 29005 1999/03/31 -20.391 K $ -0.98 %
2019/09/30 INTC Intel 0.35% 2.215 M $ 42981 1999/03/31 108.857 K $ 7.27 %
2019/09/30 CRS Carpenter Technology 0.31% 1.954 M $ 37833 2018/03/31 121.591 K $ 7.25 %
2019/09/30 MSFT Microsoft 0.31% 1.947 M $ 14001 2006/06/30 50.584 K $ 2.50 %
2019/09/30 CTSH Cognizant Tech 0.28% 1.765 M $ 29293 2008/06/30 -174.611 K $ -6.33 %
2019/09/30 EVR Evercore Partners 0.27% 1.687 M $ 21060 2011/09/30 -187.221 K $ -9.99 %
2019/09/30 CLB Core Laboratories 0.27% 1.676 M $ 35955 2017/09/30 -211.418 K $ -11.97 %
2019/09/30 PFE Pfizer 0.25% 1.592 M $ 44316 1999/03/31 -199.649 K $ -18.08 %
2019/09/30 HD Home Depot 0.22% 1.366 M $ 5885 2011/12/31 97.938 K $ 10.45 %
2019/09/30 PM Philip Morris Int'l 0.21% 1.294 M $ 17047 2008/03/31 -25.952 K $ -2.61 %
2019/09/30 ABBV AbbVie 0.20% 1.271 M $ 16792 2013/03/31 29.999 K $ 3.19 %
2019/09/30 MCD McDonald's 0.19% 1.218 M $ 5674 1999/03/31 47.533 K $ 4.05 %
2019/09/30 SPY SPDR Tr (S&P 500) 0.19% 1.211 M $ 4081 2013/06/30 4.355 K $ 0.38 %
2019/09/30 ICLR ICON plc 0.19% 1.169 M $ 7935 2014/06/30 -50.973 K $ -4.28 %
2019/09/30 LOW Lowe's 0.19% 1.164 M $ 10588 1999/06/30 85.561 K $ 7.69 %
2019/09/30 EMR Emerson Electric 0.17% 1.062 M $ 15891 2003/09/30 1.306 K $ 0.22 %
2019/09/30 CVX ChevronTexaco 0.15% 927.000 K $ 7813 2001/12/31 -48.222 K $ -5.01 %
2019/09/30 FDX FedEx 0.15% 917.000 K $ 6301 1999/06/30 -55.697 K $ -10.59 %
2019/09/30 T AT&T 0.14% 888.000 K $ 23465 2006/03/31 98.604 K $ 13.16 %
2019/09/30 MO Altria 0.14% 882.000 K $ 21565 2003/03/31 -108.402 K $ -14.34 %
2019/09/30 GE General Electric 0.14% 865.000 K $ 96785 1999/03/31 -94.110 K $ -10.01 %
2019/09/30 MMM 3M Company 0.13% 810.000 K $ 4928 2013/06/30 -43.475 K $ -4.87 %
2019/09/30 United Technologies 0.12% 783.000 K $ 5732 2000/06/30 36.971 K $ 4.96 %
2019/09/30 MRK Merck 0.12% 772.000 K $ 9173 2012/03/31 -3.315 K $ -0.68 %
2019/09/30 PPG PPG 0.12% 750.000 K $ 6326 2018/12/31 0.000 $ 0.00 %
2019/09/30 XYL Xylem 0.12% 747.000 K $ 9376 2018/12/31 0.000 $ 0.00 %
2019/09/30 UNP Union Pacific 0.12% 736.000 K $ 4546 2004/12/31 -28.045 K $ -5.63 %
2019/09/30 AXP American Express 0.12% 728.000 K $ 6159 2018/12/31 0.000 $ 0.00 %
2019/09/30 COST Costco Companies 0.09% 588.000 K $ 2040 2019/03/31 22.963 K $ 9.30 %
2019/09/30 SLB Schlumberger 0.09% 579.000 K $ 16947 1999/03/31 -34.098 K $ -12.97 %
2019/09/30 MCO Moody's 0.09% 574.000 K $ 2800 2012/03/31 18.200 K $ 3.33 %
2019/09/30 SU Suncor 0.09% 573.000 K $ 18130 2009/06/30 -338.000 $ -0.06 %
2019/09/30 NRT North European Royalty Trust 0.09% 551.000 K $ 90432 2018/12/31 0.000 $ 0.00 %
2019/09/30 NBTB NBT Bancorp 0.08% 512.000 K $ 14000 1999/03/31 -13.019 K $ -2.48 %
2019/09/30 VZ Verizon 0.08% 499.000 K $ 8271 2011/03/31 26.921 K $ 6.47 %
2019/09/30 BUD Anheuser-Busch 0.08% 484.000 K $ 5084 2018/06/30 34.655 K $ 7.60 %
2019/09/30 SVC Service Properties 0.07% 426.000 K $ 16625 2019/09/30 0.000 $ 0.00 %
2019/09/30 MDLZ Mondelez 0.07% 415.000 K $ 7505 2012/12/31 2.762 K $ 1.13 %
2019/09/30 CAT Caterpillar 0.06% 364.000 K $ 2880 2009/09/30 -27.062 K $ -7.56 %
2019/09/30 DUK Duke Energy 0.06% 358.000 K $ 3734 2014/03/31 29.311 K $ 8.88 %
2019/09/30 YUM Yum Brands 0.05% 321.000 K $ 2832 2018/12/31 0.000 $ 0.00 %
2019/09/30 BMY Bristol Myers-Squibb 0.04% 280.000 K $ 5515 1999/03/31 22.038 K $ 9.97 %
2019/09/30 EFX Equifax 0.04% 264.000 K $ 1878 2015/03/31 9.089 K $ 3.58 %
2019/09/30 ITT 0.04% 264.000 K $ 4307 2018/12/31 0.000 $ 0.00 %
2019/09/30 WFC Wells Fargo 0.04% 262.000 K $ 5201 2018/12/31 0.000 $ 0.00 %
2019/09/30 BGCP BGC Partners 0.04% 259.000 K $ 47000 2018/06/30 13.160 K $ 5.35 %
2019/09/30 Royal Dutch Shell PLC 0.04% 258.000 K $ 4378 2016/06/30 -23.348 K $ -9.49 %
2019/09/30 TXN Texas Instruments 0.04% 254.000 K $ 1967 2018/06/30 22.895 K $ 10.50 %
2019/09/30 RGA Reinsurance Group 0.04% 242.000 K $ 1514 2017/09/30 4.129 K $ 1.76 %
2019/09/30 NTES NetEase 0.04% 241.000 K $ 905 2013/12/31 3.167 K $ 1.37 %
2019/09/30 CVS CVS Caremark 0.04% 235.000 K $ 3725 2018/12/31 0.000 $ 0.00 %
2019/09/30 GWRE Guidewire Software 0.04% 232.000 K $ 2200 2018/09/30 9.239 K $ 4.14 %