Fund HoldingsSAYBROOK CAPITAL /NC

Total Portfolio Value
$354.04M
Total Bought
$63.11M
Total Sold
$282.65M
Net Transaction
-$219.53M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Berkshire Hathaway Inc Cl B107,121103,186-3,9354447,49213.41%+47,449
Apple Inc.(AAPL)181,840166,747-15,0933838,85210.97%+38,814
Google Inc Cl C(GOOG)212,645192,640-20,0053932,2079.10%+32,168
Google Inc. Cl A(GOOG)171,765163,416-8,3493127,1037.66%+27,071
Factset Research Sys(FDS)44,68048,305+3,6251822,2136.27%+22,195
Sherwin-Williams Company(SHW)58,57156,551-2,0201721,5846.10%+21,566
Automatic Data Processing75,00668,381-6,6251818,9235.34%+18,905
Visa Inc(V)67,44166,286-1,1551818,2255.15%+18,208
Berkshire Hathaway Inc Cl A3222-102015,2064.29%+15,186
Nike Corp(NKE)162,016170,576+8,5601215,0794.26%+15,067
Mondelez Intl Inc Cl A(MDLZ)146,153135,723-10,430109,9992.82%+9,989
Raytheon Technologies Com(RTX)82,54581,422-1,12389,8652.79%+9,857
Norfolk Southern Corp.(NSC)40,92836,047-4,88198,9582.53%+8,949
Honeywell International Inc(HON)42,75442,890+13698,8662.50%+8,857
Mastercard(MA)16,87316,155-71877,9772.25%+7,970
Kenvue Inc Com(KVUE)203,777304,697+100,92047,0481.99%+7,044
Diageo Plc(DEO)55,12545,688-9,43776,4121.81%+6,405
Nestle Sa56,65963,401+6,74266,3831.80%+6,377
Paypal Hldgs Inc Com(PYPL)130,66075,576-55,08485,8971.67%+5,890
Union Pacific(UNP)18,80318,214-58944,4891.27%+4,485
Johnson & Johnson(JNJ)44,48624,292-20,19473,9371.11%+3,930
Procter And Gamble Co(PG)17,80317,803033,0830.87%+3,081
Pepsico Inc.(PEP)13,10214,105+1,00322,3980.68%+2,396
Deere & Company(DE)8,7005,700-3,00032,3790.67%+2,376
American Express(AXP)3,6003,600019760.28%+975
Coca-Cola(KO)14,56513,440-1,12519660.27%+965
Heineken Holding11,60011,600018780.25%+877
Dime Cmnty Bancshares Com(DCBG)34,43629,886-4,55018610.24%+860
Caterpillar Inc.(CAT)2,0002,000017820.22%+782
Disney Walt Co(DIS)7,4007,400017120.20%+711
Network-1 Technologies Com560,352479,352-81,00016710.19%+670
Microsoft Corp(MSFT)1,1681,343+17515780.16%+577
Laboratory Amer Hldgs Com New2,5002,500015590.16%+558
Ionq Inc Com(IONQ)64,80058,500-6,30005110.14%+511
Pfizer Inc.(PFE)15,43514,500-93504200.12%+419
Proshares Tr Short S&p 500 Ne29,50034,500+5,00003740.11%+374
Home Depot Inc(HD)900900003650.10%+364
Moodys Corp Com(MCO)643643003050.09%+305
Allstate Corp(ALL)1,4871,487002820.08%+282
Tesla Inc Com(TSLA)0860+86002250.06%+225
Onelink Corporation10,00010,0000000
3M Co(MMM)3,3000-3,30000-0
Bristol Myers(BMY)8,8630-8,86300-0
Spire Global Inc Com Cl A New74,3500-74,35010-1
Exxon Mobil Corp8,5950-8,59510-1
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