Fund HoldingsR.M.SINCERBEAUX CAPITAL MANAGEMENT LLC

Total Portfolio Value
$157.45M
Total Bought
$2.77M
Total Sold
$422.0K
Net Transaction
+$2.34M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MICROSOFT CORP(MSFT)52,27652,276019,65821,99413.97%+2,336
BOEING CO(BA)4,50017,200+12,7001,1733,3192.11%+2,146
ABBVIE INC(ABBV)59,80059,80009,26710,8906.92%+1,622
QUALCOMM INC(QCOM)57,00057,00008,2449,6506.13%+1,406
WILLIAMS COS INC(WMB)303,050303,050010,55511,8107.50%+1,255
VISA INC(V)64,26964,269016,73217,93611.39%+1,204
JPMORGAN CHASE & CO(JPM)30,97030,97005,2686,2033.94%+935
BANK AMERICA CORP168,244168,24405,6656,3804.05%+715
FEDEX CORP(FDX)17,83517,83504,5125,1683.28%+656
AUTOMATIC DATA PROCESSING IN37,65037,65008,7719,4035.97%+631
WALMART INC(WMT)27,10081,300+54,2004,2724,8923.11%+620
EBAY INC.(EBAY)49,50049,50002,1592,6131.66%+453
GOLDMAN SACHS GROUP INC(GS)12,35412,35404,7665,1603.28%+394
HOME DEPOT INC(HD)8,8008,80003,0503,3762.14%+326
TRAVEL PLUS LEISURE CO(TNL)32,60032,60001,2741,5961.01%+322
KINDER MORGAN INC DEL(KMI)402,441402,44107,0997,3814.69%+282
CITIGROUP INC(C)17,71917,71909111,1210.71%+209
PAYPAL HLDGS INC(PYPL)35,10035,10002,1552,3511.49%+196
VIATRIS INC(VTRS)159,904159,90401,7321,9091.21%+177
INTERNATIONAL BUSINESS MACHS(IBM)5,1075,10708359750.62%+140
ONEOK INC NEW(OKE)13,93913,93909791,1170.71%+139
LINDE PLC(LIN)1,6001,60006577430.47%+86
ALTRIA GROUP INC(MO)25,49925,495-41,0291,1120.71%+83
COCA COLA CO(KO)37,09037,09002,1862,2691.44%+83
LOWES COS INC(LOW)2,0002,00004455090.32%+64
CONOCOPHILLIPS(COP)5,2005,20006046620.42%+58
CHEVRON CORP NEW(CVX)4,4504,45006647020.45%+38
COLGATE PALMOLIVE CO(CL)3,3323,33202663000.19%+34
PROCTER AND GAMBLE CO(PG)1,7361,73602542820.18%+27
ABBOTT LABS12,81612,500-3161,4111,4210.90%+10
ILLINOIS TOOL WKS INC(ITW)1,2981,29803403480.22%+8
COMCAST CORP NEW(CCZ)10,99810,99804824770.30%-5
MONDELEZ INTL INC(MDLZ)4,1864,18603032930.19%-10
ANALOG DEVICES, INC. CMN(ADI)14,80014,80002,9392,9271.86%-11
BROADRIDGE FINL SOLUTIONS IN(BR)12,90012,90002,6542,6431.68%-11
CISCO SYS INC(CSCO)41,10041,10002,0762,0511.30%-25
PHILIP MORRIS INTL INC(PM)11,35011,35001,0681,0400.66%-28
APPLE INC(AAPL)2,2482,24804333850.24%-47
WYNDHAM HOTELS & RESORTS INC(WH)33,40033,40002,6862,5631.63%-122
PFIZER INC(PFE)55,80053,300-2,5001,6061,4790.94%-127
INTEL CORP(INTC)4,0000-4,0002010-201
Page 1 of 1