Fund HoldingsR.M.SINCERBEAUX CAPITAL MANAGEMENT LLC

Total Portfolio Value
$141.38M
Total Bought
$1.37M
Total Sold
$8.12M
Net Transaction
-$6.75M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)53,47852,276-1,20216,88619,65813.90%+2,772
QUALCOMM INC(QCOM)57,00057,00006,3308,2445.83%+1,913
VISA INC(V)65,26964,269-1,00015,01316,73211.83%+1,720
BANK AMERICA CORP168,234168,244+104,6065,6654.01%+1,059
GOLDMAN SACHS GROUP INC(GS)12,35412,35403,9974,7663.37%+768
JPMORGAN CHASE & CO(JPM)31,97030,970-1,0004,6365,2683.73%+632
HOME DEPOT INC(HD)8,8008,80002,6593,0502.16%+391
WYNDHAM HOTELS & RESORTS INC(WH)33,40033,40002,3232,6861.90%+363
KINDER MORGAN INC DEL(KMI)406,341402,441-3,9006,7377,0995.02%+362
BROADRIDGE FINL SOLUTIONS IN(BR)12,90012,90002,3102,6541.88%+344
ANALOG DEVICES INC(ADI)14,86914,800-692,6032,9392.08%+335
BOEING CO(BA)4,5004,50008631,1730.83%+310
WILLIAMS COS INC(WMB)306,050303,050-3,00010,31110,5557.47%+244
ABBVIE INC(ABBV)60,80059,800-1,0009,0639,2676.55%+204
INTEL CORP(INTC)04,000+4,00002010.14%+201
CITIGROUP INC(C)17,71917,71907299110.64%+183
VIATRIS INC(VTRS)159,904159,90401,5771,7321.22%+155
TRAVEL PLUS LEISURE CO(TNL)31,66032,600+9401,1631,2740.90%+111
COCA COLA CO(KO)37,09037,09002,0762,1861.55%+109
ABBOTT LABS13,50012,816-6841,3071,4111.00%+103
LINDE PLC(LIN)1,6001,60005966570.46%+61
PAYPAL HLDGS INC(PYPL)35,90035,100-8002,0992,1551.52%+57
APPLE INC(AAPL)2,2482,24803854330.31%+48
ILLINOIS TOOL WKS INC(ITW)1,2981,29802993400.24%+41
LOWES COS INC(LOW)2,0002,00004164450.31%+29
COLGATE PALMOLIVE CO(CL)3,3323,33202372660.19%+29
PHILIP MORRIS INTL INC(PM)11,35011,35001,0511,0680.76%+17
MONDELEZ INTL INC(MDLZ)4,1864,18602913030.21%+13
ONEOK INC NEW(OKE)15,38013,939-1,4419769790.69%+3
PROCTER AND GAMBLE CO(PG)1,7361,73602532540.18%+1
COMCAST CORP NEW(CCZ)10,99810,99804884820.34%-5
CONOCOPHILLIPS(COP)5,2005,20006236040.43%-19
ALTRIA GROUP INC(MO)25,49925,49901,0721,0290.73%-44
WALMART INC(WMT)27,10027,10004,3344,2723.02%-62
EBAY INC.(EBAY)50,60049,500-1,1002,2312,1591.53%-72
CHEVRON CORP NEW(CVX)4,4504,45007506640.47%-87
CISCO SYS INC(CSCO)41,10041,10002,2102,0761.47%-133
INTERNATIONAL BUSINESS MACHS(IBM)6,9575,107-1,8509768350.59%-141
PFIZER INC(PFE)55,80055,80001,8511,6061.14%-244
FEDEX CORP(FDX)18,13517,835-3004,8044,5123.19%-293
AUTOMATIC DATA PROCESSING IN38,65037,650-1,0009,2988,7716.20%-527
SPDR INDEX SHS FDS
ST STR EU 50 ETF
6,1000-6,1006590-659
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