MondegarAI
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC

Q4 2024 · 13F-HR

R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCholdings as filed

Filed 2025-02-14 · accession 0000919574-25-001230

$166.6M
Reported value
38
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$18.6M11.1%44,041CommonNONE
92826C839VVISA INC$17.9M10.7%56,669CommonNONE
969457100WMBWILLIAMS COS INC$15.3M9.18%282,550CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$11.0M6.61%37,650CommonNONE
49456B101KMIKINDER MORGAN INC DEL$10.3M6.15%374,191CommonNONE
00287Y109ABBVABBVIE INC$9.7M5.80%54,400CommonNONE
747525103QCOMQUALCOMM INC$8.3M5.00%54,200CommonNONE
060505104BACBANK AMERICA CORP$7.2M4.33%164,244CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$7.2M4.31%29,970CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$6.3M3.78%11,000CommonNONE
931142103WMTWALMART INC$5.1M3.04%56,000CommonNONE
31428X106FDXFEDEX CORP$4.9M2.93%17,335CommonNONE
097023105BABOEING CO$4.9M2.92%27,450CommonNONE
98311A105WHWYNDHAM HOTELS & RESORTS INC$3.4M2.02%33,400CommonNONE
437076102HDHOME DEPOT INC$3.3M1.97%8,450CommonNONE
032654105ADIANALOG DEVICES INC$3.0M1.79%14,059CommonNONE
717081103PFEPFIZER INC$3.0M1.78%111,966CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$2.9M1.75%12,900CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$2.9M1.75%34,100CommonNONE
278642103EBAYEBAY INC.$2.6M1.56%42,000CommonNONE
17275R102CSCOCISCO SYS INC$2.4M1.46%41,100CommonNONE
191216100KOCOCA COLA CO$2.1M1.24%33,250CommonNONE
894164102TNLTRAVEL PLUS LEISURE CO$1.6M0.98%32,500CommonNONE
532457108LLYELI LILLY & CO$1.6M0.97%2,100CommonNONE
682680103OKEONEOK INC NEW$1.4M0.84%13,939CommonNONE
002824100ABTABBOTT LABS$1.3M0.76%11,200CommonNONE
172967424CCITIGROUP INC$1.2M0.75%17,719CommonNONE
92556V106VTRSVIATRIS INC$1.2M0.75%99,867CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.1M0.68%9,383CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$939,3340.56%4,273CommonNONE
02209S103MOALTRIA GROUP INC$937,6640.56%17,932CommonNONE
G54950103LINLINDE PLC$669,8720.40%1,600CommonNONE
166764100CVXCHEVRON CORP NEW$543,1500.33%3,750CommonNONE
20825C104COPCONOCOPHILLIPS$515,6840.31%5,200CommonNONE
548661107LOWLOWES COS INC$493,6000.30%2,000CommonNONE
037833100AAPLAPPLE INC$304,0100.18%1,214CommonNONE
194162103CLCOLGATE PALMOLIVE CO$302,9120.18%3,332CommonNONE
742718109PGPROCTER AND GAMBLE CO$291,0400.17%1,736CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.