MondegarAI
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC

Q1 2025 · 13F-HR

R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCholdings as filed

Filed 2025-05-15 · accession 0000919574-25-003090

$169.3M
Reported value
39
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92826C839VVISA INC$19.9M11.7%56,669CommonNONE
969457100WMBWILLIAMS COS INC$16.9M10.0%283,550CommonNONE
594918104MSFTMICROSOFT CORP$16.6M9.81%44,241CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$11.5M6.79%37,650CommonNONE
00287Y109ABBVABBVIE INC$11.4M6.73%54,400CommonNONE
49456B101KMIKINDER MORGAN INC DEL$10.8M6.36%377,441CommonNONE
747525103QCOMQUALCOMM INC$8.4M4.96%54,700CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$7.4M4.34%29,970CommonNONE
060505104BACBANK AMERICA CORP$6.9M4.05%164,244CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$6.2M3.66%11,354CommonNONE
097023105BABOEING CO$4.7M2.76%27,450CommonNONE
31428X106FDXFEDEX CORP$4.2M2.50%17,335CommonNONE
023135106AMZNAMAZON COM INC$3.2M1.91%17,000CommonNONE
437076102HDHOME DEPOT INC$3.2M1.90%8,800CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$3.1M1.85%12,900CommonNONE
98311A105WHWYNDHAM HOTELS & RESORTS INC$3.0M1.79%33,400CommonNONE
032654105ADIANALOG DEVICES INC$2.9M1.69%14,151CommonNONE
717081103PFEPFIZER INC$2.8M1.68%112,266CommonNONE
278642103EBAYEBAY INC.$2.8M1.68%42,000CommonNONE
17275R102CSCOCISCO SYS INC$2.5M1.50%41,100CommonNONE
191216100KOCOCA COLA CO$2.4M1.42%33,550CommonNONE
931142103WMTWALMART INC$2.4M1.39%26,900CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$2.2M1.31%34,100CommonNONE
894164102TNLTRAVEL PLUS LEISURE CO$1.5M0.89%32,600CommonNONE
002824100ABTABBOTT LABS$1.5M0.88%11,200CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.5M0.86%9,183CommonNONE
682680103OKEONEOK INC NEW$1.4M0.82%13,939CommonNONE
172967424CCITIGROUP INC$1.3M0.74%17,719CommonNONE
02209S103MOALTRIA GROUP INC$1.1M0.68%19,132CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.64%4,373CommonNONE
92556V106VTRSVIATRIS INC$870,1640.51%99,904CommonNONE
G54950103LINLINDE PLC$745,0240.44%1,600CommonNONE
166764100CVXCHEVRON CORP NEW$627,3380.37%3,750CommonNONE
20825C104COPCONOCOPHILLIPS$546,1040.32%5,200CommonNONE
548661107LOWLOWES COS INC$466,4600.28%2,000CommonNONE
20030N101CMCSACOMCAST CORP NEW$405,8260.24%10,998CommonNONE
194162103CLCOLGATE PALMOLIVE CO$312,2080.18%3,332CommonNONE
742718109PGPROCTER AND GAMBLE CO$295,8490.17%1,736CommonNONE
037833100AAPLAPPLE INC$269,6660.16%1,214CommonNONE

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.