Dark
Light
System
Institutional Investment Manager
WELLESLEY INVESTMENT PARTNERS, LLC
WELLESLEY INVESTMENT PARTNERS, LLC (CIK: 0001669733). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 106 holdings with a total value of $206,543,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 MARSH & MCLENNAN COS INC 2,980 201,000 0.10%
2 VANGUARD INTL EQUITY INDEX F 4,625 204,000 0.10%
3 TJX COS INC NEW 2,793 209,000 0.10%
4 ABBVIE INC 3,370 211,000 0.10%
5 VANGUARD INDEX FDS 1,653 213,000 0.10%
6 SMUCKER J M CO 1,675 214,000 0.10%
7 ILLINOIS TOOL WKS INC 1,758 215,000 0.10%
8 TEXAS INSTRS INC 2,981 217,000 0.11%
9 ABBOTT LABS 5,813 223,000 0.11%
10 EMERSON ELEC CO 4,170 232,000 0.11%
11 HOWARD HUGHES CORP 2,147 244,000 0.12%
12 GENERAL GROWTH 10,000 249,000 0.12%
13 GENERAL MLS INC 4,059 250,000 0.12%
14 COLGATE PALMOLIVE CO 3,980 260,000 0.13%
15 CHEVRON CORP NEW 2,243 264,000 0.13%
16 DANAHER CORP DEL 3,396 264,000 0.13%
17 AT&T INC 6,399 272,000 0.13%
18 SCHLUMBERGER LTD 3,374 283,000 0.14%
19 AIR PRODS & CHEMS INC 1,983 285,000 0.14%
20 VALERO ENERGY CORP NEW 4,325 295,000 0.14%
21 ISHARES TR 6,033 309,000 0.15%
22 MEDTRONIC PLC 4,493 320,000 0.15%
23 OCCIDENTAL PETE CORP DEL 4,565 325,000 0.16%
24 MATTEL INC 11,920 328,000 0.16%
25 STARBUCKS CORP 6,022 334,000 0.16%
26 BERKSHIRE HATHAWAY INC DEL 2,075 338,000 0.16%
27 INTEL CORP 9,453 342,000 0.17%
28 MERCK & CO INC 5,979 351,000 0.17%
29 NIKE INC 7,330 372,000 0.18%
30 BRISTOL MYERS SQUIBB CO 6,461 377,000 0.18%
31 WELLS FARGO & CO NEW 6,913 380,000 0.18%
32 NATIONAL GRID PLC 6,738 393,000 0.19%
33 GLAXOSMITHKLINE PLC 10,513 404,000 0.20%
34 TELUS CORP 13,565 432,000 0.21%
35 HELMERICH & PAYNE INC 5,871 454,000 0.22%
36 NIELSEN HLDGS PLC 11,081 464,000 0.22%
37 KRAFT HEINZ CO 5,330 465,000 0.23%
38 DUKE ENERGY CORP NEW 6,006 466,000 0.23%
39 STRYKER CORP 3,930 470,000 0.23%
40 BLOCK H & R INC 20,860 479,000 0.23%
41 POWERSHARES ETF TRUST 14,348 483,000 0.23%
42 UNITED TECHNOLOGIES CORP 4,999 547,000 0.26%
43 RAYTHEON CO 3,883 551,000 0.27%
44 ANHEUSER BUSCH INBEV SA/NV 5,330 562,000 0.27%
45 AMGEN INC 4,013 586,000 0.28%
46 GENERAL MTRS CO 17,026 593,000 0.29%
47 JOHNSON CTLS INTL PLC 14,846 611,000 0.30%
48 AUTOMATIC DATA PROCESSING IN 6,128 629,000 0.30%
49 COACH INC 18,111 634,000 0.31%
50 GILEAD SCIENCES INC 8,952 641,000 0.31%
Page 1 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-17-000122, filed 2017.02.10).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.