PUZO MICHAEL J Diversified Active

CIK: 0001053914 · Show all filings

Period: Q4 2012 (Next →)

Filing Date: Aug 16, 2013

Total Value ($000): $104,807 (100.0% shares, 0.0% debt)

Holdings (69)

JNJ JOHNSON & JOHNSON 5.7%
Value ($000) $6,014 Shares 85,782 Est. Cost $70.11 Unrealized
EXXON MOBIL 4.7%
Value ($000) $4,915 Shares 56,806 Est. Cost $86.52 Unrealized
NSRGY NESTLE SA ADR 4.3%
Value ($000) $4,546 Shares 69,756 Est. Cost $65.17 Unrealized
DUNKIN BRANDS GROUP 4.2%
Value ($000) $4,418 Shares 133,146 Est. Cost $33.18 Unrealized
CNI CANADIAN NATL RAILWAY 3.9%
Value ($000) $4,122 Shares 45,288 Est. Cost $91.02 Unrealized
EMR EMERSON ELECTRIC 3.7%
Value ($000) $3,907 Shares 73,784 Est. Cost $52.95 Unrealized
3M 3.7%
Value ($000) $3,880 Shares 41,786 Est. Cost $92.85 Unrealized
INTC INTEL CORP 3.4%
Value ($000) $3,565 Shares 172,889 Est. Cost $20.62 Unrealized
PG PROCTER & GAMBLE 3.3%
Value ($000) $3,504 Shares 51,614 Est. Cost $67.89 Unrealized
NVS NOVARTIS AG ADR 3.2%
Value ($000) $3,355 Shares 53,008 Est. Cost $63.29 Unrealized
CVX CHEVRON CORP NEW 3.0%
Value ($000) $3,112 Shares 28,779 Est. Cost $108.13 Unrealized
DE DEERE 2.9%
Value ($000) $2,988 Shares 34,576 Est. Cost $86.42 Unrealized
CVS CVS CAREMARK 2.8%
Value ($000) $2,889 Shares 59,751 Est. Cost $48.35 Unrealized
ATR APTARGROUP 2.7%
Value ($000) $2,869 Shares 60,149 Est. Cost $47.70 Unrealized
E M C CORP MASS 2.7%
Value ($000) $2,860 Shares 113,082 Est. Cost $25.29 Unrealized
PEP PEPSICO 2.7%
Value ($000) $2,859 Shares 41,780 Est. Cost $68.43 Unrealized
ADP AUTOMATIC DATA PROCESSING 2.6%
Value ($000) $2,707 Shares 47,545 Est. Cost $56.94 Unrealized
NOVOZYMES A S DKK 2.0 2.0%
Value ($000) $2,062 Shares 73,288 Est. Cost $28.14 Unrealized
COVIDIEN 1.7%
Value ($000) $1,806 Shares 31,278 Est. Cost $57.74 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $1,774 Shares 66,394 Est. Cost $26.72 Unrealized
ORACLE 1.6%
Value ($000) $1,682 Shares 50,494 Est. Cost $33.31 Unrealized
RHHBY ROCHE HLDG LTD ADR 1.6%
Value ($000) $1,665 Shares 32,976 Est. Cost $50.49 Unrealized
ENCANA 1.6%
Value ($000) $1,651 Shares 83,536 Est. Cost $19.76 Unrealized
HD HOME DEPOT 1.5%
Value ($000) $1,522 Shares 24,620 Est. Cost $61.82 Unrealized
ABBNY ABB LTD SPON ADR 1.4%
Value ($000) $1,495 Shares 71,870 Est. Cost $20.80 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $1,380 Shares 2,593 Est. Cost $532.20 Unrealized
MASTERCARD 1.3%
Value ($000) $1,336 Shares 2,718 Est. Cost $491.54 Unrealized
UNITED TECHNOLOGIES 1.3%
Value ($000) $1,317 Shares 16,070 Est. Cost $81.95 Unrealized
MONSANTO 1.2%
Value ($000) $1,233 Shares 13,024 Est. Cost $94.67 Unrealized
MERCK 1.1%
Value ($000) $1,167 Shares 28,502 Est. Cost $40.94 Unrealized
ABT ABBOTT LABS 1.1%
Value ($000) $1,131 Shares 17,261 Est. Cost $65.52 Unrealized
DEVON ENERGY 1.1%
Value ($000) $1,108 Shares 21,276 Est. Cost $52.08 Unrealized
GENERAL ELECTRIC 1.0%
Value ($000) $1,087 Shares 51,788 Est. Cost $20.99 Unrealized
TEVA TEVA PHARMACEUTICAL 1.0%
Value ($000) $1,072 Shares 28,722 Est. Cost $37.32 Unrealized
HP HELMERICH & PAYNE 1.0%
Value ($000) $1,068 Shares 19,056 Est. Cost $56.05 Unrealized
SLB SCHLUMBERGER 1.0%
Value ($000) $1,021 Shares 14,731 Est. Cost $69.31 Unrealized
PERRIGO CO 0.9%
Value ($000) $939 Shares 9,020 Est. Cost $104.10 Unrealized
CISCO SYS INC 0.9%
Value ($000) $920 Shares 46,795 Est. Cost $19.66 Unrealized
ROYAL DUTCH SHELL PLC SPONS 0.8%
Value ($000) $883 Shares 12,800 Est. Cost $68.98 Unrealized
PBA PEMBINA PIPELINE CO 0.8%
Value ($000) $880 Shares 30,715 Est. Cost $28.65 Unrealized
NATIONAL GRID PLC 0.7%
Value ($000) $756 Shares 13,170 Est. Cost $57.40 Unrealized
CENOVUS ENERGY 0.7%
Value ($000) $699 Shares 20,834 Est. Cost $33.55 Unrealized
POR PORTLAND GENL 0.7%
Value ($000) $694 Shares 25,412 Est. Cost $27.31 Unrealized
WFC WELLS FARGO 0.7%
Value ($000) $682 Shares 19,968 Est. Cost $34.15 Unrealized
UNP UNION PACIFIC 0.6%
Value ($000) $679 Shares 5,396 Est. Cost $125.83 Unrealized
MUNICH RE GROUP 0.6%
Value ($000) $677 Shares 3,775 Est. Cost $179.34 Unrealized
LIFE TECHNOLOGIES 0.6%
Value ($000) $593 Shares 12,110 Est. Cost $48.97 Unrealized
GILD GILEAD SCIENCES 0.5%
Value ($000) $567 Shares 7,717 Est. Cost $73.47 Unrealized
BMY BRISTOL MYERS SQUIBB 0.5%
Value ($000) $552 Shares 16,944 Est. Cost $32.58 Unrealized
NXPI NXP SEMICONDUCTORS 0.5%
Value ($000) $498 Shares 18,940 Est. Cost $26.29 Unrealized
LABORATORY CORP AMER 0.4%
Value ($000) $470 Shares 5,420 Est. Cost $86.72 Unrealized
GLW CORNING INC 0.4%
Value ($000) $461 Shares 36,475 Est. Cost $12.64 Unrealized
CL COLGATE-PALMOLIVE 0.4%
Value ($000) $404 Shares 3,859 Est. Cost $104.69 Unrealized
SIX FLAGS ENTERTAINMENT 0.4%
Value ($000) $386 Shares 6,304 Est. Cost $61.23 Unrealized
CAT CATERPILLAR 0.4%
Value ($000) $377 Shares 4,201 Est. Cost $89.74 Unrealized
JOHNSON CONTROLS INC 0.3%
Value ($000) $351 Shares 11,455 Est. Cost $30.64 Unrealized
QCOM QUALCOMM 0.3%
Value ($000) $338 Shares 5,475 Est. Cost $61.74 Unrealized
NVO NOVO NORDISK A S ADR 0.3%
Value ($000) $332 Shares 2,032 Est. Cost $163.39 Unrealized
HSBC HSBC HLDG PLC SP ADR 0.3%
Value ($000) $309 Shares 5,825 Est. Cost $53.05 Unrealized
CREE INC 0.3%
Value ($000) $278 Shares 8,175 Est. Cost $34.01 Unrealized
STT STATE STREET 0.3%
Value ($000) $277 Shares 5,875 Est. Cost $47.15 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $260 Shares 5,265 Est. Cost $49.38 Unrealized
ETN EATON CORP 0.2%
Value ($000) $255 Shares 4,700 Est. Cost $54.26 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.2%
Value ($000) $252 Shares 2,800 Est. Cost $90.00 Unrealized
BHP BHP BILLITON LTD ADR 0.2%
Value ($000) $218 Shares 2,786 Est. Cost $78.25 Unrealized
DOW CHEMICAL 0.2%
Value ($000) $217 Shares 6,725 Est. Cost $32.27 Unrealized
TOTAL S.A. SPONSORED ADR 0.2%
Value ($000) $208 Shares 4,000 Est. Cost $52.00 Unrealized
ILMN ILLUMINA 0.2%
Value ($000) $204 Shares 3,670 Est. Cost $55.59 Unrealized
MAXWELL TECHNOLOGIES 0.1%
Value ($000) $104 Shares 12,600 Est. Cost $8.25 Unrealized