PUZO MICHAEL J Diversified Active

CIK: 0001053914 · Show all filings

Period: Q1 2013 (← Previous) (Next →)

Filing Date: Aug 16, 2013

Total Value ($000): $114,726 (100.0% shares, 0.0% debt)

Holdings (69)

JNJ JOHNSON & JOHNSON 6.0%
Value ($000) $6,862 Shares 84,151 Est. Cost $70.11 Unrealized -24.7%
EXXON MOBIL 4.5%
Value ($000) $5,131 Shares 56,937 Est. Cost $86.52 Unrealized
NSRGY NESTLE SA ADR 4.3%
Value ($000) $4,906 Shares 67,656 Est. Cost $65.17 Unrealized
DUNKIN BRANDS GROUP 4.3%
Value ($000) $4,886 Shares 132,488 Est. Cost $33.18 Unrealized
3M 3.8%
Value ($000) $4,319 Shares 40,630 Est. Cost $92.85 Unrealized
CNI CANADIAN NATL RAILWAY 3.8%
Value ($000) $4,313 Shares 42,989 Est. Cost $91.02 Unrealized -57.5%
EMR EMERSON ELECTRIC 3.6%
Value ($000) $4,103 Shares 73,434 Est. Cost $52.95 Unrealized -24.5%
PG PROCTER & GAMBLE 3.4%
Value ($000) $3,951 Shares 51,277 Est. Cost $67.89 Unrealized -23.5%
NVS NOVARTIS AG ADR 3.3%
Value ($000) $3,754 Shares 52,698 Est. Cost $63.29 Unrealized
INTC INTEL CORP 3.3%
Value ($000) $3,753 Shares 171,848 Est. Cost $20.62 Unrealized -25.7%
CVX CHEVRON CORP NEW 3.1%
Value ($000) $3,587 Shares 30,182 Est. Cost $106.26 Unrealized -36.1%
ATR APTARGROUP 3.0%
Value ($000) $3,467 Shares 60,449 Est. Cost $47.70 Unrealized -7.5%
CVS CVS CAREMARK 2.9%
Value ($000) $3,301 Shares 60,051 Est. Cost $48.35 Unrealized -23.3%
PEP PEPSICO 2.9%
Value ($000) $3,301 Shares 41,730 Est. Cost $68.43 Unrealized -26.2%
ADP AUTOMATIC DATA PROCESSING 2.8%
Value ($000) $3,186 Shares 48,995 Est. Cost $56.45 Unrealized -28.4%
DE DEERE 2.6%
Value ($000) $2,932 Shares 34,108 Est. Cost $86.42 Unrealized -18.3%
E M C CORP MASS 2.4%
Value ($000) $2,739 Shares 114,582 Est. Cost $25.27 Unrealized
NOVOZYMES A S DKK 2.0 2.1%
Value ($000) $2,377 Shares 70,080 Est. Cost $28.14 Unrealized
COVIDIEN 1.9%
Value ($000) $2,160 Shares 31,815 Est. Cost $57.91 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $2,013 Shares 70,383 Est. Cost $26.47 Unrealized -15.5%
RHHBY ROCHE HLDG LTD ADR 1.6%
Value ($000) $1,861 Shares 31,911 Est. Cost $50.49 Unrealized
ORACLE 1.4%
Value ($000) $1,632 Shares 50,494 Est. Cost $33.31 Unrealized
HD HOME DEPOT 1.4%
Value ($000) $1,603 Shares 22,980 Est. Cost $61.82 Unrealized -19.4%
ABBNY ABB LTD SPON ADR 1.4%
Value ($000) $1,579 Shares 69,370 Est. Cost $20.80 Unrealized
UNITED TECHNOLOGIES 1.3%
Value ($000) $1,497 Shares 16,020 Est. Cost $81.95 Unrealized
MASTERCARD 1.3%
Value ($000) $1,491 Shares 2,757 Est. Cost $492.23 Unrealized
MONSANTO 1.2%
Value ($000) $1,390 Shares 13,173 Est. Cost $94.79 Unrealized
SLB SCHLUMBERGER 1.2%
Value ($000) $1,370 Shares 18,289 Est. Cost $66.44 Unrealized -17.9%
AAPL APPLE INC 1.2%
Value ($000) $1,351 Shares 3,051 Est. Cost $454.44 Unrealized -96.9%
MERCK 1.1%
Value ($000) $1,259 Shares 28,502 Est. Cost $40.94 Unrealized
HP HELMERICH & PAYNE 1.1%
Value ($000) $1,256 Shares 20,706 Est. Cost $56.57 Unrealized +10.7%
CISCO SYS INC 1.1%
Value ($000) $1,254 Shares 60,055 Est. Cost $19.93 Unrealized
GENERAL ELECTRIC 1.1%
Value ($000) $1,209 Shares 52,325 Est. Cost $21.01 Unrealized
ENCANA 1.0%
Value ($000) $1,183 Shares 60,811 Est. Cost $19.76 Unrealized
TEVA TEVA PHARMACEUTICAL 1.0%
Value ($000) $1,129 Shares 28,422 Est. Cost $37.32 Unrealized
PERRIGO CO 0.9%
Value ($000) $1,070 Shares 9,020 Est. Cost $104.10 Unrealized
PBA PEMBINA PIPELINE CO 0.8%
Value ($000) $962 Shares 30,465 Est. Cost $28.65 Unrealized -46.9%
JOHNSON CONTROLS INC 0.7%
Value ($000) $849 Shares 24,195 Est. Cost $32.98 Unrealized
ROYAL DUTCH SHELL PLC SPONS 0.7%
Value ($000) $834 Shares 12,800 Est. Cost $68.98 Unrealized
UNP UNION PACIFIC 0.7%
Value ($000) $782 Shares 5,489 Est. Cost $124.57 Unrealized -59.1%
LIFE TECHNOLOGIES 0.7%
Value ($000) $769 Shares 11,910 Est. Cost $48.97 Unrealized
NATIONAL GRID PLC 0.7%
Value ($000) $764 Shares 13,170 Est. Cost $57.40 Unrealized
WFC WELLS FARGO 0.6%
Value ($000) $739 Shares 19,968 Est. Cost $34.15 Unrealized -27.2%
FEZ SPDR EURO STOXX 50 ETF 0.6%
Value ($000) $704 Shares 21,300 Est. Cost $33.05 Unrealized
BMY BRISTOL MYERS SQUIBB 0.6%
Value ($000) $697 Shares 16,944 Est. Cost $32.58 Unrealized -26.2%
GILD GILEAD SCIENCES 0.6%
Value ($000) $663 Shares 13,551 Est. Cost $54.35 Unrealized -46.5%
FISV FISERV 0.6%
Value ($000) $661 Shares 7,520 Est. Cost $20.58 Unrealized 0.0%
CENOVUS ENERGY 0.6%
Value ($000) $652 Shares 21,020 Est. Cost $33.55 Unrealized
MUNICH RE GROUP 0.5%
Value ($000) $621 Shares 3,325 Est. Cost $179.34 Unrealized
NXPI NXP SEMICONDUCTORS 0.5%
Value ($000) $611 Shares 20,190 Est. Cost $26.34 Unrealized +2.4%
ABT ABBOTT LABS 0.5%
Value ($000) $609 Shares 17,261 Est. Cost $65.52 Unrealized -59.5%
DEVON ENERGY 0.5%
Value ($000) $552 Shares 9,788 Est. Cost $52.08 Unrealized
GLW CORNING INC 0.5%
Value ($000) $519 Shares 38,965 Est. Cost $12.41 Unrealized -27.5%
ABBV ABBVIE INC 0.4%
Value ($000) $509 Shares 12,501 Est. Cost $22.26 Unrealized 0.0%
LABORATORY CORP AMER 0.4%
Value ($000) $489 Shares 5,420 Est. Cost $86.72 Unrealized
QCOM QUALCOMM 0.4%
Value ($000) $474 Shares 7,075 Est. Cost $58.19 Unrealized -20.9%
CL COLGATE-PALMOLIVE 0.4%
Value ($000) $459 Shares 3,893 Est. Cost $104.69 Unrealized -60.5%
SIX FLAGS ENTERTAINMENT 0.4%
Value ($000) $457 Shares 6,304 Est. Cost $61.23 Unrealized
CAT CATERPILLAR 0.3%
Value ($000) $370 Shares 4,257 Est. Cost $89.44 Unrealized -24.9%
ROK ROCKWELL AUTOMATION 0.3%
Value ($000) $343 Shares 3,975 Est. Cost $68.45 Unrealized 0.0%
NVO NOVO NORDISK A S ADR 0.3%
Value ($000) $328 Shares 2,032 Est. Cost $163.39 Unrealized
CREE INC 0.3%
Value ($000) $313 Shares 5,725 Est. Cost $34.01 Unrealized
HSBC HSBC HLDG PLC SP ADR 0.3%
Value ($000) $311 Shares 5,825 Est. Cost $53.05 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.3%
Value ($000) $291 Shares 2,800 Est. Cost $90.00 Unrealized +10.0%
ETN EATON CORP 0.2%
Value ($000) $276 Shares 4,500 Est. Cost $54.26 Unrealized -19.7%
LLY ELI LILLY & CO 0.2%
Value ($000) $276 Shares 4,850 Est. Cost $49.38 Unrealized -15.9%
POR PORTLAND GENL 0.2%
Value ($000) $231 Shares 7,647 Est. Cost $27.31 Unrealized -33.6%
IWD ISHARES RUSSELL 1000 VALUE 0.2%
Value ($000) $222 Shares 2,731 Est. Cost $81.29 Unrealized
DOW CHEMICAL 0.2%
Value ($000) $214 Shares 6,725 Est. Cost $32.27 Unrealized