PUZO MICHAEL J Diversified Active

CIK: 0001053914 · Show all filings

Period: Q2 2013 (← Previous) (Next →)

Filing Date: Aug 19, 2013

Total Value ($000): $113,913 (100.0% shares, 0.0% debt)

Holdings (75)

JNJ JOHNSON & JOHNSON 6.3%
Value ($000) $7,162 Shares 83,413 Est. Cost $70.11 Unrealized -14.9%
EXXON MOBIL 4.5%
Value ($000) $5,175 Shares 57,280 Est. Cost $86.52 Unrealized
NSRGY NESTLE SA ADR 3.9%
Value ($000) $4,451 Shares 67,656 Est. Cost $65.17 Unrealized
3M 3.9%
Value ($000) $4,434 Shares 40,556 Est. Cost $92.85 Unrealized
CNI CANADIAN NATL RAILWAY 3.7%
Value ($000) $4,167 Shares 42,839 Est. Cost $91.02 Unrealized -56.7%
INTC INTEL CORP 3.6%
Value ($000) $4,148 Shares 171,173 Est. Cost $20.62 Unrealized -16.7%
EMR EMERSON ELECTRIC 3.5%
Value ($000) $4,005 Shares 73,434 Est. Cost $52.95 Unrealized -24.4%
PG PROCTER & GAMBLE 3.4%
Value ($000) $3,928 Shares 51,036 Est. Cost $67.89 Unrealized -19.0%
CVX CHEVRON CORP NEW 3.3%
Value ($000) $3,746 Shares 31,652 Est. Cost $104.64 Unrealized -31.9%
NVS NOVARTIS AG ADR 3.3%
Value ($000) $3,728 Shares 52,698 Est. Cost $63.29 Unrealized
CVS CVS CAREMARK 3.0%
Value ($000) $3,418 Shares 59,801 Est. Cost $48.35 Unrealized -14.3%
PEP PEPSICO 3.0%
Value ($000) $3,410 Shares 41,680 Est. Cost $68.43 Unrealized -18.2%
ADP AUTOMATIC DATA PROCESSING 3.0%
Value ($000) $3,384 Shares 49,145 Est. Cost $56.45 Unrealized -20.1%
ATR APTARGROUP 2.9%
Value ($000) $3,338 Shares 60,469 Est. Cost $47.70 Unrealized -1.6%
E M C CORP MASS 2.4%
Value ($000) $2,735 Shares 115,782 Est. Cost $25.26 Unrealized
DE DEERE 2.3%
Value ($000) $2,636 Shares 32,458 Est. Cost $86.42 Unrealized -21.3%
MSFT MICROSOFT CORP 2.1%
Value ($000) $2,438 Shares 70,583 Est. Cost $26.47 Unrealized +0.9%
NOVOZYMES A S DKK 2.0 1.9%
Value ($000) $2,217 Shares 69,280 Est. Cost $28.14 Unrealized
DUNKIN BRANDS GROUP 1.9%
Value ($000) $2,141 Shares 50,000 Est. Cost $33.18 Unrealized
COVIDIEN 1.8%
Value ($000) $1,997 Shares 31,765 Est. Cost $57.91 Unrealized
RHHBY ROCHE HLDG LTD ADR 1.7%
Value ($000) $1,968 Shares 31,811 Est. Cost $50.49 Unrealized
HD HOME DEPOT 1.5%
Value ($000) $1,735 Shares 22,405 Est. Cost $61.82 Unrealized -9.3%
CISCO SYS INC 1.4%
Value ($000) $1,594 Shares 65,505 Est. Cost $20.30 Unrealized
MASTERCARD 1.4%
Value ($000) $1,577 Shares 2,745 Est. Cost $492.23 Unrealized
ORACLE 1.4%
Value ($000) $1,556 Shares 50,694 Est. Cost $33.31 Unrealized
ABBNY ABB LTD SPON ADR 1.3%
Value ($000) $1,500 Shares 69,300 Est. Cost $20.80 Unrealized
UNITED TECHNOLOGIES 1.3%
Value ($000) $1,489 Shares 16,020 Est. Cost $81.95 Unrealized
SLB SCHLUMBERGER 1.3%
Value ($000) $1,477 Shares 20,620 Est. Cost $64.91 Unrealized -18.5%
MERCK 1.2%
Value ($000) $1,323 Shares 28,502 Est. Cost $40.94 Unrealized
HP HELMERICH & PAYNE 1.1%
Value ($000) $1,303 Shares 20,856 Est. Cost $56.57 Unrealized +8.8%
MONSANTO 1.1%
Value ($000) $1,302 Shares 13,173 Est. Cost $94.79 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $1,296 Shares 3,270 Est. Cost $424.88 Unrealized -96.9%
GENERAL ELECTRIC 1.0%
Value ($000) $1,189 Shares 51,287 Est. Cost $21.01 Unrealized
PERRIGO CO 1.0%
Value ($000) $1,091 Shares 9,020 Est. Cost $104.10 Unrealized
TEVA TEVA PHARMACEUTICAL 1.0%
Value ($000) $1,083 Shares 27,622 Est. Cost $37.32 Unrealized
JOHNSON CONTROLS INC 0.8%
Value ($000) $953 Shares 26,630 Est. Cost $33.24 Unrealized
PBA PEMBINA PIPELINE CO 0.8%
Value ($000) $929 Shares 30,350 Est. Cost $28.65 Unrealized -41.9%
FEZ SPDR EURO STOXX 50 ETF 0.8%
Value ($000) $903 Shares 27,270 Est. Cost $33.07 Unrealized
UNP UNION PACIFIC 0.7%
Value ($000) $846 Shares 5,487 Est. Cost $124.57 Unrealized -54.2%
WFC WELLS FARGO 0.7%
Value ($000) $824 Shares 19,968 Est. Cost $34.15 Unrealized -19.9%
ROYAL DUTCH SHELL PLC SPONS 0.7%
Value ($000) $817 Shares 12,800 Est. Cost $68.98 Unrealized
SIX FLAGS ENTERTAINMENT 0.7%
Value ($000) $795 Shares 22,608 Est. Cost $42.43 Unrealized
FISV FISERV 0.7%
Value ($000) $791 Shares 9,050 Est. Cost $20.81 Unrealized +5.4%
BMY BRISTOL MYERS SQUIBB 0.7%
Value ($000) $757 Shares 16,944 Est. Cost $32.58 Unrealized -12.0%
NATIONAL GRID PLC 0.7%
Value ($000) $741 Shares 13,070 Est. Cost $57.40 Unrealized
GILD GILEAD SCIENCES 0.6%
Value ($000) $661 Shares 12,900 Est. Cost $54.35 Unrealized -33.4%
NXPI NXP SEMICONDUCTORS 0.6%
Value ($000) $627 Shares 20,190 Est. Cost $26.34 Unrealized -1.2%
MUNICH RE GROUP 0.5%
Value ($000) $610 Shares 3,325 Est. Cost $179.34 Unrealized
ABT ABBOTT LABS 0.5%
Value ($000) $603 Shares 17,286 Est. Cost $65.52 Unrealized -56.0%
CENOVUS ENERGY 0.5%
Value ($000) $599 Shares 21,020 Est. Cost $33.55 Unrealized
LABORATORY CORP AMER 0.5%
Value ($000) $553 Shares 5,520 Est. Cost $86.96 Unrealized
ROK ROCKWELL AUTOMATION 0.5%
Value ($000) $543 Shares 6,525 Est. Cost $67.96 Unrealized -1.1%
QCOM QUALCOMM 0.5%
Value ($000) $536 Shares 8,775 Est. Cost $55.64 Unrealized -19.0%
ENCANA 0.4%
Value ($000) $510 Shares 30,111 Est. Cost $19.76 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $507 Shares 12,301 Est. Cost $22.26 Unrealized +19.2%
LIFE TECHNOLOGIES 0.4%
Value ($000) $502 Shares 6,775 Est. Cost $48.97 Unrealized
CL COLGATE-PALMOLIVE 0.4%
Value ($000) $430 Shares 7,496 Est. Cost $75.70 Unrealized -41.4%
GLW CORNING INC 0.4%
Value ($000) $417 Shares 29,340 Est. Cost $12.41 Unrealized -15.5%
GLAXOSMITHKLINE PLC ADR 0.3%
Value ($000) $350 Shares 7,025 Est. Cost $49.82 Unrealized
NVO NOVO NORDISK A S ADR 0.3%
Value ($000) $315 Shares 2,032 Est. Cost $163.39 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.3%
Value ($000) $313 Shares 2,800 Est. Cost $90.00 Unrealized +22.2%
HSBC HSBC HLDG PLC SP ADR 0.3%
Value ($000) $302 Shares 5,825 Est. Cost $53.05 Unrealized
ETN EATON CORP 0.3%
Value ($000) $296 Shares 4,500 Est. Cost $54.26 Unrealized -14.1%
CREE INC 0.2%
Value ($000) $276 Shares 4,325 Est. Cost $34.01 Unrealized
ILMN ILLUMINA 0.2%
Value ($000) $275 Shares 3,670 Est. Cost $64.01 Unrealized 0.0%
VNQ VANGUARD REIT ETF 0.2%
Value ($000) $241 Shares 3,505 Est. Cost $68.76 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $239 Shares 4,850 Est. Cost $49.38 Unrealized -14.5%
RWX SPDR INDEX SHARES FUNDS 0.2%
Value ($000) $231 Shares 5,790 Est. Cost $39.90 Unrealized
IWD ISHARES RUSSELL 1000 VALUE 0.2%
Value ($000) $229 Shares 2,731 Est. Cost $81.29 Unrealized
CAT CATERPILLAR 0.2%
Value ($000) $227 Shares 2,757 Est. Cost $89.44 Unrealized -31.2%
DOW CHEMICAL 0.2%
Value ($000) $216 Shares 6,725 Est. Cost $32.27 Unrealized
BMO BANK OF MONTREAL 0.2%
Value ($000) $203 Shares 3,500 Est. Cost $36.25 Unrealized 0.0%
STT STATE STREET 0.2%
Value ($000) $203 Shares 3,125 Est. Cost $44.60 Unrealized 0.0%
PAYX PAYCHEX 0.2%
Value ($000) $201 Shares 5,500 Est. Cost $25.02 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH 0.2%
Value ($000) $201 Shares 2,759 Est. Cost $72.85 Unrealized