PUZO MICHAEL J Diversified Active

CIK: 0001053914 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 18, 2013

Total Value ($000): $119,605 (100.0% shares, 0.0% debt)

Holdings (71)

JNJ JOHNSON & JOHNSON 5.9%
Value ($000) $7,071 Shares 81,579 Est. Cost $70.11 Unrealized -9.4%
EXXON MOBIL 4.2%
Value ($000) $5,039 Shares 58,561 Est. Cost $86.51 Unrealized
3M 4.0%
Value ($000) $4,787 Shares 40,086 Est. Cost $92.85 Unrealized
EMR EMERSON ELECTRIC 4.0%
Value ($000) $4,771 Shares 73,734 Est. Cost $52.95 Unrealized -17.2%
NSRGY NESTLE SA ADR 4.0%
Value ($000) $4,751 Shares 68,240 Est. Cost $65.17 Unrealized
CNI CANADIAN NATL RAILWAY 3.5%
Value ($000) $4,245 Shares 41,870 Est. Cost $91.02 Unrealized -56.5%
NVS NOVARTIS AG ADR 3.4%
Value ($000) $4,073 Shares 53,098 Est. Cost $63.29 Unrealized
CVX CHEVRON 3.4%
Value ($000) $4,051 Shares 33,344 Est. Cost $103.04 Unrealized -29.1%
PG PROCTER & GAMBLE 3.2%
Value ($000) $3,871 Shares 51,216 Est. Cost $67.89 Unrealized -17.2%
INTC INTEL CORP 3.2%
Value ($000) $3,803 Shares 165,893 Est. Cost $20.62 Unrealized -18.0%
ATR APTARGROUP 3.1%
Value ($000) $3,659 Shares 60,869 Est. Cost $47.70 Unrealized +4.0%
ADP AUTOMATIC DATA PROCESSING 3.0%
Value ($000) $3,600 Shares 49,728 Est. Cost $56.35 Unrealized -14.3%
CVS CVS CAREMARK 2.9%
Value ($000) $3,430 Shares 60,429 Est. Cost $48.29 Unrealized -11.4%
PEP PEPSICO 2.8%
Value ($000) $3,327 Shares 41,855 Est. Cost $68.43 Unrealized -17.1%
E M C CORP MASS 2.5%
Value ($000) $2,998 Shares 117,272 Est. Cost $25.26 Unrealized
NOVOZYMES A S DKK 2.0 2.2%
Value ($000) $2,670 Shares 69,780 Est. Cost $28.14 Unrealized
DE DEERE 2.2%
Value ($000) $2,641 Shares 32,458 Est. Cost $86.42 Unrealized -23.7%
DUNKIN BRANDS GROUP 1.9%
Value ($000) $2,263 Shares 50,000 Est. Cost $33.18 Unrealized
RHHBY ROCHE HLDG LTD ADR 1.9%
Value ($000) $2,228 Shares 32,986 Est. Cost $51.10 Unrealized
SLB SCHLUMBERGER 1.7%
Value ($000) $2,050 Shares 23,195 Est. Cost $64.25 Unrealized -8.2%
COVIDIEN 1.7%
Value ($000) $2,007 Shares 32,935 Est. Cost $58.02 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $1,989 Shares 59,778 Est. Cost $26.47 Unrealized +2.0%
MASTERCARD 1.7%
Value ($000) $1,989 Shares 2,956 Est. Cost $505.13 Unrealized
UNITED TECHNOLOGIES 1.5%
Value ($000) $1,793 Shares 16,640 Est. Cost $82.92 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $1,759 Shares 3,687 Est. Cost $378.44 Unrealized -96.2%
ORACLE 1.5%
Value ($000) $1,752 Shares 52,855 Est. Cost $33.30 Unrealized
HD HOME DEPOT 1.4%
Value ($000) $1,663 Shares 21,930 Est. Cost $61.82 Unrealized -6.4%
HP HELMERICH & PAYNE 1.4%
Value ($000) $1,652 Shares 23,976 Est. Cost $57.80 Unrealized +14.2%
ABBNY ABB LTD SPON ADR 1.4%
Value ($000) $1,635 Shares 69,300 Est. Cost $20.80 Unrealized
CISCO SYS INC 1.4%
Value ($000) $1,616 Shares 69,515 Est. Cost $20.47 Unrealized
MERCK 1.1%
Value ($000) $1,357 Shares 28,502 Est. Cost $40.94 Unrealized
JOHNSON CONTROLS INC 1.1%
Value ($000) $1,307 Shares 31,530 Est. Cost $34.52 Unrealized
QCOM QUALCOMM 1.1%
Value ($000) $1,269 Shares 18,855 Est. Cost $50.79 Unrealized -8.3%
MONSANTO 1.0%
Value ($000) $1,238 Shares 11,859 Est. Cost $94.79 Unrealized
GENERAL ELECTRIC 1.0%
Value ($000) $1,191 Shares 49,878 Est. Cost $21.01 Unrealized
FISV FISERV 1.0%
Value ($000) $1,178 Shares 11,668 Est. Cost $21.57 Unrealized +12.1%
PERRIGO CO 0.9%
Value ($000) $1,113 Shares 9,020 Est. Cost $104.10 Unrealized
PBA PEMBINA PIPELINE CO 0.8%
Value ($000) $1,016 Shares 30,675 Est. Cost $28.52 Unrealized -41.8%
ROK ROCKWELL AUTOMATION 0.8%
Value ($000) $984 Shares 9,200 Est. Cost $70.42 Unrealized +8.5%
UNP UNION PACIFIC 0.7%
Value ($000) $858 Shares 5,523 Est. Cost $124.57 Unrealized -51.7%
ROYAL DUTCH SHELL PLC SPONS 0.7%
Value ($000) $841 Shares 12,800 Est. Cost $68.98 Unrealized
GILD GILEAD SCIENCES 0.7%
Value ($000) $795 Shares 12,650 Est. Cost $54.35 Unrealized -23.6%
WFC WELLS FARGO 0.7%
Value ($000) $784 Shares 18,968 Est. Cost $34.15 Unrealized -11.6%
BMY BRISTOL MYERS SQUIBB 0.6%
Value ($000) $776 Shares 16,772 Est. Cost $32.58 Unrealized -10.3%
SIX FLAGS ENTERTAINMENT 0.6%
Value ($000) $764 Shares 22,608 Est. Cost $42.43 Unrealized
NXPI NXP SEMICONDUCTORS 0.6%
Value ($000) $750 Shares 20,140 Est. Cost $26.34 Unrealized +19.3%
NATIONAL GRID PLC 0.6%
Value ($000) $724 Shares 12,250 Est. Cost $57.40 Unrealized
TEVA TEVA PHARMACEUTICAL 0.6%
Value ($000) $704 Shares 18,622 Est. Cost $37.32 Unrealized
ABT ABBOTT LABS 0.6%
Value ($000) $674 Shares 20,336 Est. Cost $59.85 Unrealized -53.7%
MUNICH RE GROUP 0.5%
Value ($000) $650 Shares 3,325 Est. Cost $179.34 Unrealized
CENOVUS ENERGY 0.5%
Value ($000) $628 Shares 21,020 Est. Cost $33.55 Unrealized
FEZ SPDR EURO STOXX 50 ETF 0.5%
Value ($000) $595 Shares 15,480 Est. Cost $33.07 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $551 Shares 12,301 Est. Cost $22.26 Unrealized +22.0%
LABORATORY CORP AMER 0.5%
Value ($000) $547 Shares 5,520 Est. Cost $86.96 Unrealized
GLAXOSMITHKLINE PLC ADR 0.4%
Value ($000) $499 Shares 9,940 Est. Cost $49.93 Unrealized
CL COLGATE-PALMOLIVE 0.4%
Value ($000) $465 Shares 7,835 Est. Cost $74.35 Unrealized -40.1%
GLW CORNING INC 0.4%
Value ($000) $431 Shares 29,540 Est. Cost $12.41 Unrealized -13.4%
ILMN ILLUMINA 0.3%
Value ($000) $353 Shares 4,370 Est. Cost $66.01 Unrealized +15.9%
NVO NOVO NORDISK A S ADR 0.3%
Value ($000) $343 Shares 2,032 Est. Cost $163.39 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.3%
Value ($000) $318 Shares 2,800 Est. Cost $90.00 Unrealized +28.2%
HSBC HSBC HLDG PLC SP ADR 0.3%
Value ($000) $316 Shares 5,825 Est. Cost $53.05 Unrealized
ETN EATON CORP 0.2%
Value ($000) $296 Shares 4,300 Est. Cost $54.26 Unrealized -7.9%
TOTAL S.A. SPONSORED ADR 0.2%
Value ($000) $259 Shares 4,469 Est. Cost $57.95 Unrealized
DOW CHEMICAL 0.2%
Value ($000) $258 Shares 6,725 Est. Cost $32.27 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $245 Shares 4,850 Est. Cost $49.38 Unrealized -17.0%
IWD ISHARES RUSSELL 1000 VALUE 0.2%
Value ($000) $235 Shares 2,731 Est. Cost $81.29 Unrealized
BMO BANK OF MONTREAL 0.2%
Value ($000) $234 Shares 3,500 Est. Cost $36.25 Unrealized +4.7%
CAT CATERPILLAR 0.2%
Value ($000) $230 Shares 2,762 Est. Cost $89.44 Unrealized -31.1%
PAYX PAYCHEX 0.2%
Value ($000) $224 Shares 5,500 Est. Cost $25.02 Unrealized +8.0%
IWF ISHARES RUSSELL 1000 GROWTH 0.2%
Value ($000) $216 Shares 2,759 Est. Cost $72.85 Unrealized
STT STATE STREET 0.2%
Value ($000) $206 Shares 3,125 Est. Cost $44.60 Unrealized +10.4%