PUZO MICHAEL J Diversified Active

CIK: 0001053914 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 12, 2016

Total Value ($000): $143,173 (100.0% shares, 0.0% debt)

Holdings (78)

JNJ JOHNSON & JOHNSON 5.7%
Value ($000) $8,107 Shares 78,929 Est. Cost $70.33 Unrealized +8.0%
CVS CVS HEALTH 4.2%
Value ($000) $5,942 Shares 60,764 Est. Cost $48.19 Unrealized +50.7%
3M 4.0%
Value ($000) $5,676 Shares 37,677 Est. Cost $95.54 Unrealized
NSRGY NESTLE SA ADR 3.9%
Value ($000) $5,583 Shares 74,997 Est. Cost $65.91 Unrealized
INTC INTEL CORP 3.6%
Value ($000) $5,197 Shares 150,853 Est. Cost $20.59 Unrealized +29.4%
NVS NOVARTIS AG ADR 3.5%
Value ($000) $5,022 Shares 58,365 Est. Cost $65.52 Unrealized
ADP AUTOMATIC DATA PROCESSING 3.4%
Value ($000) $4,925 Shares 58,140 Est. Cost $57.29 Unrealized +20.7%
BANK OF THE OZARKS 3.3%
Value ($000) $4,714 Shares 95,312 Est. Cost $31.52 Unrealized
ATR APTARGROUP 3.2%
Value ($000) $4,641 Shares 63,872 Est. Cost $48.43 Unrealized +29.9%
PG PROCTER & GAMBLE 3.1%
Value ($000) $4,411 Shares 55,563 Est. Cost $67.19 Unrealized -13.8%
EXXON MOBIL 3.0%
Value ($000) $4,350 Shares 55,820 Est. Cost $86.77 Unrealized
CNI CANADIAN NATL RAILWAY 3.0%
Value ($000) $4,340 Shares 77,679 Est. Cost $66.29 Unrealized -26.7%
MASTERCARD 2.8%
Value ($000) $4,022 Shares 41,315 Est. Cost $107.90 Unrealized
AAPL APPLE INC 2.6%
Value ($000) $3,725 Shares 35,367 Est. Cost $57.77 Unrealized -55.5%
NOVOZYMES A S DKK 2.0 2.5%
Value ($000) $3,541 Shares 73,545 Est. Cost $29.42 Unrealized
FISV FISERV 2.4%
Value ($000) $3,442 Shares 37,620 Est. Cost $26.91 Unrealized +74.5%
MSFT MICROSOFT CORP 2.3%
Value ($000) $3,274 Shares 59,031 Est. Cost $27.02 Unrealized +70.0%
GOOGL ALPHABET INC CL A 2.2%
Value ($000) $3,181 Shares 4,088 Est. Cost $32.60 Unrealized +12.7%
HD HOME DEPOT 1.8%
Value ($000) $2,582 Shares 19,530 Est. Cost $62.03 Unrealized +61.2%
EMR EMERSON ELECTRIC 1.8%
Value ($000) $2,571 Shares 53,735 Est. Cost $52.61 Unrealized -30.6%
RHHBY ROCHE HLDG LTD ADR 1.8%
Value ($000) $2,546 Shares 73,755 Est. Cost $43.28 Unrealized
E M C CORP MASS 1.7%
Value ($000) $2,473 Shares 96,250 Est. Cost $25.28 Unrealized
UNITED TECHNOLOGIES 1.7%
Value ($000) $2,416 Shares 25,155 Est. Cost $93.25 Unrealized
ORACLE 1.6%
Value ($000) $2,261 Shares 61,940 Est. Cost $34.15 Unrealized
CISCO SYS INC 1.5%
Value ($000) $2,172 Shares 79,875 Est. Cost $21.09 Unrealized
PEP PEPSICO 1.4%
Value ($000) $2,044 Shares 20,445 Est. Cost $68.51 Unrealized +7.2%
JOHNSON CONTROLS 1.3%
Value ($000) $1,828 Shares 46,285 Est. Cost $38.67 Unrealized
UNILEVER PLC NEW ADR 1.3%
Value ($000) $1,810 Shares 41,970 Est. Cost $42.37 Unrealized
SLB SCHLUMBERGER 1.3%
Value ($000) $1,804 Shares 25,885 Est. Cost $64.53 Unrealized -13.1%
CVX CHEVRON 1.2%
Value ($000) $1,750 Shares 19,456 Est. Cost $98.95 Unrealized -40.9%
ABT ABBOTT LABS 1.2%
Value ($000) $1,744 Shares 38,841 Est. Cost $47.14 Unrealized -22.5%
GENERAL ELECTRIC 1.2%
Value ($000) $1,677 Shares 53,834 Est. Cost $21.92 Unrealized
XILINX 1.1%
Value ($000) $1,526 Shares 32,485 Est. Cost $46.14 Unrealized
ACE LIMITED 1.0%
Value ($000) $1,473 Shares 12,605 Est. Cost $112.41 Unrealized
ROK ROCKWELL AUTOMATION 1.0%
Value ($000) $1,456 Shares 14,170 Est. Cost $82.79 Unrealized +4.0%
MERCK 1.0%
Value ($000) $1,448 Shares 27,413 Est. Cost $41.12 Unrealized
HP HELMERICH & PAYNE 1.0%
Value ($000) $1,386 Shares 25,870 Est. Cost $64.35 Unrealized -14.1%
PRGO PERRIGO CO 0.9%
Value ($000) $1,356 Shares 9,375 Est. Cost $145.22 Unrealized +5.9%
NXPI NXP SEMICONDUCTORS 0.8%
Value ($000) $1,167 Shares 13,865 Est. Cost $28.70 Unrealized +165.0%
XYLEM INC 0.7%
Value ($000) $1,013 Shares 27,740 Est. Cost $37.44 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.7%
Value ($000) $948 Shares 13,800 Est. Cost $33.23 Unrealized +40.5%
ESBA EMPIRE STATE REALTY OP LP 0.6%
Value ($000) $902 Shares 50,000 Est. Cost $16.56 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 0.6%
Value ($000) $872 Shares 8,365 Est. Cost $101.26 Unrealized
GILD GILEAD SCIENCES 0.6%
Value ($000) $861 Shares 8,505 Est. Cost $54.35 Unrealized +34.1%
IONS IONIS PHARMACEUTICALS 0.6%
Value ($000) $839 Shares 13,520 Est. Cost $53.96 Unrealized 0.0%
ABBV ABBVIE 0.6%
Value ($000) $825 Shares 13,951 Est. Cost $24.33 Unrealized +56.0%
TARGET CORP 0.6%
Value ($000) $809 Shares 11,145 Est. Cost $64.92 Unrealized
QCOM QUALCOMM 0.6%
Value ($000) $808 Shares 16,167 Est. Cost $52.14 Unrealized -23.3%
WFC WELLS FARGO 0.6%
Value ($000) $800 Shares 14,718 Est. Cost $34.45 Unrealized +18.5%
ILMN ILLUMINA 0.5%
Value ($000) $780 Shares 4,060 Est. Cost $84.12 Unrealized +91.9%
MKC MCCORMICK & CO 0.5%
Value ($000) $712 Shares 8,325 Est. Cost $28.40 Unrealized +22.6%
MUNICH RE GROUP 0.5%
Value ($000) $668 Shares 3,325 Est. Cost $179.34 Unrealized
NVO NOVO NORDISK A S ADR 0.4%
Value ($000) $599 Shares 10,300 Est. Cost $68.26 Unrealized
UNP UNION PACIFIC 0.4%
Value ($000) $595 Shares 7,600 Est. Cost $99.67 Unrealized -31.5%
ROYAL DUTCH SHELL PLC SPONS 0.4%
Value ($000) $586 Shares 12,800 Est. Cost $68.95 Unrealized
PBA PEMBINA PIPELINE CO 0.4%
Value ($000) $585 Shares 26,950 Est. Cost $27.25 Unrealized -48.4%
MONSANTO 0.3%
Value ($000) $484 Shares 4,910 Est. Cost $95.85 Unrealized
DE DEERE & CO 0.3%
Value ($000) $481 Shares 6,300 Est. Cost $86.42 Unrealized -24.7%
CL COLGATE-PALMOLIVE 0.3%
Value ($000) $472 Shares 7,087 Est. Cost $69.92 Unrealized -24.9%
BRK/B BERKSHIRE HATHAWAY CL B 0.3%
Value ($000) $435 Shares 3,300 Est. Cost $100.10 Unrealized +34.1%
STT STATE STREET 0.3%
Value ($000) $425 Shares 6,396 Est. Cost $47.95 Unrealized +8.2%
PAYX PAYCHEX 0.3%
Value ($000) $414 Shares 7,825 Est. Cost $27.94 Unrealized +38.0%
IPGP IPG PHOTONICS 0.3%
Value ($000) $406 Shares 4,545 Est. Cost $69.58 Unrealized +23.2%
PFE PFIZER 0.3%
Value ($000) $400 Shares 12,400 Est. Cost $19.57 Unrealized +4.1%
HON HONEYWELL INTL 0.3%
Value ($000) $372 Shares 3,592 Est. Cost $69.16 Unrealized +7.4%
ETN EATON CORP 0.2%
Value ($000) $224 Shares 4,300 Est. Cost $54.19 Unrealized -20.6%
AKAM AKAMAI TECHNOLOGIES 0.1%
Value ($000) $213 Shares 4,055 Est. Cost $62.98 Unrealized -2.4%
KR KROGER 0.1%
Value ($000) $212 Shares 5,060 Est. Cost $31.65 Unrealized 0.0%
FDS FACTSET RESH SYS 0.1%
Value ($000) $212 Shares 1,300 Est. Cost $151.11 Unrealized 0.0%
UNIVERSAL FOREST PRODUCTS 0.1%
Value ($000) $209 Shares 3,050 Est. Cost $68.52 Unrealized
COSTCO WHOLESALE 0.1%
Value ($000) $203 Shares 1,260 Est. Cost $151.15 Unrealized
KMB KIMBERLY CLARK 0.1%
Value ($000) $201 Shares 1,580 Est. Cost $85.00 Unrealized 0.0%
WALGREEN BOOTS ALLIANCE INC 0.1%
Value ($000) $199 Shares 2,335 Est. Cost $84.82 Unrealized
BMO BANK OF MONTREAL 0.1%
Value ($000) $197 Shares 3,500 Est. Cost $38.20 Unrealized 0.0%
T AT&T INC. 0.1%
Value ($000) $187 Shares 5,403 Est. Cost $12.43 Unrealized 0.0%
V VISA 0.1%
Value ($000) $164 Shares 2,120 Est. Cost $60.04 Unrealized +20.2%
META FACEBOOK INC 0.1%
Value ($000) $140 Shares 1,345 Est. Cost $102.01 Unrealized 0.0%
CTSH COGNIZANT TECH SOLUTNS A 0.1%
Value ($000) $138 Shares 2,300 Est. Cost $49.46 Unrealized +15.5%