PUZO MICHAEL J Diversified Active

CIK: 0001053914 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 8, 2016

Total Value ($000): $151,596 (100.0% shares, 0.0% debt)

Holdings (74)

JNJ JOHNSON & JOHNSON 6.2%
Value ($000) $9,341 Shares 77,004 Est. Cost $70.42 Unrealized +23.6%
MMM 3M 4.5%
Value ($000) $6,765 Shares 38,627 Est. Cost $92.76 Unrealized +10.4%
CVS CVS HEALTH 3.9%
Value ($000) $5,953 Shares 62,186 Est. Cost $48.89 Unrealized +52.4%
NSRGY NESTLE SA ADR 3.9%
Value ($000) $5,866 Shares 75,872 Est. Cost $65.91 Unrealized
ADP AUTOMATIC DATA PROCESSING 3.7%
Value ($000) $5,604 Shares 61,010 Est. Cost $57.94 Unrealized +23.9%
XOM EXXON MOBIL 3.6%
Value ($000) $5,417 Shares 57,782 Est. Cost $51.96 Unrealized +11.3%
ATR APTARGROUP 3.4%
Value ($000) $5,212 Shares 65,867 Est. Cost $49.05 Unrealized +38.5%
NVS NOVARTIS AG ADR 3.4%
Value ($000) $5,100 Shares 61,820 Est. Cost $66.02 Unrealized
INTC INTEL CORP 3.4%
Value ($000) $5,081 Shares 154,881 Est. Cost $20.72 Unrealized +21.2%
PG PROCTER & GAMBLE 3.3%
Value ($000) $4,928 Shares 58,188 Est. Cost $66.95 Unrealized -5.4%
CNI CANADIAN NATL RAILWAY 3.2%
Value ($000) $4,792 Shares 81,136 Est. Cost $65.26 Unrealized -22.5%
FISV FISERV 2.9%
Value ($000) $4,399 Shares 40,455 Est. Cost $28.20 Unrealized +82.5%
MASTERCARD 2.5%
Value ($000) $3,849 Shares 43,705 Est. Cost $107.21 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $3,804 Shares 39,788 Est. Cost $53.86 Unrealized -58.0%
NOVOZYMES A S DKK 2.0 2.4%
Value ($000) $3,680 Shares 76,495 Est. Cost $30.10 Unrealized
GOOGL ALPHABET INC CL A 2.3%
Value ($000) $3,542 Shares 5,036 Est. Cost $33.33 Unrealized +9.3%
BANK OF THE OZARKS 2.2%
Value ($000) $3,359 Shares 89,527 Est. Cost $31.52 Unrealized
MSFT MICROSOFT CORP 2.1%
Value ($000) $3,254 Shares 63,606 Est. Cost $28.39 Unrealized +62.0%
CB CHUBB LIMITED 1.9%
Value ($000) $2,882 Shares 22,050 Est. Cost $97.10 Unrealized +6.7%
RHHBY ROCHE HLDG LTD ADR 1.7%
Value ($000) $2,605 Shares 79,025 Est. Cost $42.52 Unrealized
UNITED TECHNOLOGIES 1.7%
Value ($000) $2,594 Shares 25,297 Est. Cost $93.25 Unrealized
ORACLE 1.7%
Value ($000) $2,538 Shares 62,015 Est. Cost $34.15 Unrealized
UNILEVER PLC NEW ADR 1.6%
Value ($000) $2,425 Shares 50,615 Est. Cost $43.15 Unrealized
HD HOME DEPOT 1.5%
Value ($000) $2,348 Shares 18,383 Est. Cost $62.03 Unrealized +69.2%
PEP PEPSICO 1.5%
Value ($000) $2,311 Shares 21,816 Est. Cost $68.81 Unrealized +12.0%
CISCO SYS INC 1.5%
Value ($000) $2,270 Shares 79,125 Est. Cost $21.21 Unrealized
SLB SCHLUMBERGER 1.4%
Value ($000) $2,170 Shares 27,435 Est. Cost $63.89 Unrealized -8.8%
CVX CHEVRON 1.4%
Value ($000) $2,055 Shares 19,600 Est. Cost $97.92 Unrealized -31.8%
ABT ABBOTT LABS 1.3%
Value ($000) $1,920 Shares 48,821 Est. Cost $44.27 Unrealized -24.7%
HP HELMERICH & PAYNE 1.2%
Value ($000) $1,802 Shares 26,848 Est. Cost $63.24 Unrealized -2.3%
EMR EMERSON ELECTRIC 1.2%
Value ($000) $1,784 Shares 34,210 Est. Cost $52.61 Unrealized -21.0%
GENERAL ELECTRIC 1.1%
Value ($000) $1,695 Shares 53,834 Est. Cost $21.92 Unrealized
ROK ROCKWELL AUTOMATION 1.1%
Value ($000) $1,639 Shares 14,270 Est. Cost $82.79 Unrealized +15.3%
MRK MERCK 1.0%
Value ($000) $1,580 Shares 27,413 Est. Cost $36.03 Unrealized +9.6%
QCOM QUALCOMM 1.0%
Value ($000) $1,547 Shares 28,861 Est. Cost $46.37 Unrealized -13.1%
XILINX 1.0%
Value ($000) $1,544 Shares 33,490 Est. Cost $46.14 Unrealized
GILD GILEAD SCIENCES 1.0%
Value ($000) $1,498 Shares 17,954 Est. Cost $59.01 Unrealized +6.4%
XYL XYLEM INC 0.8%
Value ($000) $1,247 Shares 27,925 Est. Cost $32.65 Unrealized +18.4%
JOHNSON CONTROLS 0.8%
Value ($000) $1,183 Shares 26,685 Est. Cost $38.67 Unrealized
NXPI NXP SEMICONDUCTORS 0.7%
Value ($000) $1,083 Shares 13,815 Est. Cost $29.38 Unrealized +159.4%
ABBV ABBVIE 0.7%
Value ($000) $1,072 Shares 17,326 Est. Cost $26.84 Unrealized +52.6%
MKC MCCORMICK & CO 0.6%
Value ($000) $963 Shares 9,025 Est. Cost $29.52 Unrealized +37.7%
ILMN ILLUMINA 0.6%
Value ($000) $903 Shares 6,440 Est. Cost $107.65 Unrealized +32.0%
BMY BRISTOL-MYERS SQUIBB 0.6%
Value ($000) $883 Shares 12,000 Est. Cost $33.23 Unrealized +52.0%
ESBA EMPIRE STATE REALTY OP LP 0.6%
Value ($000) $881 Shares 46,500 Est. Cost $16.56 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.6%
Value ($000) $876 Shares 6,050 Est. Cost $117.26 Unrealized +21.9%
VTI VANGUARD TOTAL STOCK MARKET ET 0.6%
Value ($000) $857 Shares 8,000 Est. Cost $101.26 Unrealized
PRGO PERRIGO CO 0.6%
Value ($000) $836 Shares 9,210 Est. Cost $144.27 Unrealized -28.2%
TGT TARGET CORP 0.5%
Value ($000) $787 Shares 11,280 Est. Cost $56.38 Unrealized -0.5%
PBA PEMBINA PIPELINE CO 0.5%
Value ($000) $754 Shares 24,850 Est. Cost $27.25 Unrealized -35.4%
ROYAL DUTCH SHELL PLC SPONS 0.5%
Value ($000) $707 Shares 12,800 Est. Cost $68.95 Unrealized
WFC WELLS FARGO 0.5%
Value ($000) $697 Shares 14,718 Est. Cost $34.45 Unrealized +8.1%
CL COLGATE-PALMOLIVE 0.4%
Value ($000) $680 Shares 9,287 Est. Cost $65.88 Unrealized -13.6%
UNP UNION PACIFIC 0.4%
Value ($000) $663 Shares 7,600 Est. Cost $99.67 Unrealized -31.5%
DHR DANAHER CORP 0.4%
Value ($000) $653 Shares 6,471 Est. Cost $38.29 Unrealized +4.7%
NVO NOVO NORDISK A S ADR 0.4%
Value ($000) $593 Shares 11,040 Est. Cost $67.32 Unrealized
MUNICH RE GROUP 0.4%
Value ($000) $557 Shares 3,325 Est. Cost $179.34 Unrealized
SJM SMUCKER J M 0.3%
Value ($000) $491 Shares 3,222 Est. Cost $93.46 Unrealized +6.1%
E M C CORP MASS 0.3%
Value ($000) $467 Shares 17,165 Est. Cost $25.28 Unrealized
PAYX PAYCHEX 0.3%
Value ($000) $445 Shares 7,475 Est. Cost $27.94 Unrealized +43.8%
PFE PFIZER 0.3%
Value ($000) $421 Shares 11,950 Est. Cost $19.57 Unrealized +7.6%
STT STATE STREET 0.3%
Value ($000) $404 Shares 7,464 Est. Cost $47.13 Unrealized -4.2%
HON HONEYWELL INTL 0.3%
Value ($000) $391 Shares 3,367 Est. Cost $69.16 Unrealized +21.7%
IPGP IPG PHOTONICS 0.2%
Value ($000) $364 Shares 4,545 Est. Cost $69.58 Unrealized +26.4%
IONS IONIS PHARMACEUTICALS 0.2%
Value ($000) $321 Shares 13,770 Est. Cost $53.72 Unrealized -39.9%
DE DEERE & CO 0.2%
Value ($000) $312 Shares 3,850 Est. Cost $86.42 Unrealized -19.0%
V VISA 0.2%
Value ($000) $305 Shares 4,120 Est. Cost $63.81 Unrealized +14.7%
SPECTRA ENERGY 0.2%
Value ($000) $270 Shares 7,350 Est. Cost $36.73 Unrealized
UNIVERSAL FOREST PRODUCTS 0.2%
Value ($000) $255 Shares 2,750 Est. Cost $68.52 Unrealized
ETN EATON CORP 0.2%
Value ($000) $239 Shares 4,000 Est. Cost $54.19 Unrealized -8.1%
BMO BANK OF MONTREAL 0.1%
Value ($000) $222 Shares 3,500 Est. Cost $38.20 Unrealized +12.7%
FDS FACTSET RESH SYS 0.1%
Value ($000) $222 Shares 1,380 Est. Cost $147.98 Unrealized -5.4%
KR KROGER 0.1%
Value ($000) $221 Shares 6,020 Est. Cost $31.64 Unrealized -6.6%
KMB KIMBERLY CLARK 0.1%
Value ($000) $218 Shares 1,580 Est. Cost $85.00 Unrealized +10.5%