PUZO MICHAEL J Diversified Active

CIK: 0001053914 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 25, 2017

Total Value ($000): $185,294 (100.0% shares, 0.0% debt)

Holdings (76)

JNJ JOHNSON & JOHNSON 6.0%
Value ($000) $11,091 Shares 83,834 Est. Cost $73.43 Unrealized +36.7%
MMM 3M 4.4%
Value ($000) $8,090 Shares 38,864 Est. Cost $94.69 Unrealized +31.7%
NSRGY NESTLE SA ADR 4.0%
Value ($000) $7,461 Shares 85,577 Est. Cost $67.50 Unrealized
CNI CANADIAN NATL RAILWAY 4.0%
Value ($000) $7,338 Shares 90,534 Est. Cost $63.61 Unrealized +2.3%
ADP AUTOMATIC DATA PROCESSING 3.6%
Value ($000) $6,694 Shares 65,344 Est. Cost $59.40 Unrealized +41.8%
AAPL APPLE INC 3.5%
Value ($000) $6,546 Shares 45,458 Est. Cost $50.30 Unrealized -31.8%
ATR APTARGROUP 3.5%
Value ($000) $6,450 Shares 74,257 Est. Cost $50.99 Unrealized +44.1%
MASTERCARD 3.3%
Value ($000) $6,129 Shares 50,460 Est. Cost $106.49 Unrealized
NVS NOVARTIS AG ADR 3.3%
Value ($000) $6,054 Shares 72,525 Est. Cost $67.88 Unrealized
PG PROCTER & GAMBLE 3.2%
Value ($000) $5,876 Shares 67,423 Est. Cost $67.03 Unrealized +4.6%
INTC INTEL CORP 3.1%
Value ($000) $5,675 Shares 168,171 Est. Cost $22.12 Unrealized +33.6%
GOOGL ALPHABET INC CL A 3.1%
Value ($000) $5,658 Shares 6,086 Est. Cost $34.39 Unrealized +35.0%
CVS CVS HEALTH 3.0%
Value ($000) $5,493 Shares 68,285 Est. Cost $52.10 Unrealized +15.8%
FISV FISERV 2.9%
Value ($000) $5,455 Shares 44,584 Est. Cost $30.68 Unrealized +97.1%
XOM EXXON MOBIL 2.9%
Value ($000) $5,307 Shares 65,743 Est. Cost $52.82 Unrealized +5.0%
CB CHUBB LIMITED 2.7%
Value ($000) $5,029 Shares 34,595 Est. Cost $101.31 Unrealized +19.3%
MSFT MICROSOFT CORP 2.6%
Value ($000) $4,879 Shares 70,795 Est. Cost $31.33 Unrealized +98.9%
UNITED TECHNOLOGIES 2.3%
Value ($000) $4,185 Shares 34,284 Est. Cost $96.22 Unrealized
ABT ABBOTT LABS 2.1%
Value ($000) $3,863 Shares 79,451 Est. Cost $41.02 Unrealized -5.2%
NOVOZYMES A S DKK 2.0 2.0%
Value ($000) $3,787 Shares 86,485 Est. Cost $31.28 Unrealized
BANK OF THE OZARKS 2.0%
Value ($000) $3,698 Shares 78,902 Est. Cost $31.52 Unrealized
DHR DANAHER CORP 1.8%
Value ($000) $3,326 Shares 39,421 Est. Cost $62.51 Unrealized +14.8%
UNILEVER PLC NEW ADR 1.7%
Value ($000) $3,180 Shares 58,767 Est. Cost $44.68 Unrealized
HD HOME DEPOT 1.6%
Value ($000) $2,898 Shares 18,894 Est. Cost $65.04 Unrealized +91.4%
ADI ANALOG DEVICES 1.5%
Value ($000) $2,763 Shares 35,514 Est. Cost $59.89 Unrealized +12.7%
ORACLE 1.5%
Value ($000) $2,716 Shares 54,175 Est. Cost $34.42 Unrealized
PEP PEPSICO 1.4%
Value ($000) $2,659 Shares 23,011 Est. Cost $70.29 Unrealized +25.4%
RHHBY ROCHE HLDG LTD ADR 1.4%
Value ($000) $2,634 Shares 82,833 Est. Cost $41.86 Unrealized
CVX CHEVRON 1.3%
Value ($000) $2,380 Shares 22,806 Est. Cost $89.93 Unrealized -18.6%
ROK ROCKWELL AUTOMATION 1.3%
Value ($000) $2,374 Shares 14,655 Est. Cost $83.87 Unrealized +60.3%
XILINX 1.2%
Value ($000) $2,280 Shares 35,455 Est. Cost $46.77 Unrealized
SJM SMUCKER J M 1.1%
Value ($000) $2,130 Shares 18,002 Est. Cost $98.24 Unrealized -2.0%
GENERAL ELECTRIC 1.0%
Value ($000) $1,921 Shares 71,134 Est. Cost $23.81 Unrealized
MRK MERCK 1.0%
Value ($000) $1,848 Shares 28,832 Est. Cost $36.54 Unrealized +27.4%
ESBA EMPIRE STATE REALTY OP LP 0.9%
Value ($000) $1,756 Shares 84,573 Est. Cost $18.73 Unrealized
SLB SCHLUMBERGER 0.9%
Value ($000) $1,740 Shares 26,447 Est. Cost $63.43 Unrealized -12.0%
XYL XYLEM INC 0.9%
Value ($000) $1,618 Shares 29,195 Est. Cost $33.29 Unrealized +41.1%
EMR EMERSON ELECTRIC 0.7%
Value ($000) $1,317 Shares 22,084 Est. Cost $52.61 Unrealized -8.8%
ABBV ABBVIE 0.7%
Value ($000) $1,257 Shares 17,326 Est. Cost $26.84 Unrealized +75.0%
GILD GILEAD SCIENCES 0.6%
Value ($000) $1,171 Shares 16,531 Est. Cost $57.59 Unrealized -16.1%
ILMN ILLUMINA 0.6%
Value ($000) $1,032 Shares 5,955 Est. Cost $115.55 Unrealized +49.7%
VTI VANGUARD TOTAL STOCK MARKET ET 0.5%
Value ($000) $996 Shares 8,000 Est. Cost $101.26 Unrealized
V VISA 0.5%
Value ($000) $969 Shares 10,320 Est. Cost $70.61 Unrealized +23.8%
BRK/B BERKSHIRE HATHAWAY CL B 0.5%
Value ($000) $948 Shares 5,600 Est. Cost $117.26 Unrealized +41.8%
QCOM QUALCOMM 0.5%
Value ($000) $926 Shares 16,754 Est. Cost $46.33 Unrealized -4.5%
MKC MCCORMICK & CO 0.5%
Value ($000) $875 Shares 8,975 Est. Cost $29.52 Unrealized +45.4%
UNP UNION PACIFIC 0.4%
Value ($000) $730 Shares 6,700 Est. Cost $99.67 Unrealized -9.6%
ROYAL DUTCH SHELL PLC SPONS 0.4%
Value ($000) $681 Shares 12,800 Est. Cost $68.95 Unrealized
STT STATE STREET 0.4%
Value ($000) $674 Shares 7,514 Est. Cost $47.56 Unrealized +35.0%
CL COLGATE-PALMOLIVE 0.4%
Value ($000) $668 Shares 9,012 Est. Cost $65.88 Unrealized -7.9%
MUNICH RE GROUP 0.4%
Value ($000) $658 Shares 3,250 Est. Cost $179.34 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.3%
Value ($000) $647 Shares 11,600 Est. Cost $33.23 Unrealized +20.1%
WFC WELLS FARGO 0.3%
Value ($000) $610 Shares 11,000 Est. Cost $34.45 Unrealized +22.4%
HP HELMERICH & PAYNE 0.3%
Value ($000) $572 Shares 10,545 Est. Cost $63.24 Unrealized -7.3%
IPGP IPG PHOTONICS 0.3%
Value ($000) $557 Shares 3,840 Est. Cost $69.58 Unrealized +92.9%
FTV FORTIVE CORP 0.3%
Value ($000) $530 Shares 8,352 Est. Cost $33.83 Unrealized +12.3%
EOG EOG RESOURCES 0.3%
Value ($000) $515 Shares 5,690 Est. Cost $68.68 Unrealized 0.0%
CISCO SYS INC 0.3%
Value ($000) $510 Shares 16,295 Est. Cost $21.21 Unrealized
HON HONEYWELL INTL 0.2%
Value ($000) $441 Shares 3,307 Est. Cost $69.16 Unrealized +42.8%
DE DEERE & CO 0.2%
Value ($000) $435 Shares 3,525 Est. Cost $86.42 Unrealized +18.9%
PAYX PAYCHEX 0.2%
Value ($000) $425 Shares 7,475 Est. Cost $27.94 Unrealized +62.6%
NXPI NXP SEMICONDUCTORS 0.2%
Value ($000) $417 Shares 3,807 Est. Cost $30.99 Unrealized +207.1%
DOV DOVER CORP 0.2%
Value ($000) $417 Shares 5,200 Est. Cost $49.52 Unrealized +14.7%
PFE PFIZER 0.2%
Value ($000) $395 Shares 11,750 Est. Cost $19.57 Unrealized +10.4%
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $378 Shares 8,800 Est. Cost $67.32 Unrealized
PBA PEMBINA PIPELINE CO 0.2%
Value ($000) $346 Shares 10,450 Est. Cost $26.62 Unrealized -23.1%
ETN EATON CORP 0.1%
Value ($000) $265 Shares 3,400 Est. Cost $54.19 Unrealized +18.0%
BMO BANK OF MONTREAL 0.1%
Value ($000) $257 Shares 3,500 Est. Cost $38.20 Unrealized +30.7%
MARKETAXESS HOLDINGS INC 0.1%
Value ($000) $228 Shares 1,135 Est. Cost $186.78 Unrealized
ANSYS INC 0.1%
Value ($000) $219 Shares 1,800 Est. Cost $106.84 Unrealized
DOW CHEMICAL 0.1%
Value ($000) $218 Shares 3,457 Est. Cost $63.64 Unrealized
BDX BECTON DICKINSON 0.1%
Value ($000) $215 Shares 1,100 Est. Cost $152.63 Unrealized +5.2%
UNIVERSAL FOREST PRODUCTS 0.1%
Value ($000) $210 Shares 2,400 Est. Cost $68.52 Unrealized
LECO LINCOLN ELECTRIC HOLDINGS 0.1%
Value ($000) $203 Shares 2,200 Est. Cost $89.93 Unrealized 0.0%
COST COSTCO WHOLESALE 0.1%
Value ($000) $202 Shares 1,260 Est. Cost $129.79 Unrealized +16.3%
KMB KIMBERLY CLARK 0.1%
Value ($000) $199 Shares 1,550 Est. Cost $92.60 Unrealized +3.9%