PUZO MICHAEL J Diversified Active

CIK: 0001053914 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 26, 2017

Total Value ($000): $192,161 (100.0% shares, 0.0% debt)

Holdings (76)

JNJ JOHNSON & JOHNSON 5.5%
Value ($000) $10,599 Shares 81,528 Est. Cost $73.43 Unrealized +42.9%
MMM 3M 4.1%
Value ($000) $7,884 Shares 37,563 Est. Cost $94.69 Unrealized +37.2%
CNI CANADIAN NATL RAILWAY 3.9%
Value ($000) $7,435 Shares 89,756 Est. Cost $63.61 Unrealized +9.1%
NSRGY NESTLE SA ADR 3.7%
Value ($000) $7,036 Shares 83,747 Est. Cost $67.50 Unrealized
MASTERCARD 3.7%
Value ($000) $7,029 Shares 49,777 Est. Cost $106.49 Unrealized
AAPL APPLE INC 3.6%
Value ($000) $6,940 Shares 45,028 Est. Cost $50.30 Unrealized -28.1%
ADP AUTOMATIC DATA PROCESSING 3.6%
Value ($000) $6,851 Shares 62,670 Est. Cost $59.40 Unrealized +50.8%
ATR APTARGROUP 3.3%
Value ($000) $6,352 Shares 73,572 Est. Cost $50.99 Unrealized +49.4%
INTC INTEL CORP 3.3%
Value ($000) $6,303 Shares 165,521 Est. Cost $22.12 Unrealized +33.7%
NVS NOVARTIS AG ADR 3.3%
Value ($000) $6,248 Shares 72,775 Est. Cost $67.88 Unrealized
PG PROCTER & GAMBLE 3.2%
Value ($000) $6,131 Shares 67,383 Est. Cost $67.03 Unrealized +8.9%
GOOGL ALPHABET INC CL A 3.1%
Value ($000) $5,952 Shares 6,111 Est. Cost $34.39 Unrealized +36.9%
FISV FISERV 3.0%
Value ($000) $5,687 Shares 44,094 Est. Cost $30.68 Unrealized +102.5%
CVS CVS HEALTH 2.9%
Value ($000) $5,542 Shares 68,160 Est. Cost $52.10 Unrealized +16.7%
XOM EXXON MOBIL 2.7%
Value ($000) $5,275 Shares 64,355 Est. Cost $52.82 Unrealized +2.9%
MSFT MICROSOFT CORP 2.7%
Value ($000) $5,202 Shares 69,852 Est. Cost $31.33 Unrealized +112.9%
CB CHUBB LIMITED 2.6%
Value ($000) $5,080 Shares 35,630 Est. Cost $102.00 Unrealized +22.4%
NOVOZYMES A S DKK 2.0 2.3%
Value ($000) $4,403 Shares 85,985 Est. Cost $31.28 Unrealized
ABT ABBOTT LABS 2.2%
Value ($000) $4,310 Shares 80,751 Est. Cost $41.06 Unrealized +5.6%
UNITED TECHNOLOGIES 2.2%
Value ($000) $4,158 Shares 35,824 Est. Cost $97.07 Unrealized
ADI ANALOG DEVICES 2.0%
Value ($000) $3,811 Shares 44,219 Est. Cost $61.66 Unrealized +11.8%
BANK OF THE OZARKS 1.9%
Value ($000) $3,628 Shares 75,500 Est. Cost $31.52 Unrealized
DHR DANAHER CORP 1.9%
Value ($000) $3,589 Shares 41,829 Est. Cost $63.00 Unrealized +12.8%
UNILEVER PLC NEW ADR 1.8%
Value ($000) $3,445 Shares 59,423 Est. Cost $44.82 Unrealized
HD HOME DEPOT 1.7%
Value ($000) $3,177 Shares 19,429 Est. Cost $66.69 Unrealized +87.7%
RHHBY ROCHE HLDG LTD ADR 1.4%
Value ($000) $2,723 Shares 85,113 Est. Cost $41.60 Unrealized
CVX CHEVRON 1.4%
Value ($000) $2,679 Shares 22,806 Est. Cost $89.93 Unrealized -15.3%
XILINX 1.4%
Value ($000) $2,656 Shares 37,520 Est. Cost $48.09 Unrealized
ROK ROCKWELL AUTOMATION 1.3%
Value ($000) $2,580 Shares 14,480 Est. Cost $83.87 Unrealized +69.9%
PEP PEPSICO 1.3%
Value ($000) $2,551 Shares 22,886 Est. Cost $70.29 Unrealized +27.2%
ORACLE 1.3%
Value ($000) $2,535 Shares 52,450 Est. Cost $34.42 Unrealized
SJM SMUCKER J M 1.1%
Value ($000) $2,078 Shares 19,797 Est. Cost $97.27 Unrealized -10.0%
XYL XYLEM INC 1.0%
Value ($000) $1,840 Shares 29,395 Est. Cost $33.29 Unrealized +62.4%
MRK MERCK 0.9%
Value ($000) $1,821 Shares 28,432 Est. Cost $36.54 Unrealized +27.8%
ESBA EMPIRE STATE REALTY OP LP 0.9%
Value ($000) $1,730 Shares 84,573 Est. Cost $18.73 Unrealized
GENERAL ELECTRIC 0.9%
Value ($000) $1,710 Shares 70,724 Est. Cost $23.81 Unrealized
SLB SCHLUMBERGER 0.9%
Value ($000) $1,659 Shares 23,792 Est. Cost $63.43 Unrealized -18.2%
ABBV ABBVIE 0.8%
Value ($000) $1,531 Shares 17,226 Est. Cost $26.84 Unrealized +99.9%
EMR EMERSON ELECTRIC 0.7%
Value ($000) $1,326 Shares 21,084 Est. Cost $52.61 Unrealized -6.4%
GILD GILEAD SCIENCES 0.7%
Value ($000) $1,284 Shares 15,846 Est. Cost $57.59 Unrealized -2.9%
ILMN ILLUMINA 0.6%
Value ($000) $1,198 Shares 6,015 Est. Cost $116.25 Unrealized +60.1%
V VISA 0.6%
Value ($000) $1,085 Shares 10,320 Est. Cost $70.61 Unrealized +35.5%
VTI VANGUARD TOTAL STOCK MARKET ET 0.5%
Value ($000) $1,036 Shares 8,000 Est. Cost $101.26 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.5%
Value ($000) $1,000 Shares 5,450 Est. Cost $117.26 Unrealized +50.7%
MKC MCCORMICK & CO 0.5%
Value ($000) $921 Shares 8,975 Est. Cost $29.52 Unrealized +39.2%
EOG EOG RESOURCES 0.5%
Value ($000) $914 Shares 9,455 Est. Cost $68.19 Unrealized -1.1%
FTV FORTIVE CORP 0.5%
Value ($000) $881 Shares 12,445 Est. Cost $35.93 Unrealized +11.9%
ROYAL DUTCH SHELL PLC SPONS 0.4%
Value ($000) $775 Shares 12,800 Est. Cost $68.95 Unrealized
UNP UNION PACIFIC 0.4%
Value ($000) $719 Shares 6,200 Est. Cost $99.67 Unrealized -10.6%
BMY BRISTOL-MYERS SQUIBB 0.4%
Value ($000) $714 Shares 11,200 Est. Cost $33.23 Unrealized +29.7%
MUNICH RE GROUP 0.4%
Value ($000) $695 Shares 3,250 Est. Cost $179.34 Unrealized
STT STATE STREET 0.4%
Value ($000) $674 Shares 7,049 Est. Cost $47.56 Unrealized +51.8%
CL COLGATE-PALMOLIVE 0.3%
Value ($000) $598 Shares 8,207 Est. Cost $65.88 Unrealized -10.1%
IPGP IPG PHOTONICS 0.3%
Value ($000) $564 Shares 3,040 Est. Cost $69.58 Unrealized +138.7%
WFC WELLS FARGO 0.3%
Value ($000) $551 Shares 10,000 Est. Cost $34.45 Unrealized +22.3%
CISCO SYS INC 0.3%
Value ($000) $548 Shares 16,295 Est. Cost $21.21 Unrealized
HP HELMERICH & PAYNE 0.3%
Value ($000) $513 Shares 9,820 Est. Cost $63.24 Unrealized -21.8%
DOV DOVER CORP 0.2%
Value ($000) $475 Shares 5,200 Est. Cost $49.52 Unrealized +22.8%
HON HONEYWELL INTL 0.2%
Value ($000) $465 Shares 3,284 Est. Cost $69.16 Unrealized +50.9%
DE DEERE & CO 0.2%
Value ($000) $440 Shares 3,500 Est. Cost $86.42 Unrealized +25.6%
DOWDUPONT INC 0.2%
Value ($000) $431 Shares 6,230 Est. Cost $69.18 Unrealized
PFE PFIZER 0.2%
Value ($000) $419 Shares 11,750 Est. Cost $19.57 Unrealized +13.7%
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $414 Shares 8,600 Est. Cost $67.32 Unrealized
QCOM QUALCOMM 0.2%
Value ($000) $401 Shares 7,745 Est. Cost $46.33 Unrealized -8.7%
PAYX PAYCHEX 0.2%
Value ($000) $388 Shares 6,475 Est. Cost $27.94 Unrealized +59.6%
PBA PEMBINA PIPELINE CO 0.2%
Value ($000) $331 Shares 9,400 Est. Cost $26.62 Unrealized -19.9%
BMO BANK OF MONTREAL 0.1%
Value ($000) $265 Shares 3,500 Est. Cost $38.20 Unrealized +39.0%
ETN EATON CORP 0.1%
Value ($000) $261 Shares 3,400 Est. Cost $54.19 Unrealized +17.8%
UNIVERSAL FOREST PRODUCTS 0.1%
Value ($000) $236 Shares 2,400 Est. Cost $68.52 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $217 Shares 1,275 Est. Cost $165.72 Unrealized 0.0%
BDX BECTON DICKINSON 0.1%
Value ($000) $216 Shares 1,100 Est. Cost $152.63 Unrealized +12.1%
ANSYS INC 0.1%
Value ($000) $215 Shares 1,750 Est. Cost $106.84 Unrealized
NXPI NXP SEMICONDUCTORS 0.1%
Value ($000) $212 Shares 1,875 Est. Cost $30.99 Unrealized +219.9%
MARKETAXESS HOLDINGS INC 0.1%
Value ($000) $210 Shares 1,135 Est. Cost $186.78 Unrealized
COST COSTCO WHOLESALE 0.1%
Value ($000) $207 Shares 1,260 Est. Cost $129.79 Unrealized +8.0%
LECO LINCOLN ELECTRIC HOLDINGS 0.1%
Value ($000) $202 Shares 2,200 Est. Cost $89.93 Unrealized -0.7%