PUZO MICHAEL J Diversified Active

CIK: 0001053914 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 6, 2019

Total Value ($000): $265,507 (100.0% shares, 0.0% debt)

Holdings (79)

MA MASTERCARD 4.4%
Value ($000) $11,778 Shares 43,363 Est. Cost $142.19 Unrealized +87.1%
AAPL APPLE INC 4.4%
Value ($000) $11,552 Shares 51,583 Est. Cost $48.52 Unrealized +3.5%
NSRGY NESTLE SA ADR 3.9%
Value ($000) $10,394 Shares 95,720 Est. Cost $71.54 Unrealized
PG PROCTER & GAMBLE 3.9%
Value ($000) $10,379 Shares 83,435 Est. Cost $70.19 Unrealized +43.9%
ADP AUTOMATIC DATA PROCESSING 3.7%
Value ($000) $9,915 Shares 61,434 Est. Cost $66.86 Unrealized +115.3%
CNI CANADIAN NATL RAILWAY 3.6%
Value ($000) $9,664 Shares 107,545 Est. Cost $64.81 Unrealized +26.3%
FISV FISERV 3.6%
Value ($000) $9,483 Shares 91,539 Est. Cost $53.36 Unrealized +91.3%
GOOGL ALPHABET INC CL A 3.5%
Value ($000) $9,374 Shares 7,677 Est. Cost $38.50 Unrealized +52.7%
ATR APTARGROUP 3.5%
Value ($000) $9,202 Shares 77,680 Est. Cost $55.80 Unrealized +99.6%
JNJ JOHNSON & JOHNSON 3.4%
Value ($000) $8,935 Shares 69,051 Est. Cost $78.85 Unrealized +39.5%
NVS NOVARTIS AG ADR 3.3%
Value ($000) $8,689 Shares 99,973 Est. Cost $72.44 Unrealized
DHR DANAHER CORP 3.2%
Value ($000) $8,432 Shares 58,371 Est. Cost $68.23 Unrealized +78.4%
MSFT MICROSOFT CORP 3.2%
Value ($000) $8,385 Shares 60,300 Est. Cost $38.04 Unrealized +241.5%
INTC INTEL CORP 3.2%
Value ($000) $8,374 Shares 162,495 Est. Cost $24.83 Unrealized +73.2%
UNITED TECHNOLOGIES 3.0%
Value ($000) $8,096 Shares 59,298 Est. Cost $110.29 Unrealized
ABT ABBOTT LABS 3.0%
Value ($000) $7,928 Shares 94,762 Est. Cost $42.69 Unrealized +78.2%
CB CHUBB LIMITED 2.5%
Value ($000) $6,592 Shares 40,832 Est. Cost $109.35 Unrealized +27.4%
ADI ANALOG DEVICES 2.4%
Value ($000) $6,401 Shares 57,284 Est. Cost $66.94 Unrealized +50.7%
MMM 3M 2.3%
Value ($000) $6,230 Shares 37,903 Est. Cost $103.68 Unrealized +6.7%
HD HOME DEPOT 2.2%
Value ($000) $5,788 Shares 24,947 Est. Cost $89.34 Unrealized +109.4%
DIS DISNEY 2.0%
Value ($000) $5,230 Shares 40,131 Est. Cost $113.09 Unrealized +18.7%
UNILEVER PLC NEW ADR 2.0%
Value ($000) $5,205 Shares 86,620 Est. Cost $48.08 Unrealized
BRK/A BERKSHIRE HATHAWAY CL A 1.9%
Value ($000) $4,989 Shares 16 Est. Cost $309674.97 Unrealized -0.1%
XILINX 1.8%
Value ($000) $4,815 Shares 50,212 Est. Cost $54.87 Unrealized
CVX CHEVRON 1.7%
Value ($000) $4,430 Shares 37,351 Est. Cost $89.44 Unrealized +2.3%
NOVOZYMES A S DKK 2.0 1.6%
Value ($000) $4,127 Shares 98,445 Est. Cost $36.29 Unrealized
XOM EXXON MOBIL 1.5%
Value ($000) $4,057 Shares 57,461 Est. Cost $53.60 Unrealized +0.3%
ROK ROCKWELL AUTOMATION 1.5%
Value ($000) $3,981 Shares 24,158 Est. Cost $121.27 Unrealized +16.3%
CVS CVS HEALTH 1.5%
Value ($000) $3,929 Shares 62,281 Est. Cost $52.18 Unrealized -7.3%
BDX BECTON DICKINSON 1.4%
Value ($000) $3,751 Shares 14,826 Est. Cost $212.04 Unrealized +5.4%
PEP PEPSICO 1.2%
Value ($000) $3,303 Shares 24,088 Est. Cost $72.98 Unrealized +49.8%
RHHBY ROCHE HLDG LTD ADR 1.2%
Value ($000) $3,075 Shares 84,443 Est. Cost $38.45 Unrealized
ILMN ILLUMINA 1.1%
Value ($000) $3,014 Shares 9,908 Est. Cost $166.52 Unrealized +77.0%
XYL XYLEM INC 1.1%
Value ($000) $3,004 Shares 37,729 Est. Cost $41.97 Unrealized +73.5%
PYPL PAYPAL HOLDINGS 0.9%
Value ($000) $2,361 Shares 22,784 Est. Cost $91.62 Unrealized +20.0%
AMZN AMAZON.COM 0.9%
Value ($000) $2,271 Shares 1,309 Est. Cost $86.61 Unrealized +7.1%
MRK MERCK 0.8%
Value ($000) $2,081 Shares 24,732 Est. Cost $37.11 Unrealized +76.4%
MKC MCCORMICK & CO 0.7%
Value ($000) $1,787 Shares 11,425 Est. Cost $32.52 Unrealized +118.1%
BRK/B BERKSHIRE HATHAWAY CL B 0.6%
Value ($000) $1,695 Shares 8,150 Est. Cost $154.30 Unrealized +33.5%
OZK BANK OZK 0.6%
Value ($000) $1,484 Shares 54,430 Est. Cost $31.35 Unrealized -30.2%
EMR EMERSON ELECTRIC 0.5%
Value ($000) $1,429 Shares 21,372 Est. Cost $53.23 Unrealized +2.1%
ABBV ABBVIE 0.5%
Value ($000) $1,255 Shares 16,576 Est. Cost $30.82 Unrealized +70.6%
V VISA 0.5%
Value ($000) $1,201 Shares 6,975 Est. Cost $73.49 Unrealized +131.8%
MUNICH RE GROUP 0.4%
Value ($000) $1,160 Shares 4,486 Est. Cost $193.76 Unrealized
FTV FORTIVE CORP 0.4%
Value ($000) $983 Shares 14,344 Est. Cost $41.17 Unrealized +9.0%
ESBA EMPIRE STATE REALTY OP LP 0.4%
Value ($000) $940 Shares 66,073 Est. Cost $18.77 Unrealized
ROYAL DUTCH SHELL PLC SPONS 0.3%
Value ($000) $918 Shares 15,600 Est. Cost $68.43 Unrealized
IPGP IPG PHOTONICS 0.3%
Value ($000) $837 Shares 6,172 Est. Cost $118.82 Unrealized +11.4%
EOG EOG RESOURCES 0.3%
Value ($000) $777 Shares 10,464 Est. Cost $72.74 Unrealized -15.5%
CAT CATERPILLAR 0.3%
Value ($000) $758 Shares 6,000 Est. Cost $112.99 Unrealized -1.7%
UNP UNION PACIFIC 0.3%
Value ($000) $680 Shares 4,200 Est. Cost $99.67 Unrealized +46.3%
CL COLGATE-PALMOLIVE 0.2%
Value ($000) $630 Shares 8,567 Est. Cost $64.40 Unrealized -2.9%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $569 Shares 4,400 Est. Cost $92.76 Unrealized +10.9%
ORCL ORACLE 0.2%
Value ($000) $548 Shares 9,975 Est. Cost $43.49 Unrealized +15.8%
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $534 Shares 10,560 Est. Cost $38.27 Unrealized -3.9%
SYY SYSCO 0.2%
Value ($000) $524 Shares 6,600 Est. Cost $59.55 Unrealized +3.7%
PFE PFIZER 0.2%
Value ($000) $517 Shares 14,396 Est. Cost $21.01 Unrealized +28.6%
CSCO CISCO SYS INC 0.2%
Value ($000) $487 Shares 9,845 Est. Cost $27.97 Unrealized +53.0%
ECL ECOLAB INC 0.2%
Value ($000) $486 Shares 2,450 Est. Cost $174.64 Unrealized +7.2%
VRTX VERTEX PHARMACEUTICALS 0.2%
Value ($000) $466 Shares 2,750 Est. Cost $163.34 Unrealized +8.3%
DE DEERE & CO 0.2%
Value ($000) $462 Shares 2,735 Est. Cost $86.42 Unrealized +69.0%
ORSTED A S 0.2%
Value ($000) $410 Shares 4,425 Est. Cost $68.59 Unrealized
IDXX IDEXX CORP 0.2%
Value ($000) $408 Shares 1,500 Est. Cost $246.39 Unrealized +12.9%
DOV DOVER CORP 0.1%
Value ($000) $398 Shares 4,000 Est. Cost $49.52 Unrealized +77.0%
LLY ELI LILLY & CO 0.1%
Value ($000) $390 Shares 3,487 Est. Cost $75.28 Unrealized +36.4%
GILD GILEAD SCIENCES 0.1%
Value ($000) $352 Shares 5,545 Est. Cost $56.68 Unrealized -10.1%
NVO NOVO NORDISK A S ADR 0.1%
Value ($000) $346 Shares 6,700 Est. Cost $63.01 Unrealized
WFC WELLS FARGO 0.1%
Value ($000) $328 Shares 6,500 Est. Cost $34.45 Unrealized +15.5%
PAYX PAYCHEX 0.1%
Value ($000) $323 Shares 3,900 Est. Cost $27.94 Unrealized +147.5%
FIS FIDELITY NATL INFO SVCS 0.1%
Value ($000) $279 Shares 2,100 Est. Cost $81.15 Unrealized +44.3%
BMO BANK OF MONTREAL 0.1%
Value ($000) $258 Shares 3,500 Est. Cost $38.20 Unrealized +45.1%
SU SUNCOR ENERGY 0.1%
Value ($000) $253 Shares 8,000 Est. Cost $24.59 Unrealized -5.0%
AXP AMERICAN EXPRESS 0.1%
Value ($000) $237 Shares 2,000 Est. Cost $107.48 Unrealized +4.7%
STT STATE STREET 0.1%
Value ($000) $232 Shares 3,937 Est. Cost $49.50 Unrealized -9.1%
KO COCA COLA 0.1%
Value ($000) $224 Shares 4,125 Est. Cost $39.93 Unrealized +10.1%
KERRY GROUP PLC 0.1%
Value ($000) $213 Shares 1,825 Est. Cost $111.78 Unrealized
HON HONEYWELL INTL 0.1%
Value ($000) $212 Shares 1,253 Est. Cost $121.16 Unrealized +15.0%
PBA PEMBINA PIPELINE CO 0.1%
Value ($000) $210 Shares 5,650 Est. Cost $24.14 Unrealized +7.2%
GENERAL ELECTRIC 0.0%
Value ($000) $93 Shares 10,398 Est. Cost $22.70 Unrealized