PUZO MICHAEL J Diversified Active

Location: Boston, MA

CIK: 0001053914 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 7, 2020

Total Value: $227M (100.0% shares, 0.0% debt)

Holdings (68)

AAPL APPLE INC 4.9%
Value $11.12M Shares 43,734 Est. Cost $48.52 Unrealized +46.5%
MA MASTERCARD 4.2%
Value $9.482M Shares 39,257 Est. Cost $142.19 Unrealized +102.4%
NSRGY NESTLE SA ADR 4.1%
Value $9.324M Shares 90,536 Est. Cost $71.54 Unrealized
JNJ JOHNSON & JOHNSON 3.9%
Value $8.871M Shares 67,654 Est. Cost $79.28 Unrealized +51.5%
PG PROCTER & GAMBLE 3.8%
Value $8.649M Shares 78,621 Est. Cost $70.19 Unrealized +47.9%
MSFT MICROSOFT CORP 3.7%
Value $8.502M Shares 53,905 Est. Cost $38.04 Unrealized +311.0%
GOOGL ALPHABET INC CL A 3.7%
Value $8.494M Shares 7,310 Est. Cost $38.50 Unrealized +74.7%
NVS NOVARTIS AG ADR 3.6%
Value $8.178M Shares 99,204 Est. Cost $72.44 Unrealized
CNI CANADIAN NATL RAILWAY 3.6%
Value $8.154M Shares 105,037 Est. Cost $64.81 Unrealized +20.2%
INTC INTEL CORP 3.6%
Value $8.128M Shares 150,192 Est. Cost $24.83 Unrealized +110.7%
ADP AUTOMATIC DATA PROCESSING 3.5%
Value $8.029M Shares 58,738 Est. Cost $66.86 Unrealized +112.3%
DHR DANAHER CORP 3.4%
Value $7.817M Shares 56,475 Est. Cost $68.23 Unrealized +92.5%
FISV FISERV 3.4%
Value $7.742M Shares 81,498 Est. Cost $53.36 Unrealized +108.2%
ATR APTARGROUP 3.3%
Value $7.536M Shares 75,717 Est. Cost $55.80 Unrealized +80.0%
ABT ABBOTT LABS 3.2%
Value $7.289M Shares 92,373 Est. Cost $42.69 Unrealized +76.4%
UNITED TECHNOLOGIES 2.5%
Value $5.667M Shares 60,085 Est. Cost $109.85 Unrealized
ADI ANALOG DEVICES 2.3%
Value $5.14M Shares 57,339 Est. Cost $67.27 Unrealized +46.2%
UNILEVER PLC NEW ADR 2.0%
Value $4.548M Shares 89,942 Est. Cost $48.18 Unrealized
HD HOME DEPOT 2.0%
Value $4.48M Shares 23,999 Est. Cost $89.34 Unrealized +112.8%
NOVOZYMES A S DKK 2.0 1.9%
Value $4.403M Shares 96,625 Est. Cost $36.29 Unrealized
BRK/A BERKSHIRE HATHAWAY CL A 1.9%
Value $4.352M Shares 16 Est. Cost $309674.97 Unrealized +2.9%
BDX BECTON DICKINSON 1.9%
Value $4.348M Shares 18,924 Est. Cost $215.04 Unrealized +4.6%
DIS DISNEY 1.8%
Value $4.173M Shares 43,203 Est. Cost $113.99 Unrealized +8.4%
XILINX 1.8%
Value $4.158M Shares 53,351 Est. Cost $56.19 Unrealized
MMM 3M 1.8%
Value $4.101M Shares 30,042 Est. Cost $103.68 Unrealized +2.2%
CB CHUBB LIMITED 1.8%
Value $4.076M Shares 36,499 Est. Cost $109.35 Unrealized +19.2%
ROK ROCKWELL AUTOMATION 1.7%
Value $3.8M Shares 25,174 Est. Cost $123.33 Unrealized +35.6%
CVS CVS HEALTH 1.6%
Value $3.671M Shares 61,880 Est. Cost $52.18 Unrealized +6.0%
RHHBY ROCHE HLDG LTD ADR 1.5%
Value $3.403M Shares 83,875 Est. Cost $38.45 Unrealized
CVX CHEVRON 1.4%
Value $3.19M Shares 44,029 Est. Cost $88.05 Unrealized -13.7%
AMZN AMAZON.COM 1.4%
Value $3.124M Shares 1,602 Est. Cost $87.58 Unrealized +10.5%
PEP PEPSICO 1.2%
Value $2.789M Shares 23,220 Est. Cost $72.98 Unrealized +54.5%
ILMN ILLUMINA 1.2%
Value $2.702M Shares 9,891 Est. Cost $166.52 Unrealized +67.9%
PYPL PAYPAL HOLDINGS 1.1%
Value $2.537M Shares 26,498 Est. Cost $93.73 Unrealized +17.5%
XYL XYLEM INC 1.1%
Value $2.431M Shares 37,321 Est. Cost $41.97 Unrealized +75.0%
XOM EXXON MOBIL 1.0%
Value $2.164M Shares 57,001 Est. Cost $53.60 Unrealized -21.5%
MRK MERCK 0.8%
Value $1.887M Shares 24,500 Est. Cost $37.69 Unrealized +72.7%
MKC MCCORMICK & CO 0.7%
Value $1.482M Shares 10,500 Est. Cost $32.52 Unrealized +112.1%
BRK/B BERKSHIRE HATHAWAY CL B 0.6%
Value $1.372M Shares 7,500 Est. Cost $154.30 Unrealized +37.8%
ABBV ABBVIE 0.5%
Value $1.219M Shares 16,000 Est. Cost $30.82 Unrealized +118.0%
UNH UNITED HEALTH GROUP 0.5%
Value $1.048M Shares 4,205 Est. Cost $249.73 Unrealized 0.0%
EMR EMERSON ELECTRIC 0.4%
Value $1.014M Shares 21,272 Est. Cost $53.23 Unrealized +8.5%
V VISA 0.4%
Value $938K Shares 5,825 Est. Cost $73.49 Unrealized +145.9%
MUNICH RE GROUP 0.4%
Value $897K Shares 4,486 Est. Cost $193.76 Unrealized
FTV FORTIVE CORP 0.4%
Value $848K Shares 15,368 Est. Cost $41.27 Unrealized +3.3%
OZK BANK OZK 0.4%
Value $806K Shares 48,245 Est. Cost $31.35 Unrealized -34.4%
CAT CATERPILLAR 0.3%
Value $685K Shares 5,900 Est. Cost $112.99 Unrealized +0.3%
BMY BRISTOL-MYERS SQUIBB 0.3%
Value $669K Shares 12,005 Est. Cost $39.28 Unrealized +23.7%
UNP UNION PACIFIC 0.3%
Value $596K Shares 4,222 Est. Cost $100.44 Unrealized +44.3%
CL COLGATE-PALMOLIVE 0.2%
Value $568K Shares 8,550 Est. Cost $64.40 Unrealized -4.5%
ROYAL DUTCH SHELL PLC SPONS 0.2%
Value $545K Shares 15,600 Est. Cost $68.43 Unrealized
EOG EOG RESOURCES 0.2%
Value $495K Shares 13,768 Est. Cost $67.36 Unrealized -26.2%
LLY ELI LILLY & CO 0.2%
Value $483K Shares 3,487 Est. Cost $75.28 Unrealized +70.3%
PFE PFIZER 0.2%
Value $467K Shares 14,296 Est. Cost $21.01 Unrealized +22.9%
ORSTED A S 0.2%
Value $449K Shares 4,575 Est. Cost $69.73 Unrealized
NVO NOVO NORDISK A S ADR 0.2%
Value $391K Shares 6,500 Est. Cost $63.01 Unrealized
TXN TEXAS INSTRUMENTS 0.2%
Value $380K Shares 3,800 Est. Cost $92.76 Unrealized +9.6%
ESBA EMPIRE STATE REALTY OP LP 0.2%
Value $356K Shares 40,000 Est. Cost $18.77 Unrealized
DE DEERE & CO 0.2%
Value $353K Shares 2,550 Est. Cost $86.42 Unrealized +68.6%
CSCO CISCO SYS INC 0.2%
Value $351K Shares 8,900 Est. Cost $27.97 Unrealized +31.1%
ECL ECOLAB INC 0.2%
Value $350K Shares 2,250 Est. Cost $174.64 Unrealized +1.0%
GILD GILEAD SCIENCES 0.2%
Value $344K Shares 4,600 Est. Cost $56.68 Unrealized -3.1%
DOV DOVER CORP 0.1%
Value $332K Shares 3,950 Est. Cost $49.52 Unrealized +97.5%
IDXX IDEXX CORP 0.1%
Value $315K Shares 1,300 Est. Cost $246.39 Unrealized +5.9%
ORCL ORACLE 0.1%
Value $291K Shares 6,025 Est. Cost $43.49 Unrealized +9.2%
SYY SYSCO 0.1%
Value $278K Shares 6,100 Est. Cost $59.55 Unrealized -1.2%
FIS FIDELITY NATL INFO SVCS 0.1%
Value $255K Shares 2,100 Est. Cost $81.15 Unrealized +51.7%
KERRY GROUP PLC 0.1%
Value $210K Shares 1,825 Est. Cost $111.78 Unrealized