PUZO MICHAEL J Diversified Active

CIK: 0001053914 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 28, 2020

Total Value ($000): $267,299 (100.0% shares, 0.0% debt)

Holdings (75)

AAPL APPLE INC 5.6%
Value ($000) $15,068 Shares 41,305 Est. Cost $48.52 Unrealized +54.8%
MA MASTERCARD 4.2%
Value ($000) $11,161 Shares 37,743 Est. Cost $142.19 Unrealized +92.2%
GOOGL ALPHABET INC CL A 3.9%
Value ($000) $10,379 Shares 7,319 Est. Cost $38.50 Unrealized +73.8%
MSFT MICROSOFT CORP 3.9%
Value ($000) $10,324 Shares 50,727 Est. Cost $38.04 Unrealized +354.9%
DHR DANAHER CORP 3.7%
Value ($000) $9,797 Shares 55,407 Est. Cost $68.23 Unrealized +105.2%
NSRGY NESTLE SA ADR 3.7%
Value ($000) $9,796 Shares 88,704 Est. Cost $71.54 Unrealized
JNJ JOHNSON & JOHNSON 3.5%
Value ($000) $9,435 Shares 67,106 Est. Cost $79.28 Unrealized +56.7%
PG PROCTER & GAMBLE 3.5%
Value ($000) $9,344 Shares 78,147 Est. Cost $70.19 Unrealized +44.7%
CNI CANADIAN NATL RAILWAY 3.5%
Value ($000) $9,333 Shares 105,356 Est. Cost $64.81 Unrealized +15.4%
ADP AUTOMATIC DATA PROCESSING 3.2%
Value ($000) $8,652 Shares 58,116 Est. Cost $66.86 Unrealized +89.9%
NVS NOVARTIS AG ADR 3.2%
Value ($000) $8,631 Shares 98,806 Est. Cost $72.44 Unrealized
ATR APTARGROUP 3.2%
Value ($000) $8,448 Shares 75,448 Est. Cost $55.80 Unrealized +77.2%
INTC INTEL CORP 3.2%
Value ($000) $8,438 Shares 141,032 Est. Cost $24.83 Unrealized +114.2%
ABT ABBOTT LABS 3.1%
Value ($000) $8,327 Shares 91,074 Est. Cost $42.69 Unrealized +91.9%
FISV FISERV 2.9%
Value ($000) $7,872 Shares 80,619 Est. Cost $53.36 Unrealized +88.7%
ADI ANALOG DEVICES 2.6%
Value ($000) $7,059 Shares 57,555 Est. Cost $67.27 Unrealized +47.7%
HD HOME DEPOT 2.2%
Value ($000) $5,832 Shares 23,279 Est. Cost $89.34 Unrealized +123.6%
ROK ROCKWELL AUTOMATION 2.1%
Value ($000) $5,511 Shares 25,872 Est. Cost $124.74 Unrealized +40.7%
XILINX 2.0%
Value ($000) $5,476 Shares 55,655 Est. Cost $57.94 Unrealized
BDX BECTON DICKINSON 2.0%
Value ($000) $5,443 Shares 22,754 Est. Cost $215.93 Unrealized +2.0%
NOVOZYMES A S DKK 2.0 2.0%
Value ($000) $5,416 Shares 93,960 Est. Cost $36.29 Unrealized
UNILEVER PLC NEW ADR 1.9%
Value ($000) $5,020 Shares 91,459 Est. Cost $48.29 Unrealized
DIS DISNEY 1.8%
Value ($000) $4,924 Shares 44,139 Est. Cost $113.86 Unrealized -5.3%
PYPL PAYPAL HOLDINGS 1.8%
Value ($000) $4,817 Shares 27,648 Est. Cost $95.57 Unrealized +44.3%
MMM 3M 1.7%
Value ($000) $4,570 Shares 29,295 Est. Cost $103.68 Unrealized -1.2%
AMZN AMAZON.COM 1.7%
Value ($000) $4,551 Shares 1,650 Est. Cost $88.55 Unrealized +36.4%
RTX RAYTHEON TECHNOLOGIES 1.7%
Value ($000) $4,481 Shares 72,740 Est. Cost $54.61 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY CL A 1.6%
Value ($000) $4,277 Shares 16 Est. Cost $309674.97 Unrealized -11.5%
CVS CVS HEALTH 1.5%
Value ($000) $4,102 Shares 63,155 Est. Cost $52.19 Unrealized +0.8%
CB CHUBB LIMITED 1.5%
Value ($000) $4,016 Shares 31,724 Est. Cost $109.35 Unrealized -2.9%
CVX CHEVRON 1.5%
Value ($000) $3,915 Shares 43,871 Est. Cost $88.05 Unrealized -20.7%
ILMN ILLUMINA 1.4%
Value ($000) $3,704 Shares 9,999 Est. Cost $168.20 Unrealized +91.3%
RHHBY ROCHE HLDG LTD ADR 1.3%
Value ($000) $3,599 Shares 82,955 Est. Cost $38.45 Unrealized
PEP PEPSICO 1.1%
Value ($000) $3,020 Shares 22,830 Est. Cost $72.98 Unrealized +51.8%
XOM EXXON MOBIL 1.0%
Value ($000) $2,587 Shares 57,871 Est. Cost $53.32 Unrealized -34.7%
XYL XYLEM INC 0.9%
Value ($000) $2,538 Shares 39,091 Est. Cost $42.87 Unrealized +44.0%
UNH UNITED HEALTH GROUP 0.9%
Value ($000) $2,426 Shares 8,229 Est. Cost $255.30 Unrealized +2.3%
MKC MCCORMICK & CO 0.7%
Value ($000) $1,883 Shares 10,500 Est. Cost $32.52 Unrealized +126.0%
MRK MERCK 0.7%
Value ($000) $1,872 Shares 24,200 Est. Cost $37.69 Unrealized +66.8%
ABBV ABBVIE 0.6%
Value ($000) $1,572 Shares 16,000 Est. Cost $30.82 Unrealized +128.8%
TJX TJX COS 0.5%
Value ($000) $1,402 Shares 27,731 Est. Cost $46.63 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY CL B 0.5%
Value ($000) $1,304 Shares 7,300 Est. Cost $154.30 Unrealized +18.4%
EMR EMERSON ELECTRIC 0.5%
Value ($000) $1,276 Shares 20,572 Est. Cost $53.23 Unrealized -5.5%
MUNICH RE GROUP 0.4%
Value ($000) $1,157 Shares 4,486 Est. Cost $193.76 Unrealized
V VISA 0.4%
Value ($000) $1,124 Shares 5,825 Est. Cost $73.49 Unrealized +138.9%
OZK BANK OZK 0.4%
Value ($000) $1,062 Shares 45,245 Est. Cost $31.35 Unrealized -44.4%
EOG EOG RESOURCES 0.4%
Value ($000) $1,004 Shares 19,808 Est. Cost $58.22 Unrealized -35.8%
CAT CATERPILLAR 0.3%
Value ($000) $746 Shares 5,900 Est. Cost $112.99 Unrealized -6.0%
UNP UNION PACIFIC 0.3%
Value ($000) $714 Shares 4,222 Est. Cost $100.44 Unrealized +40.8%
BMY BRISTOL-MYERS SQUIBB 0.3%
Value ($000) $670 Shares 11,384 Est. Cost $39.28 Unrealized +22.0%
CL COLGATE-PALMOLIVE 0.2%
Value ($000) $626 Shares 8,550 Est. Cost $64.40 Unrealized -3.2%
LLY ELI LILLY & CO 0.2%
Value ($000) $556 Shares 3,387 Est. Cost $75.28 Unrealized +91.2%
ORSTED A S 0.2%
Value ($000) $526 Shares 4,575 Est. Cost $69.73 Unrealized
ROYAL DUTCH SHELL PLC SPONS 0.2%
Value ($000) $510 Shares 15,600 Est. Cost $68.43 Unrealized
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $482 Shares 3,800 Est. Cost $92.76 Unrealized +7.3%
PFE PFIZER 0.2%
Value ($000) $464 Shares 14,196 Est. Cost $21.01 Unrealized +23.7%
ECL ECOLAB INC 0.2%
Value ($000) $448 Shares 2,250 Est. Cost $174.64 Unrealized +4.3%
NKE NIKE INC CLASS B 0.2%
Value ($000) $447 Shares 4,568 Est. Cost $85.46 Unrealized 0.0%
IDXX IDEXX CORP 0.2%
Value ($000) $429 Shares 1,300 Est. Cost $246.39 Unrealized +17.5%
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $412 Shares 6,300 Est. Cost $63.01 Unrealized
DE DEERE & CO 0.1%
Value ($000) $400 Shares 2,550 Est. Cost $86.42 Unrealized +55.3%
DOV DOVER CORP 0.1%
Value ($000) $372 Shares 3,850 Est. Cost $49.52 Unrealized +72.8%
CSCO CISCO SYS INC 0.1%
Value ($000) $360 Shares 7,700 Est. Cost $27.97 Unrealized +32.3%
GILD GILEAD SCIENCES 0.1%
Value ($000) $354 Shares 4,600 Est. Cost $56.68 Unrealized +8.4%
SYY SYSCO 0.1%
Value ($000) $334 Shares 6,100 Est. Cost $59.55 Unrealized -24.1%
ORCL ORACLE 0.1%
Value ($000) $311 Shares 5,625 Est. Cost $43.49 Unrealized +12.6%
HON HONEYWELL INTL 0.1%
Value ($000) $306 Shares 2,118 Est. Cost $117.88 Unrealized 0.0%
FIS FIDELITY NATL INFO SVCS 0.1%
Value ($000) $282 Shares 2,100 Est. Cost $81.15 Unrealized +43.9%
ESBA EMPIRE STATE REALTY OP LP 0.1%
Value ($000) $266 Shares 36,500 Est. Cost $18.77 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $244 Shares 1,075 Est. Cost $207.33 Unrealized 0.0%
OTIS OTIS WORLDWIDE 0.1%
Value ($000) $230 Shares 4,040 Est. Cost $47.48 Unrealized 0.0%
PAYX PAYCHEX 0.1%
Value ($000) $227 Shares 3,000 Est. Cost $58.96 Unrealized 0.0%
KERRY GROUP PLC 0.1%
Value ($000) $225 Shares 1,825 Est. Cost $111.78 Unrealized
AMT AMERICAN TOWER 0.1%
Value ($000) $213 Shares 825 Est. Cost $210.56 Unrealized 0.0%
MKTX MARKETAXESS HOLDINGS INC 0.1%
Value ($000) $200 Shares 400 Est. Cost $438.02 Unrealized 0.0%