PUZO MICHAEL J Diversified Active

CIK: 0001053914 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 28, 2020

Total Value ($000): $280,986 (100.0% shares, 0.0% debt)

Holdings (74)

AAPL APPLE INC 6.1%
Value ($000) $17,061 Shares 147,319 Est. Cost $89.86 Unrealized +17.9%
MA MASTERCARD 4.3%
Value ($000) $12,127 Shares 35,861 Est. Cost $142.19 Unrealized +122.0%
CNI CANADIAN NATL RAILWAY 4.0%
Value ($000) $11,136 Shares 104,596 Est. Cost $64.81 Unrealized +39.9%
DHR DANAHER CORP 3.9%
Value ($000) $11,034 Shares 51,241 Est. Cost $68.23 Unrealized +154.6%
PG PROCTER & GAMBLE 3.8%
Value ($000) $10,662 Shares 76,705 Est. Cost $70.19 Unrealized +65.8%
GOOGL ALPHABET INC CL A 3.7%
Value ($000) $10,476 Shares 7,148 Est. Cost $38.50 Unrealized +96.4%
NSRGY NESTLE SA ADR 3.7%
Value ($000) $10,337 Shares 86,663 Est. Cost $71.54 Unrealized
MSFT MICROSOFT CORP 3.6%
Value ($000) $9,992 Shares 47,502 Est. Cost $38.04 Unrealized +427.7%
JNJ JOHNSON & JOHNSON 3.6%
Value ($000) $9,988 Shares 67,083 Est. Cost $79.28 Unrealized +60.2%
ABT ABBOTT LABS 3.5%
Value ($000) $9,740 Shares 89,496 Est. Cost $42.69 Unrealized +116.3%
NVS NOVARTIS AG ADR 3.1%
Value ($000) $8,574 Shares 98,588 Est. Cost $72.44 Unrealized
ATR APTARGROUP 3.0%
Value ($000) $8,501 Shares 75,101 Est. Cost $55.80 Unrealized +95.5%
FISV FISERV 3.0%
Value ($000) $8,316 Shares 80,709 Est. Cost $53.36 Unrealized +86.7%
ADP AUTOMATIC DATA PROCESSING 2.9%
Value ($000) $8,102 Shares 58,095 Est. Cost $66.86 Unrealized +86.9%
INTC INTEL CORP 2.5%
Value ($000) $7,067 Shares 136,495 Est. Cost $24.83 Unrealized +87.3%
ADI ANALOG DEVICES 2.4%
Value ($000) $6,850 Shares 58,674 Est. Cost $68.02 Unrealized +56.5%
HD HOME DEPOT 2.2%
Value ($000) $6,262 Shares 22,550 Est. Cost $89.34 Unrealized +166.0%
XILINX 2.1%
Value ($000) $6,036 Shares 57,907 Est. Cost $59.74 Unrealized
NOVOZYMES A S DKK 2.0 2.1%
Value ($000) $5,856 Shares 93,200 Est. Cost $36.29 Unrealized
ROK ROCKWELL AUTOMATION 2.0%
Value ($000) $5,700 Shares 25,830 Est. Cost $124.74 Unrealized +63.3%
UNILEVER PLC NEW ADR 2.0%
Value ($000) $5,653 Shares 91,654 Est. Cost $48.29 Unrealized
BDX BECTON DICKINSON 2.0%
Value ($000) $5,517 Shares 23,711 Est. Cost $216.31 Unrealized +4.2%
DIS DISNEY 2.0%
Value ($000) $5,505 Shares 44,369 Est. Cost $113.86 Unrealized +7.3%
AMZN AMAZON.COM 1.9%
Value ($000) $5,240 Shares 1,665 Est. Cost $88.55 Unrealized +78.0%
BRK/A BERKSHIRE HATHAWAY CL A 1.8%
Value ($000) $5,120 Shares 16 Est. Cost $309674.97 Unrealized -0.9%
PYPL PAYPAL HOLDINGS 1.8%
Value ($000) $5,097 Shares 25,869 Est. Cost $95.57 Unrealized +96.6%
MMM 3M 1.6%
Value ($000) $4,597 Shares 28,705 Est. Cost $103.68 Unrealized +6.5%
RTX RAYTHEON TECHNOLOGIES 1.6%
Value ($000) $4,447 Shares 77,280 Est. Cost $54.55 Unrealized -1.6%
CVS CVS HEALTH 1.3%
Value ($000) $3,740 Shares 64,028 Est. Cost $52.19 Unrealized +0.4%
XYL XYLEM INC 1.3%
Value ($000) $3,724 Shares 44,301 Est. Cost $46.42 Unrealized +57.5%
RHHBY ROCHE HLDG LTD ADR 1.3%
Value ($000) $3,590 Shares 83,905 Est. Cost $38.50 Unrealized
CVX CHEVRON 1.2%
Value ($000) $3,487 Shares 48,431 Est. Cost $86.02 Unrealized -22.7%
UNH UNITED HEALTH GROUP 1.2%
Value ($000) $3,469 Shares 11,125 Est. Cost $262.04 Unrealized +7.3%
PEP PEPSICO 1.1%
Value ($000) $3,096 Shares 22,350 Est. Cost $72.98 Unrealized +57.8%
ILMN ILLUMINA 1.1%
Value ($000) $3,089 Shares 9,991 Est. Cost $168.20 Unrealized +104.9%
CB CHUBB LIMITED 1.0%
Value ($000) $2,816 Shares 24,250 Est. Cost $109.35 Unrealized +5.9%
TJX TJX COS 0.9%
Value ($000) $2,653 Shares 47,660 Est. Cost $48.06 Unrealized +4.1%
MRK MERCK 0.7%
Value ($000) $1,999 Shares 24,100 Est. Cost $37.69 Unrealized +74.9%
MKC MCCORMICK & CO 0.7%
Value ($000) $1,903 Shares 9,800 Est. Cost $32.52 Unrealized +169.6%
XOM EXXON MOBIL 0.6%
Value ($000) $1,710 Shares 49,855 Est. Cost $53.32 Unrealized -39.4%
BRK/B BERKSHIRE HATHAWAY CL B 0.6%
Value ($000) $1,555 Shares 7,300 Est. Cost $154.30 Unrealized +32.6%
NKE NIKE INC CLASS B 0.5%
Value ($000) $1,487 Shares 11,840 Est. Cost $94.17 Unrealized +5.8%
ABBV ABBVIE 0.5%
Value ($000) $1,403 Shares 16,000 Est. Cost $30.82 Unrealized +147.6%
EMR EMERSON ELECTRIC 0.5%
Value ($000) $1,300 Shares 19,842 Est. Cost $53.23 Unrealized +10.4%
MUNICH RE GROUP 0.4%
Value ($000) $1,144 Shares 4,486 Est. Cost $193.76 Unrealized
V VISA 0.4%
Value ($000) $1,100 Shares 5,500 Est. Cost $73.49 Unrealized +161.6%
OZK BANK OZK 0.3%
Value ($000) $901 Shares 42,245 Est. Cost $31.35 Unrealized -38.8%
UNP UNION PACIFIC 0.3%
Value ($000) $831 Shares 4,222 Est. Cost $100.44 Unrealized +64.1%
CAT CATERPILLAR 0.3%
Value ($000) $790 Shares 5,300 Est. Cost $112.99 Unrealized +12.2%
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $686 Shares 11,359 Est. Cost $39.28 Unrealized +23.7%
CL COLGATE-PALMOLIVE 0.2%
Value ($000) $659 Shares 8,550 Est. Cost $64.40 Unrealized +4.6%
ORSTED A S 0.2%
Value ($000) $629 Shares 4,575 Est. Cost $69.73 Unrealized
HON HONEYWELL INTL 0.2%
Value ($000) $599 Shares 3,643 Est. Cost $124.30 Unrealized +7.2%
DE DEERE & CO 0.2%
Value ($000) $559 Shares 2,525 Est. Cost $86.42 Unrealized +108.0%
PFE PFIZER 0.2%
Value ($000) $521 Shares 14,196 Est. Cost $21.01 Unrealized +29.0%
EOG EOG RESOURCES 0.2%
Value ($000) $519 Shares 14,438 Est. Cost $58.22 Unrealized -40.1%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $500 Shares 3,500 Est. Cost $92.76 Unrealized +26.0%
LLY ELI LILLY & CO 0.2%
Value ($000) $494 Shares 3,337 Est. Cost $75.28 Unrealized +93.6%
IDXX IDEXX CORP 0.2%
Value ($000) $472 Shares 1,200 Est. Cost $246.39 Unrealized +50.1%
ECL ECOLAB INC 0.2%
Value ($000) $450 Shares 2,250 Est. Cost $174.64 Unrealized +7.9%
DOV DOVER CORP 0.1%
Value ($000) $396 Shares 3,650 Est. Cost $49.52 Unrealized +101.3%
ROYAL DUTCH SHELL PLC SPONS 0.1%
Value ($000) $392 Shares 15,600 Est. Cost $68.43 Unrealized
NVO NOVO NORDISK A S ADR 0.1%
Value ($000) $382 Shares 5,500 Est. Cost $63.01 Unrealized
SYY SYSCO 0.1%
Value ($000) $367 Shares 5,900 Est. Cost $59.55 Unrealized -15.3%
FIS FIDELITY NATL INFO SVCS 0.1%
Value ($000) $309 Shares 2,100 Est. Cost $81.15 Unrealized +58.7%
ORCL ORACLE 0.1%
Value ($000) $306 Shares 5,125 Est. Cost $43.49 Unrealized +21.3%
CSCO CISCO SYS INC 0.1%
Value ($000) $299 Shares 7,600 Est. Cost $27.97 Unrealized +32.5%
GILD GILEAD SCIENCES 0.1%
Value ($000) $284 Shares 4,500 Est. Cost $56.68 Unrealized -1.0%
META FACEBOOK INC 0.1%
Value ($000) $282 Shares 1,075 Est. Cost $207.33 Unrealized +23.5%
PAYX PAYCHEX 0.1%
Value ($000) $239 Shares 3,000 Est. Cost $58.96 Unrealized +9.5%
KERRY GROUP PLC 0.1%
Value ($000) $234 Shares 1,825 Est. Cost $111.78 Unrealized
ESBA EMPIRE STATE REALTY OP LP 0.1%
Value ($000) $220 Shares 36,500 Est. Cost $18.77 Unrealized
BMO BANK OF MONTREAL 0.1%
Value ($000) $204 Shares 3,500 Est. Cost $46.24 Unrealized 0.0%
KO COCA COLA 0.1%
Value ($000) $204 Shares 4,125 Est. Cost $40.79 Unrealized 0.0%