PUZO MICHAEL J Diversified Active

CIK: 0001053914 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 16, 2021

Total Value ($000): $306,291 (100.0% shares, 0.0% debt)

Holdings (75)

AAPL APPLE INC 6.1%
Value ($000) $18,566 Shares 139,917 Est. Cost $89.86 Unrealized +30.2%
MA MASTERCARD 4.1%
Value ($000) $12,685 Shares 35,541 Est. Cost $142.19 Unrealized +127.4%
GOOGL ALPHABET INC CL A 4.0%
Value ($000) $12,340 Shares 7,040 Est. Cost $38.50 Unrealized +116.9%
CNI CANADIAN NATL RAILWAY 3.7%
Value ($000) $11,324 Shares 103,083 Est. Cost $64.81 Unrealized +51.1%
DHR DANAHER CORP 3.6%
Value ($000) $10,971 Shares 49,385 Est. Cost $68.23 Unrealized +187.3%
PG PROCTER & GAMBLE 3.5%
Value ($000) $10,625 Shares 76,363 Est. Cost $70.19 Unrealized +75.5%
JNJ JOHNSON & JOHNSON 3.4%
Value ($000) $10,546 Shares 67,013 Est. Cost $79.28 Unrealized +60.9%
MSFT MICROSOFT CORP 3.4%
Value ($000) $10,396 Shares 46,740 Est. Cost $38.04 Unrealized +441.6%
ATR APTARGROUP 3.3%
Value ($000) $10,242 Shares 74,814 Est. Cost $55.80 Unrealized +108.0%
ADP AUTOMATIC DATA PROCESSING 3.3%
Value ($000) $10,231 Shares 58,074 Est. Cost $66.86 Unrealized +120.5%
NSRGY NESTLE SA ADR 3.3%
Value ($000) $10,191 Shares 86,503 Est. Cost $71.54 Unrealized
ABT ABBOTT LABS 3.2%
Value ($000) $9,706 Shares 88,641 Est. Cost $42.69 Unrealized +132.5%
NVS NOVARTIS AG ADR 3.0%
Value ($000) $9,310 Shares 98,598 Est. Cost $72.44 Unrealized
FISV FISERV 3.0%
Value ($000) $9,231 Shares 81,068 Est. Cost $53.36 Unrealized +102.0%
ADI ANALOG DEVICES 2.8%
Value ($000) $8,698 Shares 58,874 Est. Cost $68.02 Unrealized +78.2%
XILINX 2.7%
Value ($000) $8,124 Shares 57,302 Est. Cost $59.74 Unrealized
DIS DISNEY 2.6%
Value ($000) $8,052 Shares 44,444 Est. Cost $113.86 Unrealized +23.2%
INTC INTEL CORP 2.2%
Value ($000) $6,701 Shares 134,480 Est. Cost $24.83 Unrealized +77.3%
ROK ROCKWELL AUTOMATION 2.1%
Value ($000) $6,403 Shares 25,531 Est. Cost $124.74 Unrealized +79.6%
BDX BECTON DICKINSON 2.0%
Value ($000) $6,134 Shares 24,511 Est. Cost $216.25 Unrealized -0.8%
PYPL PAYPAL HOLDINGS 1.9%
Value ($000) $5,896 Shares 25,182 Est. Cost $95.57 Unrealized +116.3%
HD HOME DEPOT 1.9%
Value ($000) $5,876 Shares 22,119 Est. Cost $89.34 Unrealized +171.4%
RTX RAYTHEON TECHNOLOGIES 1.8%
Value ($000) $5,612 Shares 78,460 Est. Cost $54.61 Unrealized +7.0%
UNILEVER PLC NEW ADR 1.8%
Value ($000) $5,603 Shares 92,828 Est. Cost $48.45 Unrealized
AMZN AMAZON.COM 1.8%
Value ($000) $5,587 Shares 1,715 Est. Cost $90.62 Unrealized +76.1%
BRK/A BERKSHIRE HATHAWAY CL A 1.8%
Value ($000) $5,565 Shares 16 Est. Cost $309674.97 Unrealized +6.8%
NOVOZYMES A S DKK 2.0 1.6%
Value ($000) $5,016 Shares 87,630 Est. Cost $36.29 Unrealized
MMM 3M 1.6%
Value ($000) $4,793 Shares 27,425 Est. Cost $103.68 Unrealized +13.4%
XYL XYLEM INC 1.5%
Value ($000) $4,603 Shares 45,220 Est. Cost $47.28 Unrealized +87.4%
CVS CVS HEALTH 1.5%
Value ($000) $4,469 Shares 65,437 Est. Cost $52.26 Unrealized +5.7%
UNH UNITED HEALTH GROUP 1.3%
Value ($000) $4,005 Shares 11,420 Est. Cost $263.23 Unrealized +17.1%
ILMN ILLUMINA 1.2%
Value ($000) $3,701 Shares 10,004 Est. Cost $168.20 Unrealized +89.5%
TJX TJX COS 1.2%
Value ($000) $3,679 Shares 53,895 Est. Cost $49.03 Unrealized +15.2%
CVX CHEVRON 1.2%
Value ($000) $3,657 Shares 43,311 Est. Cost $86.02 Unrealized -24.4%
RHHBY ROCHE HLDG LTD ADR 1.2%
Value ($000) $3,646 Shares 83,155 Est. Cost $38.50 Unrealized
PEP PEPSICO 1.1%
Value ($000) $3,254 Shares 21,950 Est. Cost $72.98 Unrealized +66.1%
NKE NIKE INC CLASS B 0.7%
Value ($000) $2,017 Shares 14,261 Est. Cost $99.10 Unrealized +24.3%
MRK MERCK 0.6%
Value ($000) $1,971 Shares 24,100 Est. Cost $37.69 Unrealized +72.1%
XOM EXXON MOBIL 0.6%
Value ($000) $1,933 Shares 46,900 Est. Cost $53.32 Unrealized -43.1%
MKC MCCORMICK & CO 0.6%
Value ($000) $1,873 Shares 19,590 Est. Cost $58.65 Unrealized +44.6%
ABBV ABBVIE 0.6%
Value ($000) $1,709 Shares 15,950 Est. Cost $30.82 Unrealized +156.2%
EMR EMERSON ELECTRIC 0.5%
Value ($000) $1,595 Shares 19,842 Est. Cost $53.23 Unrealized +25.5%
BRK/B BERKSHIRE HATHAWAY CL B 0.5%
Value ($000) $1,566 Shares 6,750 Est. Cost $154.30 Unrealized +42.7%
MUNICH RE GROUP 0.4%
Value ($000) $1,347 Shares 4,486 Est. Cost $193.76 Unrealized
OZK BANK OZK 0.4%
Value ($000) $1,227 Shares 39,245 Est. Cost $31.35 Unrealized -28.2%
HON HONEYWELL INTL 0.4%
Value ($000) $1,205 Shares 5,668 Est. Cost $138.39 Unrealized +18.3%
V VISA 0.4%
Value ($000) $1,122 Shares 5,125 Est. Cost $73.49 Unrealized +168.4%
ORSTED A S 0.3%
Value ($000) $906 Shares 4,450 Est. Cost $69.73 Unrealized
CAT CATERPILLAR 0.3%
Value ($000) $892 Shares 4,900 Est. Cost $112.99 Unrealized +36.3%
UNP UNION PACIFIC 0.3%
Value ($000) $827 Shares 3,972 Est. Cost $100.44 Unrealized +77.3%
CL COLGATE-PALMOLIVE 0.2%
Value ($000) $722 Shares 8,450 Est. Cost $64.40 Unrealized +14.0%
DE DEERE & CO 0.2%
Value ($000) $673 Shares 2,500 Est. Cost $86.42 Unrealized +168.6%
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $668 Shares 10,784 Est. Cost $39.28 Unrealized +27.4%
KONINKLIJKE DSM NV 0.2%
Value ($000) $656 Shares 15,170 Est. Cost $43.24 Unrealized
IDXX IDEXX CORP 0.2%
Value ($000) $600 Shares 1,200 Est. Cost $246.39 Unrealized +81.6%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $574 Shares 3,500 Est. Cost $92.76 Unrealized +45.1%
LLY ELI LILLY & CO 0.2%
Value ($000) $563 Shares 3,337 Est. Cost $75.28 Unrealized +87.8%
ROYAL DUTCH SHELL PLC SPONS 0.2%
Value ($000) $548 Shares 15,600 Est. Cost $68.43 Unrealized
PFE PFIZER 0.2%
Value ($000) $523 Shares 14,196 Est. Cost $21.01 Unrealized +36.3%
ECL ECOLAB INC 0.2%
Value ($000) $487 Shares 2,250 Est. Cost $174.64 Unrealized +13.1%
DOV DOVER CORP 0.2%
Value ($000) $461 Shares 3,650 Est. Cost $49.52 Unrealized +124.4%
SYY SYSCO 0.1%
Value ($000) $438 Shares 5,900 Est. Cost $59.55 Unrealized +0.8%
NVO NOVO NORDISK A S ADR 0.1%
Value ($000) $384 Shares 5,500 Est. Cost $63.01 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $377 Shares 2,450 Est. Cost $109.35 Unrealized +18.9%
ESBA EMPIRE STATE REALTY OP LP 0.1%
Value ($000) $333 Shares 36,500 Est. Cost $18.77 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $326 Shares 7,300 Est. Cost $27.97 Unrealized +26.1%
FIS FIDELITY NATL INFO SVCS 0.1%
Value ($000) $297 Shares 2,100 Est. Cost $81.15 Unrealized +57.1%
ORCL ORACLE 0.1%
Value ($000) $288 Shares 4,450 Est. Cost $43.49 Unrealized +27.6%
PAYX PAYCHEX 0.1%
Value ($000) $280 Shares 3,000 Est. Cost $58.96 Unrealized +30.5%
BMO BANK OF MONTREAL 0.1%
Value ($000) $266 Shares 3,500 Est. Cost $46.24 Unrealized +19.8%
META FACEBOOK INC 0.1%
Value ($000) $259 Shares 950 Est. Cost $207.33 Unrealized +31.3%
GILD GILEAD SCIENCES 0.1%
Value ($000) $256 Shares 4,400 Est. Cost $56.68 Unrealized -12.9%
KERRY GROUP PLC 0.1%
Value ($000) $251 Shares 1,725 Est. Cost $111.78 Unrealized
KO COCA COLA 0.1%
Value ($000) $226 Shares 4,125 Est. Cost $40.79 Unrealized +8.5%
ORA ORMAT TECHNOLOGIES 0.1%
Value ($000) $207 Shares 2,300 Est. Cost $73.37 Unrealized 0.0%