PUZO MICHAEL J Diversified Active

CIK: 0001053914 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 19, 2022

Total Value ($000): $281,618 (100.0% shares, 0.0% debt)

Holdings (73)

AAPL APPLE INC 5.1%
Value ($000) $14,498 Shares 106,036 Est. Cost $89.86 Unrealized +65.4%
JNJ JOHNSON & JOHNSON 4.3%
Value ($000) $12,019 Shares 67,708 Est. Cost $81.66 Unrealized +95.9%
GOOGL ALPHABET INC CL A 4.1%
Value ($000) $11,453 Shares 5,255 Est. Cost $38.50 Unrealized +203.5%
ADP AUTOMATIC DATA PROCESSING 4.0%
Value ($000) $11,380 Shares 54,179 Est. Cost $66.86 Unrealized +202.9%
PG PROCTER & GAMBLE 3.9%
Value ($000) $10,959 Shares 76,226 Est. Cost $71.81 Unrealized +91.2%
CNI CANADIAN NATL RAILWAY 3.8%
Value ($000) $10,818 Shares 96,193 Est. Cost $64.81 Unrealized +67.7%
MA MASTERCARD 3.7%
Value ($000) $10,442 Shares 33,099 Est. Cost $145.58 Unrealized +131.7%
DHR DANAHER CORP 3.6%
Value ($000) $10,221 Shares 40,312 Est. Cost $68.23 Unrealized +231.6%
MSFT MICROSOFT CORP 3.5%
Value ($000) $9,956 Shares 38,759 Est. Cost $43.85 Unrealized +500.7%
NSRGY NESTLE SA ADR 3.4%
Value ($000) $9,576 Shares 82,269 Est. Cost $71.54 Unrealized
ABT ABBOTT LABS 3.3%
Value ($000) $9,327 Shares 85,840 Est. Cost $43.78 Unrealized +142.3%
ADI ANALOG DEVICES 3.0%
Value ($000) $8,405 Shares 57,535 Est. Cost $68.98 Unrealized +114.0%
RTX RAYTHEON TECHNOLOGIES 2.9%
Value ($000) $8,186 Shares 85,164 Est. Cost $56.23 Unrealized +57.4%
ATR APTARGROUP 2.7%
Value ($000) $7,482 Shares 72,496 Est. Cost $56.63 Unrealized +83.3%
NVS NOVARTIS AG ADR 2.5%
Value ($000) $7,141 Shares 84,484 Est. Cost $72.44 Unrealized
FISV FISERV 2.5%
Value ($000) $7,106 Shares 79,862 Est. Cost $54.15 Unrealized +79.1%
CVX CHEVRON 2.3%
Value ($000) $6,566 Shares 45,355 Est. Cost $85.84 Unrealized +66.2%
AMD ADVANCED MICRO DEVICES INC 2.3%
Value ($000) $6,556 Shares 85,726 Est. Cost $119.38 Unrealized -21.6%
BRK/A BERKSHIRE HATHAWAY CL A 2.3%
Value ($000) $6,543 Shares 16 Est. Cost $309674.97 Unrealized +52.2%
UNH UNITED HEALTH GROUP 2.1%
Value ($000) $5,868 Shares 11,425 Est. Cost $266.57 Unrealized +76.7%
CVS CVS HEALTH 2.1%
Value ($000) $5,826 Shares 62,875 Est. Cost $52.43 Unrealized +63.8%
HD HOME DEPOT 2.0%
Value ($000) $5,722 Shares 20,860 Est. Cost $92.48 Unrealized +190.9%
ROK ROCKWELL AUTOMATION 2.0%
Value ($000) $5,530 Shares 27,751 Est. Cost $131.36 Unrealized +61.3%
BDX BECTON DICKINSON 1.7%
Value ($000) $4,678 Shares 18,978 Est. Cost $217.13 Unrealized +9.8%
DIS DISNEY 1.6%
Value ($000) $4,392 Shares 46,528 Est. Cost $115.68 Unrealized -6.3%
AMZN AMAZON.COM 1.5%
Value ($000) $4,251 Shares 40,030 Est. Cost $123.86 Unrealized +1.0%
TJX TJX COS 1.5%
Value ($000) $4,169 Shares 74,647 Est. Cost $53.13 Unrealized +8.1%
KONINKLIJKE DSM NV 1.4%
Value ($000) $3,988 Shares 110,974 Est. Cost $45.73 Unrealized
XYL XYLEM INC 1.4%
Value ($000) $3,895 Shares 49,835 Est. Cost $51.83 Unrealized +52.5%
XOM EXXON MOBIL 1.2%
Value ($000) $3,488 Shares 40,735 Est. Cost $53.32 Unrealized +49.3%
NKE NIKE INC CLASS B 1.2%
Value ($000) $3,456 Shares 33,820 Est. Cost $119.21 Unrealized -6.6%
RHHBY ROCHE HLDG LTD ADR 1.2%
Value ($000) $3,273 Shares 78,466 Est. Cost $38.50 Unrealized
PEP PEPSICO 1.1%
Value ($000) $3,178 Shares 19,064 Est. Cost $72.98 Unrealized +105.3%
HON HONEYWELL INTL 1.1%
Value ($000) $2,980 Shares 17,148 Est. Cost $167.57 Unrealized -0.8%
INTC INTEL CORP 1.1%
Value ($000) $2,968 Shares 79,355 Est. Cost $24.83 Unrealized +63.6%
MDT MEDTRONIC 0.9%
Value ($000) $2,489 Shares 27,740 Est. Cost $92.08 Unrealized -1.8%
ILMN ILLUMINA 0.8%
Value ($000) $2,130 Shares 11,558 Est. Cost $189.65 Unrealized +34.7%
MRK MERCK 0.8%
Value ($000) $2,129 Shares 23,350 Est. Cost $37.69 Unrealized +110.2%
NVDA NVIDIA CORP 0.7%
Value ($000) $2,014 Shares 13,285 Est. Cost $21.90 Unrealized -14.0%
PYPL PAYPAL HOLDINGS 0.7%
Value ($000) $1,990 Shares 28,481 Est. Cost $105.52 Unrealized -18.0%
ABBV ABBVIE 0.7%
Value ($000) $1,946 Shares 12,708 Est. Cost $37.31 Unrealized +259.5%
UNILEVER PLC NEW ADR 0.7%
Value ($000) $1,939 Shares 42,304 Est. Cost $49.16 Unrealized
MKC MCCORMICK & CO 0.6%
Value ($000) $1,610 Shares 19,350 Est. Cost $58.65 Unrealized +48.5%
NOVOZYMES A S DKK 2.0 0.5%
Value ($000) $1,454 Shares 24,275 Est. Cost $36.29 Unrealized
EW EDWARDS LIFESCIENCES 0.5%
Value ($000) $1,371 Shares 14,415 Est. Cost $111.91 Unrealized -7.5%
EMR EMERSON ELECTRIC 0.4%
Value ($000) $1,164 Shares 14,642 Est. Cost $53.23 Unrealized +53.8%
APTIV PLC 0.4%
Value ($000) $1,123 Shares 12,610 Est. Cost $125.87 Unrealized
MUNICH RE GROUP 0.4%
Value ($000) $1,044 Shares 4,486 Est. Cost $193.76 Unrealized
OZK BANK OZK 0.3%
Value ($000) $834 Shares 22,225 Est. Cost $31.35 Unrealized +9.4%
LLY ELI LILLY & CO 0.3%
Value ($000) $827 Shares 2,550 Est. Cost $75.28 Unrealized +286.4%
BRK/B BERKSHIRE HATHAWAY CL B 0.3%
Value ($000) $816 Shares 2,990 Est. Cost $154.30 Unrealized +103.3%
BMY BRISTOL-MYERS SQUIBB 0.3%
Value ($000) $784 Shares 10,184 Est. Cost $39.28 Unrealized +65.4%
UNP UNION PACIFIC 0.3%
Value ($000) $768 Shares 3,600 Est. Cost $100.44 Unrealized +107.9%
SHEL SHEL PLC 0.3%
Value ($000) $755 Shares 14,450 Est. Cost $54.94 Unrealized
V VISA 0.3%
Value ($000) $729 Shares 3,700 Est. Cost $73.49 Unrealized +173.6%
DE DEERE & CO 0.3%
Value ($000) $726 Shares 2,425 Est. Cost $86.42 Unrealized +304.6%
CAT CATERPILLAR 0.3%
Value ($000) $720 Shares 4,025 Est. Cost $119.58 Unrealized +65.0%
PFE PFIZER 0.3%
Value ($000) $711 Shares 13,550 Est. Cost $21.01 Unrealized +99.8%
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $624 Shares 5,600 Est. Cost $71.69 Unrealized
CL COLGATE-PALMOLIVE 0.2%
Value ($000) $571 Shares 7,140 Est. Cost $64.40 Unrealized +11.5%
SYY SYSCO 0.2%
Value ($000) $500 Shares 5,900 Est. Cost $59.55 Unrealized +27.2%
ORSTED A S 0.2%
Value ($000) $444 Shares 4,250 Est. Cost $69.73 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $399 Shares 2,600 Est. Cost $92.76 Unrealized +62.8%
DOV DOVER CORP 0.1%
Value ($000) $361 Shares 2,975 Est. Cost $49.52 Unrealized +160.6%
ECL ECOLAB INC 0.1%
Value ($000) $342 Shares 2,225 Est. Cost $174.64 Unrealized -9.0%
PAYX PAYCHEX 0.1%
Value ($000) $342 Shares 3,000 Est. Cost $58.96 Unrealized +91.4%
BMO BANK OF MONTREAL 0.1%
Value ($000) $337 Shares 3,500 Est. Cost $46.24 Unrealized +96.7%
KO COCA COLA 0.1%
Value ($000) $259 Shares 4,125 Est. Cost $40.79 Unrealized +39.1%
EOG EOG RESOURCES 0.1%
Value ($000) $233 Shares 2,115 Est. Cost $50.41 Unrealized +109.8%
IDXX IDEXX CORP 0.1%
Value ($000) $228 Shares 650 Est. Cost $246.39 Unrealized +65.5%
AXP AMERICAN EXPRESS 0.1%
Value ($000) $222 Shares 1,600 Est. Cost $124.36 Unrealized +26.7%
FXAIX FIDELITY 500 INDEX FUND FUND 0.1%
Value ($000) $217 Shares 1,642 Est. Cost $165.04 Unrealized
ESBA EMPIRE STATE REALTY OP LP 0.1%
Value ($000) $170 Shares 23,900 Est. Cost $18.77 Unrealized