PUZO MICHAEL J Diversified Active

CIK: 0001053914 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 8, 2022

Total Value ($000): $263,087 (100.0% shares, 0.0% debt)

Holdings (74)

AAPL APPLE INC 5.2%
Value ($000) $13,794 Shares 99,801 Est. Cost $89.86 Unrealized +71.7%
ADP AUTOMATIC DATA PROCESSING 4.5%
Value ($000) $11,842 Shares 52,355 Est. Cost $66.86 Unrealized +227.6%
JNJ JOHNSON & JOHNSON 4.2%
Value ($000) $11,043 Shares 67,596 Est. Cost $81.66 Unrealized +87.2%
DHR DANAHER CORP 3.9%
Value ($000) $10,287 Shares 39,826 Est. Cost $68.23 Unrealized +252.8%
CNI CANADIAN NATL RAILWAY 3.9%
Value ($000) $10,258 Shares 94,993 Est. Cost $64.81 Unrealized +71.8%
GOOGL ALPHABET INC CL A 3.8%
Value ($000) $9,942 Shares 103,940 Est. Cost $106.44 Unrealized +3.4%
PG PROCTER & GAMBLE 3.6%
Value ($000) $9,546 Shares 75,608 Est. Cost $71.81 Unrealized +81.9%
MA MASTERCARD 3.5%
Value ($000) $9,324 Shares 32,787 Est. Cost $145.58 Unrealized +123.4%
MSFT MICROSOFT CORP 3.4%
Value ($000) $9,057 Shares 38,889 Est. Cost $43.85 Unrealized +485.8%
NSRGY NESTLE SA ADR 3.3%
Value ($000) $8,754 Shares 81,336 Est. Cost $71.54 Unrealized
ABT ABBOTT LABS 3.2%
Value ($000) $8,323 Shares 86,005 Est. Cost $43.78 Unrealized +128.5%
ADI ANALOG DEVICES 3.0%
Value ($000) $7,956 Shares 57,098 Est. Cost $68.98 Unrealized +116.0%
FISV FISERV 2.8%
Value ($000) $7,431 Shares 79,427 Est. Cost $54.15 Unrealized +88.2%
RTX RAYTHEON TECHNOLOGIES 2.6%
Value ($000) $6,956 Shares 84,984 Est. Cost $56.23 Unrealized +49.1%
ATR APTARGROUP 2.6%
Value ($000) $6,907 Shares 72,686 Est. Cost $56.63 Unrealized +75.5%
CVX CHEVRON 2.5%
Value ($000) $6,491 Shares 45,175 Est. Cost $85.84 Unrealized +54.7%
BRK/A BERKSHIRE HATHAWAY CL A 2.3%
Value ($000) $6,097 Shares 15 Est. Cost $309674.97 Unrealized +38.3%
CVS CVS HEALTH 2.3%
Value ($000) $6,016 Shares 63,088 Est. Cost $52.43 Unrealized +67.1%
ROK ROCKWELL AUTOMATION 2.3%
Value ($000) $5,981 Shares 27,807 Est. Cost $131.36 Unrealized +67.4%
NVS NOVARTIS AG ADR 2.2%
Value ($000) $5,908 Shares 77,724 Est. Cost $72.44 Unrealized
HD HOME DEPOT 2.2%
Value ($000) $5,816 Shares 21,076 Est. Cost $94.31 Unrealized +187.0%
UNH UNITED HEALTH GROUP 2.2%
Value ($000) $5,789 Shares 11,464 Est. Cost $266.57 Unrealized +85.7%
AMD ADVANCED MICRO DEVICES INC 2.1%
Value ($000) $5,449 Shares 86,007 Est. Cost $119.38 Unrealized -28.7%
TJX TJX COS 1.8%
Value ($000) $4,683 Shares 75,362 Est. Cost $53.13 Unrealized +12.7%
AMZN AMAZON.COM 1.8%
Value ($000) $4,614 Shares 40,830 Est. Cost $123.91 Unrealized +2.0%
XYL XYLEM INC 1.7%
Value ($000) $4,506 Shares 51,576 Est. Cost $53.02 Unrealized +64.6%
DIS DISNEY 1.7%
Value ($000) $4,457 Shares 47,241 Est. Cost $115.51 Unrealized -9.5%
BDX BECTON DICKINSON 1.4%
Value ($000) $3,769 Shares 16,918 Est. Cost $217.13 Unrealized +8.0%
XOM EXXON MOBIL 1.4%
Value ($000) $3,554 Shares 40,710 Est. Cost $53.32 Unrealized +52.6%
RHHBY ROCHE HLDG LTD ADR 1.2%
Value ($000) $3,186 Shares 78,421 Est. Cost $38.50 Unrealized
PEP PEPSICO 1.2%
Value ($000) $3,027 Shares 18,540 Est. Cost $72.98 Unrealized +111.6%
NKE NIKE INC CLASS B 1.1%
Value ($000) $2,942 Shares 35,377 Est. Cost $118.44 Unrealized -14.2%
HON HONEYWELL INTL 1.1%
Value ($000) $2,855 Shares 17,094 Est. Cost $167.57 Unrealized -3.2%
MDT MEDTRONIC 1.1%
Value ($000) $2,790 Shares 34,532 Est. Cost $89.85 Unrealized -10.1%
PYPL PAYPAL HOLDINGS 0.9%
Value ($000) $2,401 Shares 27,897 Est. Cost $105.52 Unrealized -16.2%
ILMN ILLUMINA 0.9%
Value ($000) $2,297 Shares 12,043 Est. Cost $189.98 Unrealized +4.1%
KONINKLIJKE DSM NV 0.9%
Value ($000) $2,243 Shares 78,980 Est. Cost $45.73 Unrealized
MRK MERCK 0.8%
Value ($000) $2,011 Shares 23,350 Est. Cost $37.69 Unrealized +113.4%
ABBV ABBVIE 0.6%
Value ($000) $1,670 Shares 12,448 Est. Cost $37.31 Unrealized +240.7%
INTC INTEL CORP 0.6%
Value ($000) $1,658 Shares 64,340 Est. Cost $24.83 Unrealized +30.1%
EW EDWARDS LIFESCIENCES 0.6%
Value ($000) $1,649 Shares 19,960 Est. Cost $107.55 Unrealized -10.5%
NVDA NVIDIA CORP 0.6%
Value ($000) $1,528 Shares 12,589 Est. Cost $21.90 Unrealized -27.9%
MKC MCCORMICK & CO 0.5%
Value ($000) $1,380 Shares 19,350 Est. Cost $58.65 Unrealized +32.0%
MUNICH RE GROUP 0.4%
Value ($000) $1,082 Shares 4,486 Est. Cost $193.76 Unrealized
EMR EMERSON ELECTRIC 0.4%
Value ($000) $1,072 Shares 14,642 Est. Cost $53.23 Unrealized +45.8%
NOVOZYMES A S DKK 2.0 0.4%
Value ($000) $955 Shares 18,945 Est. Cost $36.29 Unrealized
APTIV PLC 0.4%
Value ($000) $942 Shares 12,040 Est. Cost $125.87 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.3%
Value ($000) $879 Shares 3,290 Est. Cost $166.18 Unrealized +71.2%
LLY ELI LILLY & CO 0.3%
Value ($000) $825 Shares 2,550 Est. Cost $75.28 Unrealized +309.2%
DE DEERE & CO 0.3%
Value ($000) $810 Shares 2,425 Est. Cost $86.42 Unrealized +277.9%
OZK BANK OZK 0.3%
Value ($000) $759 Shares 19,175 Est. Cost $31.35 Unrealized +12.6%
UNILEVER PLC NEW ADR 0.3%
Value ($000) $717 Shares 16,339 Est. Cost $49.16 Unrealized
SHEL SHEL PLC 0.3%
Value ($000) $709 Shares 14,250 Est. Cost $54.94 Unrealized
UNP UNION PACIFIC 0.3%
Value ($000) $701 Shares 3,600 Est. Cost $100.44 Unrealized +103.3%
V VISA 0.3%
Value ($000) $662 Shares 3,725 Est. Cost $73.49 Unrealized +169.9%
CAT CATERPILLAR 0.3%
Value ($000) $661 Shares 4,025 Est. Cost $119.58 Unrealized +44.0%
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $644 Shares 9,060 Est. Cost $39.28 Unrealized +58.6%
PFE PFIZER 0.2%
Value ($000) $584 Shares 13,350 Est. Cost $21.01 Unrealized +92.3%
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $509 Shares 5,100 Est. Cost $71.69 Unrealized
CL COLGATE-PALMOLIVE 0.2%
Value ($000) $502 Shares 7,140 Est. Cost $64.40 Unrealized +12.5%
SYY SYSCO 0.2%
Value ($000) $417 Shares 5,900 Est. Cost $59.55 Unrealized +27.2%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $371 Shares 2,400 Est. Cost $92.76 Unrealized +63.5%
DOV DOVER CORP 0.1%
Value ($000) $347 Shares 2,975 Est. Cost $49.52 Unrealized +146.9%
ORSTED A S 0.1%
Value ($000) $340 Shares 4,250 Est. Cost $69.73 Unrealized
PAYX PAYCHEX 0.1%
Value ($000) $337 Shares 3,000 Est. Cost $58.96 Unrealized +90.2%
ECL ECOLAB INC 0.1%
Value ($000) $321 Shares 2,225 Est. Cost $174.64 Unrealized -10.6%
BMO BANK OF MONTREAL 0.1%
Value ($000) $307 Shares 3,500 Est. Cost $46.24 Unrealized +80.9%
KO COCA COLA 0.1%
Value ($000) $231 Shares 4,125 Est. Cost $40.79 Unrealized +37.4%
EOG EOG RESOURCES 0.1%
Value ($000) $230 Shares 2,065 Est. Cost $50.41 Unrealized +93.7%
AXP AMERICAN EXPRESS 0.1%
Value ($000) $216 Shares 1,600 Est. Cost $124.36 Unrealized +16.6%
IDXX IDEXX CORP 0.1%
Value ($000) $212 Shares 650 Est. Cost $246.39 Unrealized +49.1%
FXAIX FIDELITY 500 INDEX FUND FUND 0.1%
Value ($000) $205 Shares 1,642 Est. Cost $165.04 Unrealized
WFC WELLS FARGO 0.1%
Value ($000) $201 Shares 5,000 Est. Cost $39.37 Unrealized 0.0%
ESBA EMPIRE STATE REALTY OP LP 0.1%
Value ($000) $152 Shares 23,800 Est. Cost $18.77 Unrealized