BAKER BOYER NATIONAL BANK Diversified Active

CIK: 0001079398 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Jan 17, 2014

Total Value ($000): $51,684 (100.0% shares, 0.0% debt)

Holdings (49)

AAPL APPLE INC 7.6%
Value ($000) $3,941 Shares 7,025 Est. Cost $13.16 Unrealized +24.4%
XOM EXXON MOBIL CORP COM 5.6%
Value ($000) $2,899 Shares 28,647 Est. Cost $54.00 Unrealized +3.6%
CVX CHEVRON CORPORATION 5.0%
Value ($000) $2,597 Shares 20,793 Est. Cost $71.30 Unrealized +1.7%
JNJ JOHNSON & JOHNSON COM 4.7%
Value ($000) $2,452 Shares 26,773 Est. Cost $59.66 Unrealized +10.2%
DHR DANAHER CORP 3.8%
Value ($000) $1,988 Shares 25,756 Est. Cost $25.01 Unrealized +18.8%
MSFT MICROSOFT CORP COM 3.7%
Value ($000) $1,891 Shares 50,560 Est. Cost $28.97 Unrealized +3.6%
DE DEERE & COMPANY 3.5%
Value ($000) $1,812 Shares 19,850 Est. Cost $68.04 Unrealized -0.9%
UNITED TECHNOLOGIES CORP COM 3.5%
Value ($000) $1,794 Shares 15,766 Est. Cost $92989.34 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES CORP COM 3.4%
Value ($000) $1,746 Shares 9,307 Est. Cost $118.94 Unrealized -10.5%
ETN EATON CORPORATION PLC 3.4%
Value ($000) $1,743 Shares 22,900 Est. Cost $46.59 Unrealized +14.3%
BHP BHP BILLITON LIMITED 3.4%
Value ($000) $1,740 Shares 25,512 Est. Cost $53626.11 Unrealized
PCAR PACCAR INC 3.3%
Value ($000) $1,720 Shares 29,075 Est. Cost $21.97 Unrealized +9.3%
SO SOUTHERN CO 3.2%
Value ($000) $1,650 Shares 40,138 Est. Cost $26.71 Unrealized -8.0%
VZ VERIZON COMMUNICATIONS 3.0%
Value ($000) $1,556 Shares 31,655 Est. Cost $27.04 Unrealized -1.6%
ADM ARCHER-DANIELS MIDLAND CO 2.8%
Value ($000) $1,471 Shares 33,900 Est. Cost $23.37 Unrealized +22.4%
HD HOME DEPOT INC COM 2.8%
Value ($000) $1,437 Shares 17,443 Est. Cost $56.05 Unrealized +4.8%
BK BANK OF NEW YORK MELLON CORP 2.7%
Value ($000) $1,419 Shares 40,625 Est. Cost $24.30 Unrealized 0.0%
NKE NIKE INC CL B COM 2.7%
Value ($000) $1,378 Shares 17,530 Est. Cost $26.53 Unrealized +23.9%
BLACKROCK INC COMMON STOCK 2.6%
Value ($000) $1,343 Shares 4,245 Est. Cost $316.37 Unrealized
INTC INTEL CORPORATION COM 2.3%
Value ($000) $1,182 Shares 45,553 Est. Cost $17.92 Unrealized 0.0%
USB US BANCORP DEL COM NEW 2.3%
Value ($000) $1,179 Shares 29,200 Est. Cost $22.41 Unrealized +13.2%
ACN ACCENTURE PLC CL A "IRISH" 2.3%
Value ($000) $1,172 Shares 14,253 Est. Cost $61.54 Unrealized 0.0%
UNP UNION PAC CORP COM 2.1%
Value ($000) $1,090 Shares 6,490 Est. Cost $57.06 Unrealized +6.1%
APACHE CORP 1.9%
Value ($000) $974 Shares 11,334 Est. Cost $83869.27 Unrealized
PG PROCTER & GAMBLE CO COM 1.5%
Value ($000) $781 Shares 9,591 Est. Cost $55.00 Unrealized +5.5%
UNH UNITED HEALTH GROUP INC 1.5%
Value ($000) $766 Shares 10,175 Est. Cost $56.58 Unrealized +4.4%
NSC NORFOLK SOUTHERN CORP 1.3%
Value ($000) $688 Shares 7,408 Est. Cost $65.71 Unrealized 0.0%
GENERAL ELECTRIC CO 1.2%
Value ($000) $618 Shares 22,027 Est. Cost $23222.15 Unrealized
MRK MERCK & CO INC NEW 1.1%
Value ($000) $560 Shares 11,197 Est. Cost $31.29 Unrealized 0.0%
MCD MCDONALDS CORP COM 1.0%
Value ($000) $520 Shares 5,360 Est. Cost $71.80 Unrealized -2.5%
CAT CATERPILLAR INC COM 0.9%
Value ($000) $490 Shares 5,400 Est. Cost $62.67 Unrealized 0.0%
T AT&T INC 0.9%
Value ($000) $488 Shares 13,875 Est. Cost $11.36 Unrealized -1.7%
MO ALTRIA GROUP INC 0.8%
Value ($000) $399 Shares 10,400 Est. Cost $16.28 Unrealized +5.3%
PEP PEPSICO INC COM 0.8%
Value ($000) $389 Shares 4,693 Est. Cost $56.00 Unrealized +3.1%
BA BOEING COMPANY COM 0.7%
Value ($000) $360 Shares 2,637 Est. Cost $110.94 Unrealized 0.0%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.6%
Value ($000) $300 Shares 3,929 Est. Cost $56.11 Unrealized +9.9%
CSCO CISCO SYS INC 0.6%
Value ($000) $297 Shares 13,236 Est. Cost $15.24 Unrealized -0.2%
VNQ VANGUARD REIT ETF 0.5%
Value ($000) $270 Shares 4,175 Est. Cost $68839.76 Unrealized
TROW T ROWE PRICE GROUP INC 0.5%
Value ($000) $268 Shares 3,200 Est. Cost $47.69 Unrealized +5.9%
GLD SPDR GOLD TRUST ETF 0.5%
Value ($000) $255 Shares 2,200 Est. Cost $115.91 Unrealized
WMT WAL-MART STORES COM 0.5%
Value ($000) $245 Shares 3,106 Est. Cost $19.98 Unrealized +1.8%
ABBV ABBVIE INC 0.5%
Value ($000) $242 Shares 4,589 Est. Cost $26.55 Unrealized +14.5%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $240 Shares 3,474 Est. Cost $41.83 Unrealized +1.2%
GOOGLE INC 0.5%
Value ($000) $239 Shares 213 Est. Cost $1122.07 Unrealized
VB VANGUARD SMALL CAP ETF 0.5%
Value ($000) $236 Shares 2,150 Est. Cost $93942.33 Unrealized
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $216 Shares 258 Est. Cost $69.03 Unrealized 0.0%
GLW CORNING INC COM 0.4%
Value ($000) $216 Shares 12,135 Est. Cost $12.05 Unrealized 0.0%
BAC BANK OF AMERICA CORP COM 0.4%
Value ($000) $214 Shares 13,750 Est. Cost $10.03 Unrealized +16.5%
KO COCA COLA CO COM 0.4%
Value ($000) $213 Shares 5,150 Est. Cost $26.95 Unrealized 0.0%