BAKER BOYER NATIONAL BANK Diversified Active

CIK: 0001079398 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: Apr 15, 2014

Total Value ($000): $51,178 (100.0% shares, 0.0% debt)

Holdings (51)

AAPL APPLE INC 7.4%
Value ($000) $3,771 Shares 7,025 Est. Cost $13.16 Unrealized +26.0%
XOM EXXON MOBIL CORP COM 6.6%
Value ($000) $3,367 Shares 34,465 Est. Cost $54.69 Unrealized +6.2%
JNJ JOHNSON & JOHNSON COM 5.3%
Value ($000) $2,689 Shares 27,378 Est. Cost $59.81 Unrealized +11.4%
CVX CHEVRON CORPORATION 4.9%
Value ($000) $2,516 Shares 21,158 Est. Cost $71.28 Unrealized -1.3%
MSFT MICROSOFT CORP COM 3.6%
Value ($000) $1,860 Shares 45,378 Est. Cost $28.97 Unrealized +7.9%
DE DEERE & COMPANY 3.6%
Value ($000) $1,841 Shares 20,285 Est. Cost $68.09 Unrealized +3.0%
IBM INTERNATIONAL BUSINESS MACHINES CORP COM 3.6%
Value ($000) $1,838 Shares 9,547 Est. Cost $118.69 Unrealized -8.0%
UNITED TECHNOLOGIES CORP COM 3.5%
Value ($000) $1,796 Shares 15,372 Est. Cost $92989.34 Unrealized
PCAR PACCAR INC 3.4%
Value ($000) $1,764 Shares 26,160 Est. Cost $21.97 Unrealized +21.0%
SO SOUTHERN CO 3.4%
Value ($000) $1,762 Shares 40,102 Est. Cost $26.71 Unrealized -5.4%
BHP BHP BILLITON LIMITED 3.4%
Value ($000) $1,744 Shares 25,737 Est. Cost $53626.11 Unrealized
ETN EATON CORPORATION PLC 3.2%
Value ($000) $1,620 Shares 21,565 Est. Cost $46.59 Unrealized +18.8%
VZ VERIZON COMMUNICATIONS 3.0%
Value ($000) $1,540 Shares 32,387 Est. Cost $27.01 Unrealized -4.2%
HD HOME DEPOT INC COM 2.7%
Value ($000) $1,380 Shares 17,443 Est. Cost $56.05 Unrealized +7.5%
BK BANK OF NEW YORK MELLON CORP 2.6%
Value ($000) $1,319 Shares 37,365 Est. Cost $24.30 Unrealized +1.9%
NKE NIKE INC CL B COM 2.5%
Value ($000) $1,295 Shares 17,530 Est. Cost $26.53 Unrealized +22.7%
USB US BANCORP DEL COM NEW 2.5%
Value ($000) $1,271 Shares 29,643 Est. Cost $22.49 Unrealized +21.6%
INTC INTEL CORPORATION COM 2.3%
Value ($000) $1,190 Shares 46,103 Est. Cost $17.93 Unrealized +4.1%
UNP UNION PAC CORP COM 2.3%
Value ($000) $1,182 Shares 6,299 Est. Cost $57.06 Unrealized +19.6%
BLACKROCK INC COMMON STOCK 2.3%
Value ($000) $1,178 Shares 3,745 Est. Cost $316.37 Unrealized
ACN ACCENTURE PLC CL A "IRISH" 2.3%
Value ($000) $1,152 Shares 14,453 Est. Cost $61.61 Unrealized +8.6%
ADM ARCHER-DANIELS MIDLAND CO 2.2%
Value ($000) $1,146 Shares 26,425 Est. Cost $23.37 Unrealized +25.5%
APACHE CORP 1.6%
Value ($000) $836 Shares 10,074 Est. Cost $83869.27 Unrealized
PG PROCTER & GAMBLE CO COM 1.6%
Value ($000) $833 Shares 10,326 Est. Cost $55.11 Unrealized +2.5%
NSC NORFOLK SOUTHERN CORP 1.4%
Value ($000) $720 Shares 7,408 Est. Cost $65.71 Unrealized +8.7%
UNH UNITED HEALTH GROUP INC 1.3%
Value ($000) $670 Shares 8,175 Est. Cost $56.58 Unrealized +9.8%
MRK MERCK & CO INC NEW 1.3%
Value ($000) $658 Shares 11,597 Est. Cost $31.44 Unrealized +13.7%
GENERAL ELECTRIC CO 1.1%
Value ($000) $583 Shares 22,527 Est. Cost $22707.30 Unrealized
DHR DANAHER CORP 1.1%
Value ($000) $582 Shares 7,756 Est. Cost $25.01 Unrealized +23.1%
CAT CATERPILLAR INC COM 1.0%
Value ($000) $537 Shares 5,400 Est. Cost $62.67 Unrealized +11.2%
ITW ILLINOIS TOOL WKS INC COM 1.0%
Value ($000) $531 Shares 6,525 Est. Cost $61.28 Unrealized 0.0%
MCD MCDONALDS CORP COM 1.0%
Value ($000) $504 Shares 5,138 Est. Cost $71.80 Unrealized -2.1%
T AT&T INC 0.9%
Value ($000) $486 Shares 13,875 Est. Cost $11.36 Unrealized -4.5%
PH PARKER HANNIFIN CORPORATION 0.9%
Value ($000) $460 Shares 3,840 Est. Cost $98.49 Unrealized 0.0%
PEP PEPSICO INC COM 0.7%
Value ($000) $375 Shares 4,493 Est. Cost $56.00 Unrealized +1.5%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.7%
Value ($000) $339 Shares 4,229 Est. Cost $57.07 Unrealized +22.1%
BA BOEING COMPANY COM 0.6%
Value ($000) $331 Shares 2,637 Est. Cost $110.94 Unrealized +0.7%
CSCO CISCO SYS INC 0.6%
Value ($000) $311 Shares 13,896 Est. Cost $15.24 Unrealized +0.4%
VNQ VANGUARD REIT ETF 0.6%
Value ($000) $308 Shares 4,368 Est. Cost $65801.20 Unrealized
GLD SPDR GOLD TRUST ETF 0.6%
Value ($000) $285 Shares 2,306 Est. Cost $116.26 Unrealized
TROW T ROWE PRICE GROUP INC 0.5%
Value ($000) $264 Shares 3,200 Est. Cost $47.69 Unrealized +10.2%
GLW CORNING INC COM 0.5%
Value ($000) $263 Shares 12,635 Est. Cost $12.12 Unrealized +14.0%
MO ALTRIA GROUP INC 0.5%
Value ($000) $243 Shares 6,500 Est. Cost $16.28 Unrealized +5.2%
VB VANGUARD SMALL CAP ETF 0.5%
Value ($000) $243 Shares 2,150 Est. Cost $93942.33 Unrealized
WMT WAL-MART STORES COM 0.5%
Value ($000) $238 Shares 3,106 Est. Cost $19.98 Unrealized -0.4%
ABBV ABBVIE INC 0.5%
Value ($000) $238 Shares 4,629 Est. Cost $26.55 Unrealized +18.6%
GOOGLE INC 0.5%
Value ($000) $237 Shares 213 Est. Cost $1122.07 Unrealized
BAC BANK OF AMERICA CORP COM 0.5%
Value ($000) $236 Shares 13,750 Est. Cost $10.03 Unrealized +32.2%
INVESCO ADV MUNI INC II CEF 0.4%
Value ($000) $225 Shares 20,475 Est. Cost $10.99 Unrealized
KO COCA COLA CO COM 0.4%
Value ($000) $215 Shares 5,550 Est. Cost $26.92 Unrealized -1.3%
TU TELUS CORP 0.4%
Value ($000) $206 Shares 5,726 Est. Cost $17.24 Unrealized 0.0%