BAKER BOYER NATIONAL BANK Diversified Active

CIK: 0001079398 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 21, 2014

Total Value ($000): $54,684 (100.0% shares, 0.0% debt)

Holdings (51)

AAPL APPLE INC 8.2%
Value ($000) $4,469 Shares 48,090 Est. Cost $17.85 Unrealized +4.5%
XOM EXXON MOBIL CORP COM 6.5%
Value ($000) $3,535 Shares 35,109 Est. Cost $54.82 Unrealized +12.9%
CVX CHEVRON CORPORATION 5.2%
Value ($000) $2,866 Shares 21,957 Est. Cost $71.45 Unrealized +6.2%
JNJ JOHNSON & JOHNSON COM 4.8%
Value ($000) $2,633 Shares 25,168 Est. Cost $59.81 Unrealized +22.3%
DE DEERE & COMPANY 3.4%
Value ($000) $1,850 Shares 20,435 Est. Cost $68.09 Unrealized +8.9%
SO SOUTHERN CO 3.4%
Value ($000) $1,833 Shares 40,402 Est. Cost $26.71 Unrealized +1.0%
UNITED TECHNOLOGIES CORP COM 3.3%
Value ($000) $1,818 Shares 15,746 Est. Cost $90783.40 Unrealized
MSFT MICROSOFT CORP COM 3.2%
Value ($000) $1,741 Shares 41,747 Est. Cost $28.97 Unrealized +17.2%
IBM INTERNATIONAL BUSINESS MACHINES CORP COM 3.2%
Value ($000) $1,731 Shares 9,547 Est. Cost $118.69 Unrealized -5.4%
ETN EATON CORPORATION PLC 3.1%
Value ($000) $1,710 Shares 22,155 Est. Cost $46.85 Unrealized +20.1%
PCAR PACCAR INC 3.0%
Value ($000) $1,644 Shares 26,160 Est. Cost $21.97 Unrealized +25.8%
VZ VERIZON COMMUNICATIONS 3.0%
Value ($000) $1,641 Shares 33,541 Est. Cost $27.00 Unrealized -0.8%
BHP BHP BILLITON LIMITED 3.0%
Value ($000) $1,618 Shares 23,630 Est. Cost $53626.11 Unrealized
INTC INTEL CORPORATION COM 2.7%
Value ($000) $1,489 Shares 48,178 Est. Cost $18.05 Unrealized +14.6%
HD HOME DEPOT INC COM 2.6%
Value ($000) $1,426 Shares 17,615 Est. Cost $56.05 Unrealized +7.2%
BK BANK OF NEW YORK MELLON CORP 2.6%
Value ($000) $1,400 Shares 37,365 Est. Cost $24.30 Unrealized +7.3%
NKE NIKE INC CL B COM 2.5%
Value ($000) $1,359 Shares 17,530 Est. Cost $26.53 Unrealized +21.2%
UNP UNION PAC CORP COM 2.3%
Value ($000) $1,268 Shares 12,708 Est. Cost $65.99 Unrealized +13.3%
BLACKROCK INC COMMON STOCK 2.2%
Value ($000) $1,197 Shares 3,745 Est. Cost $316.37 Unrealized
USB US BANCORP DEL COM NEW 2.2%
Value ($000) $1,192 Shares 27,528 Est. Cost $22.49 Unrealized +24.2%
ACN ACCENTURE PLC CL A "IRISH" 2.1%
Value ($000) $1,168 Shares 14,453 Est. Cost $61.61 Unrealized +7.3%
ADM ARCHER-DANIELS MIDLAND CO 2.1%
Value ($000) $1,166 Shares 26,425 Est. Cost $23.37 Unrealized +35.3%
WY WEYERHAEUSER CO COM 2.0%
Value ($000) $1,088 Shares 32,890 Est. Cost $19.29 Unrealized 0.0%
GENERAL ELECTRIC CO 1.8%
Value ($000) $968 Shares 36,846 Est. Cost $13893.05 Unrealized
APACHE CORP 1.7%
Value ($000) $928 Shares 9,224 Est. Cost $83869.27 Unrealized
PG PROCTER & GAMBLE CO COM 1.5%
Value ($000) $829 Shares 10,551 Est. Cost $55.18 Unrealized +5.6%
NSC NORFOLK SOUTHERN CORP 1.4%
Value ($000) $763 Shares 7,408 Est. Cost $65.71 Unrealized +15.7%
MRK MERCK & CO INC NEW 1.3%
Value ($000) $693 Shares 11,977 Est. Cost $31.65 Unrealized +19.9%
UNH UNITED HEALTH GROUP INC 1.2%
Value ($000) $668 Shares 8,175 Est. Cost $56.58 Unrealized +15.2%
ITW ILLINOIS TOOL WKS INC COM 1.2%
Value ($000) $668 Shares 7,625 Est. Cost $61.88 Unrealized +5.7%
CAT CATERPILLAR INC COM 1.1%
Value ($000) $612 Shares 5,630 Est. Cost $63.29 Unrealized +23.3%
DHR DANAHER CORP 1.1%
Value ($000) $611 Shares 7,756 Est. Cost $25.01 Unrealized +24.4%
MCD MCDONALDS CORP COM 1.0%
Value ($000) $527 Shares 5,233 Est. Cost $71.85 Unrealized +4.1%
T AT&T INC 0.9%
Value ($000) $504 Shares 14,265 Est. Cost $11.37 Unrealized +3.6%
PH PARKER HANNIFIN CORPORATION 0.9%
Value ($000) $483 Shares 3,840 Est. Cost $98.49 Unrealized +4.3%
PEP PEPSICO INC COM 0.8%
Value ($000) $449 Shares 5,023 Est. Cost $56.52 Unrealized +7.8%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.7%
Value ($000) $397 Shares 4,639 Est. Cost $58.52 Unrealized +25.5%
BA BOEING COMPANY COM 0.6%
Value ($000) $337 Shares 2,650 Est. Cost $110.94 Unrealized +1.5%
CSCO CISCO SYS INC 0.6%
Value ($000) $323 Shares 12,996 Est. Cost $15.24 Unrealized +9.2%
VNQ VANGUARD REIT ETF 0.6%
Value ($000) $312 Shares 4,175 Est. Cost $65801.20 Unrealized
GLW CORNING INC COM 0.5%
Value ($000) $292 Shares 13,305 Est. Cost $12.30 Unrealized +27.4%
VB VANGUARD SMALL CAP ETF 0.5%
Value ($000) $287 Shares 2,450 Est. Cost $82453.53 Unrealized
GLD SPDR GOLD TRUST ETF 0.5%
Value ($000) $282 Shares 2,200 Est. Cost $116.26 Unrealized
MO ALTRIA GROUP INC 0.5%
Value ($000) $273 Shares 6,500 Est. Cost $16.28 Unrealized +17.9%
TROW T ROWE PRICE GROUP INC 0.5%
Value ($000) $270 Shares 3,200 Est. Cost $47.69 Unrealized +11.5%
ABBV ABBVIE INC 0.5%
Value ($000) $262 Shares 4,629 Est. Cost $26.55 Unrealized +24.2%
WMT WAL-MART STORES COM 0.4%
Value ($000) $234 Shares 3,106 Est. Cost $19.98 Unrealized +2.7%
HAL HALLIBURTON CO COM 0.4%
Value ($000) $224 Shares 3,160 Est. Cost $51.48 Unrealized 0.0%
KO COCA COLA CO COM 0.4%
Value ($000) $218 Shares 5,150 Est. Cost $26.92 Unrealized +4.4%
BAC BANK OF AMERICA CORP COM 0.4%
Value ($000) $215 Shares 13,972 Est. Cost $10.06 Unrealized +21.7%
TU TELUS CORP 0.4%
Value ($000) $213 Shares 5,726 Est. Cost $17.24 Unrealized +6.1%