BAKER BOYER NATIONAL BANK Diversified Active

CIK: 0001079398 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 20, 2014

Total Value ($000): $51,060 (100.0% shares, 0.0% debt)

Holdings (50)

AAPL APPLE INC 9.6%
Value ($000) $4,906 Shares 48,695 Est. Cost $17.90 Unrealized +20.8%
XOM EXXON MOBIL CORP COM 5.4%
Value ($000) $2,737 Shares 29,103 Est. Cost $54.82 Unrealized +12.2%
CVX CHEVRON CORPORATION 4.9%
Value ($000) $2,499 Shares 20,941 Est. Cost $71.45 Unrealized +9.9%
JNJ JOHNSON & JOHNSON COM 4.8%
Value ($000) $2,437 Shares 22,871 Est. Cost $59.81 Unrealized +26.4%
MSFT MICROSOFT CORP COM 3.9%
Value ($000) $1,986 Shares 42,857 Est. Cost $29.20 Unrealized +29.0%
IBM INTERNATIONAL BUSINESS MACHINES CORP COM 3.4%
Value ($000) $1,735 Shares 9,142 Est. Cost $118.69 Unrealized -3.7%
INTC INTEL CORPORATION COM 3.3%
Value ($000) $1,677 Shares 48,178 Est. Cost $18.05 Unrealized +42.6%
DE DEERE & COMPANY 3.2%
Value ($000) $1,646 Shares 20,085 Est. Cost $68.09 Unrealized +1.9%
UNITED TECHNOLOGIES CORP COM 3.2%
Value ($000) $1,639 Shares 15,521 Est. Cost $90783.40 Unrealized
VZ VERIZON COMMUNICATIONS 3.0%
Value ($000) $1,537 Shares 30,755 Est. Cost $27.00 Unrealized +2.9%
SO SOUTHERN CO 3.0%
Value ($000) $1,530 Shares 35,062 Est. Cost $26.71 Unrealized +1.5%
HD HOME DEPOT INC COM 2.9%
Value ($000) $1,492 Shares 16,265 Est. Cost $56.05 Unrealized +17.3%
BK BANK OF NEW YORK MELLON CORP 2.8%
Value ($000) $1,437 Shares 37,105 Est. Cost $24.30 Unrealized +21.1%
PCAR PACCAR INC 2.8%
Value ($000) $1,434 Shares 25,210 Est. Cost $21.97 Unrealized +23.2%
USB US BANCORP DEL COM NEW 2.7%
Value ($000) $1,399 Shares 33,473 Est. Cost $23.54 Unrealized +20.7%
UNP UNION PAC CORP COM 2.7%
Value ($000) $1,377 Shares 12,708 Est. Cost $65.99 Unrealized +21.7%
BHP BHP BILLITON LIMITED 2.6%
Value ($000) $1,349 Shares 22,917 Est. Cost $53626.11 Unrealized
ETN EATON CORPORATION PLC 2.6%
Value ($000) $1,340 Shares 21,155 Est. Cost $46.85 Unrealized +15.5%
ACN ACCENTURE PLC CL A "IRISH" 2.3%
Value ($000) $1,175 Shares 14,453 Est. Cost $61.61 Unrealized +7.3%
BLACKROCK INC COMMON STOCK 2.3%
Value ($000) $1,149 Shares 3,500 Est. Cost $316.37 Unrealized
WY WEYERHAEUSER CO COM 2.1%
Value ($000) $1,048 Shares 32,890 Est. Cost $19.29 Unrealized +9.1%
ADM ARCHER-DANIELS MIDLAND CO 2.0%
Value ($000) $1,033 Shares 20,220 Est. Cost $23.37 Unrealized +50.9%
NKE NIKE INC CL B COM 2.0%
Value ($000) $1,028 Shares 11,530 Est. Cost $26.53 Unrealized +29.6%
PG PROCTER & GAMBLE CO COM 1.6%
Value ($000) $816 Shares 9,751 Est. Cost $55.18 Unrealized +8.3%
UNH UNITED HEALTH GROUP INC 1.4%
Value ($000) $705 Shares 8,175 Est. Cost $56.58 Unrealized +24.3%
MRK MERCK & CO INC NEW 1.3%
Value ($000) $686 Shares 11,577 Est. Cost $31.65 Unrealized +24.4%
NSC NORFOLK SOUTHERN CORP 1.3%
Value ($000) $660 Shares 5,910 Est. Cost $65.71 Unrealized +25.7%
APACHE CORP 1.3%
Value ($000) $649 Shares 6,914 Est. Cost $83869.27 Unrealized
ITW ILLINOIS TOOL WKS INC COM 1.3%
Value ($000) $644 Shares 7,625 Est. Cost $61.88 Unrealized +7.0%
GENERAL ELECTRIC CO 1.2%
Value ($000) $620 Shares 24,202 Est. Cost $13893.05 Unrealized
DHR DANAHER CORP 1.2%
Value ($000) $589 Shares 7,756 Est. Cost $25.01 Unrealized +24.6%
CAT CATERPILLAR INC COM 1.1%
Value ($000) $558 Shares 5,630 Est. Cost $63.29 Unrealized +25.3%
T AT&T INC 1.0%
Value ($000) $530 Shares 15,035 Est. Cost $11.40 Unrealized +4.4%
MCD MCDONALDS CORP COM 1.0%
Value ($000) $496 Shares 5,233 Est. Cost $71.85 Unrealized -0.8%
PH PARKER HANNIFIN CORPORATION 0.9%
Value ($000) $438 Shares 3,840 Est. Cost $98.49 Unrealized -1.0%
PEP PEPSICO INC COM 0.7%
Value ($000) $375 Shares 4,023 Est. Cost $56.52 Unrealized +14.8%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.7%
Value ($000) $362 Shares 4,064 Est. Cost $58.52 Unrealized +35.5%
BA BOEING COMPANY COM 0.7%
Value ($000) $338 Shares 2,650 Est. Cost $110.94 Unrealized -1.5%
CSCO CISCO SYS INC 0.6%
Value ($000) $310 Shares 12,316 Est. Cost $15.24 Unrealized +16.1%
VNQ VANGUARD REIT ETF 0.6%
Value ($000) $300 Shares 4,175 Est. Cost $65801.20 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $267 Shares 4,629 Est. Cost $26.55 Unrealized +32.5%
GLW CORNING INC COM 0.5%
Value ($000) $257 Shares 13,305 Est. Cost $12.30 Unrealized +25.8%
GLD SPDR GOLD TRUST ETF 0.5%
Value ($000) $256 Shares 2,200 Est. Cost $116.26 Unrealized
MO ALTRIA GROUP INC 0.5%
Value ($000) $253 Shares 5,500 Est. Cost $16.28 Unrealized +27.0%
TROW T ROWE PRICE GROUP INC 0.5%
Value ($000) $251 Shares 3,200 Est. Cost $47.69 Unrealized +10.3%
VB VANGUARD SMALL CAP ETF 0.5%
Value ($000) $238 Shares 2,150 Est. Cost $82453.53 Unrealized
BAC BANK OF AMERICA CORP COM 0.5%
Value ($000) $238 Shares 13,972 Est. Cost $10.06 Unrealized +24.9%
KO COCA COLA CO COM 0.4%
Value ($000) $220 Shares 5,150 Est. Cost $26.92 Unrealized +7.2%
WMT WAL-MART STORES COM 0.4%
Value ($000) $210 Shares 2,739 Est. Cost $19.98 Unrealized +1.6%
HAL HALLIBURTON CO COM 0.4%
Value ($000) $204 Shares 3,160 Est. Cost $51.48 Unrealized +7.2%