BAKER BOYER NATIONAL BANK Diversified Active

CIK: 0001079398 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jan 21, 2015

Total Value ($000): $51,081 (100.0% shares, 0.0% debt)

Holdings (53)

AAPL APPLE INC 9.8%
Value ($000) $5,014 Shares 45,428 Est. Cost $17.90 Unrealized +34.6%
XOM EXXON MOBIL CORP COM 5.2%
Value ($000) $2,658 Shares 28,751 Est. Cost $54.82 Unrealized +5.8%
CVX CHEVRON CORPORATION 4.3%
Value ($000) $2,210 Shares 19,701 Est. Cost $71.45 Unrealized -1.3%
JNJ JOHNSON & JOHNSON COM 4.2%
Value ($000) $2,151 Shares 20,567 Est. Cost $59.81 Unrealized +29.2%
MSFT MICROSOFT CORP COM 3.6%
Value ($000) $1,852 Shares 39,883 Est. Cost $29.20 Unrealized +36.6%
INTC INTEL CORPORATION COM 3.4%
Value ($000) $1,754 Shares 48,334 Est. Cost $18.05 Unrealized +47.5%
SO SOUTHERN CO 3.3%
Value ($000) $1,682 Shares 34,242 Est. Cost $26.71 Unrealized +10.4%
DE DEERE & COMPANY 3.2%
Value ($000) $1,643 Shares 18,565 Est. Cost $68.09 Unrealized +3.7%
UNITED TECHNOLOGIES CORP COM 3.2%
Value ($000) $1,642 Shares 14,272 Est. Cost $90783.40 Unrealized
PCAR PACCAR INC 3.2%
Value ($000) $1,614 Shares 23,732 Est. Cost $21.97 Unrealized +28.4%
UNP UNION PAC CORP COM 3.0%
Value ($000) $1,539 Shares 12,922 Est. Cost $66.38 Unrealized +34.8%
BK BANK OF NEW YORK MELLON CORP 2.9%
Value ($000) $1,505 Shares 37,105 Est. Cost $24.30 Unrealized +22.4%
USB US BANCORP DEL COM NEW 2.9%
Value ($000) $1,493 Shares 33,218 Est. Cost $23.54 Unrealized +23.7%
IBM INTERNATIONAL BUSINESS MACHINES CORP COM 2.8%
Value ($000) $1,443 Shares 8,993 Est. Cost $118.69 Unrealized -15.4%
VZ VERIZON COMMUNICATIONS 2.7%
Value ($000) $1,356 Shares 28,983 Est. Cost $27.00 Unrealized +2.4%
ETN EATON CORPORATION PLC 2.6%
Value ($000) $1,341 Shares 19,730 Est. Cost $46.85 Unrealized +8.1%
ACN ACCENTURE PLC CL A "IRISH" 2.5%
Value ($000) $1,291 Shares 14,453 Est. Cost $61.61 Unrealized +12.4%
BLACKROCK INC COMMON STOCK 2.4%
Value ($000) $1,251 Shares 3,500 Est. Cost $316.37 Unrealized
WY WEYERHAEUSER CO COM 2.3%
Value ($000) $1,182 Shares 32,939 Est. Cost $19.29 Unrealized +15.6%
NKE NIKE INC CL B COM 2.2%
Value ($000) $1,109 Shares 11,530 Est. Cost $26.53 Unrealized +53.6%
ADM ARCHER-DANIELS MIDLAND CO 2.1%
Value ($000) $1,054 Shares 20,260 Est. Cost $23.37 Unrealized +54.1%
BHP BHP BILLITON LIMITED 2.0%
Value ($000) $1,021 Shares 21,583 Est. Cost $53626.11 Unrealized
BAC BANK OF AMERICA CORP COM 1.8%
Value ($000) $905 Shares 50,632 Est. Cost $12.59 Unrealized +7.7%
PG PROCTER & GAMBLE CO COM 1.6%
Value ($000) $826 Shares 9,070 Est. Cost $55.18 Unrealized +17.1%
UNH UNITED HEALTH GROUP INC 1.5%
Value ($000) $783 Shares 7,747 Est. Cost $56.58 Unrealized +40.1%
ITW ILLINOIS TOOL WKS INC COM 1.4%
Value ($000) $724 Shares 7,649 Est. Cost $61.88 Unrealized +13.3%
NSC NORFOLK SOUTHERN CORP 1.3%
Value ($000) $681 Shares 6,210 Est. Cost $66.68 Unrealized +28.7%
MRK MERCK & CO INC NEW 1.3%
Value ($000) $680 Shares 11,973 Est. Cost $31.90 Unrealized +23.3%
HD HOME DEPOT INC COM 1.3%
Value ($000) $676 Shares 6,443 Est. Cost $56.05 Unrealized +33.5%
DHR DANAHER CORP 1.3%
Value ($000) $665 Shares 7,756 Est. Cost $25.01 Unrealized +31.7%
GENERAL ELECTRIC CO 1.1%
Value ($000) $562 Shares 22,214 Est. Cost $13893.05 Unrealized
CAT CATERPILLAR INC COM 1.0%
Value ($000) $517 Shares 5,647 Est. Cost $63.29 Unrealized +15.9%
T AT&T INC 1.0%
Value ($000) $515 Shares 15,327 Est. Cost $11.41 Unrealized +3.5%
MCD MCDONALDS CORP COM 1.0%
Value ($000) $500 Shares 5,341 Est. Cost $71.82 Unrealized -1.8%
PH PARKER HANNIFIN CORPORATION 1.0%
Value ($000) $495 Shares 3,840 Est. Cost $98.49 Unrealized +3.6%
PEP PEPSICO INC COM 0.8%
Value ($000) $394 Shares 4,163 Est. Cost $56.92 Unrealized +20.5%
APACHE CORP 0.7%
Value ($000) $381 Shares 6,080 Est. Cost $83869.27 Unrealized
BA BOEING COMPANY COM 0.7%
Value ($000) $344 Shares 2,650 Est. Cost $110.94 Unrealized -0.3%
VNQ VANGUARD REIT ETF 0.7%
Value ($000) $338 Shares 4,175 Est. Cost $65801.20 Unrealized
TROW T ROWE PRICE GROUP INC 0.5%
Value ($000) $275 Shares 3,200 Est. Cost $47.69 Unrealized +12.6%
JPM JPMORGAN CHASE & CO COM 0.5%
Value ($000) $270 Shares 4,318 Est. Cost $44.70 Unrealized 0.0%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.5%
Value ($000) $258 Shares 2,734 Est. Cost $58.52 Unrealized +38.9%
VB VANGUARD SMALL CAP ETF 0.5%
Value ($000) $251 Shares 2,150 Est. Cost $82453.53 Unrealized
GLD SPDR GOLD TRUST ETF 0.5%
Value ($000) $250 Shares 2,200 Est. Cost $116.26 Unrealized
GLW CORNING INC COM 0.5%
Value ($000) $247 Shares 10,761 Est. Cost $12.30 Unrealized +23.6%
WMT WAL-MART STORES COM 0.5%
Value ($000) $234 Shares 2,719 Est. Cost $19.98 Unrealized +9.2%
KO COCA COLA CO COM 0.4%
Value ($000) $224 Shares 5,302 Est. Cost $27.01 Unrealized +11.3%
ABBV ABBVIE INC 0.4%
Value ($000) $222 Shares 3,395 Est. Cost $26.55 Unrealized +51.6%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $222 Shares 2,580 Est. Cost $76.31 Unrealized 0.0%
CSCO CISCO SYS INC 0.4%
Value ($000) $212 Shares 7,616 Est. Cost $15.24 Unrealized +20.1%
MO ALTRIA GROUP INC 0.4%
Value ($000) $211 Shares 4,275 Est. Cost $16.28 Unrealized +46.0%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $208 Shares 2,484 Est. Cost $50.97 Unrealized 0.0%
TU TELUS CORP 0.4%
Value ($000) $206 Shares 5,726 Est. Cost $18.01 Unrealized 0.0%