BAKER BOYER NATIONAL BANK Diversified Active

CIK: 0001079398 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 8, 2015

Total Value ($000): $48,991 (100.0% shares, 0.0% debt)

Holdings (51)

AAPL APPLE INC 12.1%
Value ($000) $5,915 Shares 47,533 Est. Cost $18.30 Unrealized +46.7%
XOM EXXON MOBIL CORP COM 5.1%
Value ($000) $2,515 Shares 29,592 Est. Cost $54.84 Unrealized +1.3%
CVX CHEVRON CORPORATION 4.2%
Value ($000) $2,048 Shares 19,512 Est. Cost $71.45 Unrealized -6.4%
JNJ JOHNSON & JOHNSON COM 4.2%
Value ($000) $2,045 Shares 20,328 Est. Cost $59.81 Unrealized +25.6%
IBM INTERNATIONAL BUSINESS MACHINES CORP COM 3.5%
Value ($000) $1,701 Shares 10,593 Est. Cost $115.34 Unrealized -16.4%
UNITED TECHNOLOGIES CORP COM 3.4%
Value ($000) $1,679 Shares 14,326 Est. Cost $90783.40 Unrealized
DE DEERE & COMPANY 3.3%
Value ($000) $1,628 Shares 18,565 Est. Cost $68.09 Unrealized +7.2%
MSFT MICROSOFT CORP COM 3.3%
Value ($000) $1,610 Shares 39,618 Est. Cost $29.20 Unrealized +27.6%
INTC INTEL CORPORATION COM 3.1%
Value ($000) $1,518 Shares 48,548 Est. Cost $18.05 Unrealized +44.0%
SO SOUTHERN CO 3.1%
Value ($000) $1,516 Shares 34,242 Est. Cost $26.71 Unrealized +12.1%
PCAR PACCAR INC 3.1%
Value ($000) $1,498 Shares 23,732 Est. Cost $21.97 Unrealized +28.4%
BK BANK OF NEW YORK MELLON CORP 3.0%
Value ($000) $1,493 Shares 37,105 Est. Cost $24.30 Unrealized +22.4%
USB US BANCORP DEL COM NEW 3.0%
Value ($000) $1,450 Shares 33,218 Est. Cost $23.54 Unrealized +26.6%
VZ VERIZON COMMUNICATIONS 2.9%
Value ($000) $1,414 Shares 29,083 Est. Cost $27.00 Unrealized +2.3%
UNP UNION PAC CORP COM 2.9%
Value ($000) $1,407 Shares 12,992 Est. Cost $66.38 Unrealized +38.4%
ACN ACCENTURE PLC CL A "IRISH" 2.8%
Value ($000) $1,354 Shares 14,453 Est. Cost $61.61 Unrealized +21.1%
ETN EATON CORPORATION PLC 2.7%
Value ($000) $1,340 Shares 19,730 Est. Cost $46.85 Unrealized +12.1%
NKE NIKE INC CL B COM 2.4%
Value ($000) $1,157 Shares 11,530 Est. Cost $26.53 Unrealized +57.1%
WY WEYERHAEUSER CO COM 2.2%
Value ($000) $1,092 Shares 32,939 Est. Cost $19.29 Unrealized +18.5%
ADM ARCHER-DANIELS MIDLAND CO 2.0%
Value ($000) $960 Shares 20,260 Est. Cost $23.37 Unrealized +48.0%
UNH UNITED HEALTH GROUP INC 1.9%
Value ($000) $916 Shares 7,747 Est. Cost $56.58 Unrealized +64.7%
BAC BANK OF AMERICA CORP COM 1.6%
Value ($000) $779 Shares 50,632 Est. Cost $12.59 Unrealized +1.3%
ITW ILLINOIS TOOL WKS INC COM 1.5%
Value ($000) $743 Shares 7,649 Est. Cost $61.88 Unrealized +20.5%
PG PROCTER & GAMBLE CO COM 1.5%
Value ($000) $743 Shares 9,070 Est. Cost $55.18 Unrealized +15.3%
HD HOME DEPOT INC COM 1.5%
Value ($000) $732 Shares 6,443 Est. Cost $56.05 Unrealized +52.2%
MRK MERCK & CO INC NEW 1.4%
Value ($000) $688 Shares 11,973 Est. Cost $31.90 Unrealized +26.3%
DHR DANAHER CORP 1.3%
Value ($000) $658 Shares 7,756 Est. Cost $25.01 Unrealized +39.4%
NSC NORFOLK SOUTHERN CORP 1.3%
Value ($000) $639 Shares 6,210 Est. Cost $66.68 Unrealized +26.3%
GENERAL ELECTRIC CO 1.2%
Value ($000) $583 Shares 23,494 Est. Cost $13137.48 Unrealized
BLACKROCK INC COMMON STOCK 1.1%
Value ($000) $540 Shares 1,475 Est. Cost $316.37 Unrealized
MCD MCDONALDS CORP COM 1.1%
Value ($000) $520 Shares 5,341 Est. Cost $71.82 Unrealized +0.5%
T AT&T INC 1.0%
Value ($000) $510 Shares 15,635 Est. Cost $11.42 Unrealized +3.3%
PH PARKER HANNIFIN CORPORATION 0.9%
Value ($000) $456 Shares 3,840 Est. Cost $98.49 Unrealized +2.8%
CAT CATERPILLAR INC COM 0.9%
Value ($000) $452 Shares 5,647 Est. Cost $63.29 Unrealized -0.3%
BHP BHP BILLITON LIMITED 0.9%
Value ($000) $418 Shares 9,003 Est. Cost $53626.11 Unrealized
BA BOEING COMPANY COM 0.8%
Value ($000) $406 Shares 2,704 Est. Cost $111.28 Unrealized +14.8%
PEP PEPSICO INC COM 0.8%
Value ($000) $379 Shares 3,963 Est. Cost $56.92 Unrealized +22.4%
VNQ VANGUARD REIT ETF 0.7%
Value ($000) $352 Shares 4,175 Est. Cost $65801.20 Unrealized
APACHE CORP 0.6%
Value ($000) $298 Shares 4,935 Est. Cost $83869.27 Unrealized
DIS DISNEY (WALT) COMPANY HOLDING CO 0.6%
Value ($000) $297 Shares 2,834 Est. Cost $59.70 Unrealized +53.9%
JPM JPMORGAN CHASE & CO COM 0.6%
Value ($000) $272 Shares 4,482 Est. Cost $44.68 Unrealized -0.9%
VB VANGUARD SMALL CAP ETF 0.5%
Value ($000) $264 Shares 2,150 Est. Cost $82453.53 Unrealized
TROW T ROWE PRICE GROUP INC 0.5%
Value ($000) $259 Shares 3,200 Est. Cost $47.69 Unrealized +14.4%
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) $244 Shares 10,761 Est. Cost $12.30 Unrealized +45.0%
WMT WAL-MART STORES COM 0.5%
Value ($000) $232 Shares 2,816 Est. Cost $20.09 Unrealized +14.7%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $223 Shares 2,580 Est. Cost $76.31 Unrealized +6.5%
KO COCA COLA CO COM 0.4%
Value ($000) $215 Shares 5,302 Est. Cost $27.01 Unrealized +9.7%
MO ALTRIA GROUP INC 0.4%
Value ($000) $214 Shares 4,275 Est. Cost $16.28 Unrealized +60.9%
ABBV ABBVIE INC 0.4%
Value ($000) $207 Shares 3,532 Est. Cost $27.03 Unrealized +43.7%
MONOGRAM RESIDENTIAL TRUST INC 0.3%
Value ($000) $162 Shares 17,389 Est. Cost $9.32 Unrealized