BAKER BOYER NATIONAL BANK Diversified Active

CIK: 0001079398 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 9, 2015

Total Value ($000): $48,022 (100.0% shares, 0.0% debt)

Holdings (50)

AAPL APPLE INC 12.3%
Value ($000) $5,919 Shares 47,191 Est. Cost $18.30 Unrealized +56.0%
XOM EXXON MOBIL CORP COM 5.0%
Value ($000) $2,425 Shares 29,145 Est. Cost $54.84 Unrealized -1.0%
JNJ JOHNSON & JOHNSON COM 4.1%
Value ($000) $1,966 Shares 20,178 Est. Cost $59.81 Unrealized +24.5%
MSFT MICROSOFT CORP COM 3.9%
Value ($000) $1,849 Shares 41,875 Est. Cost $29.74 Unrealized +32.1%
CVX CHEVRON CORPORATION 3.8%
Value ($000) $1,822 Shares 18,881 Est. Cost $71.45 Unrealized -7.0%
DE DEERE & COMPANY 3.8%
Value ($000) $1,804 Shares 18,590 Est. Cost $68.09 Unrealized +10.7%
IBM INTERNATIONAL BUSINESS MACHINES CORP COM 3.5%
Value ($000) $1,661 Shares 10,215 Est. Cost $115.34 Unrealized -10.7%
UNITED TECHNOLOGIES CORP COM 3.3%
Value ($000) $1,589 Shares 14,326 Est. Cost $90783.40 Unrealized
BK BANK OF NEW YORK MELLON CORP 3.2%
Value ($000) $1,518 Shares 36,180 Est. Cost $24.30 Unrealized +34.5%
PCAR PACCAR INC 3.1%
Value ($000) $1,476 Shares 23,135 Est. Cost $21.97 Unrealized +30.9%
INTC INTEL CORPORATION COM 3.1%
Value ($000) $1,465 Shares 48,166 Est. Cost $18.05 Unrealized +39.0%
SO SOUTHERN CO 3.0%
Value ($000) $1,435 Shares 34,242 Est. Cost $26.71 Unrealized +4.1%
USB US BANCORP DEL COM NEW 2.9%
Value ($000) $1,381 Shares 31,822 Est. Cost $23.54 Unrealized +27.0%
ACN ACCENTURE PLC CL A "IRISH" 2.9%
Value ($000) $1,379 Shares 14,253 Est. Cost $61.61 Unrealized +31.0%
VZ VERIZON COMMUNICATIONS 2.8%
Value ($000) $1,356 Shares 29,083 Est. Cost $27.00 Unrealized +4.9%
NKE NIKE INC CL B COM 2.6%
Value ($000) $1,245 Shares 11,530 Est. Cost $26.53 Unrealized +68.9%
UNP UNION PAC CORP COM 2.6%
Value ($000) $1,239 Shares 12,992 Est. Cost $66.38 Unrealized +23.5%
ETN EATON CORPORATION PLC 2.6%
Value ($000) $1,233 Shares 18,270 Est. Cost $46.85 Unrealized +17.7%
WY WEYERHAEUSER CO COM 2.2%
Value ($000) $1,038 Shares 32,939 Est. Cost $19.29 Unrealized +9.7%
ADM ARCHER-DANIELS MIDLAND CO 2.0%
Value ($000) $977 Shares 20,260 Est. Cost $23.37 Unrealized +57.7%
UNH UNITED HEALTH GROUP INC 2.0%
Value ($000) $945 Shares 7,747 Est. Cost $56.58 Unrealized +76.0%
BAC BANK OF AMERICA CORP COM 1.8%
Value ($000) $852 Shares 50,032 Est. Cost $12.59 Unrealized +4.3%
ITW ILLINOIS TOOL WKS INC COM 1.5%
Value ($000) $702 Shares 7,649 Est. Cost $61.88 Unrealized +19.6%
HD HOME DEPOT INC COM 1.5%
Value ($000) $699 Shares 6,293 Est. Cost $56.05 Unrealized +55.4%
PG PROCTER & GAMBLE CO COM 1.5%
Value ($000) $698 Shares 8,920 Est. Cost $55.18 Unrealized +8.7%
MRK MERCK & CO INC NEW 1.4%
Value ($000) $670 Shares 11,773 Est. Cost $31.90 Unrealized +26.1%
DHR DANAHER CORP 1.4%
Value ($000) $664 Shares 7,756 Est. Cost $25.01 Unrealized +39.4%
GENERAL ELECTRIC CO 1.2%
Value ($000) $580 Shares 21,843 Est. Cost $13137.48 Unrealized
NSC NORFOLK SOUTHERN CORP 1.1%
Value ($000) $543 Shares 6,210 Est. Cost $66.68 Unrealized +16.1%
T AT&T INC 1.1%
Value ($000) $542 Shares 15,271 Est. Cost $11.42 Unrealized +7.0%
BLACKROCK INC COMMON STOCK 1.1%
Value ($000) $510 Shares 1,475 Est. Cost $316.37 Unrealized
MCD MCDONALDS CORP COM 1.0%
Value ($000) $494 Shares 5,191 Est. Cost $71.82 Unrealized +3.3%
VMI VALMONT INDUSTRIES, INC. 1.0%
Value ($000) $475 Shares 4,000 Est. Cost $123.29 Unrealized 0.0%
CAT CATERPILLAR INC COM 1.0%
Value ($000) $466 Shares 5,497 Est. Cost $63.29 Unrealized +4.1%
PH PARKER HANNIFIN CORPORATION 0.9%
Value ($000) $447 Shares 3,840 Est. Cost $98.49 Unrealized +3.1%
BA BOEING COMPANY COM 0.8%
Value ($000) $375 Shares 2,704 Est. Cost $111.28 Unrealized +15.8%
PEP PEPSICO INC COM 0.8%
Value ($000) $370 Shares 3,963 Est. Cost $56.92 Unrealized +21.8%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.7%
Value ($000) $323 Shares 2,834 Est. Cost $59.70 Unrealized +67.5%
VNQ VANGUARD REIT ETF 0.6%
Value ($000) $312 Shares 4,175 Est. Cost $65801.20 Unrealized
JPM JPMORGAN CHASE & CO COM 0.6%
Value ($000) $293 Shares 4,318 Est. Cost $44.68 Unrealized +10.0%
APACHE CORP 0.6%
Value ($000) $284 Shares 4,935 Est. Cost $83869.27 Unrealized
VB VANGUARD SMALL CAP ETF 0.5%
Value ($000) $261 Shares 2,150 Est. Cost $82453.53 Unrealized
TROW T ROWE PRICE GROUP INC 0.5%
Value ($000) $249 Shares 3,200 Est. Cost $47.69 Unrealized +15.6%
GLD SPDR GOLD TRUST ETF 0.5%
Value ($000) $247 Shares 2,200 Est. Cost $116.26 Unrealized
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $241 Shares 2,580 Est. Cost $76.31 Unrealized +12.8%
ABBV ABBVIE INC 0.5%
Value ($000) $237 Shares 3,532 Est. Cost $27.03 Unrealized +56.6%
BHP BHP BILLITON LIMITED 0.5%
Value ($000) $234 Shares 5,748 Est. Cost $53626.11 Unrealized
KO COCA COLA CO COM 0.4%
Value ($000) $208 Shares 5,302 Est. Cost $27.01 Unrealized +7.5%
GLW CORNING INC COM 0.4%
Value ($000) $199 Shares 10,091 Est. Cost $12.30 Unrealized +31.1%
MONOGRAM RESIDENTIAL TRUST INC 0.3%
Value ($000) $125 Shares 13,805 Est. Cost $9.32 Unrealized